Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 3.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.2%, FCF Yield is 12%

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -99%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 53%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 50%

Low stock price volatility
Vol 12M is 24%

Capital ratio is >2x the minimum of 6%
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 13%

Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Key risks
FHB key risks include [1] sustained weak net interest income growth and profitability compared to its peers, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 3.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.2%, FCF Yield is 12%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -99%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 53%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 50%
3 Low stock price volatility
Vol 12M is 24%
4 Capital ratio is >2x the minimum of 6%
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 13%
5 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.
6 Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%
7 Key risks
FHB key risks include [1] sustained weak net interest income growth and profitability compared to its peers, Show more.

FHB in ETFs

Weight = FHB's share of each fund

VTI0.00%
ITOT0.01%
IWB0.01%
IJR0.20%
VYM0.01%
VB0.04%
KRE1.2%
IJS0.39%
+13 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/25/2026

First Hawaiian (FHB) stock has gained about 20% since 2/28/2026 because of the following key factors:

1. First Hawaiian (FHB) reported strong financial results for fiscal Q1 2026, exceeding analyst expectations. The company posted diluted earnings per share (EPS) of $0.55, surpassing analysts' consensus estimate of $0.53 by 3.77%. This positive performance was underpinned by growth in its core business, with total loans and leases increasing by $128.3 million and total deposits rising by $261.7 million compared to the prior quarter.

2. The company demonstrated a commitment to shareholder returns through its share repurchase program and consistent dividends. During fiscal Q1 2026, First Hawaiian repurchased approximately 1.3 million shares of common stock at a total cost of $32.0 million. Additionally, the Board of Directors declared a quarterly cash dividend of $0.26 per share, payable on May 29, 2026, contributing to a stable dividend yield of 3.64%.

Show more
Updated on 6/25/2026

First Hawaiian (FHB) stock has gained about 20% since 2/28/2026 because of the following key factors:

1. First Hawaiian (FHB) reported strong financial results for fiscal Q1 2026, exceeding analyst expectations. The company posted diluted earnings per share (EPS) of $0.55, surpassing analysts' consensus estimate of $0.53 by 3.77%. This positive performance was underpinned by growth in its core business, with total loans and leases increasing by $128.3 million and total deposits rising by $261.7 million compared to the prior quarter.

2. The company demonstrated a commitment to shareholder returns through its share repurchase program and consistent dividends. During fiscal Q1 2026, First Hawaiian repurchased approximately 1.3 million shares of common stock at a total cost of $32.0 million. Additionally, the Board of Directors declared a quarterly cash dividend of $0.26 per share, payable on May 29, 2026, contributing to a stable dividend yield of 3.64%.

3. The Hawaiʻi economy showed resilience and positive growth projections, benefiting local financial institutions like FHB. Forecasts from the University of Hawaiʻi Economic Research Organization (UHERO) in February 2026 indicated that the state's economy was moving beyond a mild recession, with payrolls beginning to increase. The Department of Business, Economic Development and Tourism (DBEDT) projected Hawaiʻi's economy to grow by 1.7% in 2026, driven by solid labor market conditions, rising incomes, and continued strength in visitor spending. The construction sector, a key economic driver, notably added 1,400 jobs in April 2026 compared to the previous year, with government contracts awarded more than tripling year-over-year in fiscal Q1 2026 to $720.1 million.

4. A favorable broader U.S. banking sector outlook and regulatory environment provided support. All 32 major U.S. banks successfully passed the 2026 Federal Reserve stress tests, confirming strong capital resilience across the sector. The Federal Reserve's decision to freeze Stress Capital Buffer requirements through 2027 signaled a supportive regulatory stance that could allow banks to accelerate capital returns, fostering a positive environment for bank stocks. Furthermore, the U.S. economy's real GDP grew at an annualized rate of 2.1% in fiscal Q1 2026, largely driven by strong business investment.

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Stock Movement Drivers

Fundamental Drivers

The 20.5% change in FHB stock from 2/28/2026 to 6/27/2026 was primarily driven by a 16.1% change in the company's P/E Multiple.
(LTM values as of)22820266272026Change
Stock Price ($)24.5229.5520.5%
Change Contribution By: 
Total Revenues ($ Mil)8478561.0%
Net Income Margin (%)32.6%33.3%2.0%
P/E Multiple10.912.716.1%
Shares Outstanding (Mil)1231220.7%
Cumulative Contribution20.5%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/27/2026
ReturnCorrelation
FHB20.5% 
Market (SPY)6.6%33.8%
Sector (XLF)4.7%66.3%

Fundamental Drivers

The 21.0% change in FHB stock from 11/30/2025 to 6/27/2026 was primarily driven by a 8.3% change in the company's P/E Multiple.
(LTM values as of)113020256272026Change
Stock Price ($)24.4329.5521.0%
Change Contribution By: 
Total Revenues ($ Mil)8108565.7%
Net Income Margin (%)31.9%33.3%4.1%
P/E Multiple11.712.78.3%
Shares Outstanding (Mil)1241221.5%
Cumulative Contribution21.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/27/2026
ReturnCorrelation
FHB21.0% 
Market (SPY)7.3%35.2%
Sector (XLF)1.3%68.7%

Fundamental Drivers

The 29.0% change in FHB stock from 5/31/2025 to 6/27/2026 was primarily driven by a 10.4% change in the company's Net Income Margin (%).
(LTM values as of)53120256272026Change
Stock Price ($)22.9129.5529.0%
Change Contribution By: 
Total Revenues ($ Mil)7818569.7%
Net Income Margin (%)30.1%33.3%10.4%
P/E Multiple12.312.73.3%
Shares Outstanding (Mil)1261223.1%
Cumulative Contribution29.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/27/2026
ReturnCorrelation
FHB29.0% 
Market (SPY)25.1%43.4%
Sector (XLF)6.7%70.9%

Fundamental Drivers

The 104.7% change in FHB stock from 5/31/2023 to 6/27/2026 was primarily driven by a 89.8% change in the company's P/E Multiple.
(LTM values as of)53120236272026Change
Stock Price ($)14.4329.55104.7%
Change Contribution By: 
Total Revenues ($ Mil)8028566.8%
Net Income Margin (%)34.3%33.3%-2.9%
P/E Multiple6.712.789.8%
Shares Outstanding (Mil)1271224.1%
Cumulative Contribution104.7%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/27/2026
ReturnCorrelation
FHB104.7% 
Market (SPY)81.3%47.9%
Sector (XLF)77.0%69.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
FHB Return20%-1%-8%19%2%18%57%
Peers Return25%-19%22%6%42%17%115%
S&P 500 Return27%-19%24%23%16%7%96%

Monthly Win Rates [3]
FHB Win Rate58%58%50%42%50%50% 
Peers Win Rate42%52%53%50%67%60% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
FHB Max Drawdown-13%-29%-43%-13%-24%-15% 
Peers Max Drawdown-17%-32%-32%-23%-21%-20% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: NEWT, ATLO, CBC, NU, FITB.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/26/2026 (YTD)

How Low Can It Go

EventFHBS&P 500
2025 US Tariff Shock
  % Loss-23.1%-18.8%
  % Gain to Breakeven30.0%23.1%
  Time to Breakeven273 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-18.3%-9.5%
  % Gain to Breakeven22.3%10.5%
  Time to Breakeven48 days24 days
2023 SVB Regional Banking Crisis
  % Loss-42.3%-6.7%
  % Gain to Breakeven73.4%7.1%
  Time to Breakeven442 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.6%-24.5%
  % Gain to Breakeven27.5%32.4%
  Time to Breakeven29 days427 days
2020 COVID-19 Crash
  % Loss-50.0%-33.7%
  % Gain to Breakeven99.9%50.9%
  Time to Breakeven322 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-20.3%-19.2%
  % Gain to Breakeven25.4%23.8%
  Time to Breakeven50 days105 days

Compare to NEWT, ATLO, CBC, NU, FITB

In The Past

First Hawaiian's stock fell -23.1% during the 2025 US Tariff Shock. Such a loss loss requires a 30.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventFHBS&P 500
2025 US Tariff Shock
  % Loss-23.1%-18.8%
  % Gain to Breakeven30.0%23.1%
  Time to Breakeven273 days79 days
2023 SVB Regional Banking Crisis
  % Loss-42.3%-6.7%
  % Gain to Breakeven73.4%7.1%
  Time to Breakeven442 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.6%-24.5%
  % Gain to Breakeven27.5%32.4%
  Time to Breakeven29 days427 days
2020 COVID-19 Crash
  % Loss-50.0%-33.7%
  % Gain to Breakeven99.9%50.9%
  Time to Breakeven322 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-20.3%-19.2%
  % Gain to Breakeven25.4%23.8%
  Time to Breakeven50 days105 days

Compare to NEWT, ATLO, CBC, NU, FITB

In The Past

First Hawaiian's stock fell -23.1% during the 2025 US Tariff Shock. Such a loss loss requires a 30.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About First Hawaiian (FHB)

First Hawaiian, Inc. (FHB) is a bank holding company operating primarily through its subsidiary, First Hawaiian Bank, a full-service financial institution. The company provides a comprehensive range of banking services to both consumer and commercial customers. Its operations are concentrated within Hawaii, Guam, and Saipan, where it maintains a network of 54 branches, making it a key regional financial provider in these Pacific markets.

FHB's core offerings include a variety of deposit products, such as checking and savings accounts. On the lending side, it provides a diverse portfolio including residential and commercial mortgage loans, home equity lines of credit, automobile loans and leases, personal lines of credit and installment loans, and small business loans and leases. Beyond traditional banking, First Hawaiian also offers investment and financial planning services, insurance protection, trust and estate services, private banking, retirement planning, treasury services, and merchant processing to cater to the broader financial needs of its individual and business clients.

AI Analysis | Feedback

It's like Bank of America, but focused exclusively on Hawaii and the Pacific islands.

Think of it as the Wells Fargo of Hawaii, offering a full range of banking services across the islands.

AI Analysis | Feedback

  • Deposit Accounts: Offers various accounts like checking, savings, and other deposit products for consumers and businesses.
  • Mortgage Lending: Provides residential and commercial mortgage loans, including home equity lines of credit.
  • Consumer Lending: Offers a range of personal financing options such as automobile loans and leases, personal lines of credit, installment loans, and credit cards.
  • Commercial & Small Business Lending: Facilitates business growth through small business loans and leases, commercial lease, and auto dealer financing.
  • Investment & Financial Planning: Delivers individual investment, financial planning, trust and estate services, private banking, and retirement planning.
  • Treasury & Merchant Services: Supports businesses with treasury management and merchant processing solutions.
  • Insurance Protection: Provides various insurance products for customers.

AI Analysis | Feedback

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First Hawaiian, Inc. (FHB) serves a diverse customer base, primarily consisting of a wide array of individuals and businesses across its operating regions. As a bank, its customer relationships are generally not concentrated in a few named entities, but rather across broad categories. Therefore, its major customers can be described by the categories it serves:

  • Individual Consumers

    This category includes a broad range of individual customers who utilize the bank's retail banking services. These services encompass checking and savings accounts, residential mortgage loans, home equity lines of credit, automobile loans and leases, personal lines of credit, installment loans, and credit card services. Additionally, individual consumers are served through investment and financial planning, insurance protection, and retirement planning services.

  • Commercial Businesses (Small to Medium-sized Enterprises)

    First Hawaiian serves numerous commercial customers, including small and medium-sized businesses. These clients utilize services such as commercial mortgage loans, small business loans and leases, commercial lease and auto dealer financing. They also benefit from treasury and merchant processing services to manage their finances and operations.

  • High-Net-Worth Individuals and Institutional Clients

    This category represents customers seeking specialized financial services, including private banking, trust and estate management. These services cater to affluent individuals, families, and potentially some institutional clients requiring sophisticated financial planning and asset management solutions.

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AI Analysis | Feedback

  • Visa Inc. (V)
  • Mastercard Incorporated (MA)
  • Fidelity National Information Services (FIS)
  • Fiserv, Inc. (FISV)

AI Analysis | Feedback

Robert Harrison, Chairman, President and Chief Executive Officer

Robert Harrison joined First Hawaiian Bank in 1996 and has over 35 years of financial industry experience working for banks in New York and Hawaii. Prior to his current role, he served as Chief Operating Officer of First Hawaiian Bank from December 2009 to January 2012 and as its President from December 2009 to June 2015. He was named Vice Chairman in 2007 and served as the Bank's Chief Risk Officer from 2006 to 2009. He led the bank's initial public stock offering, which transformed First Hawaiian into a publicly traded company after 15 years as a subsidiary of BNP Paribas. He previously served as an Independent Director for Alexander & Baldwin Investments LLC and Alexander & Baldwin, Inc., and as a Vice Chairman for BancWest Corp. (Hawaii).

James Moses, Vice Chairman and Chief Financial Officer, Finance Group

James Moses was appointed as Vice Chairman and Chief Financial Officer, effective January 3, 2023. He brings over 20 years of diverse banking experience to the team. Before joining First Hawaiian, he served as Executive Vice President and CFO of First Bank in St. Louis, Missouri. His previous experience also includes serving as Executive Vice President and CFO of Berkshire Hills Bancorp, and Senior Vice President – Manager, Asset Liability Management at Webster Bank.

Gina Woo Anonuevo, Vice Chair and Chief Administrative Officer

Gina Woo Anonuevo previously served as the Chief Compliance Officer of First Hawaiian Bank and took over as Chief Human Resources Officer effective December 1, 2023.

Alan Arizumi, Vice Chair, Wealth Management Group

Alan Arizumi serves as the Vice Chair of the Wealth Management Group.

Neill Char, Vice Chair, Retail Banking Group

Neill Char holds the position of Vice Chair, Retail Banking Group. He is also listed as Vice Chairman of Commercial & Retail Banking Group.

AI Analysis | Feedback

The key risks to First Hawaiian, Inc.'s business are its significant geographic concentration, exposure to regulatory changes, and competitive pressures from traditional and fintech institutions. * Geographic Concentration and Regional Economic/Environmental Risks: First Hawaiian's operations are heavily concentrated in Hawaii, Guam, and Saipan, with 49 of its 54 branches located in Hawaii. This exposes the company to unique economic and environmental risks specific to these island economies. The economy of Hawaii, in particular, is highly dependent on tourism, making the bank vulnerable to downturns in the tourism sector or the broader U.S. economy. Furthermore, this limited geographic footprint increases exposure to local economic downturns and environmental factors, such as natural disasters, which can disrupt operations and affect the financial stability of its customer base. * Regulatory Challenges: As a financial institution, First Hawaiian is subject to extensive and evolving banking regulations. Changes in banking laws, increased scrutiny from regulatory bodies, or unfavorable regulatory developments can significantly impact the company's operations, growth potential, and profitability by increasing costs, impeding efficiency, or requiring higher regulatory capital. * Competition and Technological Advancements: First Hawaiian operates in a highly competitive banking industry, facing pressure from traditional financial institutions and non-bank entities, including fintech companies. The shift in customer preferences towards digital banking solutions necessitates continuous investment in technological advancements and innovation to maintain a competitive edge and prevent the erosion of its market share.

AI Analysis | Feedback

The emergence and growing adoption of digital-first financial service providers, including neobanks and specialized financial technology (fintech) companies. These competitors leverage technology to offer banking products (e.g., checking accounts, loans, payment processing, investment services) with lower overheads, often more competitive rates, and superior digital user experiences. This trend directly challenges First Hawaiian's traditional branch-heavy business model and its ability to attract and retain customers who increasingly prioritize digital convenience and potentially lower costs or better returns, even in its established island markets.

AI Analysis | Feedback

Here are the addressable market sizes for First Hawaiian (FHB) for its main products and services in its operating regions:

Hawaii

  • Retail Banking (encompassing residential mortgages, commercial and industrial mortgages, home equity loans, vehicle loans, and deposit accounts): The market size for the Savings Institutions & Other Depository Credit Intermediation industry in Hawaii is estimated to be $1.1 billion in 2026.
  • Total Deposits: Total deposits held at community bank branches in Hawaii were approximately $56.32 billion as of December 13, 2024.
  • Small Business Loans: New lending to businesses in Hawaii through loans of $1 million or less totaled $1.1 billion in 2023.
  • Commercial Leasing: The Commercial Leasing industry in Hawaii has a market size of $2.0 billion in 2026.
  • Residential Mortgage Loans: While a total market size in dollar volume for residential mortgage loans in Hawaii is not explicitly available, the conforming loan limit for 2024 in Hawaii is $1,149,825. The median sale price for homes in Hawaii was approximately $741,000 as of late 2025.
  • Auto Loans: Specific market size for auto loans in Hawaii is not explicitly stated. However, new light vehicle registrations in the state are projected to exceed 46,000 units in 2025.
  • Wealth Management/Investment & Financial Planning: The Portfolio Management & Investment Advice industry in Hawaii has been growing at an average annual rate of 8.7% from 2020 to 2025. Research indicates that there is more than $917 million in potential client assets available per advisor in Hawaii.

Guam

  • Banking Sector (General Scale): While specific market sizes for individual products are not readily available, Bank of Guam, a major competitor, reported total assets of $3.01 billion and total deposits of $2.74 billion as of its latest filing. First Hawaiian Bank is one of the four main commercial banks operating in Guam.
  • Residential Mortgage Loans: The conforming residential mortgage loan limit for 2024 in Guam is $1,149,825.

Saipan

Specific addressable market sizes for First Hawaiian's products and services in Saipan (Commonwealth of the Northern Mariana Islands) are not readily available in the provided information.

AI Analysis | Feedback

Expected Drivers of Future Revenue Growth for First Hawaiian (FHB)

First Hawaiian, Inc. (FHB) is anticipated to drive future revenue growth over the next 2-3 years through several key strategies:

  • Loan Growth: Management has provided forward guidance for full-year loan growth of 3-4% for 2026, primarily driven by Commercial Real Estate (CRE) and Commercial & Industrial (C&I) segments. The bank has demonstrated growth in total loans and leases in recent quarters.
  • Net Interest Margin (NIM) Expansion and Optimization: As net interest income constitutes the largest source of revenue for First Hawaiian, the bank's ability to expand and optimize its net interest margin is crucial. Management expects a full-year NIM of 3.16%–3.18% for 2026, with favorable deposit dynamics contributing to margin improvement.
  • Growth in Non-Interest Income via Wealth Management and Trust Services: First Hawaiian has an opportunity to expand its wealth management and trust services, which can attract a broader customer base and deepen existing customer relationships. Management anticipates noninterest income to be approximately $220 million for 2026.
  • Strategic Focus on Small Business Lending and Support: The bank is committed to supporting small businesses, particularly in addressing challenges related to accessing funding. This dedicated focus on a key customer segment is expected to drive increased lending and utilization of other banking services.

AI Analysis | Feedback

Share Repurchases

  • First Hawaiian authorized a stock repurchase program for up to $75 million during 2021.
  • In the fourth quarter of 2024, the company repurchased 1.5 million shares of common stock at a total cost of $40.0 million, completing its 2024 repurchase program.
  • During 2025, the company made $100.0 million in buybacks. For example, in the first quarter of 2025, First Hawaiian repurchased 974 thousand shares for $25.0 million, and in the third quarter of 2025, it repurchased 964 thousand shares for $24.0 million.
  • As of March 2026, the company was authorized to repurchase an additional $250 million in stock.

Capital Expenditures

  • First Hawaiian's capital expenditures were $16 million in 2021, $7.48 million in 2023, $29 million in 2024, and $32 million in 2025.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

FHBNEWTATLOCBCNUFITBMedian
NameFirst Ha.NewtekOneAmes Nat.Central .Nu Fifth Th. 
Mkt Price29.5514.6930.6229.8613.1756.3129.70
Mkt Cap3.60.40.3358.864.046.525.0
Rev LTM856272701,00011,9159,461928
Op Inc LTM-------
FCF LTM430-776224578681,437444
FCF 3Y Avg302-34817-1,7122,583302
CFO LTM458-776234911,2012,175474
CFO 3Y Avg328-34819-1,9523,140328

Growth & Margins

FHBNEWTATLOCBCNUFITBMedian
NameFirst Ha.NewtekOneAmes Nat.Central .Nu Fifth Th. 
Rev Chg LTM9.7%10.5%21.7%-39.5%13.9%13.9%
Rev Chg 3Y Avg2.3%32.1%5.4%-51.8%3.9%5.4%
Rev Chg Q4.4%8.0%17.8%-57.2%30.3%17.8%
QoQ Delta Rev Chg LTM1.0%1.9%4.1%-12.1%7.3%4.1%
Op Inc Chg LTM-------
Op Inc Chg 3Y Avg-------
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM53.5%-285.4%32.5%49.1%10.1%23.0%27.7%
CFO/Rev 3Y Avg40.1%-134.4%31.4%-22.3%36.7%31.4%
FCF/Rev LTM50.2%-285.4%31.2%45.7%7.3%15.2%23.2%
FCF/Rev 3Y Avg36.9%-134.5%28.6%-19.6%30.4%28.6%

Valuation

FHBNEWTATLOCBCNUFITBMedian
NameFirst Ha.NewtekOneAmes Nat.Central .Nu Fifth Th. 
Mkt Cap3.60.40.3358.864.046.525.0
P/S4.21.53.9358.65.44.94.6
P/Op Inc-------
P/EBIT-------
P/E12.76.512.6955.820.121.416.4
P/CFO7.9-0.512.0731.153.221.416.7
Total Yield11.5%15.4%10.7%0.1%5.0%4.7%7.8%
Dividend Yield3.6%0.0%2.7%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg10.1%-113.9%9.0%-3.3%9.4%9.0%
D/E0.01.30.10.00.00.40.0
Net D/E-1.00.4-1.8-0.0-0.4-1.0-0.7

Returns

FHBNEWTATLOCBCNUFITBMedian
NameFirst Ha.NewtekOneAmes Nat.Central .Nu Fifth Th. 
1M Rtn9.0%7.2%7.4%5.9%0.9%12.9%7.3%
3M Rtn23.5%42.4%11.8%26.3%-3.2%26.4%24.9%
6M Rtn15.7%31.9%35.0%27.0%-21.4%18.4%22.7%
12M Rtn24.0%40.6%81.2%62.2%-0.6%40.5%40.6%
3Y Rtn88.5%13.9%94.2%135.8%68.8%140.8%91.4%
1M Excs Rtn10.9%9.9%9.8%7.1%3.3%15.1%9.8%
3M Excs Rtn7.8%21.0%-1.7%11.8%-19.6%10.5%9.1%
6M Excs Rtn8.3%26.7%29.4%17.7%-27.8%12.7%15.2%
12M Excs Rtn6.2%25.4%61.3%41.5%-21.2%22.7%24.1%
3Y Excs Rtn13.9%-63.5%23.0%42.9%2.4%70.8%18.4%

Comparison Analyses

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FDIC Bank Data

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Retail Banking629598556530477
Commercial Banking255279251235236
Corporate/Other-3-69   
Treasury and Other  30282
Total881809837793715


Net Income by Segment
$ Mil20252024202320222021
Retail Banking251228183180187
Commercial Banking1301439596120
Corporate/Other-104-141   
Treasury and Other  -43-10-41
Total276230235266266


Assets by Segment
$ Mil20252024202320222021
Retail Banking7,1867,1387,4987,4637,148
Commercial Banking7,1337,2766,8886,8515,973
Corporate/Other6,8786,660   
Other non-earning assets2,7582,7542,646  
Treasury and Other  7,89410,26411,871
Total23,95523,82824,92624,57724,992


Price Behavior

Price Behavior
Market Price$29.55 
Market Cap ($ Bil)3.6 
First Trading Date08/04/2016 
Distance from 52W High0.0% 
   50 Days200 Days
DMA Price$27.25$25.43
DMA Trendupup
Distance from DMA8.4%16.2%
 3M1YR
Volatility21.4%23.9%
Downside Capture20.9479.29
Upside Capture84.6288.13
Correlation (SPY)33.8%41.9%
FHB Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta0.970.880.660.800.980.92
Up Beta1.680.840.690.971.180.88
Down Beta0.770.520.320.550.830.93
Up Capture43%79%76%80%85%84%
Bmk +ve Days13283667141432
Stock +ve Days9213160127379
Down Capture130%125%70%82%101%98%
Bmk -ve Days7132757109318
Stock -ve Days11203264122367

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FHB
FHB27.1%23.9%0.94-
Sector ETF (XLF)5.5%14.5%0.1570.3%
Equity (SPY)21.2%12.4%1.2641.7%
Gold (GLD)21.8%27.7%0.709.0%
Commodities (DBC)21.8%18.6%0.92-6.4%
Real Estate (VNQ)16.1%13.6%0.8540.8%
Bitcoin (BTCUSD)-44.2%42.5%-1.2524.7%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FHB
FHB6.3%29.8%0.23-
Sector ETF (XLF)10.7%18.6%0.4471.8%
Equity (SPY)13.4%17.1%0.6152.1%
Gold (GLD)17.8%18.3%0.790.8%
Commodities (DBC)7.4%19.5%0.2812.5%
Real Estate (VNQ)3.4%18.9%0.0848.7%
Bitcoin (BTCUSD)10.9%54.0%0.3916.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FHB
FHB6.1%32.5%0.26-
Sector ETF (XLF)13.3%22.1%0.5572.7%
Equity (SPY)15.2%18.0%0.7251.9%
Gold (GLD)11.8%16.1%0.60-6.0%
Commodities (DBC)5.9%18.0%0.2617.5%
Real Estate (VNQ)5.6%20.7%0.2347.9%
Bitcoin (BTCUSD)54.7%66.4%0.9511.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date6152026
Short Interest: Shares Quantity11.7 Mil
Short Interest: % Change Since 5312026-5.3%
Average Daily Volume1.3 Mil
Days-to-Cover Short Interest9.3 days
Basic Shares Quantity122.5 Mil
Short % of Basic Shares9.6%

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/24/2026-2.0%1.2%2.5%
1/30/2026-3.7%-3.1%-7.9%
10/24/20254.7%3.0%5.1%
7/25/20250.9%-3.8%2.3%
4/23/20250.8%-0.3%2.0%
1/31/20253.1%5.2%1.4%
10/25/2024-0.1%3.1%17.4%
7/26/20243.9%-4.0%-2.3%
...
SUMMARY STATS   
# Positive12915
# Negative12159
Median Positive3.1%3.4%5.1%
Median Negative-1.6%-3.8%-7.9%
Max Positive6.0%9.2%29.7%
Max Negative-5.1%-13.7%-13.6%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/24/2026-2.0%1.2%2.5%
1/30/2026-3.7%-3.1%-7.9%
10/24/20254.7%3.0%5.1%
7/25/20250.9%-3.8%2.3%
4/23/20250.8%-0.3%2.0%
1/31/20253.1%5.2%1.4%
10/25/2024-0.1%3.1%17.4%
7/26/20243.9%-4.0%-2.3%
4/26/2024-0.8%-1.7%-5.7%
1/26/20243.1%-1.3%-2.2%
10/27/2023-1.8%4.1%7.0%
7/28/2023-2.6%-7.4%-13.6%
4/28/2023-1.4%-13.7%-11.9%
1/27/20235.1%9.2%8.4%
10/28/2022-1.3%-3.1%2.3%
7/29/20224.0%4.5%8.5%
4/22/2022-4.2%-11.1%-10.1%
1/21/2022-0.4%-2.9%1.5%
10/22/20210.8%-6.7%-5.7%
7/23/20212.3%3.4%1.4%
4/23/20210.3%3.3%5.4%
1/22/2021-1.3%-5.0%13.0%
10/23/20206.0%-0.2%29.7%
7/24/2020-5.1%-6.9%-11.3%
SUMMARY STATS   
# Positive12915
# Negative12159
Median Positive3.1%3.4%5.1%
Median Negative-1.6%-3.8%-7.9%
Max Positive6.0%9.2%29.7%
Max Negative-5.1%-13.7%-13.6%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/04/202610-Q
12/31/202502/27/202610-K
09/30/202511/03/202510-Q
06/30/202508/04/202510-Q
03/31/202505/05/202510-Q
12/31/202402/28/202510-K
09/30/202411/04/202410-Q
06/30/202408/05/202410-Q
03/31/202405/06/202410-Q
12/31/202302/28/202410-K
09/30/202311/06/202310-Q
06/30/202308/07/202310-Q
03/31/202305/08/202310-Q
12/31/202202/24/202310-K
09/30/202211/07/202210-Q
06/30/202208/08/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/04/202610-Q
12/31/202502/27/202610-K
09/30/202511/03/202510-Q
06/30/202508/04/202510-Q
03/31/202505/05/202510-Q
12/31/202402/28/202510-K
09/30/202411/04/202410-Q
06/30/202408/05/202410-Q
03/31/202405/06/202410-Q
12/31/202302/28/202410-K
09/30/202311/06/202310-Q
06/30/202308/07/202310-Q
03/31/202305/08/202310-Q
12/31/202202/24/202310-K
09/30/202211/07/202210-Q
06/30/202208/08/202210-Q
03/31/202205/02/202210-Q
12/31/202102/25/202210-K
09/30/202111/01/202110-Q
06/30/202108/02/202110-Q
03/31/202105/04/202110-Q
12/31/202002/25/202110-K
09/30/202011/02/202010-Q
06/30/202008/04/202010-Q
03/31/202005/08/202010-Q
12/31/201902/28/202010-K
09/30/201910/25/201910-Q
06/30/201907/29/201910-Q

Insider Activity

Updated 4/26/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Wo, Craig ScottBetty Ching Wo 1985 GST-Exempt Marital TrustSell210202626.94500  Form
2Wo, Craig ScottBetty Ching Wo 1985 Marital TrustSell210202627.20500  Form
3Wo, Craig ScottRobert Ching Wo Trust 1985Sell210202627.221,000  Form
4Arizumi, AlanVICE CHAIRDirectSell1208202525.3536,460924,429951,000Form
5Arizumi, AlanVICE CHAIRSpouseSell1208202525.346,566166,36549,712Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Wo, Craig ScottBetty Ching Wo 1985 GST-Exempt Marital TrustSell210202626.94500  Form
2Wo, Craig ScottBetty Ching Wo 1985 Marital TrustSell210202627.20500  Form
3Wo, Craig ScottRobert Ching Wo Trust 1985Sell210202627.221,000  Form
4Arizumi, AlanVICE CHAIRDirectSell1208202525.3536,460924,429951,000Form
5Arizumi, AlanVICE CHAIRSpouseSell1208202525.346,566166,36549,712Form
Core Cache Last Updated: 6/27/2026