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The market expects Bank of Hawaii (BOH - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on October 26, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis bank holding company is expected to post quarterly earnings of $1.52 per share in its upcoming report, which represents a year-over-year change of +26.7%.

Revenues are expected to be $203.16 million, up 11.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.79% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Bank of Hawaii?For Bank of Hawaii, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.17%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Bank of Hawaii will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Bank of Hawaii would post earnings of $1.46 per share when it actually produced earnings of $1.47, delivering a surprise of +0.68%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Bank of Hawaii doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Banks - West industry, First Hawaiian (FHB - Free Report) , is soon expected to post earnings of $0.6 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +1.7%. This quarter's revenue is expected to be $229.71 million, up 1.5% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for First Hawaiian has been revised 7.5% up to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that First Hawaiian will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

BlackRock Inc. purchased a new stake in Bank of Hawaii Corporation (NYSE:BOH – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,774,185 shares of the bank’s stock, valued at approximately $470,538,000. BlackRock Inc. owned 14.64% of Bank of Hawaii as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Danske Bank A S bought a new position in shares of Bank of Hawaii during the fourth quarter worth about $27,000. Western Wealth Management LLC bought a new stake in Bank of Hawaii in the 1st quarter valued at approximately $33,000. SHP Wealth Management bought a new stake in Bank of Hawaii in the 4th quarter valued at approximately $34,000. Global Retirement Partners LLC acquired a new position in Bank of Hawaii during the 2nd quarter worth approximately $34,000. Finally, Quarry LP boosted its position in Bank of Hawaii by 1,497.2% during the 3rd quarter. Quarry LP now owns 575 shares of the bank’s stock worth $38,000 after acquiring an additional 539 shares during the last quarter. Institutional investors own 82.18% of the company’s stock.

Insiders Place Their Bets In other Bank of Hawaii news, insider Marco A. Abbruzzese sold 2,441 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $81.59, for a total transaction of $199,161.19. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.97% of the stock is owned by corporate insiders.

Bank of Hawaii Stock Performance Shares of BOH stock opened at $76.94 on Tuesday. The company has a market capitalization of $3.04 billion, a price-to-earnings ratio of 14.35, a PEG ratio of 0.88 and a beta of 0.71. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.70 and a current ratio of 0.70. The company has a 50-day simple moving average of $80.90 and a 200 day simple moving average of $78.30. Bank of Hawaii Corporation has a 52 week low of $59.36 and a 52 week high of $86.31. Bank of Hawaii (NYSE:BOH – Get Free Report) last issued its quarterly earnings data on Monday, July 27th. The bank reported $1.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.46 by $0.01. The firm had revenue of $196.90 million during the quarter, compared to the consensus estimate of $199.51 million. Bank of Hawaii had a net margin of 21.84% and a return on equity of 15.72%. During the same period last year, the business posted $1.06 earnings per share. On average, sell-side analysts predict that Bank of Hawaii Corporation will post 5.91 earnings per share for the current year.

Bank of Hawaii Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be given a dividend of $0.70 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a $2.80 annualized dividend and a yield of 3.6%. Bank of Hawaii’s dividend payout ratio is currently 52.24%.

Wall Street Analysts Forecast Growth A number of equities analysts have recently commented on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Bank of Hawaii in a research note on Friday, July 24th. Benchmark reaffirmed a “hold” rating on shares of Bank of Hawaii in a research report on Tuesday, July 28th. Barclays dropped their target price on Bank of Hawaii from $88.00 to $85.00 and set an “equal weight” rating on the stock in a report on Tuesday, July 28th. DA Davidson increased their price target on Bank of Hawaii from $80.00 to $85.00 and gave the company a “neutral” rating in a research report on Tuesday, July 28th. Finally, Keefe, Bruyette & Woods decreased their price target on Bank of Hawaii from $95.00 to $92.00 and set an “outperform” rating for the company in a research note on Monday, August 3rd. Two investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Bank of Hawaii currently has an average rating of “Hold” and a consensus target price of $85.00.

Read Our Latest Research Report on BOH

About Bank of Hawaii (Free Report)

Bank of Hawaii (NYSE: BOH) is a regional commercial bank headquartered in Honolulu, Hawaii, with roots tracing back to its founding in 1897 by Charles Montague Cooke and Peter Cushman Jones. As one of the oldest financial institutions in the U.S. West Coast region, the bank has built a reputation for stability and community focus. It operates as the principal subsidiary of Bank of Hawaii Corporation, a publicly traded company on the New York Stock Exchange.

The bank offers a comprehensive suite of personal and business banking products and services.

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Bank of Hawaii (BOH - Free Report) came out with quarterly earnings of $1.47 per share, beating the Zacks Consensus Estimate of $1.46 per share. This compares to earnings of $1.06 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +0.69%. A quarter ago, it was expected that this bank holding company would post earnings of $1.33 per share when it actually produced earnings of $1.3, delivering a surprise of -2.26%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Bank of Hawaii, which belongs to the Zacks Banks - West industry, posted revenues of $196.9 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.71%. This compares to year-ago revenues of $174.48 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Bank of Hawaii shares have added about 22.8% since the beginning of the year versus the S&P 500's gain of 8.3%.

What's Next for Bank of Hawaii?While Bank of Hawaii has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Bank of Hawaii was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.49 on $202.38 million in revenues for the coming quarter and $5.89 on $798.87 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - West is currently in the top 26% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Coastal Financial Corporation (CCB - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.

This company is expected to post quarterly earnings of $0.95 per share in its upcoming report, which represents a year-over-year change of +33.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Coastal Financial Corporation's revenues are expected to be $162.7 million, up 36.2% from the year-ago quarter.