-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：在消化了2026年第一季度财报后，我们将12个月目标价上调6美元至57美元，相当于我们2027年每股收益预期值的8.3倍，低于同业平均水平10.9倍，原因是增长前景疲软抵消了夏威夷市场竞争有限带来的优势。我们将2026年每股收益预期从5.33美元上调至5.95美元，并将2027年每股收益预期从5.94美元上调至6.84美元。我们预测2026年和2027年营收分别为8.01亿美元和8.58亿美元。BOH第一季度业绩显示出积极的增长势头，净利息收入连续第八个季度增长，信贷质量保持稳健。尽管有这些优势，但鉴于基本面增长趋势疲软，我们认为该股估值过高。贷款余额同比持平，而存款在过去四年仅增长了1%。此外，尽管BOH保持着强劲的资本水平（12.1%的CET1比率），但由于其证券投资组合中存在大量未实现损失，该行面临着长期利率上升带来的异常脆弱性。我们注意到，自2021年年中以来，BOH的季度股息一直维持在0.70美元不变。
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