Analysts Offer Insights on Real Estate Companies: Welltower (NYSE: WELL) and CoStar Group (NASDAQ: CSGP)We believe M&A risk for HBAN has been "de-risked" and this could likely provide valuation support with shares now trading at 7.8x our revised 2027E compared to FITB at 8.5x and large regional peers at 8.7x. Raising EPS; updated model begins on p3. BCB Bancorp, Inc. (BCBP), Konrad, CFA | Mark Shutley | ROCK [$0.22, $0.20, $0.21, $0.22] It was a mixed quarter with modestly higher NII and fees; however, expenses were $0.05 above our estimate causing a $0.04 PPNR miss. NCOs were elevated owing to the move of a previous NPL to OREO; however, NCOs, ex. the cannabis credit, were modestly below our estimate and at an improving trend.