BOH-PB BANK OF HAWAII CORP

NEUTRAL Impact: 3/10 DEFA14A
Horizon weeks Filed Apr 15, 2026 Processed 1mo ago SEC 0000046195-26-000029
Proxy solicitation materials
Latest settled — T+20d
BOH-PB ▲ +0.49% at T+20d
NEUTRAL call ✓ call won +0.49% · α vs SPY -5.32% · entry $26.32 → $26.45
Next anchor: T+60d in 4w
Currently $26.24 · -0.30% from $26.32 entry
Entry anchored
Apr 15, 2026
via day open
T+1d
-0.30%
call -0.30% · α -1.52%
$26.24
settled 8w ago
T+5d
+0.65%
call +0.65% · α -0.34%
$26.49
settled 7w ago
T+20d
+0.49%
call +0.49% · α -5.32%
$26.45
settled 28d ago
T+60d
call — · α —
in 4w

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Executive Summary

Bank of Hawaii Corporation is urging shareholders to vote FOR its executive compensation program (Say-on-Pay Proposal) in response to negative recommendations from proxy advisors ISS and Glass Lewis. The company defends its pay practices citing strong 2025 financial performance, a recent overhaul of its pay program, and unique challenges in recruiting executives in Hawaii.

Actionable Insight

The filing is a standard, routine communication to shareholders in advance of an annual meeting. While it defends executive compensation, the core financial data presented is not new and was already disclosed in the company's March 13, 2026 proxy statement. Traders should note that the company is proactively addressing a negative recommendation from influential proxy advisors, but this does not represent a material change in the company's financials or strategy.

Key Facts

  • This is a supplemental proxy statement for the 2026 Annual Meeting of Shareholders.
  • The company is urging a vote FOR Proposal 2 (Say-on-Pay) to approve executive compensation.
  • Proxy advisors ISS and Glass Lewis recommended voting against the Say-on-Pay proposal due to perceived misalignment between pay and performance.
  • The company reported strong 2025 financials: $4.63 diluted EPS, $206M net income, $24.2B in assets, and consistent growth in net interest income and margin.
  • The company recently overhauled its executive pay program in 2024, shifting to a balanced scorecard for short-term incentives and reducing long-term incentive grant values.
  • The company argues that the negative recommendations are based on a five-year lookback period that includes pre-overhaul pay practices, which inflates reported pay figures.
  • The company highlights unique challenges in attracting and retaining executives in Hawaii, including high cost of living and a tight talent pool.

Financial Impact

The filing discusses the company's 2025 financial performance, including $206 million in net income and $24.2 billion in assets.

revenueepsnet incomeassetsdepositsloans

Risk Factors

  • A significant portion of shareholders may vote against the Say-on-Pay proposal based on the proxy advisors' recommendations, which could lead to negative publicity and governance concerns.
  • The company's argument about a 'five-year lookback' period may not be persuasive to all investors, potentially leading to a lower-than-expected vote in favor of the proposal.

Market Snapshot

Exchange
NYSE
Sector
State Commercial Banks

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0000046195-26-000029
Document: 0000046195-26-000029-index-headers.html0000046195-26-000029
Document: 0000046195-26-000029-index.html0000046195-26-000029
Document: 0000046195-26-000029.txt0000046195-26-000029
2 reports for BOH-PB
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Reports for BOH-PB — sortable, filterable
Type Now
Apr 20, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$26.37 $26.30▼ −0.27%▼ −4.47%$26.24 (−0.49%)
Apr 15, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$26.32 $26.45▲ +0.49%▼ −5.32%$26.24 (−0.30%)
Showing 2 of 2

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