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SEC EDGAR 8-KJUL 226 min read$ONB

OLD NATIONAL BANCORP /IN/ (ONB): Results of Operations and Financial Condition

OLD NATIONAL BANCORP /IN/ (ONB) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 onb_exhibit991er2q26.htm EX-99.1 Document Exhibit 99.1 Old National Bancorp Reports Record Second Quarter 2026 Results; Announces Enhanced Executive Leadership Structure Evansville, Ind. (July 22, 2026) Old National Bancorp (NASDAQ: ONB) reports 2Q26 net income applicab

Original reporting
SEC EDGAR 8-K
Published Jul 22, 2026, 11:12 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 22, 2026, 11:30 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefEarnings
Primary signal
$ONB
Bullish
medium confidence
Mentioned
$ONB
Relevance
7/10
alphai data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$ONBBullishMed
01

Why it matters

The filing combines fresh financial results (EPS, NIM, deposits, loans, credit losses) with capital actions (repurchase) and organizational changes, creating multiple near-term catalysts for ONB positioning.

02

Market read

Traders can update ONB models using the specific 2Q26 datapoints (EPS, NIM, deposit costs, loan growth, charge-offs, delinquencies) and incorporate the announced buyback and management structure changes.

03

What to watch

The release includes merger-related charges and a pension gain; traders may normalize earnings and focus on underlying revenue trends (PPNR/PPNR adjusted) and the sustainability of deposit cost improvements.

Relevance 7/10Novelty 8/10Timing: after-hours/filing today (8-K filed July 22, 2026) following 2Q26 results release

Background

This is an SEC Form 8-K (Item 2.02) with Exhibit 99.1 reporting Old National Bancorp’s 2Q26 results and announcing an enhanced executive leadership structure.

Company-level read

Ticker impact

$ONBBullishMedium confidence
Context

Old National Bancorp reported record 2Q26 net income of $249.4M, diluted EPS $0.65, plus deposit and loan growth, in an 8-K results release.

Expected impact

Moderately positive bias for the next session and earnings-follow-through, unless investors focus on the NIM dip and credit deterioration signals (delinquencies up).

Evidence & confidence

The filing provides fresh, decision-relevant datapoints (EPS, NIM 3.54% down 1 bp, deposits +3.4% annualized, loans +8.3% annualized, net charge-offs 26 bps, delinquencies 0.29%, nonaccrual 0.91%) plus a concrete buyback amount and management restructuring.

Market effects

Sector

Adds another data point on regional bank profitability drivers (NIM, efficiency) and credit performance, useful for read-across to peers’ near-term expectations.

Regional

May influence sentiment toward Midwest/regional bank franchises with similar deposit and commercial loan mixes.

Global

Limited; this is company-specific to a US regional bank with no cross-border transaction disclosed.

Counterpoint

What could challenge this read

Investors may discount the “record” headline if NIM compression continues and credit quality metrics (30+ day delinquencies and nonaccruals) are trending less favorably.

Key entities

  • company
    Old National Bancorp

    NASDAQ-listed regional bank reporting record 2Q26 net income and announcing leadership-structure changes plus a $107M share repurchase.

  • executive
    Jim Ryan

    Chairman and CEO quoted on record results and the Operating Group/expanded executive leadership team.

Read at source← All news

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