$ONB

Old National Bancorp Reports Record Third Quarter 2026 Results

OLD NATIONAL BANCORP /IN/ (ONB) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Old National Bancorp Reports Record Third Quarter 2026 Results Evansville, Ind. (October 21, 2026) Old National Bancorp (NASDAQ: ONB) reports 3Q26 net income applicable to common shares of $250.0 million, diluted EPS of $0.66; $249.7 million and $0.66 on an adjusted

Original reporting
Published Oct 21, 2026, 11:07 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 21, 2026, 11:11 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.
AlphAI market briefEarnings
Primary signal
$ONB
Bullish
high confidence
Mentioned
$ONB
Relevance
7/10
AlphAI data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$ONBBullishHigh
01

Why it matters

Record earnings and a sizable share repurchase are likely to boost investor confidence and support the stock price in the near term.

02

Market read

First‑hand earnings data for a mid‑cap regional bank; fresh material for traders evaluating banking sector exposure.

03

What to watch

Credit quality remains stable but charge‑offs are rising modestly; watch for loan‑loss trends.

Relevance 7/10Novelty 8/10Timing: post-market release

Background

The filing is an SEC Form 8‑K Item 2.02 earnings release for Old National Bancorp (NASDAQ:ONB).

Company-level read

Ticker impact

$ONBBullishHigh confidence
Context

Old National Bancorp reported record Q3 2026 net income of $250M and a 10.6% deposit growth in its 8‑K filing.

Expected impact

likely modest upside as investors price in record profit and deposit expansion

Evidence & confidence

The earnings beat is fresh, material, and the company repurchased $100M of stock, supporting a bullish bias.

Market effects

Strengthens the regional banking sector outlook, especially for community banks with similar deposit profiles.

Positive for Midwestern banking stocks as the results highlight resilient loan growth.

Limited; primarily a US regional banking story.

Counterpoint

Higher deposit costs and a slight NIM compression could pressure margins if rates fall.

Key entities

  • Old National Bancorp

    Regional bank reporting Q3 2026 results.

  • Jim Ryan

    Chairman and CEO who provided commentary on the results.

Related articles

$ONBMed

Old National Bancorp Q3 Profit Rises

Old National Bancorp reported Q3 net income of $249.96M, or $0.66 per share, up from $178.53M, or $0.46 per share, a year earlier. Revenue rose to $720.4M, while provision for credit losses increased to $33.58M. Shares were down 1% in pre-market trading.

$ONBMed

Shareholders received $155 million as Old National posted record quarterly profit

Old National Bancorp (ONB) reported record 3Q26 net income of $155M, with growth in deposits and loans. CEO Jim Ryan highlighted strong efficiency and shareholder value. Deposits rose 10.6% annualized to $57.6B, while loans increased 2.9% to $51.2B. Net interest income was $592M, with a margin of 3.52%. The company repurchased $100M in stock and paid $55M in dividends, maintaining a 62% payout ratio.

$ONBMed

Old National Bancorp Q2 Earnings Call Highlights

Old National Bancorp (NASDAQ: ONB) reported Q2 GAAP EPS of $0.65 and adjusted EPS of $0.65, with adjusted non-interest income of $140 million versus guidance. Management raised full-year loan growth expectations to 6% to 8%, cited a 45.2% adjusted efficiency ratio, and left net interest income guidance unchanged. Credit improved and ONB returned $163 million to shareholders.