$ONB

Old National Bancorp GAAP EPS of $0.66 in-line, revenue of $712.73M misses by $19.28M (ONB:NASDAQ)

Old National Bancorp (ONB) reported Q3 GAAP EPS of $0.66, meeting estimates, but revenue of $712.73M missed expectations by $19.28M. Net interest margin decreased 2 basis points to 3.52%.

Original reporting
Published Oct 21, 2026, 11:10 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 21, 2026, 11:16 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
Bearish
medium confidence
Mentioned
$ONB
Relevance
7/10
AlphAI data visualization · based on seekingalpha.com
Decision brief

The 30-second read

$ONBBearishMed
01

Why it matters

The mixed results could lead to a modest sell‑off as investors reassess growth expectations.

02

Market read

Earnings release is the primary catalyst for short‑term price movement in ONB.

03

What to watch

NIM decline of 2 bps could signal margin pressure beyond the headline numbers.

Relevance 7/10Novelty 7/10Timing: pre-market today

Background

Old National Bancorp released its Q3 2026 earnings, providing the latest financial metrics.

Company-level read

Ticker impact

$ONBBearishMedium confidence
Context

Q3 2026 GAAP EPS of $0.66 in-line, but revenue of $712.73M missed expectations by $19.28M.

Expected impact

likely modest downside as investors price in the revenue shortfall

Evidence & confidence

Revenue fell short of forecasts while EPS met expectations, suggesting mixed fundamentals that could pressure the share price in the near term.

Market effects

Banking sector may see slight pressure if peers also miss revenue expectations.

U.S. regional banks could be affected by the earnings trend.

Limited to U.S. regional banking investors.

Counterpoint

Revenue miss may be temporary; focus on stable EPS and potential cost controls.

Key entities

  • Old National Bancorp

    U.S. regional bank reporting Q3 earnings.

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.

$ONBHigh

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

$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.