OLD NATIONAL BANCORP /IN/ — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
Old National reported Q2 2026 adjusted EPS of $0.65 (record adjusted efficiency ratio 45.2%, ROATCE 19.9%) with $249M net income. The company repurchased 4.4 million shares (~$107M) against $277M remaining authorization and paid $56M in dividends (65% combined payout ratio). Total loans grew $1.0B (8.3% annualized); deposits grew 3.4% annualized to $56.1B; tangible book value per share up 14% YoY to $14.32. Credit quality remains strong (NCOs 22 bps ex-PCD); CET1 capital 11.09%; management raised FY2026 net interest income and noninterest income guidance.
Why this rating
Strong quarter, but routine capital return and guidance raise are incremental. Relative to $8.3B market cap, $107M buyback (~1.3% of float) and organic growth are ordinary. No M&A, no material operational shift.
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