OLD NATIONAL BANCORP /IN/ — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Old National reported Q3 2026 net income of $254M (EPS $0.66, adjusted) with record adjusted efficiency ratio of 44.9% and adjusted ROATCE of 19.6%. Balance sheet: $74.4B assets, $57.6B deposits (up 11% annualized), $51.2B loans (up 3% annualized). Capital: CET1 11.11%, repurchased 3.9M shares ($100M), paid $55M dividends. Credit quality stable: NCOs 24 bps ex-PCD, criticized/classified loans down 9%.
Why this rating
Strong quarterly results within guidance; organic earnings growth positive but no material M&A/restructuring. At $8.3B market cap, $254M quarterly net income (~3.1% of market value) is normal execution, not transformational.
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