Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

OLD NATIONAL BANCORP /IN/
Next earnings Jul 20, 2026 · consensus $0.64 EPS, $726M rev
Last earnings +1.1% on 2026-04-22
Regional bank growing earnings 24% and scaling to $72B assets via M&A, at a reasonable 13.9x but with dilution offsetting EPS.
Sources: SEC EDGAR (CIK 0000707179, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 8:49:54 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals offset by an attractive price (~91% below fair value) — worth a look on the value angle.
Old National Bancorp is a regional commercial bank that grew meaningfully in FY2025. Net income rose 24.1% to $669M, continuing a multi-year climb (from $278M in FY2021), and total assets expanded 34.7% to $72.2B with equity up 34.0% to $8.49B. That magnitude of balance-sheet growth, combined with a 22.2% jump in shares outstanding to 390M, points to a sizable acquisition during the year — adding scale but diluting per-share metrics, which is why diluted EPS grew only 6.5% to $1.79 despite the 24.1% net-income gain.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $126M | — | — | — | — |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $278M | $428M | $582M | $539M | $669M |
| Diluted EPS | $1.67 | $1.50 | $1.94 | $1.68 | $1.79 |
| Net margin | 220.9% | — | — | — | — |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-04-01 | Putnam Angela L Chief Accounting Officer | Tax | 4.84K @ $22.33 | $108K |
| 2026-04-01 | Putnam Angela L Chief Accounting Officer | Award | 7.23K | |
| 2026-03-31 | Ryan James C III CHAIRMAN AND CEO | Acquired (J) | 29.00 @ $21.00 | $609.00 |
| 2026-03-31 | Evernham Scott J CHIEF RISK OFFICER | Acquired (J) | 43.00 @ $21.00 | $903.00 |
| 2026-03-31 | ALAHMAR CHADY M. CEO, WEALTH MANAGEMENT | Acquired (J) | 86.00 @ $21.00 | $1.81K |
| 2026-03-15 | Vanzo Kendra L CHIEF ADMINISTRATIVE OFFICER | Award | 18.5K | |
| 2026-03-15 | Vanzo Kendra L CHIEF ADMINISTRATIVE OFFICER | Tax | 8.85K @ $21.51 | $190K |
| 2026-03-15 | TISCHLER BRENT R CEO, COMMUNITY BANKING | Award | 17.3K | |
| 2026-03-15 | TISCHLER BRENT R CEO, COMMUNITY BANKING | Tax | 8.81K @ $21.51 | $189K |
| 2026-03-15 | Sandgren James A CEO, COMMERCIAL BANKING | Award | 35.4K | |
| 2026-03-15 | Sandgren James A CEO, COMMERCIAL BANKING | Tax | 16.8K @ $21.51 | $362K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.