Old National Bancorp (NASDAQ:ONB) Plans Dividend Increase - $0.15 Per Share
Old National Bancorp (NASDAQ:ONB) has declared a quarterly dividend of $0.145 per share, an increase of 3.6% from its previous dividend, resulting in a 2.3% yield. The dividend is well-covered by earnings, with a payout ratio of 21.4% and analysts forecasting $2.60 in EPS next year. Despite an insider selling 30,000 shares, institutional investors have increased their holdings, owning 83.66% of the company's stock.
OLD NATIONAL BANCORP /IN/ SEC 10-K Report
Old National Bancorp has released its 2025 Form 10-K report, detailing strong financial performance with consolidated assets of $72.2 billion, driven by the acquisition of Bremer Bank. The report highlights strategic initiatives like the Bremer acquisition and focuses on future organic growth, prudent capital deployment, and continued investment in talent and technology. Despite facing economic and regulatory challenges, the company aims to drive tangible book value per share growth and maintain strong credit quality for long-term value creation.
Old National Bancorp Expands Capital Returns, Adjusts Governance
Old National Bancorp (ONB) is revamping its governance and boosting capital returns. The company plans to reduce its board size from 16 to 12 members by May 2026, primarily due to retirements and a shift towards a more agile structure. Additionally, ONB increased its quarterly dividend by 3.6% to $0.145 per share and doubled its share repurchase authorization to $400 million, aiming to enhance shareholder value.
Old National Bancorp Announces Increases to Quarterly Common Stock Dividend and Share Repurchase Program
Old National Bancorp has increased its quarterly cash dividend on common stock by 3.6% to $0.145 per share and approved a new share repurchase program, doubling its size to $400 million. The new repurchase program replaces the previous $200 million program and will be active until February 28, 2027. Additionally, the company declared dividends for its Series A and Series C preferred stocks.
Old National (NASDAQ: ONB) raises dividend and doubles share repurchase plan
Old National Bancorp announced a 3.6% increase in its quarterly cash dividend to $0.145 per share and doubled its share repurchase program to $400 million, replacing the previous $200 million authorization. Additionally, the company will reduce its Board of Directors from 16 to 12 members following the retirement of four directors at the 2026 annual meeting, and amended its By-Laws to allow the Board to set its own size by resolution. These actions signal confidence in the company's financial health and a focus on shareholder returns and governance efficiency.
Bank behind $72B in assets just doubled its stock buyback plan
Old National Bancorp (NASDAQ:ONB) announced increases to its quarterly common stock dividend and significantly expanded its share repurchase program. The common dividend will increase by 3.6% to $0.145 per share, and the share repurchase program has been doubled to $400 million, replacing the previous $200 million program. This new program will run until February 28, 2027, demonstrating the company's commitment to returning capital to shareholders.
Old National Bancorp Announces Increases to Quarterly Common Stock Dividend and Share Repurchase Program
Old National Bancorp announced that its Board of Directors increased the quarterly cash dividend on its common stock by 3.6% to $0.145 per share. The company also approved doubling its share repurchase program to $400 million, replacing the previous $200 million program. These actions reflect the company's commitment to returning value to shareholders.
Endeavour Capital Advisors Inc. Sells 69,938 Shares of Old National Bancorp $ONB
Endeavour Capital Advisors Inc. reduced its stake in Old National Bancorp (NASDAQ:ONB) by 13.8% in Q3, selling 69,938 shares and retaining 436,823 shares valued at $9.59 million. Additionally, insider Nicholas J. Chulos sold 30,000 shares for $751,500. Analysts currently rate ONB a "Moderate Buy" with an average target price of $27.36, while the bank recently exceeded Q4 EPS expectations.
Old National Bancorp $ONB Shares Sold by Pzena Investment Management LLC
Pzena Investment Management LLC decreased its stake in Old National Bancorp (NASDAQ:ONB) by 2.3% in the third quarter, selling 62,303 shares and now owning 2,633,476 shares valued at $57.8 million. Despite this, several other institutional investors, including Vanguard Group Inc. and Thrivent Financial for Lutherans, significantly increased their holdings. An insider also sold 30,000 shares, reducing their direct ownership by nearly 60%, while analysts have issued generally positive ratings with a consensus target price of $27.36 for ONB.
Short Interest in Old National Bancorp (NASDAQ:ONB) Decreases By 13.8%
Old National Bancorp (NASDAQ:ONB) experienced a 13.8% decrease in short interest as of January 30th, totaling 17,433,745 shares. This represents 4.5% of the stock and a short-interest ratio of 5.1 days. Despite an insider selling a significant portion of their shares, institutional investors have increased their holdings, and analysts maintain a "Moderate Buy" rating with an average target price of $27.36.
Zweig DiMenna Associates LLC Buys New Shares in Old National Bancorp $ONB
Zweig DiMenna Associates LLC has acquired 100,000 shares of Old National Bancorp (NASDAQ:ONB) for approximately $2.195 million in Q3, increasing institutional ownership to 83.66%. This comes despite an insider selling 30,000 shares, reducing internal ownership to 0.87%. Old National Bancorp surpassed quarterly earnings and revenue estimates, maintaining a "Moderate Buy" consensus rating from analysts.
A Look At Old National Bancorp (ONB) Valuation After Its Upgraded SWIFT System Rollout
Old National Bancorp (ONB) recently upgraded its SWIFT system, a move that comes as the company's shares show significant momentum over the past three months and five years. The stock is currently valued at US$24.77, which Simply Wall St's analysis suggests is undervalued by 9.7% with a fair value of $27.42, due to strong performance in fee-based businesses and controlled expenses. While the P/E ratio is higher than peers, indicating some market expectation, the narrative points to future growth in wealth management and trust services.
Rhumbline Advisers Grows Holdings in Old National Bancorp $ONB
Rhumbline Advisers increased its stake in Old National Bancorp ($ONB) by 5.4% in the third quarter, now owning 1,184,426 shares valued at approximately $25.998 million. Old National Bancorp exceeded Q3 earnings expectations with an EPS of $0.62 and revenue of $714.5 million. Analysts currently rate ONB as a "Moderate Buy" with an average target price of $27.36, despite an insider selling 30,000 shares.
Old National Bancorp Adjusts Valuation Amid Mixed Financial Metrics and Growth Indicators
Old National Bancorp has had its valuation and quality scores adjusted due to changes in financial metrics like sales growth and profitability. While some indicators show mixed trends, the company reported positive financial results in June 2025 with a net interest income of USD 514.79 million. Key metrics like P/E ratio, price to book value, EV to EBIT, and strong five-year sales and EBIT growth contribute to its assessment, despite unfavorable trends in ROCE and ROE.
Old National Bancorp $ONB Shares Purchased by Principal Financial Group Inc.
Principal Financial Group Inc. increased its stake in Old National Bancorp (ONB) by 5.3% in the third quarter, now owning 786,469 shares valued at $17.26 million. Institutional investors collectively hold 83.66% of the company's stock, with Algebris UK Ltd. acquiring a new $25.6 million position. Old National Bancorp surpassed Q4 earnings estimates with an EPS of $0.62 and maintains a "Moderate Buy" consensus rating from analysts.
Old National Bank, Axletree Solutions Partnership Finalizes Critical Swift Architecture, Achieves ISO 20022 Compliance for 2026
Old National Bank and Axletree Solutions have completed a partnership to implement an updated SWIFT architecture, achieving ISO 20022 compliance ahead of the 2026 mandate. This collaboration has enhanced Old National's international payments processing with real-time tracking, improved security, and increased operational efficiency through Axletree's Symmetree platform. The initiative strengthens Old National's competitive position and provides a scalable foundation for future international growth.
A Look At Old National Bancorp (ONB) Valuation After Creating A New Chief Revenue Enablement Officer Role
Old National Bancorp (ONB) has appointed Joe Chasteen to a new Chief Revenue Enablement Officer role, signaling a focus on organic growth and sales processes. The company's stock has seen a significant return over the past 90 days and five years, with analysts suggesting it is currently undervalued at $25.88 compared to an average target of $27.42. The valuation narrative points to operational efficiencies from acquisitions and improved financial metrics, though risks like rising commercial real estate credit costs or a weak regional economy could impact its future performance.
Old National Names Joe Chasteen Chief Revenue Enablement Officer
Old National Bancorp has appointed Joe Chasteen as its Chief Revenue Enablement Officer, a new strategic leadership role. Chasteen brings over 27 years of banking and enterprise leadership experience to focus on organic growth and revenue generation, including advancing sales processes and CRM tools. He will report to President & Chief Operating Officer Tim Burke, aiming to enhance sales delivery rigor, consistency, and accountability.
Old National Names Joe Chasteen Chief Revenue Enablement Officer
Old National Bancorp has appointed Joe Chasteen as its new Chief Revenue Enablement Officer, a strategic role focused on organic growth and revenue generation. Chasteen brings 27 years of experience in business banking and enterprise leadership from various financial institutions. He will be responsible for establishing and reinforcing the company's sales processes, advancing CRM tools, and leading sales enablement efforts.
Old National Bancorp Appoints Joe Chasteen as Chief Revenue Enablement Officer to Drive Organic Growth
Old National Bancorp has appointed Joe Chasteen as Chief Revenue Enablement Officer, a new strategic leadership role focused on organic growth and revenue generation. Chasteen brings 27 years of banking experience and will be responsible for establishing disciplined sales processes and advancing CRM tools across the organization. This appointment aims to enhance sales performance and accountability for the sixth-largest commercial bank headquartered in the Midwest.
Former Old National Bank CFO acquitted on child molestation charges
Brendon Falconer, former CFO of Old National Bank, has been acquitted on two charges of child molestation after his trial by jury experienced several delays. Falconer was arrested in March 2024 and subsequently placed on administrative leave by Old National Bank, receiving $2.6 million in a mutual separation agreement. The trial, originally scheduled for September 2024, was rescheduled multiple times before concluding in February 2026 with a not-guilty verdict.
Ex-Old National Bank executive found not guilty of child molestation
Brendon Falconer, the former CFO of Old National Bank, was acquitted on two counts of child molesting after a three-day trial in Warrick County. Falconer was arrested in March 2024 following allegations found in the child's diary, and despite recorded conversations where he reportedly admitted to the abuse, he was found not guilty. An order of impending expungement was filed, indicating the case could be removed from his record.
Jury reaches verdict in trial of Old National Bank CFO charged with child molesting
A jury found Brendon Falconer, the former Chief Financial Officer of Old National Bank, not guilty on two counts of child molesting. Falconer was initially charged in 2024 based on allegations from 2014 and 2016, and had partially admitted to the accusations in his arrest affidavit.
Nicholas Chulos Sells 30,000 Shares of Old National Bancorp (NASDAQ:ONB) Stock
Nicholas Chulos, an insider at Old National Bancorp (NASDAQ:ONB), sold 30,000 shares of the company's stock on February 3rd for a total of $751,500, significantly reducing his direct holdings. The bank recently surpassed Q4 earnings estimates with $0.62 EPS and $714.5 million in revenue. Analysts have a "Moderate Buy" consensus rating for ONB, with an average price target of $27.36.
Old National Bancorp Capital (ONB) Gets a Hold from UBS
UBS analyst Nicholas Holowko maintained a Hold rating on Old National Bancorp Capital (ONB) with a price target of $26.00. This follows similar Hold ratings from RBC Capital and a Buy rating from Truist Financial. Old National Bancorp Capital's last reported quarterly revenue was $1.02 billion with a net profit of $182.57 million.
Thrivent Financial for Lutherans Purchases 204,788 Shares of Old National Bancorp $ONB
Thrivent Financial for Lutherans increased its stake in Old National Bancorp by 7.9%, purchasing an additional 204,788 shares, bringing its total to 2,799,932 shares valued at approximately $61.46 million. Old National Bancorp reported strong third-quarter earnings, beating analyst estimates with an EPS of $0.62 on $714.5 million in revenue. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $27.27, and pays a quarterly dividend of $0.14.
Old National Bancorp stock hits 52-week high at $24.78
Old National Bancorp (ONB) stock has hit a new 52-week high of $24.78, reflecting a positive year with a 5.18% one-year change, a 21.24% six-month return, and a 9.5% year-to-date gain. The company boasts a market capitalization of $9.64 billion, a 2.29% dividend yield, and has maintained dividend payments for 43 consecutive years. Despite a recent revenue shortfall in Q4 2025 earnings, analysts like Raymond James and Stephens have raised their price targets, maintaining "Strong Buy" and "Overweight" ratings respectively, citing strong earnings performance, a low-cost deposit base, and strategic merger benefits.
Old National Funding Move And Bremer Integration Shape Valuation Story
Old National Bancorp recently completed a $450 million fixed income offering and is making progress integrating Bremer Bank. These strategic moves provide the company with greater funding flexibility and could influence its growth opportunities and risk profile. The stock is currently trading below analyst targets and an estimated fair value, with recent positive momentum.
Valeo Financial Advisors LLC Sells 724,176 Shares of Old National Bancorp $ONB
Valeo Financial Advisors LLC significantly reduced its stake in Old National Bancorp (NASDAQ:ONB) by 96.6%, selling 724,176 shares and retaining 25,335 shares. Despite this, other institutional investors like OLD National Bancorp IN and Norges Bank substantially increased or initiated positions, resulting in institutional ownership of 83.66%. Analysts maintain a "Moderate Buy" rating for ONB with a consensus price target of $27.27, and the bank recently exceeded Q4 EPS estimates and declared a quarterly dividend.
Old National Bancorp (NASDAQ:ONB) Receives Average Recommendation of "Moderate Buy" from Brokerages
Old National Bancorp (NASDAQ:ONB) has received an average rating of "Moderate Buy" from eleven brokerages, with an average 12-month price target of $27.27. The bank surpassed earnings expectations last quarter, reporting EPS of $0.62 against an anticipated $0.59, and revenue of $714.5 million versus $705.6 million expected. Shares opened at $23.77, operate with a P/E ratio of 13.3, and offer a quarterly dividend of $0.14, equating to a 2.4% yield.
Does ONB's Strong Q4 and Bremer Integration Redefine Old National Bancorp's Investment Narrative?
Old National Bancorp reported strong Q4 2025 results with higher net interest income and net income, alongside increased net charge-offs. The bank also completed a significant subordinated note offering and a share repurchase program, while highlighting the successful integration of Bremer Bank. This performance reinforces the bank's strategy of focusing on scale, core deposit strength, and fee income, though rising net charge-offs and new debt warrant investor awareness.
5 Must-Read Analyst Questions From Old National Bank's Q4 Earnings Call
Old National Bank reported strong Q4 results, surpassing analyst estimates for revenue and adjusted EPS, driven by core deposit growth, expense control, and credit improvement. The earnings call highlighted key questions from analysts, focusing on net interest income, reserve coverage, capital targets, loan growth sources, and fee income sustainability. Management provided insights into these areas, expressing cautious optimism for future performance.
OLD NATIONAL BANCORP (NASDAQ:ONB) Combines High Growth Momentum with a Positive Technical Setup
OLD NATIONAL BANCORP (NASDAQ:ONB) is highlighted as an attractive investment opportunity due to its combination of high growth momentum and a positive technical setup. The company shows strong fundamental growth with quickening earnings and sales, positive analyst outlooks, and a history of exceeding estimates. Technically, ONB is in a confirmed upward trend with a favorable setup for a potential entry point, including defined support and lowered volatility.
Truist Securities Raises Old National (ONB) Price Target to $27 | ONB Stock News
Truist Securities has reiterated its "Buy" rating for Old National (ONB) and increased the price target to $27.00, reflecting a 3.85% rise. This adjustment follows similar optimistic updates from other analysts like RBC Capital, Stephens & Co., and TD Cowen, who have also raised their price targets for ONB. The consensus among 13 analysts suggests an "Outperform" status for Old National Bancorp, with an average target price of $27.15.
Truist Financial Forecasts Strong Price Appreciation for Old National Bancorp (NASDAQ:ONB) Stock
Truist Financial has increased its price target for Old National Bancorp (NASDAQ:ONB) to $27, maintaining a "buy" rating and suggesting a 15.28% upside. This follows Old National Bancorp's strong quarterly earnings, which surpassed analyst expectations in both EPS and revenue. The stock, which has a "Moderate Buy" consensus rating and is heavily owned by institutional investors, also saw several other analysts raise their price targets.
Old National Bancorp raised to buy at TD Cowen after Q4 earnings beat
TD Cowen has upgraded Old National Bancorp's stock to a "buy" rating following the bank's stronger-than-expected fourth-quarter earnings. The upgrade reflects a positive outlook on the company's financial performance and future prospects.
Old National Bancorp (ONB) Valuation After Record Results And Bremer Integration Completion
Old National Bancorp (ONB) has reported record adjusted earnings per share and completed its Bremer Bank integration, leading to significant stock momentum and analyst upgrades. Despite a P/E ratio above industry averages, a DCF model suggests the stock is heavily undervalued, with a fair value of $25.75. The article explores whether the market has fully priced in ONB's growth or if a buying opportunity still exists, considering its strong fee-based business expansion and potential risks.
Old National Bancorp (ONB) Valuation After Record Results And Bremer Integration Completion
Old National Bancorp (ONB) has reported record adjusted earnings per share, net income, and efficiency ratio, along with successful integration of Bremer Bank. While a DCF model suggests undervaluation with a fair value of $25.75, the stock's P/E of 14.4x is higher than its industry and peer averages. Investors should consider the potential for commercial real estate pressures and slower loan growth, alongside opportunities in fee-based businesses.
Analysts Offer Insights on Financial Companies: Bank of America (BAC) and Old National Bancorp Capital (ONB)
Analysts from Phillip Securities and KBW have issued bullish sentiments for Bank of America (BAC) and Old National Bancorp Capital (ONB), respectively. Bank of America received a Buy rating with a $60.00 price target from Glenn Thum and an overall "Strong Buy" consensus with a $61.56 price target. Old National Bancorp Capital was given a Buy rating and a $27.00 price target by Christopher Mcgratty, resulting in a "Moderate Buy" consensus with a $26.43 average price target.
Old National tops client dispute satisfaction in 2026 Trust in Banking
Old National (NASDAQ: ONB) has been awarded the Customer Confidence Award at Quavo’s 2026 Trust in Banking Awards, recognizing its leading satisfaction rate in client dispute resolution management. Quavo praised the bank for its fair dispute decisions and rapid resolution processes. Old National, with approximately $72 billion in assets and $37 billion in assets under management, is noted as the sixth-largest commercial bank headquartered in the Midwest.
Old National Bancorp Among 3 Value Stocks Priced Below Estimated Worth
This article identifies three value stocks, Old National Bancorp (ONB), Repligen (RGEN), and On Holding (ONON), that are trading below their estimated worth according to Simply Wall St's cash flow analysis. Old National Bancorp is highlighted for its significant discount, strong earnings growth forecast, and share buyback program. Repligen shows strong annual earnings growth and innovation despite insider selling, while On Holding, though at a smaller discount, boasts robust financial health and promising outlooks.
Royal Bank Of Canada Issues Positive Forecast for Old National Bancorp (NASDAQ:ONB) Stock Price
Royal Bank of Canada has increased its price target for Old National Bancorp (NASDAQ:ONB) to $26 from $25, maintaining a "sector perform" rating and suggesting a 5.55% upside. This positive outlook follows ONB's strong Q4 results, which beat analyst expectations with adjusted EPS of $0.62 and revenue of $714.5 million, supported by significant loan growth and improved efficiency. Despite these positives, the report highlights risks such as a decline in core deposits and increased credit provisions in the last quarter.
Old National Bancorp (NASDAQ:ONB) Sets New 52-Week High Following Earnings Beat
Old National Bancorp (NASDAQ:ONB) reached a new 52-week high after reporting better-than-expected fourth-quarter earnings with adjusted EPS of $0.62 and revenue of $714.5 million, surpassing analyst estimates. The bank's performance was supported by loan growth, strong net interest income, and improved operational efficiency, along with capital returns through dividends and share repurchases. Despite positive adjusted metrics, investors are monitoring core deposit contraction, a slight increase in credit provisioning, and one-off merger and pension charges that impacted GAAP results.
Stephens raises Old National Bancorp stock price target to $28 on strong earnings
Stephens has increased its price target for Old National Bancorp (NASDAQ:ONB) to $28 from $27, maintaining an Overweight rating, following the bank's stronger-than-expected quarterly earnings. The bank's performance was bolstered by a low-cost deposit base and strategic merger benefits, leading to significant share repurchases and a positive outlook for 2026 loan growth and net interest income. While earnings per share exceeded analyst expectations, revenue fell short, indicating a mixed financial picture.
Old National Bancorp Releases January 2026 Investor Presentation
Old National Bancorp (ONB) released its January 2026 investor presentation, detailing its financial performance and strategic objectives. As of December 31, 2025, the company reported $72 billion in assets, an adjusted return on average assets of 1.37% in Q4 2025, and a strong CET1 ratio of 11.1%. The presentation highlighted improved efficiency and annualized total loan growth of 6.4%, driven by commercial lending.
ONB Q4 Deep Dive: Margin Expansion, Bremer Integration, and Strategic Loan Growth
Old National Bancorp (ONB) exceeded Q4 CY2025 revenue expectations and reported strong non-GAAP profit. The company attributes its positive performance to core deposit growth, expense control, and successful integration of Bremer Bank, which is expected to drive further operating leverage. Management plans to continue strategic loan growth, maintain stable margins, and engage in share repurchases in 2026.
Old National Bancorp Capital Highlights Fixed Income Investor Presentation
Old National Bancorp (ONB) released a fixed income investor presentation on January 22, 2026, summarizing its business, operations, and financial performance. The presentation highlights the use of non-GAAP financial measures to clarify core operating performance and enhance comparability. TipRanks' AI Analyst, Spark, rates ONB as "Outperform" due to solid financial performance and a positive earnings outlook.
Old National Bancorp raised to Buy at TD Cowen after Q4 earnings beat (ONB:NASDAQ)
TD Cowen upgraded Old National Bancorp (ONB) shares to Buy from Hold following the regional lender's better-than-expected Q4 2025 earnings. Analyst Janet Lee noted an acceleration in lending as a key factor in the upgrade despite revenue falling short of consensus estimates.
Old National Bank (NASDAQ:ONB) Misses Q4 CY2025 Revenue Estimates
Old National Bank (NASDAQ:ONB) reported its Q4 CY2025 earnings, missing revenue estimates with $698.6 million, despite a 40.9% year-on-year growth. However, its non-GAAP adjusted EPS of $0.62 beat analyst consensus estimates by 4.8%. The company's Net Interest Income fell slightly short, and its Efficiency Ratio was higher than anticipated, though Tangible Book Value per Share showed positive growth.
Accredited Investors Inc. Has $9.88 Million Stock Holdings in Old National Bancorp $ONB
Accredited Investors Inc. significantly increased its stake in Old National Bancorp (ONB) by 20.7% in Q3, now holding 450,040 shares valued at $9.88 million. This comes as ONB reported better-than-expected Q4 results with adjusted EPS of $0.62 and revenue of $714.4 million, driven by strong loan growth and improved efficiency. Despite positive earnings and institutional investor interest, the company faces challenges such as core deposit declines and one-time charges, with analysts maintaining a "Moderate Buy" rating.
