Every material Form 8-K Old National Bank filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Old National Bancorp furnished third-quarter 2026 investor presentation materials under Item 7.01, with the deck attached as Exhibit 99.1. The company reported record net income of $254 million and diluted EPS of $0.66, up from $0.65 in the prior quarter and $0.46 a year earlier, while repurchasing $100 million of common stock.
Net income of $254 million; net income applicable to common shares of $250 million, compared with $179 million a year earlier
Diluted EPS of $0.66 versus $0.65 in 2Q26 and $0.46 in 3Q25; adjusted EPS of $0.66, up 12% year over year
Repurchased $100 million, or 3.9 million shares, of common stock; $177 million of authorization remaining
Tangible book value per share was $13.77 at September 30, 2026, down from $14.32 at June 30, 2026
Old National Bancorp reported record third quarter 2026 net income applicable to common shares of $250.0 million, or $0.66 per diluted share, up from $0.65 in the second quarter and $0.46 a year earlier. Results were helped by a $1.3 billion increase in average deposits and higher loan balances, while net interest margin fell 2 basis points to 3.52%. The company also repurchased $100 million of common stock during the quarter.
Net income applicable to common shares was $250.0 million; adjusted figure was $249.7 million, with EPS of $0.66 on both bases.
Period-end total deposits were $57.6 billion, up 10.6% annualized; total loans were $51.2 billion, up 2.9% annualized.
Net interest margin was 3.52%, down 2 basis points; provision for credit losses was $33.6 million versus $36.2 million in the prior quarter.
The company repurchased $100 million, or 3.9 million shares, of common stock during the quarter; a conference call is set for 9:00 a.m. Central Time on October 21, 2026.
Old National Bancorp reported record second quarter 2026 net income applicable to common shares of $249.4 million, or $0.65 per diluted share, up from $229.6 million and $0.59 in the first quarter of 2026. The company also restructured its senior leadership by forming an Operating Group, adding four leaders to its Executive Leadership Team, and creating a Chief Government and Corporate Affairs Officer role.
Net income applicable to common shares was $249.4 million, or $0.65 per diluted share, versus $229.6 million and $0.59 in the first quarter of 2026
Net interest margin on a fully taxable equivalent basis was 3.54%, down 1 basis point; period-end total loans were $50.8 billion
Eight executives form the new Operating Group, including CEO Jim Ryan and CFO John Moran; four leaders were added to the Executive Leadership Team
Rafael Sanchez moves to Chief Government and Corporate Affairs Officer and reports to Chief Risk Officer Scott Evernham
Old National Bancorp reported first-quarter 2026 net income applicable to common shares of $229.6 million, or $0.59 per diluted share, up from $212.6 million and $0.55 in the fourth quarter of 2025. Excluding merger-related charges, a pension-related expense and realized debt securities gains, adjusted EPS was $0.61. Net interest margin fell 10 basis points to 3.55%, and the company repurchased 3.9 million shares during the quarter.
Net income applicable to common shares was $229.6 million, compared with $212.6 million in Q4 2025 and $140.6 million in Q1 2025.
Diluted EPS was $0.59, versus $0.55 in Q4 2025 and $0.44 in Q1 2025; adjusted EPS was $0.61.
Net interest income (tax-equivalent basis) fell to $580.4 million from $588.8 million, and net interest margin decreased to 3.55%.
Total loans rose to $49.8 billion and total deposits to $55.7 billion at March 31, 2026; the company repurchased 3.9 million shares.
Old National Bancorp raised its quarterly common stock dividend 3.6% to $0.145 per share and approved a share repurchase program of up to $400 million, replacing a $200 million program. The company also disclosed that four directors will retire at the May 13, 2026 annual meeting, and the board will shrink from 16 to 12 members. For shareholders, the filing points to higher cash returns, though the company says the buyback does not commit it to repurchase any shares.
Quarterly common dividend increased 3.6% to $0.145 per share, payable March 16, 2026, to holders of record as of March 5, 2026.
Share repurchase authorization of up to $400 million replaces the prior $200 million program, which was set to expire February 28, 2026; the new program runs until February 28, 2027.
Quarterly dividend of $17.50 per share declared on Series A and Series C preferred stock, payable May 20, 2026.
Directors Austin M. Ramirez, Ellen A. Rudnick, Rebecca S. Skillman and Stephen C. Van Arsdell will retire at the 2026 annual meeting on May 13, 2026; board size reduced from 16 to 12.
Old National Bancorp completed the issuance and sale of $450 million in subordinated notes due 2036 on January 29, 2026, with net proceeds of approximately $446.6 million before offering expenses. The company said it intends to use the proceeds for general corporate purposes. The notes add long-term debt to the company's balance sheet, and they rank junior to the company's senior indebtedness.
Principal amount: $450 million of 5.768% Fixed-to-Floating Rate Subordinated Notes due February 15, 2036
Net proceeds of approximately $446.6 million after a 0.75% underwriting discount, before offering expenses
Fixed rate applies until February 15, 2031; floating rate then at Three-Month Term SOFR plus 220 basis points
Notes are not guaranteed by subsidiaries and are structurally subordinated to liabilities of Old National Bank
Old National Bancorp reported fourth-quarter and full-year 2025 results on January 21, 2026. Q4 net income applicable to common shares was $212.6 million, or $0.55 per diluted share, up from $0.46 in the prior quarter, and full-year diluted EPS was $1.79 compared with $1.68 in 2024. Results included $24.5 million of merger-related charges and a $15.9 million pension plan loss; excluding these and realized debt securities gains, adjusted EPS was $0.62.
Q4 2025 net income applicable to common shares of $212.6 million; diluted EPS of $0.55 vs. $0.46 in Q3 2025
Adjusted diluted EPS of $0.62 excludes $24.5 million of merger-related charges and a $15.9 million pension plan loss
Full-year 2025 net income applicable to common shares of $653.1 million; diluted EPS of $1.79 vs. $1.68 in 2024
Total loans of $48.8 billion, up $768.8 million or 6.4% annualized; company repurchased 1.1 million shares in Q4
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