Old National Bancorp (ONB)

Old National Bancorp reported its third-quarter 2025 results around October 22, 2025, with revenues exceeding analysts' expectations, although EPS lagged behind. On January 21, 2026, Old National Bancorp announced its fourth-quarter and full-year 2025 results, reporting strong financial performance, with adjusted EPS reaching a record high for full-year 2025 and Q4 2025 adjusted EPS beating analyst estimates. In February 2026, the company announced an increase to its quarterly common stock dividend to $0.14 per share. On April 7, 2026, Barclays raised its price target on Old National Bancorp to $30 from $29, maintaining an "overweight" rating. The announcement on March 31, 2026, of the schedule for its first-quarter 2026 earnings release saw ONB's stock gain 2.89% on the day.

There is evidence of demand seasonality for Old National Bancorp's products and services. The company has noted "seasonal outflows of public funds" which impacted deposits in the fourth quarter of 2025. Additionally, Old National Bank offers commercial credit and financing options designed to help businesses meet "seasonal demands."

Old National Bancorp operates as the holding company for Old National Bank, serving clients in the Midwestern and Southeastern United States, focusing on consumer and commercial banking. Its offerings include commercial, real estate, and consumer loans, various deposit accounts, private banking, capital markets services, brokerage, wealth management, trust and investment advisory services, treasury and cash management services, and insurance brokerage. As of March 2026, Old National Bancorp reported approximately $72 billion in assets and $37 billion in assets under management.

Old National Bancorp's geographic footprint is concentrated across the Midwestern United States, including Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, and Wisconsin. The company also has a presence in selected Southeastern markets, such as Nashville, Tennessee. Strategic expansions, including the successful integration of Bremer Bank in May 2025, have bolstered its operational efficiency and expanded its presence, making it a significant player in areas like the Twin Cities.

Old National Bancorp received the "Customer Confidence Award" in January 2026 and an "Outstanding" overall rating under the Community Reinvestment Act (CRA) in March 2026. The company was also named one of "The Civic 50" by Points of Light in 2025. While the tragic act of violence in Louisville, Kentucky, in April 2023 significantly impacted the Old National family and community, no other major negative events specifically affecting the company's brand reputation within the past year (April 2025 - April 2026) were identified in the search results.

Old National Bancorp is predominantly owned by institutional investors, who held a total of 383,322,471 shares as of April 2, 2026, accounting for approximately 84.01% to 95.85% of the company, while individual ownership is around 0.77%. Major institutional owners include Old National Bancorp /in/, BlackRock, Inc., Vanguard Group Inc, Fmr Llc, Dimensional Fund Advisors Lp, State Street Corp, Fuller & Thaler Asset Management, Inc., Delaware Management Holdings, Inc., Geode Capital Management, Llc, and American Century Companies Inc. Bremer Trust Otto is noted as a significant individual shareholder, owning 41.21 million shares.