OLD NATIONAL BANCORP /IN/ (ONB) FY2025 10-K Annual Report

Filed: Feb 19, 2026
Financials
National Commercial BanksSEC EDGAR

OLD NATIONAL BANCORP /IN/ (ONB) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 19, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

OLD NATIONAL BANCORP /IN/ FY2025 10-K Analysis

Business Overview

  • Core business model: Regional banking with services in lending, deposits, and wealth management
  • No new products or segments introduced; continued emphasis on regulatory compliance and risk management
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Management Discussion & Analysis

  • Revenue: Net interest income $2.06B in 2025 vs $1.53B in 2024, up $530.9M (34.7%), driven by Bremer acquisition and loan growth
  • Profitability: Net interest margin steady at 3.54% in 2025 vs 3.31% in 2024 (taxable equivalent basis); cost of interest-bearing liabilities down 29bps to 2.69%
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Risk Factors

  • Regulatory risk under Federal Reserve oversight impacting net interest income management and dividend restrictions, including limit of $803.3 million dividends without approval
  • Macroeconomic risk from national unemployment rate influencing credit loss allowance estimates and loan portfolio credit losses
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OLD NATIONAL BANCORP /IN/ FY2025 Key Financial Metrics
XBRL

Revenue

$3.3B

+25.7% YoY

Net Income

$669M

+24.1% YoY

Net Margin

20.5%

-26bp YoY

ROE

7.9%

-63bp YoY

Total Assets

$72.2B

+34.7% YoY

EPS (Diluted)

$1.79

+6.5% YoY

Operating Cash Flow

$681M

+9.5% YoY

Source: XBRL data from OLD NATIONAL BANCORP /IN/ FY2025 10-K filing on SEC EDGAR. All figures in USD.

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