A Pivotal Day for Old National Bancorp: Earnings and Leadership in Focus

Today represents a crucial moment for Old National Bancorp as the financial institution faces two significant developments that could substantially influence its future trajectory. The simultaneous occurrence of quarterly earnings release and a major leadership appointment places the bank's stock in the spotlight, with market participants keenly watching whether the financial results will meet elevated expectations.

In a notable industry recognition, Chairman James "Jim" C. Ryan III is assuming the vice chairman position at the American Bankers Association on this same day. This appointment underscores Old National's expanding prominence within the financial sector, though it raises questions about how this additional responsibility might impact his oversight of the company's daily operations.

Market Anticipates Third Quarter Performance

At 7:00 AM Eastern Time, Old National Bancorp will disclose its financial performance for the third quarter of 2025, followed by a closely monitored conference call at 10:00 AM. Financial analysts have established ambitious benchmarks, projecting revenue of $696.71 million and earnings per share of $0.49. These expectations follow the bank's previous quarter outperformance, where it exceeded projections with $0.53 per share.

Should investors sell immediately? Or is it worth buying Old National?

Strong Foundation Supports Current Position

The bank enters this reporting period from a position of strength, building on solid second-quarter achievements that included $654.4 million in revenue. The institution benefited significantly from the early completion of the Bremer partnership arrangement, while total loans increased by $11.5 billion. Organic loan growth remained healthy at 3.7 percent, demonstrating sustained operational momentum.

Key fundamental metrics include:

• Total assets: $71 billion
• Assets under management: $38 billion
• Ranking: 6th among Commercial Banks in the Midwest
• National standing: Top-25 position in U.S. banking rankings

The financial community now watches to see if Old National can maintain this positive momentum through today's earnings announcement. With heightened expectations surrounding both the quarterly figures and the implications of its executive's expanded industry role, the outcomes could significantly influence investor sentiment toward the banking institution.