Old National Bancorp (ONB) Q2 FY26 earnings call

Old National Bancorp delivered a record-breaking second quarter, marked by strong organic loan growth, broad-based fee income, and exceptional operational efficiency. The company achieved record adjusted EPS and an efficiency ratio of 45.2%, while significantly increasing tangible book value per share and returning capital to shareholders. Management expressed confidence in continued NII growth in the back half of the year, driven by asset generation and stable funding costs, and remains focused on organic expansion and disciplined expense management.