Old National Bancorp (ONB) — closed signal from September 23, 2025
Partial Published before the outcome was known, scored automatically when the window closed on December 22, 2025.
Predicted vs. what happened
What happened
Reached 37% of the predicted growth at its peak, without hitting the target.
The thesis — published September 23, 2025
ONB looks like a bank stock that fell too far but may be turning. The recent average price is edging up, and more buyers seem active. News highlights interest income up 25.5% over five years, a brief slip below a long-term average that likely shook out sellers, and the sale of Bremer Insurance to focus. If rates ease and loan quality holds, a careful three-month rebound seems doable, though the rate curve still matters.
Primary drivers
- Stock looks beaten down now, but the recent average price is turning up
- Interest income and core finances look solid and are still improving
- Selling non-core unit to focus on core banking and simplify business
- Falling interest rates should lower funding costs for regional banks
How it played out
ONB: target was not reached by Dec. 22
Lyra published ONB at $22.27 on Sept. 23, 2025, with 16% expected growth and a short-term target of $25.67. The thesis pointed to a beaten-down bank stock with its recent average price turning up, improving interest income and core finances, the sale of a non-core unit, and lower rates helping regional bank funding costs.
Inside the window, ONB rose, but not enough. The peak was $23.59 on Dec. 22, 2025, for a 5.9% gain. It stayed below the $25.67 target. The window ended at $23.28. The thesis partially played out, but the target missed.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.