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Old National Bancorp filed an 8-K with the Securities and Exchange Commission on August 5, disclosing its second-quarter 2026 investment thesis under Regulation FD.
The presentation, designated Exhibit 99.1, spans slides 3 through 13 and opens with an executive summary.
Non-GAAP measures and what they exclude Old National (ONB) presents adjusted earnings per share, efficiency ratio, return on average common equity, return on average tangible common equity, and net income applicable to common shares, each stripped of what the company calls "notable items," the filing shows.
Those items are pension plan gains and losses, merger-related charges from completed acquisitions, debt securities gains and losses, distribution of excess pension assets expense, FDIC special assessment expense, and CECL Day 1 non-PCD provision expense.
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