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DCF valuation

What is Old National Bancorp worth?

With the base-case assumptions below, a discounted cash flow model on Old National Bancorp's reported free cash flow gives $26.02 per share. The share price was $25.49 on September 25, 2026, 2% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$637.4M
Average free cash flow, last 5 years
$553.1M
Cash
$1.75B
balance sheet of March 31, 2026
Debt
$0
not reported, counted as 0
Diluted shares, fiscal 2025
365,464,000
Revenue growth per year, last 5 years
-1.8%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear-7.0%-2.5%2.0%10.0%$18.14-29%
Base-2.0%0.5%2.5%9.0%$26.02+2%
Bull3.0%3.0%3.0%8.0%$40.73+60%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$31.39$32.99$34.94$37.38$40.52
8.0%$27.41$28.45$29.68$31.15$32.94
9.0%$24.49$25.20$26.02$26.97$28.10
10.0%$22.25$22.76$23.33$23.98$24.74
11.0%$20.48$20.85$21.27$21.73$22.26

Where the presets come from

Base: years 1 to 5 grow at Old National Bancorp's revenue growth rate over the last 5 fiscal years (-1.8% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Old National Bancorp company page