Origin Bancorp

Q2 FY2026 EarningsQ2 FY26 results beat consensus on the bottom line, with diluted EPS of $1.09 vs. $1.00 expected (+9.00%), despite revenue of $107.6M being slightly below the $108.0M consensus (-0.37%). The performance was driven by significant NIM expansion to 3.92% (FTE) vs. 3.77% expected (+15bps) and a remarkably low provision for credit losses of $65k. Management reinforced its commitment to shareholder returns by increasing its stock repurchase authority by $100M in July 2026.