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    Does Origin Bancorp’s Q3 Beat And Revenue Growth Change The Bull Case For OBK?

    Simply Wall St·01/08/2026 22:34:45
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    • In the past quarter, Origin Bancorp (NYSE: OBK) reported third-quarter results with revenue rising 11.5% year on year and earnings per share coming in above analyst forecasts.
    • This outperformance relative to expectations, alongside generally satisfactory results across regional banks, points to resilient operations and sector-wide support for Origin’s performance.
    • With Origin’s third-quarter revenue and earnings surpassing expectations, we’ll now examine how this performance may influence its investment narrative.

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    Origin Bancorp Investment Narrative Recap

    To own Origin Bancorp, you need to be comfortable with a regional bank focused on relationship banking in Southern U.S. markets, while accepting concentrated geographic and commercial real estate exposure. The recent revenue and EPS beat supports the near term earnings catalyst, but it does not materially change the key risk around deposit trends and funding costs, which remain central to how the story could evolve over the next few quarters.

    Among recent developments, Origin’s ongoing quarterly dividend of US$0.15 per share is highly relevant in light of its earnings performance. The combination of consistent dividend payments and share repurchases since mid 2025 frames how management is using current profitability and capital strength to support shareholder returns, which ties closely to investors’ focus on earnings resilience and balance sheet health.

    Yet, investors should be aware that Origin’s elevated commercial real estate exposure could become far more important if ...

    Read the full narrative on Origin Bancorp (it's free!)

    Origin Bancorp's narrative projects $514.9 million revenue and $175.5 million earnings by 2028. This requires 14.7% yearly revenue growth and about a $105.6 million earnings increase from $69.9 million today.

    Uncover how Origin Bancorp's forecasts yield a $44.00 fair value, a 12% upside to its current price.

    Exploring Other Perspectives

    OBK 1-Year Stock Price Chart
    OBK 1-Year Stock Price Chart

    One member of the Simply Wall St Community currently estimates Origin Bancorp’s fair value at about US$68.35 per share, highlighting how individual views can differ from market pricing. You can weigh this against concerns around deposit declines and funding headwinds, which may shape how sustainable recent earnings outperformance really is over time.

    Explore another fair value estimate on Origin Bancorp - why the stock might be worth just $68.35!

    Build Your Own Origin Bancorp Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Origin Bancorp research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free Origin Bancorp research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Origin Bancorp's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.