Origin Bancorp (OBK) News Today

Origin Bancorp, Inc. (OBK) is trading lower after its Q3 2025 release. Investors are reacting mainly to a large EPS miss despite a revenue beat and a board decision to pay a quarterly dividend. Below are concise points an investor should know.

• Positive Sentiment: Revenue topped expectations — Origin reported $109.8M in revenue vs. Street estimates near $104M, showing underlying top-line resilience. Origin Bancorp Q3 2025 Press Release
• Positive Sentiment: Board declared a $0.15 quarterly cash dividend (annualized yield ~1.8%), payable Nov. 28; ex-dividend/record dates set in November. Dividend Announcement
• Neutral Sentiment: Management hosted the Q3 earnings call and provided a slide deck — listen/read the transcript for details on credit trends, margin outlook and capital plans that will inform medium-term guidance. Earnings Call Transcript
• Neutral Sentiment: Analysts had been bullish pre-release (DA Davidson had a “Strong-Buy” and ~ $0.91 Q3 estimate); those pre-earnings estimates are now a benchmark investors will reassess. DA Davidson Estimates
• Negative Sentiment: Large EPS miss: OBK reported $0.27 EPS vs. consensus ~ $0.89 (and some broker targets ~ $0.91) — the surprise drove immediate negative price reaction. Earnings Miss Article
• Negative Sentiment: Profitability and net income declined quarter-over-quarter (net income $8.6M vs. $14.6M prior quarter); ROE and margins are modest, raising questions about near-term earnings recovery. Quarterly Results Press Release

Bottom line: the revenue beat and dividend are supportive, but the magnitude of the EPS miss and the QoQ profit decline are the primary reasons OBK is trading lower today. Review the earnings transcript and slides for management commentary on credit trends and guidance if you hold or are considering a position.