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Origin Bancorp, Inc. (OBK) Stock Fundamental Analysis & AI Rating 2026

OBK NYSE State Commercial Banks LA CIK: 0001516912
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
HOLD
70% Conf
Pending
Analysis scheduled

📊 OBK Key Takeaways

Revenue: $538.0M
Net Margin: 14.0%
Free Cash Flow: $151.1M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $2.40
AI Rating: HOLD with 70% confidence
Origin Bancorp, Inc. (OBK) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $538.0M, net profit margin of 14.0%, and return on equity (ROE) of 6.0%, Origin Bancorp, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete OBK stock analysis for 2026.

Is Origin Bancorp, Inc. (OBK) a Good Investment?

Claude

Origin Bancorp exhibits strong revenue growth of 62.5% YoY and excellent free cash flow generation, but profitability fundamentals are deteriorating with net income declining 1.7% despite massive revenue expansion and weak capital returns (ROE 6.0%, ROA 0.8%). The concerning interest coverage ratio of 1.5x raises questions about debt servicing capacity relative to earnings.

Why Buy Origin Bancorp, Inc. Stock? OBK Key Strengths

Claude
  • + Exceptional revenue growth of 62.5% YoY demonstrates robust market expansion and business momentum
  • + Strong free cash flow generation of $151.1M with 28.1% FCF margin shows efficient cash conversion despite profitability headwinds
  • + Solid operating margin of 17.8% indicates operational efficiency in core business execution

OBK Stock Risks: Origin Bancorp, Inc. Investment Risks

Claude
  • ! Net income declined 1.7% despite 62.5% revenue growth indicating significant margin compression and profitability deterioration
  • ! Critically low returns on equity (6.0%) and assets (0.8%) for a banking institution suggest severe capital inefficiency and shareholder value destruction
  • ! Weak interest coverage ratio of 1.5x raises red flags regarding debt servicing capacity and financial stress relative to operating earnings

Key Metrics to Watch

Claude
  • * Net margin trajectory and whether profitability recovers to grow with revenue
  • * Return on equity and return on assets improvements toward industry benchmarks
  • * Interest coverage ratio and net interest margin sustainability

Origin Bancorp, Inc. (OBK) Financial Metrics & Key Ratios

Revenue
$538.0M
Net Income
$75.2M
EPS (Diluted)
$2.40
Free Cash Flow
$151.1M
Total Assets
$9.7B
Cash Position
$424.2M

💡 AI Analyst Insight

The 28.1% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

OBK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 17.8%
Net Margin 14.0%
ROE 6.0%
ROA 0.8%
FCF Margin 28.1%

OBK vs Finance Sector: How Origin Bancorp, Inc. Compares

How Origin Bancorp, Inc. compares to Finance sector averages

Net Margin
OBK 14.0%
vs
Sector Avg 25.0%
OBK Sector
ROE
OBK 6.0%
vs
Sector Avg 12.0%
OBK Sector
Current Ratio
OBK 0.0x
vs
Sector Avg 1.2x
OBK Sector
Debt/Equity
OBK 0.0x
vs
Sector Avg 2.0x
OBK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Origin Bancorp, Inc. Stock Overvalued? OBK Valuation Analysis 2026

Based on fundamental analysis, Origin Bancorp, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
6.0%
Sector avg: 12%
Net Profit Margin
14.0%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Origin Bancorp, Inc. Balance Sheet: OBK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
87.2%
Interest Coverage
1.46x
Long-term Debt
N/A

OBK Revenue & Earnings Growth: 5-Year Financial Trend

OBK 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Origin Bancorp, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.71 reflects profitable operations.

OBK Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
28.1%
Free cash flow / Revenue

Origin Bancorp, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$158.9M
Cash generated from operations
Stock Buybacks
$15.8M
Shares repurchased (TTM)
Capital Expenditures
$7.9M
Investment in assets
Dividends Paid
$18.9M
Returned to shareholders

OBK SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Origin Bancorp, Inc. (CIK: 0001516912)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 8-K obnk-20260410.htm View →
Mar 13, 2026 DEF 14A e26006_obk-def14a.htm View →
Feb 25, 2026 10-K obnk-20251231.htm View →
Feb 24, 2026 4 xslF345X05/wk-form4_1771949540.xml View →
Feb 24, 2026 4 xslF345X05/wk-form4_1771949429.xml View →

Frequently Asked Questions about OBK

What is the AI rating for OBK?

Origin Bancorp, Inc. (OBK) has an AI rating of HOLD with 70% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OBK's key strengths?

Claude: Exceptional revenue growth of 62.5% YoY demonstrates robust market expansion and business momentum. Strong free cash flow generation of $151.1M with 28.1% FCF margin shows efficient cash conversion despite profitability headwinds.

What are the risks of investing in OBK?

Claude: Net income declined 1.7% despite 62.5% revenue growth indicating significant margin compression and profitability deterioration. Critically low returns on equity (6.0%) and assets (0.8%) for a banking institution suggest severe capital inefficiency and shareholder value destruction.

What is OBK's revenue and growth?

Origin Bancorp, Inc. reported revenue of $538.0M.

Does OBK pay dividends?

Origin Bancorp, Inc. pays dividends, with $18.9M distributed to shareholders in the trailing twelve months.

Where can I find OBK SEC filings?

Official SEC filings for Origin Bancorp, Inc. (CIK: 0001516912) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OBK's EPS?

Origin Bancorp, Inc. has a diluted EPS of $2.40.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OBK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Origin Bancorp, Inc. has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OBK stock overvalued or undervalued?

Valuation metrics for OBK: ROE of 6.0% (sector avg: 12%), net margin of 14.0% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy OBK stock in 2026?

Our dual AI analysis gives Origin Bancorp, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OBK's free cash flow?

Origin Bancorp, Inc.'s operating cash flow is $158.9M, with capital expenditures of $7.9M. FCF margin is 28.1%.

How does OBK compare to other Finance stocks?

Vs Finance sector averages: Net margin 14.0% (avg: 25%), ROE 6.0% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI