Origin Bancorp, Inc.
In the published model solve dated 2026-Q2, anchored at $53.64, Origin Bancorp, Inc. (OBK) is priced for 10.8% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Origin Bancorp is a Texas and Louisiana community bank, and the surprising number is the gap between what it earns and what it costs: return on equity ran 6.0% in fiscal 2025, below a roughly 9% cost of equity, yet the stock trades at a premium to tangible book value of about $34.58 per share. • The biggest risk is that the profitability gap persists: a bank earning less than its cost of equity is destroying value on the margin, and the price assumes the in-progress turnaround closes that gap.
Is OBK overvalued? See what's priced in →
180 institutional managers reported holding OBK in 13F filings for the quarter ended 2026-03-31. Together they hold about 64% of the company; the top 10 hold 37%. 28 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 529k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (4.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
OBK's share count grew 32.2% over the past five years even with $22.64M spent on repurchases. It pays a dividend, and has paid one every year in our records (9 and counting); the current rate is $0.60 a share annually. Cash returned over the past three years: $51.63M in dividends and $22.64M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at OBK over the trailing three years: 2025: 17 buys totaling $1.02M. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
OBK's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -0.2% | -13.3% |
| 2023-11-08 | +5.6% | +4.6% |
| 2024-02-29 | +1.7% | +5.5% |
| 2024-05-08 | +0.1% | -3.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
OBK's latest 8-K filings: 2026-09-15 (items 3.01, 7.01, 9.01); 2026-07-22 (items 2.02, 8.01, 9.01); 2026-07-10 (items 7.01, 9.01); 2026-04-29 (items 7.01, 9.01); 2026-04-27 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.