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Ken GriffinHeld
Citadel Advisors · Q2 2026
$1.91M
37.43K shares · 0.0% of portfolio
Origin Bancorp, Inc.
Origin Bancorp, Inc. (OBK) is classified in Banks - Regional, part of the Financial Services sector. It is headquartered in Ruston, United States and has 988 employees. The company is worth $1.64B and trades at 16.7x its earnings of the last twelve months; the median for its sector is 13.2x. Revenue was $390.83M in fiscal 2025, up 9.9% from the year before. Net income was $75.2M. The share price is 4.6% below its 52-week high of $55.57. It pays a dividend yielding 1.89%. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Israel Englander (Millennium Management), at $28.46M. In that quarter, 3 of them opened or added to the position and 1 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +22.3% over 5Y.
today you would have $1,258.90▲ +25.9%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 8 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $37.61 | $33.29 | $35.57 | $36.70 | $42.92 | $27.77 | $37.84 | $34.08 | |
| P/E | 14.5x | 15.7x | 13.6x | 13.1x | 11.2x | 9.3x | 17.9x | 16.6x | 15.5x |
| P/S | 3.2x | 3.0x | 2.9x | 3.1x | 3.4x | 3.7x | 2.5x |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 9.1% a year plus a 1.9% dividend yield. Growth capped at 25%.
Median P/E of 13.2 among peers in the sector.
Median P/E of 14.5 across this company’s own years on record.
Cash flow growing 9.1% a year for 10 years, discounted at 10%, then 2.5% forever.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Dividend growing 6.2% a year against a 7.7% required return, from the stock’s beta.
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| BFCBank First Corp | $147.70 | 19.2x | 2.0x | 1.62% | 11.32% | $1.64B |
| CNOBConnectOne Bancorp, Inc. | $32.82 | 10.0x | 1.1x | 2.38% | 10.25% | $1.65B |
| LOBLive Oak Bancshares, Inc. | $35.71 | 12.4x | 1.4x | 0.34% | 11.68% | $1.65B |
| TOPTOP Financial Group Ltd | $13.42 |
| 4.0x |
| 4.2x |
| P/B | 1.1x | 0.9x | 0.9x | 1.0x | 1.2x | 1.4x | 1.0x | 1.5x | 1.5x |
| EPS | $2.40 | $2.45 | $2.71 | $3.28 | $4.60 | $1.55 | $2.28 | $2.20 |
| Dividend yield | 1.47% | 1.60% | 1.80% | 1.69% | 1.58% | 1.14% | 1.36% | 0.67% | 0.29% |
| Payout | 19.91% | 25.00% | 24.49% | 22.14% | 17.68% | 10.65% | 24.45% | 11.05% | 4.50% |
| Profit margin | 23.94% | 19.24% | 21.50% | 23.41% | 26.38% | 38.98% | 14.19% | 24.47% | 26.51% |
| ROE | 8.44% | 6.03% | 6.68% | 7.88% | 9.23% | 14.87% | 5.62% | 8.99% | 9.39% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
+31.3% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| — |
| 3.2x |
| 0.00% |
| -3.83% |
| $1.66B |
| OCFCOceanfirst Financial Corp | $16.62 | 20.0x | 0.7x | 4.81% | 2.37% | $1.61B |
| FSUNFirstsun Capital Bancorp | $37.95 | 22.7x | 1.0x | 0.00% | 3.19% | $1.67B |