BOK Financial (NASDAQ:BOKF) Issues Quarterly Earnings Results

BOK Financial (NASDAQ:BOKF) issued its quarterly earnings data on Monday. The bank reported $2.64 earnings per share for the quarter, topping the consensus estimate of $2.52 by $0.12, FiscalAI reports. BOK Financial had a return on equity of 10.41% and a net margin of 19.53%. The company had revenue of $561.45 million for the quarter, compared to analysts’ expectations of $571.40 million. During the same period in the previous year, the firm posted $2.22 earnings per share. The firm’s revenue for the quarter was down 34.3% on a year-over-year basis.

BOK Financial Stock Performance

BOK Financial stock opened at $126.46 on Wednesday. The company has a debt-to-equity ratio of 0.57, a current ratio of 0.78 and a quick ratio of 0.78. The firm has a market capitalization of $7.68 billion, a P/E ratio of 11.47 and a beta of 0.82. BOK Financial has a 1-year low of $102.72 and a 1-year high of $146.84. The company’s 50-day moving average is $133.47 and its 200 day moving average is $134.48.

BOK Financial Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 2nd. Investors of record on Wednesday, August 19th were given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Wednesday, August 19th. BOK Financial’s dividend payout ratio is 23.75%.

Key Headlines Impacting BOK Financial

Here are the key news stories impacting BOK Financial this week:

• Positive Sentiment: BOK Financial reported third-quarter diluted EPS of $2.64, above analyst estimates of approximately $2.52-$2.54 and up from $2.22 a year earlier. Net income totaled $159.9 million. BOK Financial Tops Q3 2026 Profit Forecast With $2.64 EPS
• Positive Sentiment: Management projected 2026 net interest income of $1.43 billion-$1.44 billion and indicated loan growth could exceed 10%, supporting expectations for continued balance-sheet expansion. BOK Financial Outlines 2026 Net Interest Income and Loan Growth
• Positive Sentiment: Core banking trends improved: net interest income rose to $370.0 million from $351.8 million in the prior quarter, net interest margin expanded to 3.00% from 2.91%, and period-end loans increased to $27.7 billion. The earnings call also emphasized robust growth prospects. BOK Financial Earnings Call Highlights Robust Growth
• Neutral Sentiment: Credit and capital metrics remained solid, with nonperforming assets at $67 million, or 0.24% of loans and repossessed assets, and a common equity Tier 1 ratio of 12.73%. Deposits, however, declined modestly to $39.5 billion. BOK Financial Reports Third-Quarter Net Charge-Offs
• Negative Sentiment: Revenue of $561.45 million missed the $571.40 million consensus estimate and fell 34.3% year over year. Net income also declined from $176.5 million in the second quarter, while fees and commissions decreased to $188.0 million. Jefferies lowered its price target to $150, limiting some of the upside signal. Jefferies Lowers BOK Financial Price Target

Insider Activity at BOK Financial

In other news, Director Steven Bangert sold 1,250 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $143.96, for a total transaction of $179,950.00. Following the transaction, the director owned 31,710 shares of the company’s stock, valued at approximately $4,564,971.60. This represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Brad A. Vincent sold 4,015 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $145.42, for a total value of $583,861.30. Following the completion of the sale, the executive vice president owned 6,031 shares in the company, valued at approximately $877,028.02. The trade was a 39.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 5,274 shares of company stock valued at $765,067 in the last 90 days. Company insiders own 63.53% of the company’s stock.

Wall Street Analyst Weigh In

BOKF has been the subject of a number of recent research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of BOK Financial in a report on Friday, September 4th. Keefe, Bruyette & Woods boosted their target price on BOK Financial from $143.00 to $146.00 and gave the company a “market perform” rating in a research report on Friday, July 24th. Royal Bank Of Canada decreased their price target on BOK Financial from $149.00 to $146.00 and set a “sector perform” rating on the stock in a report on Friday, October 9th. DA Davidson set a $147.00 price target on BOK Financial in a report on Tuesday. Finally, Citigroup restated a “neutral” rating on shares of BOK Financial in a research report on Thursday, July 23rd. Two investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $141.27.

About BOK Financial

BOK Financial Corporation is a financial services holding company headquartered in Tulsa, Oklahoma. Through its banking and financial-services subsidiaries, the company serves businesses, institutions, individuals and families across the central and southwestern United States.

The company provides commercial banking, consumer banking, wealth management and capital markets services. Its offerings include deposit accounts, commercial and consumer loans, treasury and cash-management services, investment management, trust and private banking, mortgage lending, investment banking, securities brokerage and institutional trading.

BOK Financial operates under banking brands including Bank of Oklahoma, Bank of Texas and Bank of Albuquerque, with additional operations serving customers in Colorado, Kansas, Missouri and Arkansas.