BOK Financial (NASDAQ:BOKF) Posts Quarterly Earnings Results, Misses Expectations By $0.09 EPS

BOK Financial (NASDAQ:BOKF) issued its quarterly earnings results on Monday. The bank reported $2.59 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.68 by ($0.09), FiscalAI reports. The business had revenue of $589.40 million during the quarter, compared to analyst estimates of $568.08 million. BOK Financial had a net margin of 18.97% and a return on equity of 10.13%. During the same period in the prior year, the business posted $2.19 earnings per share.

BOK Financial Trading Down 0.3%

BOKF stock opened at $139.98 on Wednesday. The business has a fifty day moving average price of $133.59 and a 200 day moving average price of $131.19. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.81 and a quick ratio of 0.81. BOK Financial has a fifty-two week low of $97.40 and a fifty-two week high of $143.53. The stock has a market capitalization of $8.51 billion, a price-to-earnings ratio of 13.19 and a beta of 0.80.

BOK Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th were issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Wednesday, May 13th. BOK Financial’s dividend payout ratio (DPR) is currently 25.51%.

Insiders Place Their Bets

In other news, EVP Jeffrey A. Reid sold 1,200 shares of the firm’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $135.52, for a total value of $162,624.00. Following the completion of the sale, the executive vice president directly owned 8,116 shares in the company, valued at approximately $1,099,880.32. This trade represents a 12.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Mark B. Wade sold 1,700 shares of BOK Financial stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $132.62, for a total value of $225,454.00. Following the completion of the transaction, the executive vice president directly owned 20,361 shares of the company’s stock, valued at $2,700,275.82. This represents a 7.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 5,500 shares of company stock valued at $738,571. 63.53% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On BOK Financial

A number of hedge funds have recently added to or reduced their stakes in BOKF. Engineers Gate Manager LP raised its stake in shares of BOK Financial by 132.8% in the second quarter. Engineers Gate Manager LP now owns 20,247 shares of the bank’s stock worth $1,977,000 after acquiring an additional 11,548 shares during the last quarter. HRT Financial LP acquired a new stake in shares of BOK Financial in the fourth quarter valued at approximately $1,309,000. Man Group plc acquired a new stake in shares of BOK Financial in the fourth quarter valued at approximately $1,220,000. Syon Capital LLC raised its position in BOK Financial by 10.4% in the 4th quarter. Syon Capital LLC now owns 3,250 shares of the bank’s stock worth $385,000 after purchasing an additional 307 shares during the last quarter. Finally, Laird Norton Wetherby Trust Company LLC bought a new position in BOK Financial in the 4th quarter worth approximately $380,000. Institutional investors own 34.44% of the company’s stock.

Trending Headlines about BOK Financial

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

• Positive Sentiment: BOK Financial reported Q2 adjusted earnings and revenue that were broadly strong, with revenue topping estimates and net income improving year over year. BOK Financial (BOKF) Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: The company said loan balances surged and it now expects full-year loan growth of more than 10%, while guiding 2026 net interest income to $1.42 billion-$1.45 billion, signaling confidence in future core banking performance. BOK Financial outlines full-year 2026 loan growth over 10% while guiding $1.42B-$1.45B in net interest income
• Positive Sentiment: Higher net interest income and fee income helped offset some cost pressure, suggesting operating momentum remained intact in the quarter. BOK Financial Q2 Earnings Beat Estimates as NII & Fee Income Rise Y/Y
• Neutral Sentiment: Several reports highlighted the full earnings call and transcript, but they mainly reiterated the same quarterly details rather than introducing a new catalyst. BOK Financial Earnings Call Highlights Record Loan Surge
• Negative Sentiment: The main drag was that Q2 earnings of $2.59 per share missed consensus estimates of $2.66, which may be weighing on the stock despite stronger revenue. BOK Financial stock information
• Negative Sentiment: Higher expenses remain a concern, and one brokerage note continued to rate the stock a “Hold,” suggesting limited near-term upside in analyst expectations. BOK Financial Corporation Given Consensus Recommendation of Hold by Brokerages

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on BOKF shares. Benchmark started coverage on BOK Financial in a research report on Wednesday, June 24th. They set a “hold” rating for the company. Zacks Research lowered BOK Financial from a “strong-buy” rating to a “hold” rating in a report on Monday, March 30th. DA Davidson set a $150.00 price objective on shares of BOK Financial in a research note on Tuesday. Raymond James Financial downgraded shares of BOK Financial from an “outperform” rating to a “market perform” rating in a report on Wednesday, July 1st. Finally, Barclays lifted their target price on shares of BOK Financial from $135.00 to $145.00 and gave the company an “equal weight” rating in a research report on Tuesday, April 7th. Two equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat, BOK Financial presently has a consensus rating of “Hold” and an average target price of $137.18.

BOK Financial Company Profile

BOK Financial Corporation (NASDAQ: BOKF), headquartered in Tulsa, Oklahoma, is a diversified financial services holding company serving businesses, professionals and individuals across the central and western United States. Through its banking subsidiary, BOK Financial offers a full suite of commercial banking, treasury and payment management services, as well as consumer deposit and lending solutions. The company’s offerings also encompass wealth management, trust and asset management, investment banking, and insurance products designed to meet the needs of both retail and institutional clients.

The roots of BOK Financial date back to the founding of the Bank of Oklahoma in 1910.