BOK Financial (NASDAQ:BOKF) Releases Quarterly Earnings Results, Beats Estimates By $0.37 EPS

BOK Financial (NASDAQ:BOKF) issued its quarterly earnings data on Tuesday. The bank reported $2.48 EPS for the quarter, beating the consensus estimate of $2.11 by $0.37, Zacks reports. BOK Financial had a return on equity of 9.24% and a net margin of 15.98%.During the same period last year, the company earned $2.12 EPS.

BOK Financial Stock Up 0.4%

Shares of NASDAQ BOKF traded up $0.52 during mid-day trading on Friday, hitting $128.21. The company had a trading volume of 293,602 shares, compared to its average volume of 271,201. The company has a market capitalization of $8.11 billion, a PE ratio of 15.28 and a beta of 0.88. The business’s 50-day simple moving average is $116.43 and its 200 day simple moving average is $110.49. BOK Financial has a 1-year low of $85.07 and a 1-year high of $128.75. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.76 and a quick ratio of 0.76.

BOK Financial Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Shareholders of record on Wednesday, November 12th were given a $0.63 dividend. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $2.52 annualized dividend and a yield of 2.0%. This is a boost from BOK Financial’s previous quarterly dividend of $0.57. BOK Financial’s dividend payout ratio is 30.04%.

Wall Street Analysts Forecast Growth

BOKF has been the subject of several analyst reports. Wall Street Zen cut BOK Financial from a “hold” rating to a “sell” rating in a report on Sunday, October 19th. Hovde Group lowered shares of BOK Financial from an “outperform” rating to a “market perform” rating and set a $129.00 price objective for the company. in a report on Friday, December 12th. Barclays raised their price objective on shares of BOK Financial from $120.00 to $125.00 and gave the stock an “equal weight” rating in a research report on Friday, December 19th. DA Davidson boosted their target price on shares of BOK Financial from $120.00 to $122.00 and gave the company a “buy” rating in a report on Wednesday, October 22nd. Finally, Wells Fargo & Company raised their price target on shares of BOK Financial from $105.00 to $115.00 and gave the stock an “equal weight” rating in a report on Monday, January 5th. Three research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $117.91.

Key Headlines Impacting BOK Financial

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

• Positive Sentiment: BOKF reported Q4 EPS of $2.89 vs. consensus $2.11 (beat by $0.78); management released a full press release and slide deck that investors can review for details on drivers and capital trends. View Press Release View Slide Deck
• Positive Sentiment: Reported profitability was solid: net margin ~15.98% and ROE ~9.24%, signaling decent operating leverage and returns relative to peers — a likely reason investors pushed the stock up. MarketBeat Earnings Summary
• Positive Sentiment: Several sell-side forecasters revised BOKF expectations ahead of the print, suggesting upgraded estimates/price targets contributed to bullish sentiment. Top Wall Street Forecasters Revamp BOK Financial Expectations Ahead Of Q4 Earnings
• Neutral Sentiment: Company formally announced fourth-quarter and full-year 2025 results and scheduled a conference call for Jan. 20 — important for guidance and Q&A but neutral until management commentary is heard. BOK Financial Corporation Announces Fourth Quarter and Full-Year 2025 Earnings
• Neutral Sentiment: Media previews and snapshots (pre- and post-release) provided context on what to watch in Q4 (credit trends, NIM, fee income) — useful for investors but not new market-moving facts on their own. BOK Financial (BOKF) Q4 earnings report preview: What to look for BOK Financial: Q4 Earnings Snapshot

Insider Buying and Selling

In related news, Director Steven Bangert sold 1,500 shares of BOK Financial stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $106.29, for a total transaction of $159,435.00. Following the sale, the director directly owned 38,416 shares in the company, valued at $4,083,236.64. This trade represents a 3.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold a total of 3,500 shares of company stock valued at $380,395 over the last 90 days. Corporate insiders own 56.94% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. CIBC Private Wealth Group LLC acquired a new position in BOK Financial in the third quarter valued at $55,000. Dark Forest Capital Management LP purchased a new stake in shares of BOK Financial during the 3rd quarter worth about $1,605,000. Polymer Capital Management HK LTD purchased a new stake in shares of BOK Financial during the 3rd quarter worth about $245,000. Mercer Global Advisors Inc. ADV increased its position in BOK Financial by 132.3% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 5,468 shares of the bank’s stock worth $609,000 after purchasing an additional 3,114 shares in the last quarter. Finally, Brevan Howard Capital Management LP raised its holdings in BOK Financial by 33.6% in the third quarter. Brevan Howard Capital Management LP now owns 12,157 shares of the bank’s stock valued at $1,355,000 after buying an additional 3,058 shares during the period. Institutional investors and hedge funds own 34.44% of the company’s stock.

About BOK Financial

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.