DA Davidson Forecasts BancFirst’s Q3 Earnings (NASDAQ:BANF)

BancFirst Corporation (NASDAQ:BANF) – Investment analysts at DA Davidson issued their Q3 2025 earnings estimates for shares of BancFirst in a report issued on Tuesday, July 22nd. DA Davidson analyst G. Tenner forecasts that the bank will earn $1.91 per share for the quarter. DA Davidson has a “Neutral” rating and a $136.00 price objective on the stock. The consensus estimate for BancFirst’s current full-year earnings is $6.52 per share. DA Davidson also issued estimates for BancFirst’s FY2025 earnings at $7.30 EPS and FY2026 earnings at $7.36 EPS.

BANF has been the topic of a number of other research reports. Keefe, Bruyette & Woods raised their target price on BancFirst from $123.00 to $132.00 and gave the stock a “market perform” rating in a report on Friday, July 18th. Wall Street Zen downgraded shares of BancFirst from a “hold” rating to a “sell” rating in a research report on Friday, July 18th.

BancFirst Stock Performance

Shares of BancFirst stock opened at $126.85 on Wednesday. The firm has a fifty day moving average of $125.72 and a two-hundred day moving average of $118.81. The company has a debt-to-equity ratio of 0.05, a quick ratio of 1.00 and a current ratio of 1.00. The stock has a market capitalization of $4.22 billion, a price-to-earnings ratio of 18.25 and a beta of 0.77. BancFirst has a 52 week low of $95.78 and a 52 week high of $137.40.

BancFirst (NASDAQ:BANF) last announced its quarterly earnings data on Thursday, July 17th. The bank reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.67 by $0.18. BancFirst had a net margin of 24.05% and a return on equity of 14.38%. The business had revenue of $169.30 million for the quarter, compared to analyst estimates of $163.62 million.

BancFirst Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 15th. Shareholders of record on Monday, June 30th were paid a $0.46 dividend. The ex-dividend date was Monday, June 30th. This represents a $1.84 dividend on an annualized basis and a yield of 1.45%. BancFirst’s payout ratio is 26.47%.

Insider Activity

In other news, Director F Ford Drummond sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, May 28th. The stock was sold at an average price of $124.12, for a total transaction of $620,600.00. Following the sale, the director owned 6,000 shares of the company’s stock, valued at $744,720. This trade represents a 45.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Randy Foraker sold 4,000 shares of the stock in a transaction that occurred on Wednesday, May 21st. The stock was sold at an average price of $126.61, for a total value of $506,440.00. The disclosure for this sale can be found here. 32.43% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On BancFirst

Several large investors have recently made changes to their positions in BANF. Vanguard Group Inc. boosted its stake in BancFirst by 2.0% in the 4th quarter. Vanguard Group Inc. now owns 2,306,204 shares of the bank’s stock worth $270,241,000 after purchasing an additional 44,563 shares during the period. Geode Capital Management LLC lifted its holdings in shares of BancFirst by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 484,883 shares of the bank’s stock valued at $56,832,000 after purchasing an additional 2,098 shares in the last quarter. Norges Bank bought a new stake in shares of BancFirst in the fourth quarter valued at about $26,649,000. JPMorgan Chase & Co. boosted its position in shares of BancFirst by 35.8% during the fourth quarter. JPMorgan Chase & Co. now owns 175,457 shares of the bank’s stock worth $20,560,000 after buying an additional 46,253 shares during the period. Finally, Invesco Ltd. grew its holdings in shares of BancFirst by 65.7% during the fourth quarter. Invesco Ltd. now owns 109,342 shares of the bank’s stock worth $12,813,000 after buying an additional 43,336 shares in the last quarter. Institutional investors own 51.72% of the company’s stock.

BancFirst Company Profile

BancFirst Corporation operates as the bank holding company for BancFirst that provides a range of commercial banking services to retail customers, and small to medium-sized businesses. The company operates through BancFirst Metropolitan Banks, BancFirst Community Banks, Pegasus, Worthington, and Other Financial Services segments.