BOK Financial (NASDAQ:BOKF) Sets New 12-Month High on Earnings Beat

BOK Financial Corporation (NASDAQ:BOKF)’s share price reached a new 52-week high during mid-day trading on Tuesday following a stronger than expected earnings report. The company traded as high as $131.50 and last traded at $131.1660, with a volume of 41884 shares changing hands. The stock had previously closed at $128.21.

The bank reported $2.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.16 by $0.32. BOK Financial had a return on equity of 9.37% and a net margin of 17.10%.The business had revenue of $589.56 million during the quarter, compared to analyst estimates of $550.05 million. During the same quarter in the previous year, the business earned $2.12 earnings per share.

BOK Financial Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, November 26th. Shareholders of record on Wednesday, November 12th were given a $0.63 dividend. This is a boost from BOK Financial’s previous quarterly dividend of $0.57. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $2.52 annualized dividend and a yield of 1.9%. BOK Financial’s dividend payout ratio is currently 27.51%.

Key Stories Impacting BOK Financial

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

• Positive Sentiment: Recorded Q4 and full‑year earnings that beat estimates (Q4 EPS $2.48 vs. $2.16 consensus; revenue ~$589.6M vs. ~$550.1M consensus), driving the immediate market reaction. BOK Financial Posts Record Earnings, Guides to Further Growth
• Positive Sentiment: Broad‑based loan growth and stronger net interest income were cited as core drivers of the quarter — a favorable trend for bank revenue as rates and lending volumes support NII. BOK Financial beats Q4 estimates on strong loan growth, record EPS
• Positive Sentiment: Management’s guidance emphasized further growth and diversification of revenue streams (fee income, lending mix), which supports upside to future earnings expectations. BOKF Q4 deep dive: Broad-based loan and fee growth highlight quarter, guidance emphasizes diversification
• Neutral Sentiment: Full earnings call transcript and analyst notes provide additional color on capital deployment, buybacks/dividends and segment performance for investors doing deeper due diligence. BOK Financial Corporation (BOKF) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Rising operating expenses were noted in coverage and company disclosures; higher costs could pressure margins and temper net income growth if the trend persists. BOK Financial Q4 Earnings Beat Estimates on Higher NII & Fee Income

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BOK Financial in a research note on Wednesday, October 8th. Hovde Group lowered shares of BOK Financial from an “outperform” rating to a “market perform” rating and set a $129.00 target price on the stock. in a research report on Friday, December 12th. Wells Fargo & Company boosted their price target on BOK Financial from $105.00 to $115.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. DA Davidson set a $125.00 price objective on BOK Financial in a research note on Tuesday. Finally, Jefferies Financial Group set a $135.00 target price on BOK Financial and gave the company a “buy” rating in a research report on Wednesday, October 8th. Four analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $121.36.

Insider Activity

In other news, Director Steven Bangert sold 1,500 shares of the business’s stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $106.29, for a total value of $159,435.00. Following the completion of the transaction, the director directly owned 38,416 shares of the company’s stock, valued at approximately $4,083,236.64. The trade was a 3.76% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. In the last quarter, insiders sold 3,500 shares of company stock valued at $380,395. Company insiders own 60.14% of the company’s stock.

Hedge Funds Weigh In On BOK Financial

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. CIBC Bancorp USA Inc. bought a new position in BOK Financial in the third quarter worth about $123,231,000. Freestone Grove Partners LP grew its position in shares of BOK Financial by 407.0% in the 3rd quarter. Freestone Grove Partners LP now owns 363,610 shares of the bank’s stock worth $40,521,000 after buying an additional 291,894 shares during the last quarter. Norges Bank bought a new position in shares of BOK Financial during the 2nd quarter worth approximately $24,764,000. First Trust Advisors LP lifted its position in BOK Financial by 94.8% during the second quarter. First Trust Advisors LP now owns 377,391 shares of the bank’s stock valued at $36,845,000 after acquiring an additional 183,668 shares during the last quarter. Finally, Qube Research & Technologies Ltd boosted its stake in BOK Financial by 193.7% in the second quarter. Qube Research & Technologies Ltd now owns 226,230 shares of the bank’s stock valued at $22,087,000 after acquiring an additional 149,201 shares in the last quarter. Hedge funds and other institutional investors own 34.44% of the company’s stock.

BOK Financial Trading Up 1.2%

The company’s 50 day simple moving average is $117.63 and its two-hundred day simple moving average is $111.19. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $8.21 billion, a price-to-earnings ratio of 14.17 and a beta of 0.88.

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.