BOK Financial (NASDAQ:BOKF) Reaches New 12-Month High Following Earnings Beat

Shares of BOK Financial Corporation (NASDAQ:BOKF) reached a new 52-week high 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, topping the consensus estimate of $2.16 by $0.32. The firm had revenue of $589.56 million during the quarter, compared to analyst estimates of $550.05 million. BOK Financial had a net margin of 17.10% and a return on equity of 9.37%. During the same quarter in the prior year, the business posted $2.12 EPS.

BOK Financial Increases Dividend

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

BOK Financial News Roundup

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

• Positive Sentiment: BOKF reported a material earnings beat for Q4/FY2025 with record EPS and strong loan growth; the results topped analyst forecasts and drove upward revisions to near-term profitability expectations. BOK Financial Corp (BOKF) Q4 2025 Earnings Call Highlights: Record Earnings and Robust Loan Growth
• Positive Sentiment: Management provided positive forward commentary and guidance calling for continued growth and diversification across lending and fee businesses, signaling runway for revenue and margin expansion. BOK Financial Posts Record Earnings, Guides to Further Growth
• Positive Sentiment: Quarterly performance was broad-based: core loan growth, higher fee income, and improved margins were highlighted — factors that support higher earnings power and lower sensitivity to single-market swings. BOKF Q4 deep dive: Broad-based loan and fee growth highlight quarter, guidance emphasizes diversification
• Neutral Sentiment: Full earnings/quarter call transcripts were published, offering detail on reserves, credit quality, and segment performance for investors doing due diligence (useful but not new directional news). BOK Financial Corporation (NASDAQ:BOKF) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst commentary pieces have been published assessing BOKF alongside peers; these provide color on valuation and competitive positioning but mostly reiterate the earnings/guidance-driven move. Analysts Offer Insights on Financial Companies: Riot Platforms (RIOT) and Bok Financial (BOKF)

Analysts Set New Price Targets

Several research firms have recently issued reports on BOKF. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BOK Financial in a report on Wednesday, October 8th. Barclays upped their price objective on BOK Financial from $125.00 to $135.00 and gave the company an “equal weight” rating in a research note on Wednesday. Raymond James Financial reiterated an “outperform” rating and set a $140.00 target price on shares of BOK Financial in a research note on Tuesday. Wells Fargo & Company boosted 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. Finally, Piper Sandler set a $135.00 price objective on shares of BOK Financial in a report on Wednesday. Four analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $125.58.

Insider Activity

In other BOK Financial news, Director Steven Bangert sold 1,000 shares of BOK Financial stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $114.89, for a total transaction of $114,890.00. Following the completion of the transaction, the director owned 37,416 shares of the company’s stock, valued at $4,298,724.24. The trade was a 2.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In the last 90 days, insiders sold 3,500 shares of company stock worth $380,395. Insiders own 56.94% of the company’s stock.

Institutional Trading of BOK Financial

A number of hedge funds and other institutional investors have recently bought and sold shares of BOKF. Connor Clark & Lunn Investment Management Ltd. raised its stake in shares of BOK Financial by 50.9% in the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 16,757 shares of the bank’s stock worth $1,636,000 after purchasing an additional 5,650 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in BOK Financial by 11.9% in the 2nd quarter. Envestnet Asset Management Inc. now owns 27,263 shares of the bank’s stock worth $2,662,000 after buying an additional 2,909 shares in the last quarter. Capital Fund Management S.A. bought a new stake in BOK Financial in the 2nd quarter worth about $1,149,000. Vanguard Personalized Indexing Management LLC raised its position in BOK Financial by 44.2% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 3,983 shares of the bank’s stock worth $391,000 after buying an additional 1,220 shares during the last quarter. Finally, Quantbot Technologies LP bought a new position in BOK Financial during the 2nd quarter valued at about $1,211,000. Institutional investors own 34.44% of the company’s stock.

BOK Financial Stock Performance

The business’s fifty day moving average price is $118.17 and its 200-day moving average price is $111.36. The stock has a market cap of $8.61 billion, a PE ratio of 14.86 and a beta of 0.88. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.76 and a current ratio of 0.76.

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.