BOK FINANCIAL CORP
In the published model solve dated 2026-Q2, anchored at $137.48, BOK FINANCIAL CORP (BOKF) is priced for 11.7% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Fee businesses do heavy lifting here that most regional banks cannot match: alongside commercial and consumer lending sits a wealth and mortgage-servicing operation, and second-quarter fees and commissions ran at 202.0 million dollars against 351.8 million dollars of net interest income [Source: Q2 2026 results release, July 20, 2026]. • The specific risk is oil-priced and disclosed: ⟦"Outstanding energy loans totaled $2.9 billion, or 11% of total loans, at December 31, 2025, a $372 million de
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275 institutional managers reported holding BOKF in 13F filings for the quarter ended 2026-03-31. Together they hold about 36% of the company; the top 10 hold 24%. 53 opened new positions that quarter. Held by Dimensional Fund Advisors, Vanguard Group, FMR (Fidelity), among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (8.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BOKF has cut its share count 12.8% over the past five years, spending $888.84M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 12 years straight; the current rate is $2.34 a share annually. Cash returned over the past three years: $399.40M in dividends and $612.82M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BOKF over the trailing three years: 2023: 1 buy totaling $70k. 31 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BOKF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -2.5% | -14.6% |
| 2023-11-02 | -9.6% | +23.2% |
| 2024-02-22 | -5.8% | +7.6% |
| 2024-05-02 | -1.3% | -1.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BOKF's latest 8-K filings: 2026-07-20 (items 2.02, 7.01, 9.01); 2026-05-11 (items 7.01, 9.01); 2026-05-07 (items 5.07, 9.01); 2026-04-20 (items 2.02, 7.01, 9.01); 2026-04-06 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.