BOK FINANCIAL CORP
At today's price, BOK FINANCIAL CORP (BOKF) is priced for 12.1% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At about $130 the stock sits above the conservative bank frames and inside the optimistic ones. The price is not cheap, but it is not stretched either. The earnings are doing the work. First-quarter 2026 net income rose to $155.8 million, EPS of $2.58 beat the $2.30 consensus, net interest margin expanded to 2.90% year over year, and fee income was up 13.9%. Loan growth was strong across Texas, Oklahoma, and Arizona. The distinguishing feature is the fee mix, but it cuts both ways. BOK Financi
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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: 2026-05-11 (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); 2026-02-19 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 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.