BOKF

BOK FINANCIAL CORP

Nasdaq · National Commercial Banks · Inc. OK · CIK 0000875357
$134.61 +1.82% $8.2B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)13 New Institutional Positions9 Institutional Exits
Vol
Market Cap$8.2B
Cap SizeMid Cap
Analyst ConsensusHold (47%)
Inst. Holders50 funds
Inst. Value$1.9B
Inst. Activity13 buys / 9 sells
Insider Activity0B / 3S
Insider Net $-$656.9K
SEC Reports3
Exchange Nasdaq·Sector National Commercial Banks·Inc. OK·CIK 0000875357·Prev Close $132.20

Recent Activity

May 18, 2026 dark_pool
Dark Pool: BOKF — 0.3M shares, 13,507 trades
Week starting 2026-05-18. Total ATS volume: 274,763 shares across 13,507 trades.
May 11, 2026 SEC
BOK Financial filed an 8-K furnishing its May 2026 investor presentation, which includes Q1 2026 financial results and f
8-K — Impact 4/10
May 11, 2026 SEC
Two BOKF insiders sold a combined $508K in open-market sales over two days, representing ~0.006% of the $8.0B market cap
CLUSTER — Impact 2/10
May 8, 2026 Insider
Wade Mark B. sold 1,700 shares
EVP - Texas Market Executive @ $132.62 ($225.5K)
May 7, 2026 Insider
BANGERT STEVEN sold 2,100 shares
Director @ $134.78 ($283.0K)
Apr 23, 2026 Insider
Reid Jeffrey A. sold 1,095 shares
EVP, Chief HR Officer @ $135.56 ($148.4K)
Apr 20, 2026 SEC
BOK Financial reported Q1 2026 earnings of $2.58 per share on $342.6M net interest income, missing consensus EPS of $2.3
8-K — Impact 7/10
Inst.
CIBC WORLD MARKET INC. — TRIM
423,700 shares ($54.3M)

Price Targets

$144.00 +7.0% upside Buy
Current $134.61 Low $130.00 Median $144.00 High $165.00 9 analysts
$130.00 $165.00

Analyst Ratings

Hold47% buy · 15 analysts
3Strong Buy
4Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 23, 2026 Citigroup MAINTAIN Neutral → Neutral
Apr 22, 2026 DA Davidson MAINTAIN Neutral → Neutral
Apr 22, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
Apr 7, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Mar 30, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.46 ▲ +2.2% $2.37 — $2.58 12% YoY 8
Next Q $2.52 ▲ +2.4% $2.41 — $2.65 14% YoY 8
Current FY $10.13 ▲ +4.6% $9.85 — $10.55 15% YoY 8
Next FY $10.58 ▲ +3.0% $10.29 — $11.12 4% YoY 8

Top Institutional Holders

FundValueMove
DIMENSIONAL FUND ADVISORS LP$346.8M
ARIEL INVESTMENTS, LLC$211.3M
FMR LLC$181.6MADD
BlackRock, Inc.$143.0M
VANGUARD PORTFOLIO MANAGEMENT LLC$126.6M

Recent Insider Trades

DateInsiderTypeValue
May 8, 2026Wade MarkSELL$225.5K
May 7, 2026BANGERT STEVENSELL$283.0K
Apr 23, 2026Reid JeffreySELL$148.4K
Mar 10, 2026Vincent BradJ$0.00
50 institutional holders with $1.9B total value (14,606,250 shares) as of 2026-Q1. Top holders: DIMENSIONAL, ARIEL, FMR. Net buying activity: 13 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1DIMENSIONAL FUND ADVISORS LP2,708,525$346.8M18.5%
2ARIEL INVESTMENTS, LLC1,649,883$211.3M11.3%
3FMR LLC1,418,190$181.6M9.7%ADD +25.2%
4BlackRock, Inc.1,116,893$143.0M7.6%
5VANGUARD PORTFOLIO MANAGEMENT LLC988,557$126.6M6.8%
6STATE STREET CORP969,414$124.1M6.6%
7VANGUARD CAPITAL MANAGEMENT LLC855,392$109.5M5.9%
8CIBC Bancorp USA Inc.568,992$72.9M3.9%
9CIBC WORLD MARKET INC.423,700$54.3M2.9%TRIM -53.4%
10TWO SIGMA INVESTMENTS, LP417,133$53.4M2.9%ADD +91.6%
11FIRST TRUST ADVISORS LP332,449$42.6M2.3%ADD +39.8%
12VICTORY CAPITAL MANAGEMENT INC272,380$34.9M1.9%
13Freestone Grove Partners LP257,045$32.9M1.8%TRIM -48.1%
14BNP Paribas Asset Management Holding S.A.245,693$31.5M1.7%ADD +33.3%
15MORGAN STANLEY243,327$31.2M1.7%ADD +27.9%
16Allspring Global Investments Holdings, LLC230,146$29.5M1.6%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC220,978$28.3M1.5%
18GOLDMAN SACHS GROUP INC215,586$27.6M1.5%
19BLAIR WILLIAM & CO/IL195,215$25.0M1.3%
20CITADEL ADVISORS LLC153,202$19.6M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
CIBC WORLD MARKET INC.TRIM908,800423,700-53.4%$54.3M2026-Q1
Freestone Grove Partners LPTRIM495,532257,045-48.1%$32.9M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED59,328139,910+135.8%$17.9M2026-Q1
NISA INVESTMENT ADVISORS, LLCDOUBLED7,52630,489+305.1%$3.9M2026-Q1
Verition Fund Management LLCTRIM38,63419,317-50.0%$2.5M2026-Q1
Allianz Asset Management GmbHDOUBLED5,78217,750+207.0%$2.3M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED7,25417,407+140.0%$2.2M2026-Q1
Point72 Asset Management, L.P.ADD9,49413,478+42.0%$1.7M2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT49,5709,487-80.9%$1.2M2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLCTRIM12,9608,782-32.2%$1.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT57,0037,640-86.6%$978.4K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD4,1005,490+33.9%$703.0K2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD3,0765,194+68.9%$665.1K2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCTRIM17,4714,971-71.5%$636.6K2026-Q1
Centiva Capital, LPADD2,6864,307+60.3%$551.6K2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED1,7643,805+115.7%$487.3K2026-Q1
M&T BANK CORPNEAR_EXIT30,7672,263-92.6%$289.8K2026-Q1
Allworth Financial LPADD190289+52.1%$37.0K2026-Q1
FIFTH THIRD BANCORPDOUBLED12287+2291.7%$36.7K2026-Q1
HRT FINANCIAL LPDOUBLED11,051138,020+1148.9%$17.7K2026-Q1
Horizon Investments, LLCDOUBLED714+100.0%$1.8K2026-Q1
NORGES BANKEXIT276,5070-100.0%$0.002026-Q1
FMR LLCADD1,392,5801,742,924+25.2%$206.5M2025-Q4
Freestone Grove Partners LPADD363,610495,532+36.3%$58.7M2025-Q4
TWO SIGMA INVESTMENTS, LPADD144,782277,357+91.6%$32.9M2025-Q4
4 unique insiders with 4 transactions. Net insider value: -$656.9K ($0.00 bought, $656.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 8, 2026Wade Mark B.EVP - Texas Market ExecutiveSELL1,700$132.62$225.5K
May 7, 2026BANGERT STEVENDirectorSELL2,100$134.78$283.0K
Apr 23, 2026Reid Jeffrey A.EVP, Chief HR OfficerSELL1,095$135.56$148.4K
Mar 10, 2026Vincent Brad AEVP - Specialized IndustriesJ940

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (47% buy). Based on 15 analysts: 3 strong buy, 4 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$144.00 mean target +7.0% upside Buy (3.00)
$130.00 Low $165.00 High
MetricValue
Current Price$134.61
Target Low$130.00
Target Mean$144.00
Target Median$144.00
Target High$165.00
# Analysts9
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.46 $2.37 $2.58 12.3% +2.2% 6↑ 1↓ $0.6B 4.9% 8
Next Q
2026-09-30
$2.52 $2.41 $2.65 13.6% +2.4% 4↑ 1↓ $0.6B 4.1% 8
Current FY
2026-12-31
$10.13 $9.85 $10.55 15.0% +4.6% 8↑ 0↓ $2.3B 4.2% 8
Next FY
2027-12-31
$10.58 $10.29 $11.12 4.4% +3.0% 8↑ 0↓ $2.4B 5.7% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.459
7d ago$2.459
30d ago$2.407+0.052
60d ago$2.399+0.061
90d ago$2.399+0.061
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 23, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 22, 2026 DA Davidson MAINTAIN Neutral Neutral
Apr 22, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Apr 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 30, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 26, 2026 DA Davidson DOWNGRADE Buy Neutral
Jan 22, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 21, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 21, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 21, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Dec 19, 2025 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263480047%
May 1, 20263480047%
Apr 1, 20263490044%
Mar 1, 20263490044%
Feb 1, 20263490044%
Jan 1, 20263580050%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: BOKF — 0.3M shares, 13,507 trades
Week starting 2026-05-18. Total ATS volume: 274,763 shares across 13,507 trades.
May 11, 2026
dark_pool
Dark Pool: BOKF — 0.4M shares, 17,719 trades
Week starting 2026-05-11. Total ATS volume: 406,582 shares across 17,719 trades.
May 4, 2026
dark_pool
Dark Pool: BOKF — 0.3M shares, 14,751 trades
Week starting 2026-05-04. Total ATS volume: 297,831 shares across 14,751 trades.
May 1, 2026
short_interest
FTD: BOKF — 5,697 shares ($0.8M) failed to deliver
Settlement: 20260501, Price: $133.79, FTD Value: $762,201.63, BOK FINL CORP
Apr 27, 2026
dark_pool
Dark Pool: BOKF — 0.4M shares, 18,019 trades
Week starting 2026-04-27. Total ATS volume: 408,979 shares across 18,019 trades.
Apr 20, 2026
dark_pool
Dark Pool: BOKF — 0.6M shares, 20,078 trades
Week starting 2026-04-20. Total ATS volume: 566,552 shares across 20,078 trades.
Apr 20, 2026
earnings_calendar
BOKF Q1 2026 Earnings Scheduled — 2026-04-20
Apr 13, 2026
dark_pool
Dark Pool: BOKF — 0.5M shares, 17,910 trades
Week starting 2026-04-13. Total ATS volume: 463,000 shares across 17,910 trades.
Apr 6, 2026
dark_pool
Dark Pool: BOKF — 0.4M shares, 15,652 trades
Week starting 2026-04-06. Total ATS volume: 420,217 shares across 15,652 trades.
Mar 30, 2026
dark_pool
Dark Pool: BOKF — 0.4M shares, 12,331 trades
Week starting 2026-03-30. Total ATS volume: 387,169 shares across 12,331 trades.
Mar 24, 2026
short_interest
FTD: BOKF — 20,937 shares ($2.6M) failed to deliver
Settlement: 20260324, Price: $126.03, FTD Value: $2,638,690.11, BOK FINL CORP
Mar 23, 2026
dark_pool
Dark Pool: BOKF — 0.5M shares, 18,517 trades
Week starting 2026-03-23. Total ATS volume: 451,140 shares across 18,517 trades.
Mar 18, 2026
short_interest
FTD: BOKF — 4,953 shares ($0.6M) failed to deliver
Settlement: 20260318, Price: $124.85, FTD Value: $618,382.05, BOK FINL CORP
Mar 16, 2026
dark_pool
Dark Pool: BOKF — 0.4M shares, 16,584 trades
Week starting 2026-03-16. Total ATS volume: 385,945 shares across 16,584 trades.
Mar 9, 2026
dark_pool
Dark Pool: BOKF — 0.5M shares, 16,700 trades
Week starting 2026-03-09. Total ATS volume: 453,704 shares across 16,700 trades.