Bok Financial Stock Analysis

BOKF Stock  USD 91.19  0.12  0.13%   
BOK Financial is overvalued with Real Value of 85.87 and Target Price of 90.69. The main objective of BOK Financial stock analysis is to determine its intrinsic value, which is an estimate of what BOK Financial is worth, separate from its market price. There are two main types of BOK Financial's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect BOK Financial's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of BOK Financial's stock to identify patterns and trends that may indicate its future price movements.
The BOK Financial stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. BOK Financial is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. BOK Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and BOK Financial's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BOK Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in industry.
For more detail on how to invest in BOK Stock please use our How to Invest in BOK Financial guide.

BOK Stock Analysis Notes

About 60.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.1. Some equities with similar Price to Book (P/B) outperform the market in the long run. BOK Financial has Price/Earnings To Growth (PEG) ratio of 2.09. The entity recorded earning per share (EPS) of 8.02. The firm last dividend was issued on the 13th of February 2024. BOK Financial had 103:100 split on the 6th of May 2004. BOK Financial Corporation operates as the financial holding company for BOKF, NA that provides various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and KansasMissouri. The company was founded in 1910 and is headquartered in Tulsa, Oklahoma. Bok Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 4748 people. For more info on BOK Financial please contact Chet Samuelson at 918 588 6000 or go to https://investor.bokf.com.

BOK Financial Quarterly Total Revenue

453.02 Million

BOK Financial Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. BOK Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding BOK Financial or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
BOK Financial has a frail financial position based on the latest SEC disclosures
About 60.0% of the company shares are held by company insiders
On 28th of February 2024 BOK Financial paid $ 0.55 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: BOK Financial Named 2024 Gallup Exceptional Workplace Award Winner

BOK Financial Upcoming and Recent Events

Earnings reports are used by BOK Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to BOK Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
24th of April 2024
Upcoming Quarterly Report
View
24th of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
22nd of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
View
31st of December 2023
Last Financial Announcement
View

BOK Largest EPS Surprises

Earnings surprises can significantly impact BOK Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2009-10-28
2009-09-300.680.750.0710 
2010-10-27
2010-09-300.850.940.0910 
2005-04-19
2005-03-310.690.780.0913 
View All Earnings Estimates

BOK Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as BOK Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading BOK Financial backward and forwards among themselves. BOK Financial's institutional investor refers to the entity that pools money to purchase BOK Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Geode Capital Management, Llc2023-12-31
472.6 K
Schonfeld Strategic Advisors Llc2023-09-30
325.2 K
Norges Bank2023-12-31
317.2 K
Citadel Advisors Llc2023-09-30
304.4 K
Bank Of New York Mellon Corp2023-12-31
284.5 K
Charles Schwab Investment Management Inc2023-12-31
263.5 K
Aqr Capital Management Llc2023-12-31
251.2 K
Blair William & Co2023-12-31
195.2 K
Point72 Asset Management, L.p.2023-09-30
186.7 K
George Kaiser Family Foundation2023-12-31
3.4 M
Vanguard Group Inc2023-12-31
2.8 M
Note, although BOK Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

BOK Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 5.66 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate BOK Financial's market, we take the total number of its shares issued and multiply it by BOK Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

BOK Profitablity

BOK Financial's profitability indicators refer to fundamental financial ratios that showcase BOK Financial's ability to generate income relative to its revenue or operating costs. If, let's say, BOK Financial is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, BOK Financial's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of BOK Financial's profitability requires more research than a typical breakdown of BOK Financial's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.26 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.34 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.34.
Last ReportedProjected for 2024
Return On Capital Employed 0.03  0.03 
Return On Assets 0.01  0.01 
Return On Equity 0.10  0.13 

Management Efficiency

BOK Financial has return on total asset (ROA) of 0.0109 % which means that it generated a profit of $0.0109 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.108 %, meaning that it created $0.108 on every $100 dollars invested by stockholders. BOK Financial's management efficiency ratios could be used to measure how well BOK Financial manages its routine affairs as well as how well it operates its assets and liabilities. At this time, BOK Financial's Return On Capital Employed is most likely to increase slightly in the upcoming years. The BOK Financial's current Return On Equity is estimated to increase to 0.13, while Return On Assets are projected to decrease to 0.01. At this time, BOK Financial's Other Assets are most likely to increase significantly in the upcoming years. The BOK Financial's current Other Current Assets is estimated to increase to about 8.8 B, while Total Current Assets are projected to decrease to roughly 193.6 M.
Last ReportedProjected for 2024
Price Book Value Ratio 1.09  1.76 
Enterprise Value Multiple 8.88  5.03 
Price Fair Value 1.09  1.76 
The analysis of BOK Financial's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze BOK Financial's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of BOK Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0251
Forward Dividend Yield
0.0251
Forward Dividend Rate
2.2
Beta
1.196

Technical Drivers

As of the 28th of March, BOK Financial shows the Semi Deviation of 1.41, mean deviation of 1.18, and Risk Adjusted Performance of 0.0542. BOK Financial technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to collect data for nineteen technical drivers for BOK Financial, which can be compared to its rivals. Please confirm BOK Financial standard deviation, value at risk, kurtosis, as well as the relationship between the jensen alpha and semi variance to decide if BOK Financial is priced favorably, providing market reflects its regular price of 91.19 per share. Given that BOK Financial has jensen alpha of (0.08), we suggest you to validate BOK Financial's prevailing market performance to make sure the company can sustain itself in the future.

BOK Financial Price Movement Analysis

The output start index for this execution was two with a total number of output elements of fifty-nine. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. BOK Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for BOK Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

BOK Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific BOK Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on BOK Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases BOK Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

BOK Financial Predictive Daily Indicators

BOK Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of BOK Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

BOK Financial Corporate Filings

8K
26th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
21st of March 2024
Other Reports
ViewVerify
F4
22nd of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
21st of February 2024
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
F5
14th of February 2024
The annual filing required by the Securities and Exchange Commission (SEC) from company insiders or beneficial owners
ViewVerify
13A
9th of February 2024
An amended filing to the original Schedule 13G
ViewVerify
F4
5th of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
31st of January 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

BOK Financial Forecast Models

BOK Financial's time-series forecasting models are one of many BOK Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary BOK Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About BOK Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how BOK Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling BOK shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as BOK Financial. By using and applying BOK Stock analysis, traders can create a robust methodology for identifying BOK entry and exit points for their positions.
Last ReportedProjected for 2024
Pretax Profit Margin 0.35  0.26 
Operating Profit Margin 0.69  0.56 
Net Profit Margin 0.27  0.18 
Gross Profit Margin 0.53  0.40 

Current BOK Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. BOK analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. BOK analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
90.69Hold10Odds
BOK Financial current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most BOK analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand BOK stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of BOK Financial, talking to its executives and customers, or listening to BOK conference calls.
BOK Analyst Advice Details

BOK Stock Analysis Indicators

BOK Financial stock analysis indicators help investors evaluate how BOK Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading BOK Financial shares will generate the highest return on investment. By understating and applying BOK Financial stock analysis, traders can identify BOK Financial position entry and exit signals to maximize returns.
Begin Period Cash Flow1.4 B
Long Term Debt7.8 B
Common Stock Shares Outstanding65.7 M
Total Stockholder Equity5.1 B
Tax Provision152.1 M
Quarterly Earnings Growth Y O Y-0.495
Property Plant And Equipment Net622.2 M
Cash And Short Term Investments203.8 M
Cash1.3 B
Accounts Payable593.1 M
Net Debt6.5 B
50 Day M A84.6412
Total Current Liabilities593.1 M
Other Operating Expenses980.7 M
Non Current Assets Total21.7 B
Forward Price Earnings11.7509
Non Currrent Assets Other-21.7 B
Stock Based Compensation16.4 M
When determining whether BOK Financial is a strong investment it is important to analyze BOK Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact BOK Financial's future performance. For an informed investment choice regarding BOK Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BOK Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in industry.
For more detail on how to invest in BOK Stock please use our How to Invest in BOK Financial guide.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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When running BOK Financial's price analysis, check to measure BOK Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BOK Financial is operating at the current time. Most of BOK Financial's value examination focuses on studying past and present price action to predict the probability of BOK Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BOK Financial's price. Additionally, you may evaluate how the addition of BOK Financial to your portfolios can decrease your overall portfolio volatility.
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Is BOK Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BOK Financial. If investors know BOK will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BOK Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.49)
Dividend Share
2.18
Earnings Share
8.02
Revenue Per Share
30.71
Quarterly Revenue Growth
(0.07)
The market value of BOK Financial is measured differently than its book value, which is the value of BOK that is recorded on the company's balance sheet. Investors also form their own opinion of BOK Financial's value that differs from its market value or its book value, called intrinsic value, which is BOK Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BOK Financial's market value can be influenced by many factors that don't directly affect BOK Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BOK Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if BOK Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BOK Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.