Is BOK Financial Stock a Good Investment?
BOK Financial Investment Advice | BOKF |
- Examine BOK Financial's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research BOK Financial's leadership team and their track record. Good management can help BOK Financial navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Regional Banks space and any emerging trends that could impact BOK Financial's business and its evolving consumer preferences.
- Compare BOK Financial's performance and market position to its competitors. Analyze how BOK Financial is positioned in terms of product offerings, innovation, and market share.
- Check if BOK Financial pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about BOK Financial's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in BOK Financial stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if BOK Financial is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Fair | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine BOK Financial Stock
Researching BOK Financial's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 61.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.06. 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 8.49. The firm last dividend was issued on the 13th of August 2025. BOK Financial had 103:100 split on the 6th of May 2004.
To determine if BOK Financial is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding BOK Financial's research are outlined below:
| About 61.0% of the company shares are held by company insiders | |
| Latest headline from simplywall.st: How Rising Expenses and Executive Changes Could Shape BOK Financials Long-Term Profitability |
BOK Financial Quarterly Accounts Payable |
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BOK Financial uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in BOK Financial. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to BOK Financial's 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 |
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. Below are the table of largest EPS Surprises BOK Financial's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2009-10-28 | 2009-09-30 | 0.68 | 0.75 | 0.07 | 10 | ||
2010-10-27 | 2010-09-30 | 0.85 | 0.94 | 0.09 | 10 | ||
2005-04-19 | 2005-03-31 | 0.69 | 0.78 | 0.09 | 13 | ||
2004-01-28 | 2003-12-31 | 0.63 | 0.53 | -0.1 | 15 | ||
2003-04-16 | 2003-03-31 | 0.57 | 0.67 | 0.1 | 17 | ||
2014-04-30 | 2014-03-31 | 1 | 1.11 | 0.11 | 11 | ||
2012-02-01 | 2011-12-31 | 1.1 | 0.98 | -0.12 | 10 | ||
2015-01-28 | 2014-12-31 | 1.06 | 0.93 | -0.13 | 12 |
Know BOK Financial's Top 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 | Citadel Advisors Llc | 2025-03-31 | 280.2 K | Millennium Management Llc | 2025-03-31 | 268.9 K | Ubs Group Ag | 2025-03-31 | 246.4 K | Allspring Global Investments Holdings, Llc | 2025-03-31 | 236.8 K | Charles Schwab Investment Management Inc | 2025-03-31 | 226.4 K | Jacobs Levy Equity Management, Inc. | 2025-03-31 | 223.2 K | Bnp Paribas Investment Partners Sa | 2025-03-31 | 207.2 K | Blair William & Co | 2025-06-30 | 195.2 K | First Trust Advisors L.p. | 2025-03-31 | 193.7 K | George Kaiser Family Foundation | 2025-03-31 | 3.4 M | Dimensional Fund Advisors, Inc. | 2025-03-31 | 2.5 M |
BOK Financial's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 6.37 B.Market Cap |
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BOK Financial's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.07 | 0.12 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.13 |
Determining BOK Financial's profitability involves analyzing its financial statements and using various financial metrics to determine if BOK Financial is a good buy. For example, gross profit margin measures BOK Financial's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of BOK Financial's profitability and make more informed investment decisions.
Evaluate BOK Financial's management efficiency
BOK Financial has return on total asset (ROA) of 0.0106 % which means that it generated a profit of $0.0106 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0964 %, meaning that it created $0.0964 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 slightly decrease in the upcoming years. The BOK Financial's current Return On Equity is estimated to increase to 0.13, while Return On Tangible Assets are projected to decrease to 0.01. At this time, BOK Financial's Non Currrent Assets Other are most likely to increase significantly in the upcoming years. The BOK Financial's current Other Assets is estimated to increase to about 29.6 B, while Intangible Assets are projected to decrease to roughly 296.1 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 87.08 | 91.43 | |
| Tangible Book Value Per Share | 64.65 | 67.89 | |
| Enterprise Value Over EBITDA | 12.70 | 11.20 | |
| Price Book Value Ratio | 1.22 | 1.76 | |
| Enterprise Value Multiple | 12.70 | 11.20 | |
| Price Fair Value | 1.22 | 1.76 |
Understanding the management dynamics of BOK Financial allows us to gauge its ability to sustain growth and profitability. This comprehensive analysis aids in determining the stock's value.
Basic technical analysis of BOK Stock
As of the 5th of August, BOK Financial shows the Mean Deviation of 1.21, semi deviation of 1.36, and Risk Adjusted Performance of 0.0775. 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. 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 101.51 per share. Given that BOK Financial has jensen alpha of (0.04), we suggest you to validate BOK Financial's prevailing market performance to make sure the company can sustain itself in the future.BOK Financial's 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's Outstanding Corporate Bonds
BOK Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. BOK Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most BOK bonds can be classified according to their maturity, which is the date when BOK Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand BOK Financial's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing BOK Financial's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0775 | |||
| Market Risk Adjusted Performance | 0.0971 | |||
| Mean Deviation | 1.21 | |||
| Semi Deviation | 1.36 | |||
| Downside Deviation | 1.48 | |||
| Coefficient Of Variation | 1104.55 | |||
| Standard Deviation | 1.57 | |||
| Variance | 2.48 | |||
| Information Ratio | 0.0122 | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | 0.013 | |||
| Treynor Ratio | 0.0871 | |||
| Maximum Drawdown | 7.78 | |||
| Value At Risk | (2.77) | |||
| Potential Upside | 2.71 | |||
| Downside Variance | 2.2 | |||
| Semi Variance | 1.86 | |||
| Expected Short fall | (1.39) | |||
| Skewness | (0.02) | |||
| Kurtosis | 0.3378 |
| Risk Adjusted Performance | 0.0775 | |||
| Market Risk Adjusted Performance | 0.0971 | |||
| Mean Deviation | 1.21 | |||
| Semi Deviation | 1.36 | |||
| Downside Deviation | 1.48 | |||
| Coefficient Of Variation | 1104.55 | |||
| Standard Deviation | 1.57 | |||
| Variance | 2.48 | |||
| Information Ratio | 0.0122 | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | 0.013 | |||
| Treynor Ratio | 0.0871 | |||
| Maximum Drawdown | 7.78 | |||
| Value At Risk | (2.77) | |||
| Potential Upside | 2.71 | |||
| Downside Variance | 2.2 | |||
| Semi Variance | 1.86 | |||
| Expected Short fall | (1.39) | |||
| Skewness | (0.02) | |||
| Kurtosis | 0.3378 |
Consider BOK Financial's intraday 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
10Q | 30th of July 2025 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 24th of July 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 16th of July 2025 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 |
| 16th of June 2025 Other Reports | ViewVerify |
BOK Stock media impact
There is far too much social signal, news, headlines, and media speculation about BOK Financial that are available to investors today. This information is accessible both publicly - through BOK Financial's media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of BOK-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.
A primary focus of BOK Financial news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of BOK Financial relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to BOK Financial's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive BOK Financial alpha.
BOK Financial Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards BOK Financial can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
BOK Financial Historical Investor Sentiment
Investor biases related to BOK Financial's public news can be used to forecast risks associated with an investment in BOK. The trend in average sentiment can be used to explain how an investor holding BOK can time the market purely based on public headlines and social activities around BOK Financial. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
BOK Financial's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for BOK Financial and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average BOK Financial news discussions. The higher the estimate score, the more favorable the investor's outlook on BOK Financial.
BOK Financial Maximum Pain Price Across September 19th 2025 Option Contracts
BOK Financial's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of BOK Financial close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of BOK Financial's options.
BOK Financial Corporate Management
| Dennis Kissler | Senior Division | Profile | |
| Heather Worley | Senior Relations | Profile | |
| Brad Vincent | Executive Banking | Profile | |
| Mark Wade | Chief Texas | Profile |
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 closely tied 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Is Regional Banks space 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 (0.14) | Dividend Share 2.28 | Earnings Share 8.49 | Revenue Per Share | Quarterly Revenue Growth (0.02) |
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.
In summary, please note that there is a difference between BOK Financial's value and its price, as these two are different measures arrived at by various 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.