DA Davidson Has Optimistic View of BOK Financial Q3 Earnings

Key Points

• DA Davidson has raised its Q3 2025 earnings per share estimate for BOK Financial from $2.19 to $2.20, maintaining a "Buy" rating with a target price of $120.00.
• BOK Financial reported Q2 earnings of $2.19 per share, surpassing the consensus estimate by $0.21, along with revenue of $525.50 million.
• Multiple brokerages have increased their price targets for BOK Financial, with Hovde Group recently raising theirs from $110.00 to $123.00.

BOK Financial Corporation (NASDAQ:BOKF - Free Report) - Investment analysts at DA Davidson raised their Q3 2025 earnings per share estimates for shares of BOK Financial in a report issued on Friday, September 26th. DA Davidson analyst P. Winter now forecasts that the bank will post earnings per share of $2.20 for the quarter, up from their previous estimate of $2.19. DA Davidson has a "Buy" rating and a $120.00 price objective on the stock. The consensus estimate for BOK Financial's current full-year earnings is $8.83 per share. DA Davidson also issued estimates for BOK Financial's FY2025 earnings at $8.34 EPS and FY2026 earnings at $9.11 EPS.

BOK Financial (NASDAQ:BOKF - Get Free Report) last issued its quarterly earnings data on Monday, July 21st. The bank reported $2.19 earnings per share for the quarter, beating the consensus estimate of $1.98 by $0.21. BOK Financial had a return on equity of 9.39% and a net margin of 15.80%.The business had revenue of $525.50 million for the quarter, compared to analysts' expectations of $521.80 million. During the same period last year, the business earned $2.54 EPS.

Several other brokerages have also recently weighed in on BOKF. Hovde Group raised their price objective on BOK Financial from $110.00 to $123.00 and gave the company an "outperform" rating in a research note on Tuesday, July 22nd. Keefe, Bruyette & Woods lifted their target price on BOK Financial from $101.00 to $115.00 and gave the stock a "market perform" rating in a research note on Thursday, July 24th. Royal Bank Of Canada lifted their target price on BOK Financial from $104.00 to $110.00 and gave the stock a "sector perform" rating in a research note on Wednesday, July 23rd. Citigroup lifted their target price on BOK Financial from $97.00 to $100.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 2nd. Finally, Barclays lifted their target price on BOK Financial from $110.00 to $115.00 and gave the stock an "equal weight" rating in a research note on Tuesday, July 8th. Two investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $113.00.

BOK Financial Price Performance

Shares of NASDAQ:BOKF opened at $112.84 on Monday. The company has a current ratio of 0.78, a quick ratio of 0.77 and a debt-to-equity ratio of 0.70. The stock's fifty day simple moving average is $107.78 and its two-hundred day simple moving average is $100.46. BOK Financial has a 1-year low of $85.07 and a 1-year high of $121.58. The stock has a market cap of $7.18 billion, a PE ratio of 13.51 and a beta of 0.91.

BOK Financial Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 27th. Investors of record on Wednesday, August 13th were issued a $0.57 dividend. The ex-dividend date of this dividend was Wednesday, August 13th. This represents a $2.28 annualized dividend and a yield of 2.0%. BOK Financial's dividend payout ratio (DPR) is 27.31%.

Institutional Investors Weigh In On BOK Financial

Several large investors have recently added to or reduced their stakes in BOKF. Norges Bank purchased a new stake in BOK Financial in the 2nd quarter worth about $24,764,000. First Trust Advisors LP increased its holdings in BOK Financial by 94.8% in the 2nd quarter. First Trust Advisors LP now owns 377,391 shares of the bank's stock worth $36,845,000 after acquiring an additional 183,668 shares during the last quarter. AQR Capital Management LLC increased its holdings in BOK Financial by 39.8% in the 1st quarter. AQR Capital Management LLC now owns 579,732 shares of the bank's stock worth $59,446,000 after acquiring an additional 165,184 shares during the last quarter. Qube Research & Technologies Ltd increased its holdings in BOK Financial by 193.7% in the 2nd quarter. Qube Research & Technologies Ltd now owns 226,230 shares of the bank's stock worth $22,087,000 after acquiring an additional 149,201 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its holdings in BOK Financial by 3.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,463,151 shares of the bank's stock worth $256,531,000 after acquiring an additional 90,948 shares during the last quarter. Hedge funds and other institutional investors own 34.44% of the company's stock.

BOK Financial Company Profile

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 Kansas/Missouri. It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management.

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