BANF

In the past six months (April 2026 to October 2026), BancFirst Corp. completed the conversion of the American Bank of Oklahoma (ABOK) acquisition, purchased $321.2 million of debt securities, and added a commercial property valued at $9.6 million. The total loan portfolio expanded by $110.6 million from December 31, 2025, to June 30, 2026. The company reported second-quarter earnings on July 23, 2026, with net income of $66.7 million, an increase from $62.3 million in Q2 2025. Net interest income for the quarter ended June 30, 2026, rose by 10.1% to $133.5 million. Total assets reached $15.1 billion as of June 30, 2026, up from $14.8 billion at the end of 2025, and total deposits increased by $155.9 million to $12.8 billion in the same period. On August 7, 2026, BancFirst was awarded $400,000 for Native American affordable housing efforts in Okemah. The company also announced a higher regular quarterly cash dividend of US$0.52 per share, with an ex-dividend and record date of September 30, 2026. Despite these positive developments, BANF's stock trended down by 7.71% in the past six months and 14.52% in the past year, being down about 6% since its Q2 earnings report as of October 4, 2026. Analysts have given BancFirst a consensus rating of 'Hold' with an average price target of $123.00, representing about 15.8% upside from its price of $106.18 as of October 10, 2026.