BOK Financial Corporation (BOKF)

Over the past six months, BOK Financial Corp.'s stock price has been impacted by several events. The company announced its Second and Third Quarter 2025 earnings, highlighting solid loan growth, an improving net interest margin, and growth in Wealth assets. Steven Bangert, an individual insider, made stock sales in October, August, and May 2025. BOK Financial announced an increase in its dividend to $0.63 per share. Jefferies cut its target price for BOK Financial Corp. to $130 from $135. BOK Financial's stock jumped 4.2% following dovish remarks from Fed Chair Jerome Powell. Market volatility driven by first-quarter tariff uncertainty impacted loans and net interest margin in Q3 2025.

Demand for BOK Financial Corp.'s products and services exhibits some seasonality, particularly in its mortgage and trading activities. The company has reported higher seasonal mortgage origination volumes, with the mortgage finance business expecting more meaningful outstandings during the fourth quarter. Trading activities, especially in mortgage-backed securities, have shown sensitivity to market conditions.

BOK Financial Corp. offers financial products and services across Commercial Banking, Consumer Banking, and Wealth Management. The Commercial Banking segment provides lending, treasury and cash management services, and operates the TransFund electronic funds transfer network. The Consumer Banking segment focuses on retail lending and deposit services, as well as mortgage loan origination and servicing. The Wealth Management segment offers fiduciary, private bank, insurance, and investment advisory services, alongside brokerage and trading services. BOK Financial is also known for its specialized lending expertise in the energy and healthcare industries.

BOK Financial Corp. has a significant presence across the American Midwest and Southwest, with banking operations in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, Kansas, and Missouri. The company operates under various regional bank brands, including Bank of Oklahoma, Bank of Texas, and Bank of Albuquerque, and as BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri. Additionally, it maintains limited-purpose offices in Connecticut, Nebraska, Tennessee, and Wisconsin.

In the past year, BOK Financial Corp. has maintained a positive brand reputation. The company received the 2024 Gallup Exceptional Workplace Award (GEWA) in March 2024. BOK Financial emphasizes community engagement as a core value, with employees actively participating in philanthropic efforts and supporting numerous nonprofit organizations.

BOK Financial Corp. has a diverse ownership structure. George Kaiser is a significant individual owner, holding approximately 53% to 60.1% of the company. Major institutional owners include George Kaiser Family Foundation, Dimensional Fund Advisors Lp, Vanguard Group Inc, Ariel Investments, Llc, Fmr Llc, BlackRock, Inc., CIBC World Markets Corp, State Street Corp, CIBC Private Wealth Advisors, Inc., Canadian Imperial Bank of Commerce, and State Street Global Advisors, Inc.