Dimensional Fund Advisors LP Increases Holdings in BOK Financial Corporation $BOKF

Dimensional Fund Advisors LP increased its position in BOK Financial Corporation (NASDAQ:BOKF) by 1.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,708,525 shares of the bank’s stock after purchasing an additional 34,833 shares during the quarter. Dimensional Fund Advisors LP’s holdings in BOK Financial were worth $346,843,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Isthmus Partners LLC purchased a new stake in shares of BOK Financial in the 4th quarter worth $1,775,000. M&T Bank Corp raised its holdings in shares of BOK Financial by 1,397.2% in the fourth quarter. M&T Bank Corp now owns 30,767 shares of the bank’s stock valued at $3,645,000 after acquiring an additional 28,712 shares in the last quarter. SG Americas Securities LLC lifted its stake in BOK Financial by 352.3% in the first quarter. SG Americas Securities LLC now owns 24,026 shares of the bank’s stock worth $3,077,000 after acquiring an additional 18,714 shares during the period. Norges Bank purchased a new stake in BOK Financial in the fourth quarter worth about $32,755,000. Finally, Ritholtz Wealth Management bought a new position in BOK Financial during the 4th quarter worth about $957,000. 34.44% of the stock is currently owned by hedge funds and other institutional investors.

Key BOK Financial News

Here are the key news stories impacting BOK Financial this week:

• Positive Sentiment: BOK Financial reported Q2 adjusted earnings and revenue that were broadly strong, with revenue topping estimates and net income improving year over year. BOK Financial (BOKF) Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: The company said loan balances surged and it now expects full-year loan growth of more than 10%, while guiding 2026 net interest income to $1.42 billion-$1.45 billion, signaling confidence in future core banking performance. BOK Financial outlines full-year 2026 loan growth over 10% while guiding $1.42B-$1.45B in net interest income
• Positive Sentiment: Higher net interest income and fee income helped offset some cost pressure, suggesting operating momentum remained intact in the quarter. BOK Financial Q2 Earnings Beat Estimates as NII & Fee Income Rise Y/Y
• Neutral Sentiment: Several reports highlighted the full earnings call and transcript, but they mainly reiterated the same quarterly details rather than introducing a new catalyst. BOK Financial Earnings Call Highlights Record Loan Surge
• Negative Sentiment: The main drag was that Q2 earnings of $2.59 per share missed consensus estimates of $2.66, which may be weighing on the stock despite stronger revenue. BOK Financial stock information
• Negative Sentiment: Higher expenses remain a concern, and one brokerage note continued to rate the stock a “Hold,” suggesting limited near-term upside in analyst expectations. BOK Financial Corporation Given Consensus Recommendation of Hold by Brokerages

Insider Activity at BOK Financial

In other BOK Financial news, EVP Mark B. Wade sold 1,700 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $132.62, for a total value of $225,454.00. Following the completion of the sale, the executive vice president directly owned 20,361 shares in the company, valued at $2,700,275.82. This trade represents a 7.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jeffrey A. Reid sold 1,200 shares of BOK Financial stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $135.52, for a total transaction of $162,624.00. Following the completion of the transaction, the executive vice president directly owned 8,116 shares in the company, valued at $1,099,880.32. This represents a 12.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 5,500 shares of company stock valued at $738,571 over the last 90 days. Insiders own 63.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on BOKF shares. DA Davidson set a $150.00 target price on shares of BOK Financial in a research report on Tuesday. Citigroup increased their price objective on shares of BOK Financial from $138.00 to $141.00 and gave the company a “neutral” rating in a research note on Thursday, June 25th. Raymond James Financial lowered shares of BOK Financial from an “outperform” rating to a “market perform” rating in a report on Wednesday, July 1st. Zacks Research downgraded shares of BOK Financial from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 30th. Finally, Barclays upped their target price on BOK Financial from $135.00 to $145.00 and gave the stock an “equal weight” rating in a report on Tuesday, April 7th. Two investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, BOK Financial presently has a consensus rating of “Hold” and a consensus target price of $137.18.

BOK Financial Price Performance

BOKF opened at $139.98 on Wednesday. The firm has a market capitalization of $8.51 billion, a PE ratio of 13.19 and a beta of 0.80. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.81 and a quick ratio of 0.81. The business’s 50-day moving average is $133.59 and its two-hundred day moving average is $131.19. BOK Financial Corporation has a 1 year low of $97.40 and a 1 year high of $143.53.

BOK Financial (NASDAQ:BOKF) last released its quarterly earnings results on Monday, July 20th. The bank reported $2.59 EPS for the quarter, missing the consensus estimate of $2.68 by ($0.09). BOK Financial had a net margin of 18.97% and a return on equity of 10.13%. The firm had revenue of $589.40 million for the quarter, compared to analysts’ expectations of $568.08 million. During the same period in the previous year, the company posted $2.19 earnings per share. Research analysts anticipate that BOK Financial Corporation will post 10.28 earnings per share for the current fiscal year.

BOK Financial Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.52 dividend on an annualized basis and a yield of 1.8%. BOK Financial’s dividend payout ratio is presently 25.51%.

BOK Financial Company Profile

BOK Financial Corporation (NASDAQ: BOKF), headquartered in Tulsa, Oklahoma, is a diversified financial services holding company serving businesses, professionals and individuals across the central and western United States. Through its banking subsidiary, BOK Financial offers a full suite of commercial banking, treasury and payment management services, as well as consumer deposit and lending solutions. The company’s offerings also encompass wealth management, trust and asset management, investment banking, and insurance products designed to meet the needs of both retail and institutional clients.

The roots of BOK Financial date back to the founding of the Bank of Oklahoma in 1910.