BOKF Earnings

BOKF reported its FY2025Q4 earnings on 2026-01-16, showcasing a revenue of 592.12M against an estimate of 549.37M, resulting in a 7.78% surprise. The EPS was 2.48, surpassing the expected 2.13 by 16.43% . The stock experienced a 1.22% price change on the earnings day and a 3.05% change over the next five days, reflecting market reactions to the results.

Following BOKF's FY2025Q4 earnings announcement on 2026-01-16, the stock price moved by 1.22% on the day of the release. Over the subsequent five days, it saw a 3.05% change. Historically, BOKF's stock price tends to shift by an average of -2.09% in the 10 days leading up to earnings and -1.60% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate BOKF’s annual revenue to reach 549.37M, while the EPS is projected at 2.16. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BOKF's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BOKF's stock price typically moves by -2.09% in the 10 days before its earnings and -1.60% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 2.16 and revenue of 549.37M.

Overall, the earnings call presents a positive outlook with strong financial metrics, optimistic guidance, and strategic growth plans. Despite some competitive pressures, the company anticipates robust loan and deposit growth, efficiency improvements, and strong credit quality. The Q&A session revealed confidence in fee income and trading revenue growth, supported by market dynamics. The cautious approach to capital deployment and conservative fee income guidance are prudent, but do not overshadow the positive sentiment. The lack of specific market cap data suggests a moderate reaction, leading to a positive stock price movement prediction.