BOK Financial (BOKF)

• Market cap: $7.08B
• 1 day: -0.54%
• 5 days: 0.49%
• 1 month: 3.73%
• 3 months: 3.94%
• 6 months: 7.37%
• Year to date: 3.41%
• 1 year: 31.70%
• 5 years: 39.95%
• 10 years: 98.17%
• Sector: Financials
• Industry: National Commercial Banks

About: BOK Financial Corp is the largest financial institution in Oklahoma and it provides a comprehensive range of nationally competitive financial products and services. Its operating segments consist of commercial banking, consumer banking, and wealth management. The company has various products and services including cash management services, loans and deposits, fiduciary and insurance services, mortgage banking and brokerage and trading services. It generates maximum revenue from the commercial banking segment. Its commercial banking segment includes lending, treasury and cash management services, and customer risk management products to small businesses, middle market, and larger commercial customers.

Employees: 4,972

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

284% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $774K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $2.08B [Q2] → $2.27B (+$185M) [Q3]

6% more funds holding

Funds holding: 218 [Q2] → 231 (+13) [Q3]

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

1.43% less ownership

Funds ownership: 35.24% [Q2] → 33.81% (-1.43%) [Q3]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $112 1% upside
• Avg. target: $121 10% upside
• High target: $127 15% upside

4 analyst ratings

• positive: 0 0%
• neutral: 4 100%
• negative: 0 0%

RBC Capital Karl Shepard 60% 1-year accuracy 3 / 5 met price target	9% upside $120	Sector Perform Maintained	22 Jan 2025
Stephens & Co. Matt Olney 78% 1-year accuracy 28 / 36 met price target	15% upside $127	Equal-Weight Maintained	22 Jan 2025
Keefe, Bruyette & Woods Wood Lay 74% 1-year accuracy 54 / 73 met price target	13% upside $125	Market Perform Maintained	4 Dec 2024
Wells Fargo Timur Braziler 62% 1-year accuracy 18 / 29 met price target	1% upside $112	Equal-Weight Maintained	3 Dec 2024