BANF — BancFirst Corporation

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About BancFirst Corporation

BancFirst Corporation operates as the bank holding company for BancFirst that provides a range of commercial banking services to retail customers, and small to medium-sized businesses in the United States. It operates through BancFirst Metropolitan Banks, BancFirst Community Banks, Pegasus, Worthington, and Other Financial Services segments. The company offers checking, negotiable order of withdrawal, savings, money market, health savings, coverd… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$111.31
Market Cap$3.74B
Float23.1M
Shares Outstanding33.6M
P/E (Forward)18.98
P/E (TTM)15.23
Price/Sales (TTM)5.35
vs. Analyst Target+11.7% to analyst PT
Profit Margin35.43%
Operating Margin (TTM)48.91%
Revenue (TTM)$699M
Earnings Growth (YoY)11.40%
Dividend Rate2.0%
Analyst Target Price$124.33 (3 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $464M $99.6M $381M $142M
2021 $497M $168M $494M $228M
2022 $604M $193M $547M $259M
2023 $809M $212M $602M $292M
2024 $909M $216M $622M $297M
2025 $824M $241M $683M $326M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $236M $62.3M
Sep 2025 $175M $62.7M
Dec 2025 $181M $59.5M
Mar 2026 $242M $63.0M

Ownership & Float

Insider Ownership31.0%
Institutional Ownership57.3%
Short Float4.4%
% of All Funds Holding2.77%
Number of Funds Holding228

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$110.84Near-term / short-term trend
Weekly40-Week SMA$115.01Medium-term trend
Weekly80-Week SMA$117.48Cyclical trend (business cycle)
Weekly200-Week SMA$102.76Secular trend (multi-year)
Monthly10-Month SMA$113.65Near-term monthly trend
Monthly20-Month SMA$116.33Medium-term monthly trend
Monthly40-Month SMA$103.75Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$125.00 resistance 1.02x 6 months ago
$103.00 support 1.04x 18 months ago
$88.00 support 1.65x 21 months ago

Historical Earnings Reactions (124 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.22% 0.00% 46.77% 7.82% -4.99%
1 Day 0.58% 0.20% 51.61% 10.40% -6.01%
1 Week 1.23% 0.78% 59.68% 24.07% -8.33%
2 Weeks 1.10% 0.89% 58.87% 19.93% -7.83%
1 Month 1.60% 1.52% 59.68% 26.56% -20.66%

Next earnings: July 16, 2026 (50 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.8%47.2%36
Feb1.1%61.1%36
Mar0.4%61.1%36
Apr2.7%59.5%37
May0.7%58.3%36
Jun2.1%58.3%36
Jul3.6%63.9%36
Aug-0.6%47.2%36
Sep-0.0%47.2%36
Oct2.0%61.1%36
Nov2.8%63.9%36
Dec0.4%50.0%36

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.04% 44.8% 1716
Tuesday 0.08% 45.9% 1868
Wednesday 0.07% 44.9% 1865
Thursday 0.08% 44.3% 1831
Friday 0.07% 45.2% 1822

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 57.3%

Insider Transactions — Smart Summary

Total insider ownership: 31.0%

12-Month Insider Activity Summary

Total Filings30
Net Value-$1.3M
Net Shares Change-55,729
% of Float-0.2%
C-Suite Filings23
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
RAINBOLT DAVID E -$2.9M 1 1 sell
Wanzer Dara Executive Vice President +N/A 1 1 buy
Slay John K JR Chief Credit Officer +N/A 1 1 buy
SCHMIDT DARRYL Executive Vice President +N/A 1 1 buy
Harlow David R Cheif Executive Officer +N/A 1 1 buy
Hannah Dennis Jay Executive Vice President +N/A 1 1 buy
Foster Kelly Senior Vice President +N/A 1 1 buy
Carroll Jason A Chief Risk Officer +N/A 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-01-06 – 2026-01-07 12 12 +N/A 11 C-suite
2026-04-03 – 2026-04-03 11 11 +N/A 9 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-03 Wanzer Dara Executive Vice President +N/A N/A
2026-04-03 Slay John K JR Chief Credit Officer +N/A N/A
2026-04-03 SCHMIDT DARRYL Executive Vice President +N/A N/A
2026-04-03 Harlow David R Cheif Executive Officer +N/A N/A
2026-04-03 Hannah Dennis Jay Executive Vice President +N/A N/A
2026-04-03 Foster Kelly Senior Vice President +N/A N/A

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for BancFirst Corporation (BANF) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BANF on Trend Edge →