BOKF — BOK Financial Corporation

✨ Hidden Gem

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

About BOK Financial Corporation

BOK Financial Corporation operates as the financial holding company for BOKF, NA that provides various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management. The Commercial Banking segment offers lending, treasury, cash management, and customer commodity risk management products for … Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$130.21
Market Cap$7.88B
Float18.6M
Shares Outstanding60.8M
P/E (Forward)13.35
P/E (TTM)13.13
Price/Sales (TTM)3.54
vs. Analyst Target+10.6% to analyst PT
Profit Margin27.58%
Operating Margin (TTM)37.52%
Revenue (TTM)$2.23B
Earnings Growth (YoY)38.20%
Dividend Rate2.5%
Analyst Target Price$144.00 (10 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $2.05B $435M $1.67B $663M
2021 $1.83B $618M $1.87B $899M
2022 $2.00B $520M $1.79B $768M
2023 $3.05B $531M $1.93B $793M
2024 $3.36B $524M $1.92B $772M
2025 $3.33B $578M $2.12B $794M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $843M $140M
Sep 2025 $844M $141M
Dec 2025 $841M $177M
Mar 2026 $827M $156M

Ownership & Float

Insider Ownership63.3%
Institutional Ownership38.0%
Short Float11.5%
% of All Funds Holding3.20%
Number of Funds Holding263

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$131.13Near-term / short-term trend
Weekly40-Week SMA$121.60Medium-term trend
Weekly80-Week SMA$112.45Cyclical trend (business cycle)
Weekly200-Week SMA$99.66Secular trend (multi-year)
Monthly10-Month SMA$120.62Near-term monthly trend
Monthly20-Month SMA$112.40Medium-term monthly trend
Monthly40-Month SMA$100.06Secular 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
$119.00 support 1.19x 3 months ago
$104.00 support 1.47x 5 months ago
$101.00 support 1.04x 8 months ago
$92.00 support 1.01x 21 months ago

Historical Earnings Reactions (113 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.01% 0.04% 52.21% 4.40% -6.60%
1 Day 0.06% 0.00% 48.67% 7.42% -7.57%
1 Week 0.37% -0.33% 45.13% 16.85% -8.35%
2 Weeks 0.43% -0.07% 49.56% 17.60% -15.46%
1 Month 0.91% 1.48% 61.61% 20.16% -30.18%

Next earnings: July 9, 2026 (42 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-2.0%40.0%35
Feb0.4%45.7%35
Mar1.5%68.6%35
Apr1.3%60.0%35
May1.5%61.8%34
Jun0.2%52.9%34
Jul2.8%61.8%34
Aug0.4%58.8%34
Sep0.7%55.9%34
Oct0.8%54.3%35
Nov3.0%77.1%35
Dec1.5%45.7%35

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.01% 45.5% 1646
Tuesday 0.09% 47.3% 1796
Wednesday 0.21% 46.0% 1791
Thursday -0.02% 45.4% 1758
Friday 0.10% 45.7% 1750

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 38.0%

Insider Transactions — Smart Summary

Total insider ownership: 63.3%

12-Month Insider Activity Summary

Total Filings17
Net Value-$560,858.386
Net Shares Change-15,287
% of Float-0.1%
C-Suite Filings12
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
BANGERT STEVEN -$874,050.15 2 4 sell
Wade Mark B. EVP - Texas Market Executive -$257,103.766 3 3 sell
Reid Jeffrey A. EVP, Chief HR Officer -$162,626.88 1 1 sell
Grunst Martin E EVP, CFO -$45,478.464 2 2 sell
Vincent Brad A EVP - Specialized Industries -$41,843.373 2 2 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-01-15 – 2026-01-26 6 6 -$595,039.595 5 C-suite
2026-02-19 – 2026-02-19 5 5 -$101,295.911 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-08 BANGERT STEVEN -$350,492.15 Transaction at $134.84, now -3.4%
2026-05-11 Wade Mark B. EVP - Texas Market Executive -$225,454 Transaction at $132.62, now -1.8%
2026-04-24 Reid Jeffrey A. EVP, Chief HR Officer -$162,626.88 Transaction at $135.52, now -3.9%
2026-01-26 BANGERT STEVEN -$523,558 Transaction at $137.81, now -5.5%
2026-02-19 Wade Mark B. EVP - Texas Market Executive -$17,685.08 Transaction at $133.56, now -2.5%
2026-02-19 Grunst Martin E EVP, CFO -$27,376.862 Transaction at $133.56, now -2.5%

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 BOK Financial Corporation (BOKF) 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 BOKF on Trend Edge →