Stock Fundamentals

Company Information

Company Name
BOK Financial Corporation
Sector
Financial Services
Industry
Banks - Regional
Exchange
NASDAQ
ISIN: US05561Q2012
CIK: 0000875357
CUSIP: 05561Q201
Currency: USD
Full Time Employees: 4,969
Phone: 918 588 6000
Fiscal Year End: December
IPO Date: Sep 05, 1991
Description:

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 small businesses, middle market, and larger commercial customers, as well as operates TransFund electronic funds transfer network. The Consumer Banking segment engages in the provision of retail lending and deposit services to small business customers through retail branch network; and mortgage loan origination and servicing activities. The Wealth Management segment offers fiduciary, private bank, insurance, and investment advisory services; and brokerage and trading services primarily related to providing liquidity to the mortgage markets through trading of U.S. government agency mortgage-backed securities and related derivative contracts, as well as underwrites state and municipal securities. The company also provides commercial loans, such as loans for working capital, facilities acquisition or expansion, purchases of equipment, and other needs of commercial customers; and service, healthcare, energy, and other sector loans. In addition, it offers commercial real estate loans for the construction of buildings or other improvements to real estate and property held by borrowers for investment purposes; residential mortgage and personal loans; and personal and small business checking, online bill paying, mobile banking, automated teller machine, and call centers services. The company was founded in 1910 and is headquartered in Tulsa, Oklahoma.

Address:

Bank of Oklahoma Tower, Tulsa, OK, United States, 74172

Directors & Officers

Name Title Year Born
Mr. Stacy C. Kymes CEO, President & Director 1971
Mr. Martin E. Grunst Executive VP & CFO 1967
Mr. Scott Bradley Grauer Executive Vice President of Wealth Management 1965
Mr. Mark B. Wade Executive Vice President of Texas Markets 1964
Mr. Brad A. Vincent Executive Vice President of Specialised Industries Banking 1961
Mr. Michael J. Rogers CPA Senior VP & Chief Accounting Officer 1969
Mr. Derek S. Martin Executive VP & Chief Information Officer 1971
Ms. Heather L. Worley Senior VP & Director of Investor Relations 1976
Mr. Jeffrey A. Reid Executive VP & Chief Human Resource Officer 1968
Mr. Anthony P. Phillips Senior VP of Business Development and National Sales Director of Retirement Plans & Asset Services NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 23, 2026 Jeffrey A Reid N/A Sale 1.20K $135.52 $162.62K
Jan 22, 2026 Steven Bangert N/A Sale 2.50K $137.71 $344.28K
Jan 22, 2026 Steven Bangert N/A Sale 1.30K $137.91 $179.28K
Dec 01, 2025 Steven Bangert N/A Sale 1.00K $114.89 $114.89K
Oct 30, 2025 Steven Bangert N/A Sale 1.50K $106.29 $159.44K
Oct 30, 2025 Steven Bangert N/A Sale 1.00K $106.07 $106.07K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
George Kaiser Family Foundation 3.36M Mar 31, 2026 5.53% $48.76 0.00%
Dimensional Fund Advisors, Inc. 2.71M Mar 31, 2026 4.46% $0.07 1.30%
Vanguard Group Inc 2.30M Dec 31, 2025 3.78% $0.00 -1.22%
Ariel Investments, LLC 1.65M Mar 31, 2026 2.72% $2.36 -2.33%
FMR Inc 1.42M Mar 31, 2026 2.33% $0.01 -18.63%
BlackRock Inc 1.12M Mar 31, 2026 1.84% $0.00 -8.46%
CIBC World Markets Corp 1.11M Dec 31, 2025 1.82% $0.63 0.00%
Vanguard Portfolio Management, LLC 988.56K Mar 31, 2026 1.63% $0.01 0.00%
State Street Corp 969.41K Mar 31, 2026 1.60% $0.00 11.09%
Vanguard Capital Management, LLC 855.39K Mar 31, 2026 1.41% $0.00 0.00%
CIBC Bancorp USA Inc. 568.99K Mar 31, 2026 0.94% $0.10 -48.55%
CIBC World Markets Inc. 423.70K Mar 31, 2026 0.70% $0.09 -53.38%
Two Sigma Investments LLC 417.13K Mar 31, 2026 0.69% $0.04 50.40%
Geode Capital Management, LLC 403.34K Mar 31, 2026 0.66% $0.00 -4.77%
AQR Capital Management LLC 386.30K Mar 31, 2026 0.64% $0.02 1.48%
First Trust Advisors L.P. 332.45K Mar 31, 2026 0.55% $0.03 -24.70%
NORGES BANK 276.51K Dec 31, 2025 0.46% $0.00 9.01%
Victory Capital Management Inc. 272.38K Mar 31, 2026 0.45% $0.02 22.99%
Freestone Grove Partners LP 257.05K Mar 31, 2026 0.42% $0.23 -48.13%
BNP Paribas Investment Partners SA 245.69K Mar 31, 2026 0.40% $0.04 -3.12%

Shares Statistics

Shares Outstanding: 60.76M
Shares Float: 18.62M
% Insiders: 6,334.20%
% Institutions: 3,612.90%
Short % Float: 9.27%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 577.06K 0.95% ▲ 0.00% Apr 30, 2026
2 Ariel Fund Investor 513.59K 0.85% ▲ 1.78% Mar 31, 2026
3 DFA US Targeted Value I 450.62K 0.74% ▲ 0.00% Apr 30, 2026
4 Vanguard Small Cap Index 419.69K 0.69% ▼ 0.08% Apr 30, 2026
5 State Street® SPDR® S&PRgnllBkgETF 415.25K 0.68% ▲ 0.00% May 31, 2026
6 Dimensional US Targeted Value ETF 351.37K 0.58% ▲ 0.03% May 29, 2026
7 DFA US Small Cap Value I 339.85K 0.56% ▲ 0.00% Apr 30, 2026
8 Vanguard Small Cap Value Index Inv 268.95K 0.44% ▲ 0.54% Apr 30, 2026
9 Fidelity Small Cap Value Fund 262.31K 0.43% ▲ 14.64% Mar 31, 2026
10 Dimensional US Small Cap Value ETF 259.69K 0.43% ▲ 0.07% May 29, 2026

Valuation Metrics

Enterprise Value: $7.73B
Trailing P/E: 14.02
Forward P/E: 13.72

Financial Highlights

Market Cap: $8.43B
P/E Ratio: $14.02
PEG Ratio: $1.46
Book Value: $98.31
Dividend/Share: $2.46
Dividend Yield: 1.78%
Earnings/Share: $9.89
Profit Margin: 27.58%
Operating Margin: 37.52%
ROA (TTM): 1.18%
ROE (TTM): 10.45%
Revenue (TTM): $2.23B
Revenue/Share (TTM): $36.05
Earnings Growth (YOY): 38.20%
Revenue Growth (YOY): 10.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.17x 1.24x 0.89x 0.59x 9.25x
2024-12-31 0.37x 0.80x 0.89x 0.47x 5.77x
2023-12-31 0.40x 1.74x 0.90x 0.64x 11.29x
2022-12-31 29.71x 2.54x 0.90x 3.65x 15.48x
2021-12-31 37.52x 0.47x 0.89x 12.86x 2.82x
2020-12-31 6.56x 0.79x 0.89x 3.51x 6.34x
2019-12-31 31.16x 2.76x 0.88x 1.51x 18.47x
2018-12-31 71.82x 3.13x 0.88x 2.32x 22.19x
2017-12-31 35.30x 3.17x 0.89x 3.95x 19.46x
2016-12-31 78.29x 3.39x 0.90x 4.14x 29.05x
2015-12-31 87.12x 3.83x 0.90x 6.80x 26.63x
2014-12-31 28.39x 2.07x 0.89x 6.56x 14.52x
2013-12-31 0.51x 1.10x 0.89x 6.80x 6.23x
2012-12-31 27.16x 0.43x 0.89x 6.22x 2.15x
2011-12-31 0.53x 0.99x 0.89x 3.73x 5.44x
2010-12-31 0.07x 0.06x 0.05x 2.62x 3.36x
2009-12-31 0.05x 1.31x 0.91x 1.52x 7.24x
2008-12-31 0.05x 2.03x 0.92x 0.51x 14.30x
2007-12-31 0.05x 1.91x 0.91x 0.54x 9.83x
2006-12-31 0.06x 1.46x 0.90x 0.66x 6.84x
2005-12-31 0.06x 2.62x 0.91x 0.98x 11.23x
2004-12-31 0.05x 3.58x 0.90x 1.42x 15.90x
2003-12-31 0.06x 4.40x 0.91x 1.41x 16.86x
2002-12-31 0.07x 5.00x 0.91x 1.11x 18.20x
2001-12-31 0.07x 4.99x 0.93x 0.54x 17.22x
2000-12-31 0.09x 4.91x 0.93x 0.40x 17.51x
1999-12-31 0.06x 4.10x 0.93x 0.51x 12.96x
1998-12-31 0.08x 3.24x 0.93x 0.55x 10.80x
1997-12-31 0.10x 1.45x 0.92x 0.43x 5.24x
1996-12-31 0.10x 1.86x 0.92x 0.43x 6.97x
1995-12-31 N/A 0.00x 0.93x 0.00x 0.00x
1994-12-31 0.10x 3.14x 0.94x 0.57x 8.90x
1993-12-31 0.15x 1.24x 0.93x 0.70x 3.82x
1992-12-31 0.14x 1.12x 0.95x 0.62x 3.51x
1991-12-31 0.18x 1.44x 0.95x 0.30x 9.06x

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