BOKF RSI Chart
Last 7 days
1.2%
Last 30 days
-1.2%
Last 90 days
6.4%
Trailing 12 Months
6.8%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 1.6B | 1.9B | 2.2B | 2.3B |
2022 | 1.2B | 1.2B | 1.2B | 1.4B |
2021 | 1.2B | 1.2B | 1.2B | 1.2B |
2020 | 1.5B | 1.4B | 1.3B | 1.3B |
2019 | 1.3B | 1.4B | 1.5B | 1.5B |
2018 | 1.0B | 1.1B | 1.1B | 1.2B |
2017 | 853.7M | 886.6M | 932.7M | 972.8M |
2016 | 784.1M | 794.5M | 810.2M | 829.1M |
2015 | 737.7M | 746.9M | 756.7M | 766.8M |
2014 | 734.4M | 730.3M | 728.7M | 732.2M |
2013 | 786.7M | 770.4M | 759.8M | 745.4M |
2012 | 809.3M | 806.6M | 796.9M | 794.9M |
2011 | 833.8M | 821.9M | 810.7M | 813.1M |
2010 | 900.7M | 887.6M | 878.3M | 851.1M |
2009 | 0 | 1.0B | 963.6M | 914.6M |
2008 | 0 | 0 | 0 | 1.1B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 28, 2024 | kymes stacy | sold | - | - | -8,957 | president & ceo |
Mar 28, 2024 | kymes stacy | acquired | - | - | 8,957 | president & ceo |
Feb 21, 2024 | vincent brad a | back to issuer | - | - | -478 | evp - specialized industries |
Feb 21, 2024 | weil kelley | back to issuer | - | - | -2,583 | evp, consumer banking services |
Feb 21, 2024 | grunst martin e | back to issuer | - | - | -3,967 | evp, cfo |
Feb 21, 2024 | mahaney mindy m. | back to issuer | - | - | -659 | evp, chief risk officer |
Feb 21, 2024 | martin derek | back to issuer | - | - | -2,768 | evp, chief information officer |
Feb 21, 2024 | keesling rebecca d | back to issuer | - | - | -1,287 | evp, chief auditor |
Feb 21, 2024 | dietz james a | back to issuer | - | - | -412 | evp, chief credit officer |
Feb 21, 2024 | wade mark b. | back to issuer | - | - | -494 | evp, texas market executive |
Which funds bought or sold BOKF recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 18, 2024 | Capital Advisors, Ltd. LLC | added | 50.00 | - | 1,000 | -% |
Apr 18, 2024 | Allspring Global Investments Holdings, LLC | added | 400 | 375 | 460 | -% |
Apr 18, 2024 | SJS Investment Consulting Inc. | added | 100 | 688 | 1,288 | -% |
Apr 16, 2024 | Transform Wealth, LLC | sold off | -100 | -211,727 | - | -% |
Apr 15, 2024 | Concurrent Investment Advisors, LLC | new | - | 270,055 | 270,055 | 0.01% |
Apr 15, 2024 | Galvin, Gaustad & Stein, LLC | unchanged | - | 68,675 | 994,980 | 0.09% |
Apr 15, 2024 | Elk River Wealth Management, LLC | reduced | -3.67 | 24,664 | 735,816 | 0.15% |
Apr 12, 2024 | Riverview Trust Co | new | - | 15,272 | 15,272 | 0.01% |
Apr 11, 2024 | City State Bank | unchanged | - | 1,000 | 16,000 | 0.01% |
Apr 10, 2024 | Bruce G. Allen Investments, LLC | unchanged | - | 19.00 | 276 | -% |
Unveiling BOK Financial Corp's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to BOK Financial Corp)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
JPM | 535.2B | 171.1B | 10.8 | 3.13 | ||||
BAC | 291.1B | 130.3B | 10.98 | 2.23 | ||||
WFC | 216.0B | 85.7B | 11.28 | 2.52 | ||||
C | 113.1B | 133.3B | 12.25 | 0.85 | ||||
CFG | 15.6B | 10.2B | 9.7 | 1.53 | ||||
KEY | 13.7B | 7.9B | 14.14 | 1.72 | ||||
MID-CAP | ||||||||
CMA | 6.8B | 4.2B | 7.76 | 1.64 | ||||
ZION | 5.9B | 3.9B | 8.69 | 1.5 | ||||
ABCB | 3.2B | 1.3B | 11.87 | 2.5 | ||||
ASB | 3.1B | 2.0B | 16.97 | 1.59 | ||||
SMALL-CAP | ||||||||
AMNB | 497.6M | 120.2M | 19.02 | 4.14 | ||||
ALRS | 409.6M | 164.9M | 35.02 | 2.48 | ||||
AROW | 377.2M | 162.6M | 12.54 | 2.32 | ||||
ACNB | 276.3M | 96.6M | 8.72 | 2.86 | ||||
ASRV | 47.0M | 60.9M | -14.04 | 0.77 |
BOK Financial Corp News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 3.4% | 638 | 617 | 570 | 517 | 452 | 363 | 294 | 283 | 292 | 293 | 296 | 298 | 319 | 295 | 306 | 349 | 370 | 395 | 391 | 376 | 366 |
EBITDA Margin | -14.6% | 0.88* | 1.03* | 1.19* | 1.35* | 1.42* | 1.49* | 1.59* | 1.63* | 1.71* | 1.73* | 1.69* | 1.56* | 1.40* | 1.28* | 1.17* | 1.17* | 1.20* | 1.20* | 1.23* | - | - |
Interest Expenses | -1.4% | 297 | 301 | 322 | 352 | 353 | 316 | 274 | 268 | 277 | 280 | 280 | 280 | 297 | 272 | 278 | 261 | 270 | 279 | 285 | 278 | 286 |
Income Taxes | -12.9% | 29.00 | 33.00 | 44.00 | 46.00 | 48.00 | 40.00 | 36.00 | 16.00 | 35.00 | 54.00 | 48.00 | 42.00 | 45.00 | 51.00 | 16.00 | 17.00 | 30.00 | 32.00 | 38.00 | 30.00 | 20.00 |
Earnings Before Taxes | -33.5% | 111 | 168 | 196 | 208 | 216 | 196 | 169 | 79.00 | 152 | 242 | 216 | 187 | 200 | 205 | 80.00 | 79.00 | 141 | 174 | 175 | 140 | 128 |
EBT Margin | -20.2% | 0.29* | 0.37* | 0.43* | 0.49* | 0.47* | 0.48* | 0.55* | 0.59* | 0.67* | 0.70* | 0.67* | 0.55* | 0.44* | 0.38* | 0.33* | 0.38* | 0.41* | 0.40* | 0.42* | - | - |
Net Income | -38.6% | 83.00 | 134 | 151 | 162 | 168 | 157 | 133 | 62.00 | 117 | 188 | 166 | 146 | 154 | 154 | 65.00 | 62.00 | 110 | 142 | 138 | 111 | 108 |
Net Income Margin | -20.8% | 0.23* | 0.29* | 0.34* | 0.38* | 0.37* | 0.38* | 0.43* | 0.46* | 0.52* | 0.54* | 0.51* | 0.43* | 0.34* | 0.30* | 0.27* | 0.30* | 0.33* | 0.33* | 0.33* | - | - |
Free Cashflow | -142.5% | -461 | 1,088 | -3,024 | 2,465 | -2,221 | 909 | 2,502 | 3,933 | -3,609 | 404 | -268 | -218 | -776 | -425 | 2,529 | -1,742 | 583 | -379 | 429 | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 1.8% | 49,825 | 48,931 | 49,238 | 45,524 | 47,791 | 43,645 | 45,377 | 46,827 | 50,249 | 46,923 | 47,154 | 47,443 | 46,671 | 46,067 | 45,820 | 47,119 | 42,172 | 43,127 | 41,893 | 39,883 | 38,021 |
Cash Equivalents | -1.9% | 1,348 | 1,375 | 1,447 | 1,364 | 1,402 | 1,609 | 2,037 | 1,368 | 2,837 | 1,892 | 1,259 | 1,419 | 1,181 | 1,006 | 1,248 | 973 | 1,259 | 1,227 | 1,335 | 1,283 | 1,143 |
Net PPE | 0.9% | 622 | 616 | 618 | 623 | 565 | 569 | 574 | 575 | 574 | 558 | 556 | 555 | 551 | 543 | 550 | 546 | 536 | 517 | 468 | 468 | 330 |
Goodwill | 0% | 1,045 | 1,045 | 1,045 | 1,045 | 1,045 | 1,045 | 1,045 | 1,045 | 1,045 | 1,045 | 1,048 | 1,048 | 1,048 | 1,048 | 1,048 | 1,048 | 1,048 | 1,048 | 1,048 | 1,048 | 1,049 |
Liabilities | 1.3% | 44,679 | 44,114 | 44,371 | 40,646 | 43,103 | 39,131 | 40,636 | 41,973 | 44,881 | 41,527 | 41,800 | 42,180 | 41,380 | 40,841 | 40,715 | 42,085 | 37,308 | 38,290 | 37,175 | 35,351 | 33,577 |
Shareholder's Equity | 6.8% | 5,142 | 4,814 | 4,867 | 4,878 | 4,683 | 4,514 | 4,742 | 4,854 | 5,368 | 5,396 | 5,355 | 5,262 | 5,292 | 5,226 | 5,104 | 5,034 | 4,864 | 4,838 | 4,718 | 4,532 | 4,443 |
Retained Earnings | 0.9% | 5,212 | 5,165 | 5,066 | 4,950 | 4,824 | 4,692 | 4,571 | 4,474 | 4,448 | 4,367 | 4,214 | 4,084 | 3,974 | 3,856 | 3,738 | 3,709 | 3,730 | 3,656 | 3,549 | 3,447 | 3,370 |
Additional Paid-In Capital | 0.1% | 1,407 | 1,405 | 1,402 | 1,397 | 1,390 | 1,385 | 1,382 | 1,382 | 1,379 | 1,375 | 1,373 | 1,372 | 1,368 | 1,366 | 1,358 | 1,355 | 1,351 | 1,347 | 1,343 | 1,340 | 1,334 |
Shares Outstanding | 0.0% | 77.00 | 77.00 | 77.00 | 77.00 | 76.00 | 67.00 | 68.00 | 68.00 | 69.00 | 68.00 | 69.00 | 69.00 | 70.00 | 70.00 | 70.00 | 70.00 | 71.00 | 71.00 | 71.00 | - | - |
Minority Interest | -6.6% | 3.00 | 3.00 | 4.00 | 3.00 | 5.00 | 4.00 | 4.00 | 4.00 | 5.00 | 7.00 | 22.00 | 23.00 | 25.00 | 7.00 | 7.00 | 8.00 | 8.00 | 9.00 | 9.00 | 9.00 | 11.00 |
Float | - | - | - | 2,300 | - | - | - | 2,400 | - | - | - | 2,600 | - | - | - | 1,800 | - | - | - | 2,427 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -142.5% | -461,759 | 1,087,712 | -3,024,550 | 2,464,780 | -2,221,648 | 908,626 | 2,502,038 | 3,933,254 | -3,609,251 | 404,440 | -268,889 | -218,877 | -776,783 | -425,933 | 2,529,262 | -1,742,802 | 582,839 | -379,479 | 428,947 | -1,105,986 | -162,598 |
Share Based Compensation | -34.3% | 2,077 | 3,159 | 4,413 | 6,701 | 4,914 | 3,805 | 10.00 | 2,835 | 4,082 | 1,587 | 1,366 | 2,724 | 1,513 | 8,754 | 2,880 | 3,245 | 3,924 | 3,471 | 2,735 | 5,414 | -1,746 |
Cashflow From Investing | 70.9% | -185,136 | -636,878 | -655,990 | -313,260 | -2,277,263 | -950,806 | -471,535 | -903,682 | 455,227 | 1,168,585 | 1,000,924 | -22,064 | 415,729 | 152,438 | -1,109,554 | -1,917,448 | 235,120 | -403,757 | -1,952,083 | -203,017 | -771,417 |
Cashflow From Financing | 218.5% | 620,225 | -523,229 | 3,763,886 | -2,189,252 | 4,291,718 | -386,261 | -1,360,934 | -4,499,201 | 4,099,456 | -940,502 | -891,776 | 479,564 | 535,256 | 32,094 | -1,145,013 | 3,374,506 | -785,726 | 674,333 | 1,575,926 | 1,448,280 | 831,192 |
Dividend Payments | 0.1% | 35,660 | 35,631 | 35,751 | 36,356 | 36,189 | 35,423 | 35,893 | 36,295 | 36,406 | 35,673 | 35,834 | 36,192 | 36,595 | 35,850 | 35,850 | 36,142 | 36,164 | 35,548 | 35,732 | 36,052 | 35,885 |
Buy Backs | -15.7% | 50,208 | 59,545 | 22,590 | 44,476 | 32,429 | 49,980 | 24,404 | 48,074 | 13,426 | 40,644 | 43,797 | 20,071 | 42,450 | - | - | 33,380 | 22,844 | 25,937 | 20,125 | 60,577 | 45,057 |
Consolidated Statements of Earnings - USD ($) $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Interest and dividend revenue [Abstract] | |||
Loans | $ 1,630,620 | $ 976,653 | $ 769,357 |
Residential mortgage loans held for sale | 4,341 | 6,027 | 5,465 |
Trading securities | 215,994 | 115,048 | 155,989 |
Investment securities | 33,822 | 24,072 | 10,430 |
Available for sale securities | 387,891 | 248,323 | 230,383 |
Fair value option securities | 7,760 | 2,145 | 1,542 |
Restricted equity securities | 29,683 | 8,282 | 5,703 |
Interest-bearing cash and cash equivalents | 32,353 | 11,552 | 1,060 |
Total interest revenue | 2,342,464 | 1,392,102 | 1,179,929 |
Interest Expense [Abstract] | |||
Deposits | 626,597 | 121,749 | 33,484 |
Borrowed funds | 434,735 | 52,483 | 17,877 |
Subordinated debentures | 8,952 | 6,490 | 10,535 |
Total interest expense | 1,070,284 | 180,722 | 61,896 |
Net interest and dividend revenue | 1,272,180 | 1,211,380 | 1,118,033 |
Provision for credit losses | 46,000 | 30,000 | (100,000) |
Net interest and dividend revenue after provision for credit losses | 1,226,180 | 1,181,380 | 1,218,033 |
Total fees and commissions | 781,118 | 657,213 | 668,309 |
Other gains, net | 56,795 | 123 | 63,742 |
Loss on derivatives, net | (9,921) | (73,011) | (19,378) |
Loss on fair value option securities, net | (4,292) | (20,358) | (2,239) |
Change in fair value of mortgage servicing rights | (3,115) | 80,261 | 41,637 |
Gain (loss) on available for sale securities, net | (30,636) | (971) | 3,704 |
Total other operating revenue | 789,949 | 643,257 | 755,775 |
Other operating expense [Abstract] | |||
Personnel | 766,610 | 670,918 | 695,382 |
Business promotion | 31,796 | 26,435 | 16,289 |
Charitable contributions to BOKF Foundation | 2,707 | 2,500 | 9,000 |
Professional fees and services | 55,337 | 56,342 | 50,906 |
Net occupancy and equipment | 121,502 | 116,867 | 108,587 |
FDIC and other insurance | 30,780 | 17,994 | 15,881 |
FDIC special assessment | 43,773 | 0 | 0 |
Data processing and communications | 181,365 | 165,907 | 151,614 |
Printing, postage and supplies | 15,225 | 15,857 | 14,218 |
Amortization of intangible assets | 13,882 | 15,692 | 18,311 |
Mortgage banking costs | 30,524 | 35,834 | 42,698 |
Other expense | 39,380 | 40,134 | 54,822 |
Total other operating expense | 1,332,881 | 1,164,480 | 1,177,708 |
Net income before taxes | 683,248 | 660,157 | 796,100 |
Federal and state income taxes | 152,115 | 139,864 | 179,775 |
Net income | 531,133 | 520,293 | 616,325 |
Net income (loss) attributable to Non-controlling interests | 387 | 20 | (1,796) |
Net income attributable to BOK Financial Corporation shareholders | $ 530,746 | $ 520,273 | $ 618,121 |
Earnings per share: [Abstract] | |||
Basic (in dollars per share) | $ 8.02 | $ 7.68 | $ 8.95 |
Diluted (in dollars per share) | $ 8.02 | $ 7.68 | $ 8.95 |
Average shares used in computation: [Abstract] | |||
Basic (in shares) | 65,651,569 | 67,212,728 | 68,591,920 |
Diluted (in shares) | 65,651,569 | 67,212,735 | 68,594,322 |
Dividends declared per share (in dollars per share) | $ 2.17 | $ 2.13 | $ 2.09 |
Brokerage and trading revenue [Member] | |||
Total fees and commissions | $ 240,610 | $ 140,978 | $ 112,989 |
Transaction card revenue [Member] | |||
Total fees and commissions | 106,858 | 104,266 | 96,983 |
Fiduciary and asset management revenue [Member] | |||
Total fees and commissions | 207,318 | 196,326 | 178,274 |
Deposit service charges and fees [Member] | |||
Total fees and commissions | 108,514 | 110,636 | 104,217 |
Mortgage banking revenue [Member] | |||
Total fees and commissions | 55,698 | 49,365 | 105,896 |
Other revenue [Member] | |||
Total fees and commissions | $ 62,120 | $ 55,642 | $ 69,950 |
Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|---|
Assets [Abstract] | |||
Cash and due from banks | $ 947,613 | $ 943,810 | |
Interest-bearing cash and cash equivalents | 400,652 | 457,906 | |
Trading securities | 5,193,505 | 4,464,161 | |
Investment securities | 2,244,153 | 2,513,687 | |
Available for sale securities | 12,286,681 | 11,493,860 | |
Fair value option securities | 20,671 | 296,590 | |
Restricted equity securities | 423,099 | 299,651 | |
Residential mortgage loans held for sale | 56,935 | 75,272 | |
Loans | 23,904,968 | 22,557,150 | |
Allowance for loan losses | (277,123) | (235,704) | |
Loans, net of allowance | 23,627,845 | 22,321,446 | |
Premises and equipment, net | 622,223 | 565,175 | |
Receivables | 317,922 | 273,815 | |
Goodwill | 1,044,749 | 1,044,749 | $ 1,044,749 |
Intangible assets, net | 59,979 | 76,131 | |
Mortgage servicing rights | 293,884 | 277,608 | 163,198 |
Real estate and other repossessed assets, net of allowance | 2,875 | 14,304 | |
Derivative contracts, net | 410,304 | 880,343 | |
Cash surrender value of bank-owned life insurance | 409,548 | 406,751 | |
Receivable on unsettled securities sales | 391,910 | 31,004 | |
Other assets | 1,070,282 | 1,354,379 | |
Total assets | 49,824,830 | 47,790,642 | |
Deposits [Abstract] | |||
Noninterest-bearing demand deposits | 9,196,493 | 13,395,337 | |
Interest-bearing Deposit Liabilities [Abstract] | |||
Transaction | 20,964,101 | 18,659,115 | |
Savings | 847,085 | 964,411 | |
Time | 3,012,022 | 1,461,842 | |
Total deposits | 34,019,701 | 34,480,705 | |
Funds purchased and repurchase agreements | 1,122,748 | 2,270,377 | |
Other borrowings | 7,701,552 | 4,736,908 | |
Subordinated debentures | 131,150 | 131,205 | |
Accrued interest, taxes and expense | 338,996 | 296,870 | |
Derivative contracts, net | 587,473 | 554,900 | |
Due on unsettled securities purchases | 254,057 | 147,470 | |
Other liabilities | 523,734 | 484,849 | |
Total liabilities | 44,679,411 | 43,103,284 | |
Shareholders' equity: [Abstract] | |||
Common stock | 5 | 5 | |
Capital surplus | 1,406,745 | 1,390,395 | |
Retained earnings | 5,211,512 | 4,824,164 | |
Treasury stock | (876,720) | (694,960) | |
Accumulated other comprehensive income (loss) | (599,100) | (836,955) | 72,371 |
Total shareholders’ equity | 5,142,442 | 4,682,649 | |
Non-controlling interests | 2,977 | 4,709 | |
Total equity | 5,145,419 | 4,687,358 | $ 5,368,371 |
Total liabilities and equity | $ 49,824,830 | $ 47,790,642 |