BOK Financial Corporation Stock 12‑Month Price Target Cut to $145.56, Implies 18% Upside

BOK Financial reported Q3 2026 net income of $159.9M. Management highlighted accelerating net interest revenue from fixed-rate asset repricing, diversified fee revenues, and high capital reserves. The bank reinvested $770M at a higher yield, and maintains TCE of 9.2%. Management also discussed hiring and underwriting strategies.

DA Davidson reduced its price target for BOK Financial (BOKF) to $145 from $147, citing pressure from rising interest rates on its trading and mortgage banking businesses. The company reported strong net interest income growth of 5% and a low loan-to-deposit ratio. BOKF's Q3 2026 earnings beat estimates at $2.64 per share, though revenue was slightly below expectations at $561.45 million. Stephens also lowered its target to $141, noting cost controls and stable credit quality.

BOK Financial Corp (BOKF) reported Q3 2026 earnings with total loans growing 2.4% linked-quarter and 11.5% year-over-year. Net interest margin expanded 9 basis points to 3.00%. Credit quality remained strong, while fee-based businesses showed record revenue. However, total fees and commissions declined $14 million sequentially, and trading revenue dropped to $15 million. Management expects net interest income growth to slow in Q4 due to competitive pricing pressures.

BOK Financial (BOKF) reported Q3 2026 earnings of $159.9M, or $2.64 per diluted share. The company expects 2026 net interest income of $1.43B-$1.44B with loan growth over 10%. CEO Stacy Kymes cited quality loan growth, margin expansion, disciplined expenses, and exceptional credit quality.

BOK Financial (BOKF) reported Q3 2026 earnings, noting strong loan growth of 2.4% quarterly and 11.5% yearly, with energy lending and mortgage finance as key contributors. The company highlighted its short-duration securities portfolio and strong credit quality, while acknowledging headwinds from higher interest rates impacting fee-based businesses. Total fees and commissions declined to $188 million, with trading revenue dropping to $15 million.

BOK Financial (BOKF) reported Q3 earnings, with CFO Marty Grunst citing loan growth and asset repricing as key drivers. The company reinvested $770M in securities at higher yields. Net interest margin is expected to remain stable. Fee income declined due to rate pressures, while trading revenue fell. Management maintained full-year 2026 outlook, forecasting loan growth above 10% and mid-single-digit revenue growth.