STOCK TITAN

BOK FINANCIAL (BOKF) SEC Filings

BOKF NASDAQ

BOK Financial Corporation filings document the regulatory disclosures of an Oklahoma-incorporated regional financial services company whose subsidiaries provide commercial and consumer banking, wealth management, brokerage and trading, mortgage services, trust and insurance services and the TransFund electronic funds transfer network.

Recent Form 8-K reports cover quarterly and annual operating results, Regulation FD investor presentations, common stock dividend declarations, executive and board transitions and annual meeting voting results. Proxy materials disclose board elections, auditor ratification, executive compensation, shareholder voting matters and governance practices, while exhibits provide earnings releases, financial information and investor presentation materials tied to BOKF's banking and financial-services operations.

Rhea-AI Summary

BOK Financial Corporation furnished an investor presentation with third-quarter 2026 results and its financial position as of September 30. Net income was $159.9 million, or $2.64 per diluted share, compared with $176.5 million and $2.92 in Q2 2026 and $140.9 million and $2.22 in Q3 2025. Q2 net income would have been $156.5 million excluding the net gain from the Visa B share exchange and the loss from repositioning the available-for-sale securities portfolio.

Net interest income was $370.0 million, up 9.6% year over year; net interest margin was 3.00%, versus 2.91% in Q3 2025. Period-end loans were $27.7 billion, up 11.5% year over year, while deposits were $39.5 billion, up 2.7%. Nonperforming assets excluding U.S. government-guaranteed loans were $58 million, or 0.21% of outstanding loans and repossessed assets. The combined allowance for credit losses was $322 million, or 1.16%.

The 2026 outlook projects net interest income of $1.43 billion to $1.44 billion, assuming one Federal Funds increase through year-end and longer-term rates consistent with the current market-implied forward curve. The outlook assumes no change to the economic environment.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.42%
Tags
current report
-
Rhea-AI Summary

BOK Financial reported third-quarter 2026 net income of $159.9 million, or $2.64 per diluted share, compared with $176.5 million, or $2.92 per diluted share, in the second quarter. Excluding the second quarter’s Visa-share exchange gain and loss from repositioning available-for-sale securities, prior-quarter net income would have been $156.5 million. Third-quarter net interest income was $370.0 million, net interest margin was 3.00%, and fees and commissions were $188.0 million, compared with $202.0 million in the prior quarter.

For the nine months ended September 30, 2026, net income was $492.2 million, versus $400.7 million a year earlier. Period-end loans totaled $27.7 billion, up $646 million from June 30, while deposits were $39.5 billion, down $324 million. The company reported no provision for expected credit losses and $886,000 in net charge-offs. Its combined allowance for credit losses was $322 million, or 1.16% of loans. BOK Financial paid a $0.63 quarterly dividend; the board approved an increase to $0.78 per share, payable on or about December 3, 2026, to shareholders of record November 18, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.98%
Tags
quarterly report
-
Rhea-AI Summary

BOK Financial Corporation (BOKF) reported third-quarter 2026 net income attributable to shareholders of $159.9 million, or $2.64 per diluted share, compared with $140.9 million and $2.22 in the third quarter of 2025. Net income was $176.5 million in the second quarter of 2026; excluding that quarter’s Visa B-share exchange gain and loss on repositioning available-for-sale securities, net income would have been $156.5 million, or $2.59 per share.

Net interest income was $370.0 million, up 9.6% year over year, and net interest margin was 3.00%, versus 2.91% in the prior quarter. Period-end loans reached $27.7 billion, up $646 million sequentially and 11.5% year over year, while period-end deposits fell $324 million to $39.5 billion. Fees and commissions were $188.0 million, down 8.1% year over year; lower brokerage and trading revenue reflected an unfavorable rate environment and reduced fixed-income trading volumes. Nonperforming assets were $67 million, or 0.24% of loans and repossessed assets, at September 30, 2026. The tangible common equity ratio was 9.16%, versus 9.61% at June 30, 2026; the net unrealized loss on available-for-sale securities was $650 million, versus $256 million at June 30, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.93%
Tags
current report
Rhea-AI Summary

BOK FINANCIAL CORP (BOKF) furnished an August 2026 investor presentation outlining a growing, diversified regional bank with a Midwest/Southwest footprint and $53.2 billion in assets as of June 30 2026. Q2 2026 net income was $176.5 million or $2.92 per diluted share, up from $155.8 million ($2.58) in Q1 and $140.0 million ($2.19) a year earlier. Net interest margin was 2.91%; core NIM excluding trading was 3.13%, modestly lower due to cash margin for energy customer hedging.

Period‑end loans reached $27.1 billion, up 3.4% sequentially and 11.5% year over year, with broad‑based commercial growth, while deposits were $39.9 billion. Credit quality metrics remain strong: nonperforming assets excluding government‑guaranteed loans were $55 million (0.20% of loans and repossessed assets), trailing‑12‑month net charge‑offs ran at 3 bps, and the allowance for credit losses was $323 million (1.19% of loans). Wealth and transaction businesses support fee income, with assets under management or administration of $129.3 billion and an efficiency ratio of 60.2%. Capital and liquidity are robust, including a CET1 ratio of 12.9%, tangible common equity ratio of 9.6%, a loan‑to‑deposit ratio of 68%, and an uninsured and non‑collateralized deposit coverage ratio of about 177%.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.02%
Tags
current report
-
Rhea-AI Summary

BOK FINANCIAL CORP director Steven Bangert reported selling 1,250 shares of common stock on 2026-08-11 in a sale characterized as an open-market or private transaction at $143.96 per share. After the sale he directly holds 31,710 shares and indirectly holds 10,436 shares through Bangert Family Investments, LLLP. The filing does not affirm use of a Rule 10b5-1 trading plan.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.52%
Tags
insider
-
Rhea-AI Summary

A holder of BOKF common stock filed a notice to sell 1,250 shares on or after 08/11/2026 on NASDAQ, with an aggregate value of $179,950.00. The filing also lists multiple prior Director Stock Award grants received as compensation from 2021 through 2026, with individual grants ranging from 75 to 224 shares.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.52%
Tags
other
Rhea-AI Summary

BOK Financial Corp executive Brad A. Vincent, EVP - Specialized Industries, reported that The Vincent Family Revocable Trust sold 4,015 shares of common stock on August 4, 2026, at $145.42 per share in a sale in open market or private transaction.

Following this sale, the trust holds 6,031 shares indirectly, and Vincent reports 18,401 shares held directly.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.04%
Tags
insider
-
Rhea-AI Summary

BOK Financial Corporation has a planned sale of 4,015 shares of common stock through BOKFS/Pershing LLC on the NASDAQ, with an anticipated sale date of 08/04/2026. These shares were received as compensation via restricted stock vesting between 2020 and 2024.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.11%
Tags
other
-
Rhea-AI Summary

BOK Financial reported Q2 2026 net income of $176.5 million, or $2.92 per diluted share, up from $155.8 million, or $2.58, in Q1. Excluding a Visa share exchange gain and an AFS securities repositioning loss, net income would have been $156.5 million, or $2.59. PPNR, a non-GAAP measure, was $227.7 million versus $199.7 million.

Net interest income was $351.8 million with a net interest margin of 2.91% and core margin excluding trading of 3.13%. Fees and commissions were $202.0 million, down on weaker trading, while other gains rose to $42.4 million, including a $30.9 million gain from the Visa Exchange Offer. The efficiency ratio improved to 60.21%.

Loans grew to $27.1 billion and deposits to $39.9 billion, with no provision for expected credit losses and net charge-offs of just $0.5 million, or 0.01% of average loans. The combined allowance for credit losses was $323 million, or 1.19% of loans. Capital remained strong, with a common equity Tier 1 ratio of 12.89% and a quarterly dividend of $0.63 per share.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.63%
Tags
quarterly report
Rhea-AI Summary

BOK Financial Corp executive Scott Grauer, EVP of Wealth Management, reported a bona fide gift transfer of 150 shares of common stock on July 29, 2026, from his indirectly held Scott Grauer Revocable Trust. After the gift, that trust holds 24,554 shares, alongside 43,524 shares held directly and 12,575.588 shares held indirectly through a 401(k) plan.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.04%
Tags
insider

FAQ

How many BOK FINANCIAL (BOKF) SEC filings are available on StockTitan?

StockTitan tracks 86 SEC filings for BOK FINANCIAL (BOKF), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for BOK FINANCIAL (BOKF)?

The most recent SEC filing for BOK FINANCIAL (BOKF) was filed on November 6, 2026.