Bok Financial Stock Performance
| BOKF Stock | USD 91.11 1.85 2.07% |
BOK Financial has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.56, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, BOK Financial will likely underperform. BOK Financial now shows a risk of 1.68%. Please confirm BOK Financial information ratio, value at risk, kurtosis, as well as the relationship between the sortino ratio and semi variance , to decide if BOK Financial will be following its price patterns.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in BOK Financial are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile forward-looking signals, BOK Financial may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return 3.06 | Five Day Return 7.52 | Year To Date Return 6.98 | Ten Year Return 35.87 | All Time Return 731.03 |
Forward Dividend Yield 0.0246 | Payout Ratio 0.2509 | Last Split Factor 103:100 | Forward Dividend Rate 2.2 | Dividend Date 2024-02-28 |
1 | BOK Financial Co. Given Consensus Recommendation of Hold by Analysts - MarketBeat | 02/02/2024 |
2 | Acquisition by Dietz James A of 4209 shares of BOK Financial subject to Rule 16b-3 | 02/20/2024 |
3 | Disposition of 412 shares by Dietz James A of BOK Financial subject to Rule 16b-3 | 02/21/2024 |
| BOK Financial dividend paid on 28th of February 2024 | 02/28/2024 |
5 | Walleye Trading LLC Grows Holdings in BOK Financial Co. - Defense World | 03/18/2024 |
6 | Gas tops 3.50 per gallon as oil prices rise | 03/22/2024 |
7 | Cavanal Hill World Energy Fund Receives Industry Honors | 03/26/2024 |
8 | BOK Financial Given New 99.00 Price Target at Truist Financial - Defense World | 04/02/2024 |
9 | Oil prices ease, eyes on talks for Gaza ceasefire | 04/09/2024 |
10 | Oil surges to highest level since October on escalating Middle East tensions | 04/12/2024 |
11 | Analysts Estimate BOK Financial to Report a Decline in Earnings What to Look Out for | 04/17/2024 |
| Begin Period Cash Flow | 1.4 B |
BOK |
BOK Financial Relative Risk vs. Return Landscape
If you would invest 8,520 in BOK Financial on January 25, 2024 and sell it today you would earn a total of 591.00 from holding BOK Financial or generate 6.94% return on investment over 90 days. BOK Financial is currently generating 0.1222% in daily expected returns and assumes 1.684% risk (volatility on return distribution) over the 90 days horizon. In different words, 14% of stocks are less volatile than BOK, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
BOK Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BOK Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as BOK Financial, and traders can use it to determine the average amount a BOK Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0726
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | BOKF | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.68 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average BOK Financial is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BOK Financial by adding it to a well-diversified portfolio.
BOK Financial Fundamentals Growth
BOK Stock prices reflect investors' perceptions of the future prospects and financial health of BOK Financial, and BOK Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BOK Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0109 | ||||
| Profit Margin | 0.26 % | ||||
| Operating Margin | 0.34 % | ||||
| Current Valuation | 8.66 B | ||||
| Shares Outstanding | 64.63 M | ||||
| Price To Earning | 14.97 X | ||||
| Price To Book | 1.09 X | ||||
| Price To Sales | 2.78 X | ||||
| Revenue | 1.97 B | ||||
| Gross Profit | 1.82 B | ||||
| EBITDA | 1.36 B | ||||
| Net Income | 531.13 M | ||||
| Cash And Equivalents | 5.5 B | ||||
| Cash Per Share | 81.74 X | ||||
| Total Debt | 7.82 B | ||||
| Debt To Equity | 0.08 % | ||||
| Book Value Per Share | 79.15 X | ||||
| Cash Flow From Operations | 66.18 M | ||||
| Earnings Per Share | 8.02 X | ||||
| Market Capitalization | 5.77 B | ||||
| Total Asset | 49.82 B | ||||
| Retained Earnings | 5.21 B | ||||
About BOK Financial Performance
To evaluate BOK Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when BOK Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare BOK Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand BOK Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents BOK's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -3.1 K | -3.3 K | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.10 | 0.13 |
Things to note about BOK Financial performance evaluation
Checking the ongoing alerts about BOK Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BOK Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BOK Financial has a frail financial position based on the latest SEC disclosures | |
| About 60.0% of the company shares are held by company insiders | |
| On 28th of February 2024 BOK Financial paid $ 0.55 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Analysts Estimate BOK Financial to Report a Decline in Earnings What to Look Out for |
- Analyzing BOK Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BOK Financial's stock is overvalued or undervalued compared to its peers.
- Examining BOK Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating BOK Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BOK Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of BOK Financial's stock. These opinions can provide insight into BOK Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BOK Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in industry. For more detail on how to invest in BOK Stock please use our How to Invest in BOK Financial guide.You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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When running BOK Financial's price analysis, check to measure BOK Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BOK Financial is operating at the current time. Most of BOK Financial's value examination focuses on studying past and present price action to predict the probability of BOK Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BOK Financial's price. Additionally, you may evaluate how the addition of BOK Financial to your portfolios can decrease your overall portfolio volatility.
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Is BOK Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BOK Financial. If investors know BOK will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BOK Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.49) | Dividend Share 2.18 | Earnings Share 8.02 | Revenue Per Share 30.71 | Quarterly Revenue Growth (0.07) |
The market value of BOK Financial is measured differently than its book value, which is the value of BOK that is recorded on the company's balance sheet. Investors also form their own opinion of BOK Financial's value that differs from its market value or its book value, called intrinsic value, which is BOK Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BOK Financial's market value can be influenced by many factors that don't directly affect BOK Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BOK Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if BOK Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BOK Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.