Bok Financial Stock Analysis

BOKF -  USA Stock  

USD 100.78  1.07  1.05%

The small dip in market price for the last few months could raise concerns from shareholders as the firm it trading at a share price of 100.78 on 303,100 in volume. The company executives did not add much value to Bok Financial investors in December. However, diversifying your holdings with Bok Financial Corp or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.88. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Continue to Trending Equities.

Bok Financial Stock Analysis 

 
Refresh
The Bok Financial stock analysis report makes it easy to digest most publicly released information about Bok Financial and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Bok Financial Stock analysis module also helps to analyze the Bok Financial price relationship with some important fundamental indicators such as market cap and management efficiency.

Bok Financial Stock Analysis Notes

About 57.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.47. Some equities with similar Price to Book (P/B) outperform the market in the long run. Bok Financial Corp has Price/Earnings To Growth (PEG) ratio of 1.72. The entity recorded earning per share (EPS) of 9.43. The firm next dividend is scheduled to be issued on the 12th of November 2021. Bok Financial had 103:100 split on the 6th of May 2004. 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 KansasMissouri. BOK Financial Corporation was founded in 1910 and is headquartered in Tulsa, Oklahoma. Bok Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 4794 people. For more info on Bok Financial Corp please contact Norman Bagwell at 918 588-6000 or go to www.bokf.com.

Bok Financial Corp Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Bok Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Bok Financial Corp or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Bok Financial Corp generated a negative expected return over the last 90 days
Bok Financial Corp was previously known as BOK Financial and was traded on NMS Exchange under the symbol BOKFL.
Bok Financial Corp currently holds about 9.35 B in cash with (860.11 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 136.26.
Bok Financial Corp has a frail financial position based on the latest SEC disclosures
Roughly 57.0% of the company shares are held by company insiders
Latest headline from www.marketbeat.com: Research Analysts Set Expectations for BOK Financial Co.s Q1 2022 Earnings - MarketBeat

Bok Financial Corp Upcoming and Recent Events

Earnings reports are used by Bok Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Bok Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report19th of January 2022
Next Earnings Report20th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End19th of January 2022
Last Quarter Report30th of September 2021
Last Earning Announcement31st of December 2020

Bok Financial Largest EPS Surprises

Earnings surprises can significantly impact Bok Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2009-10-28
2009-09-300.680.750.0710 
2010-10-27
2010-09-300.850.940.0910 
2005-04-19
2005-03-310.690.780.0913 
View All Earnings Estimates

Bok Financial SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Bok Financial prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Bok Financial investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Bok Financial Corp specific information freely available to individual and institutional investors to make a timely investment decision.
1st of December 2021
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
23rd of November 2021
Financial Statements and Exhibits. Other Events
View
20th of October 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
24th of August 2021
Financial Statements and Exhibits. Other Events
View
9th of August 2021
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
4th of August 2021
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
23rd of July 2021
Financial Statements and Exhibits. Other Events
View
21st of July 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View

Bok Financial Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Bok Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Bok Financial Corp backward and forwards among themselves. Bok Financial's institutional investor refers to the entity that pools money to purchase Bok Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Tarbox Family Office IncCommon Shares20.0K
Carroll Financial Associates IncCommon Shares12.01000
Versant Capital Management IncCommon Shares5.01000
Ariel Investments LlcCommon Shares3.3 M294.5 M
George Kaiser Family FoundationCommon Shares2.9 M259.4 M
Vanguard Group IncCommon Shares2.9 M257.9 M
Fmr LlcCommon Shares1.6 M147.1 M
Note, although Bok Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Bok Financial Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 7.94 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Bok Financial's market, we take the total number of its shares issued and multiply it by Bok Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Bok Financial Profitablity

Bok Financial's profitability indicators refer to fundamental financial ratios that showcase Bok Financial's ability to generate income relative to its revenue or operating costs. If, let's say, Bok Financial is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Bok Financial's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Bok Financial's profitability requires more research than a typical breakdown of Bok Financial's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 32.32 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is very large.
Last ReportedProjected for 2022
Return on Average Assets 0.0081  0.008768 
Return on Average Equity 0.08  0.08 
Return on Invested Capital 0.0099  0.0112 
Return on Sales 0.29  0.29 

Management Efficiency

The entity has return on total asset (ROA) of 1.41 % which means that it generated profit of $1.41 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 12.31 %, meaning that it created $12.31 on every $100 dollars invested by stockholders. Bok Financial management efficiency ratios could be used to measure how well bok financial corp manages its routine affairs as well as how well it operates its assets and liabilities. The current year Return on Average Assets is expected to grow to 0.008768. The current year Return on Average Equity is expected to grow to 0.08. Bok Financial Asset Turnover is projected to slightly decrease based on the last few years of reporting. The past year's Asset Turnover was at 0.0333. The current year Return on Average Assets is expected to grow to 0.008768, whereas Goodwill and Intangible Assets are forecasted to decline to about 1.1 B.
Last ReportedProjected for 2022
Book Value per Share 86.71  76.88 
Enterprise Value over EBIT 16.10  18.95 
Enterprise Value over EBITDA 13.58  16.45 
Price to Book Value 0.82  0.99 
Tangible Assets Book Value per Share 749.36  673.57 
Enterprise ValueB9.8 B
Tangible Asset Value52.3 B46.5 B

Technical Drivers

As of the 23rd of January, Bok Financial shows the Mean Deviation of 1.36, risk adjusted performance of 0.0526, and Downside Deviation of 2.05. Bok Financial Corp technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to collect data for nineteen technical drivers for Bok Financial Corp, which can be compared to its rivals. Please confirm Bok Financial Corp standard deviation, value at risk, kurtosis, as well as the relationship between the jensen alpha and semi variance to decide if Bok Financial Corp is priced correctly, providing market reflects its regular price of 100.78 per share. Given that Bok Financial has jensen alpha of 0.1788, we suggest you to validate Bok Financial Corp's prevailing market performance to make sure the company can sustain itself at a future point.

Bok Financial Corp Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Exponential Moving Average is calculated by weighting recent values of Bok Financial Corp more heavily than older values. View also all equity analysis or get more info about exponential moving average overlap studies indicator.

Bok Financial Corp Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Bok Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Bok Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Bok Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Bok Financial Predictive Daily Indicators

Bok Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Bok Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Bok Financial Forecast Models

Bok Financial time-series forecasting models is one of many Bok Financial's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Bok Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Bok Financial Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Bok Financial stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Bok Financial shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Bok Financial. By using and applying Bok Financial Stock analysis, traders can create a robust methodology for identifying Bok Financial entry and exit points for their positions.
Last ReportedProjected for 2022
EBITDA Margin 0.34  0.34 
Gross Margin 0.90  0.89 
Profit Margin 0.29  0.29 
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 KansasMissouri. BOK Financial Corporation was founded in 1910 and is headquartered in Tulsa, Oklahoma. Bok Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 4794 people.

Current Bok Financial Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Bok Financial analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Bok Financial analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
109.43Hold7Odds
Bok Financial Corp current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Bok Financial analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Bok Financial stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Bok Financial Corp, talking to its executives and customers, or listening to Bok Financial conference calls.
Bok Financial Analyst Advice Details

Bok Financial Stock Analysis Indicators

Bok Financial Corp stock analysis indicators help investors evaluate how Bok Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Bok Financial shares will generate the highest return on investment. By understating and applying Bok Financial stock analysis, traders can identify Bok Financial position entry and exit signals to maximize returns.
Trailing Annual Dividend Rate2.09
Fifty Two Week Low72.81
Revenue Growth7.30%
Payout Ratio22.06%
Average Daily Volume Last 10 Day196.54k
Shares Short Prior Month1.06M
Average Daily Volume In Three Month153.48k
Earnings Growth24.90%
Shares Percent Shares Out1.42%
Earnings Quarterly Growth22.30%
Forward Price Earnings16.89
Short Percent Of Float3.30%
Float Shares26.67M
Fifty Two Week High120.20
Fifty Day Average106.93
Two Hundred Day Average93.51
Enterprise Value To Revenue-0.05
Trailing Annual Dividend Yield1.80%
Continue to Trending Equities. Note that the Bok Financial Corp information on this page should be used as a complementary analysis to other Bok Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Managers module to screen money managers from public funds and ETFs managed around the world.

Complementary Tools for Bok Financial Stock analysis

When running Bok Financial Corp 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 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.
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Fundamental Analysis
View fundamental data based on most recent published financial statements
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
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 Financial 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.
The market value of Bok Financial Corp is measured differently than its book value, which is the value of Bok Financial 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 Bok Financial value 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.