BOK Financial has updated its 2026 earnings guidance to the upper end of its prior revenue and net interest income ranges, while also reporting higher second-quarter net interest income and net income. The stock has returned 37.93% over the past year and 19.89% year to date, closing at $142.28. A narrative fair value estimate of $149.13 suggests the shares are about 4.6% undervalued, though a P/E of 13.4x sits above the US Banks industry average of 11.9x and its own fair ratio of 11.6x. Analyst price targets range from $138.00 to $170.00, with a consensus of $149.12. Key risks include concentrated exposure to commercial real estate and energy lending, plus margin pressure from intense competition.
BOK Financial CorporationBOK Financial raised its 2026 guidance to the upper end of prior ranges and reported higher Q2 net interest income and net income.