BOK Financial Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
6.5%projected annual EPS growth
Analyst Coverage
8analysts covering
FY Revenue (est.)
$2.3Bnext fiscal year
FY EPS (est.)
$10.31next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 19 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Total Period-End Loans Quarterly27.1BTarget: Over 10% growth for full year 2026
Net Interest Income (NII) Guidance AnnuallyTarget: $1.42 billion to $1.45 billion for full year 2026
Fiduciary and Asset Management Revenue Quarterly71MTarget: Continued expansion driven by customer growth and asset valuations
Nonperforming Assets (NPAs) Ratio Quarterly0.2%Target: Maintain best-in-class credit quality (historically below peer averages)
Watch Items
- Net Interest Margin (NIM) CompressionTrigger: NIM falling below 2.80%Action: Re-evaluate deposit pricing strategy and funding mix to mitigate wholesale borrowing costs.
- Energy Loan Portfolio ConcentrationTrigger: Energy loans exceeding 15% of total loan portfolio or negative credit migration in energy bookAction: Increase loan loss provisions and tighten underwriting standards for commercial energy borrowers.
- Commercial Real Estate (CRE) ExposureTrigger: CRE nonperforming loans rising above 1.0% of segmentAction: Conduct stress testing on regional property valuations and increase monitoring of Southwestern markets.
Research as of 28 Jul 2026