
BOK Financial (BOKF) Stock Forecast & Price Target
BOK Financial (BOKF) Analyst Ratings
Bulls say
BOK Financial is supported by broad-based loan momentum, with 2Q26 period-end loans up 3.4% Q/Q to $27.08B and management raising full-year period-end loan growth guidance to over 10% after another strong quarter. Its outlook is further strengthened by improving earnings power from core NIM expansion in 2H26, aided by ~$650M of quarterly securities cash flows, fixed-rate loan repricing, seasonally stronger noninterest-bearing deposits, and a neutral balance-sheet sensitivity to Fed moves. Credit quality remains pristine, with NPAs at 0.23% of loans plus OREO, net charge-offs at just 1 bp, a zero provision in 6 out of 7 quarters, and capital staying above average with a 12.9% CET1 ratio and 9.6% TCE ratio.
Bears say
BOK Financial is pressured by its heavy reliance on Commercial Banking and a fee base that weakened as core fee income fell $7.8M quarter over quarter to $202M, while brokerage and trading revenue slid $11.2M to $32.5M versus expectations. The second-largest fee income stream remains volatile because trading revenues dropped $9.7M quarter over quarter to $25.0M in 2Q and $5.5M year over year amid interest rate market volatility, lower mortgage origination activity, and uncertainty around the rate outlook. Even though fiduciary and asset management fees rose $4.5M to $71M, management’s softer 2026 fee and commission outlook suggests limited near-term offset to these headwinds.
This aggregate rating is based on analysts' research of BOK Financial and is not a guaranteed prediction by Public.com or investment advice.
BOK Financial (BOKF) Analyst Forecast & Price Prediction
Start investing in BOK Financial (BOKF)
Order type
Buy in
Order amount
Est. shares
0 shares
FAQs About BOK Financial (BOKF) Forecast
BOK Financial (BOKF) Analyst Forecast & Price Prediction
Start investing in BOK Financial (BOKF)
Order type
Buy in
Order amount
Est. shares
0 shares