BOK FINANCIAL CORP — Form 8-K
Filed July 20, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
BOK Financial reported Q2 2026 net income of $176.5M ($2.92 EPS), up from $155.8M ($2.58 EPS) in Q1 2026, benefiting from a $30.9M pretax gain on Visa B share exchange. Excluding that gain and a $4.6M AFS securities repositioning loss, core earnings were $156.5M ($2.59 EPS). Loans grew $896M sequentially to $27.1B (3.4% growth); year-over-year growth was 11.5% ($2.8B). Net interest income increased $9.3M to $351.8M; NIM stable at 2.91%. Deposits grew $1.2B to $39.9B. Company repurchased 2,519 shares at $129.89/share ($327K total). Tangible common equity ratio 9.61%; loan-to-deposit ratio 68%.
Why this rating
Solid quarterly results with double-digit YoY loan growth and NIM stability represent normal operations for a $2.5B market-cap bank. The Visa gain is nonrecurring. Loan growth (11.5% YoY) is notable but typical for regional banks in growth phases. Capital and credit metrics remain strong. Share buyback is opportunistic. No material M&A, restructuring, or guidance cuts. Results are good but not transformational.
Extracted items
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