10-Q · May 6, 2026
BOK Financial Corporation reported stronger than expected Q1 2026 results, with revenue increasing to $553.82 million, exceeding estimates by 0.8%. The diluted EPS of $2.58 also outperformed the expectations by 11.7%.…
Earnings analysis · 10-Q
BOKF earnings analysis
Filed August 4, 2026 · Our reading of the company's report
The latest report
BOK Financial reported Q2 EPS of $2.92 and revenue of $589.402 million, with EPS improving 13.2% sequentially and 33.3% year over year; both figures exceeded the supplied consensus estimates. The filing excerpt does not…
Read full summary
BOK Financial reported Q2 EPS of $2.92 and revenue of $589.402 million, with EPS improving 13.2% sequentially and 33.3% year over year; both figures exceeded the supplied consensus estimates. The filing excerpt does not provide gross or operating margin, cash-flow, balance-sheet, or segment-revenue data, limiting assessment of underlying operating trends. Item 1A states there were no material changes to risk factors from the 2025 Form 10-K, and no quantitative forward revenue or EPS guidance appears in the excerpt.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $2.92
What stood out
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EPS rose sequentially and year over year
Q2 diluted EPS was $2.92, up $0.34, or 13.2%, from $2.58 in Q1 2026 and up $0.73, or 33.3%, from $2.19 in Q2 2025. EPS exceeded the supplied consensus estimate of $2.49 by $0.43.
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Revenue exceeded consensus by $23.8M
Reported Q2 revenue was $589.402 million, exceeding the supplied consensus estimate of $565.612 million by $23.790 million, or 4.2%. Comparable-period revenue trends are not calculated because the provided quarterly-history revenue series uses a different reported basis.
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Share-repurchase capacity remains substantial
The company repurchased 2,519 shares under its public plan during Q2 and had 2,014,520 shares remaining available as of June 30, 2026. Since authorization, it had repurchased 2,985,480 of the 5,000,000 shares approved in July 2025.
What to watch
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Repurchase pace is discretionary
The company says future repurchases will vary with market conditions, regulatory limitations, and other factors. Although 2,014,520 shares remained authorized at June 30, 2026, that capacity is not a commitment to buy shares.
Management's outlook
The 10-Q excerpt contains no quantitative revenue or EPS outlook. Management states that future common-share repurchases will vary based on market conditions, regulatory limitations, and other factors.
Earlier filings 4
10-K · February 18, 2026
BOK Financial (BOKF) describes a strategy of building on its leadership in Oklahoma and expanding into contiguous high-growth markets while emphasizing local decision-making, diversified revenues, and wealth management…
10-Q · November 1, 2023
BOK Financial reported Q3 2023 net income of $134.5 million, or $2.04 diluted EPS, on total revenue of $499.048 million, with quarter‑over‑quarter pressure from net interest margin compression. Net interest revenue was…
10-Q · November 2, 2022
BOK Financial Corporation reported solid Q3 2022 results, with revenue reaching $553 million, reflecting a significant increase from $463 million in Q2 2022 and $523 million a year ago. Diluted EPS rose to $2.32,…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.