BOK Financial Corporation (BOKF) Stock Price & How to Invest

BOK Financial Corporation is the holding company for BOKF, NA, a regional bank headquartered in Tulsa, Oklahoma, and one of the 50 largest financial services firms in the United States. It operates across Oklahoma, Texas, New Mexico, Arkansas, Colorado, Arizona, Kansas, and Missouri through three segments: Commercial Banking, Consumer Banking, and Wealth Management. Beyond traditional lending and deposits, BOKF runs the TransFund electronic funds transfer network, a sizable brokerage and trading operation, and fiduciary and asset-management businesses, giving it a heavier fee-income mix than many similarly sized banks.

The investment picture centers on that diversification. As of the first quarter of 2026, BOKF reported roughly $53.8 billion in total assets, $26.2 billion in loans, and $38.7 billion in deposits, with period-end loans up about 10.5% year over year. Net interest income remains the core driver, but fees and commissions from brokerage, fiduciary, and card services provide a cushion when net interest margin is under pressure. The bank carries A-range credit ratings from S&P and Fitch and manages concentration risk across energy, healthcare, and commercial real estate, which shapes how investors think about its credit and rate sensitivity.

As a regional bank, BOKF is exposed to interest-rate swings that can compress net interest margin, which was near 2.90% in early 2026. Its footprint concentrates energy-sector exposure, so a sharp downturn in oil and gas could pressure credit quality. Commercial real estate remains an industry-wide watch item, and a weaker economy could lift loan losses above the modest provision the company guides toward. Fee income tied to brokerage and trading can also be volatile with market conditions, and competition from larger national banks and fintechs pressures deposit pricing and pricing power.

8 analysts publish price targets on BOKF, averaging $149.50 against a $141.29 price as of August 2026, or +5.8%. The published targets run from $138.00 to $170.00, a narrow spread, and the ratings split 1 buy, 9 hold, 0 sell. Over the last six months there have been 9 raises and 1 cut among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full BOKF forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on BOK Financial Corporation. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Broad-based loan growth. Period-end loans reached about $26.2 billion in the first quarter of 2026, up roughly 10.5% year over year, and management targets around 10% loan growth for the full year. The most optimistic published target, $170.00, assumes this works close to its best case.

The case against. As a regional bank, BOKF is exposed to interest-rate swings that can compress net interest margin, which was near 2.90% in early 2026. The most pessimistic target, $138.00, is roughly what BOKF is worth if this bites instead.

Read the full bull and bear case on BOKF, including what would have to change to break either one. Walnut is not an investment adviser.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see BOK Financial Corporation's investor relations page or your broker.

• Revenue (Q1 2026): ~$554M
• Net income (Q1 2026): ~$156M
• Diluted EPS (Q1 2026): ~$2.58
• Total assets: ~$53.8B
• Market cap: ~$8.3B
• Dividend yield: ~1.8%

In the first quarter of 2026 BOKF earned about $155.8 million, or $2.58 per diluted share, up meaningfully from $1.86 a year earlier, on revenue of roughly $554 million. The stock traded around a mid-teens price-to-earnings ratio, typical for a well-capitalized regional bank, with a dividend near $0.63 per quarter. Net interest income of about $345 million and net interest margin near 2.90% anchored results alongside strong fee income.

Other names that sit close to BOKF: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get BOKF exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so BOKF sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where BOKF fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

BOKF is a diversified, well-capitalized regional bank whose fee income and steady loan growth set it apart from pure spread lenders, but its fortunes still track interest rates, credit cycles, and its energy-heavy footprint.

Whether BOKF is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is BOKF a buy or a sell?, and where the stock could go from here in the BOKF stock forecast.

For income investors, whether BOKF pays a dividend and how the payout looks is covered in does BOKF pay a dividend? And to weigh BOKF against a peer, read the full side-by-side comparisons: BOKF vs SGHC and BOKF vs RF.