How The Valuation Story Is Shifting For BOK Financial (BOKF)

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The updated fair value estimate for BOK Financial has shifted from US$135.30 to US$137.60 per share, putting a slightly higher marker on what analysts think the stock could be worth. This move lines up with recent Street research. Several firms have raised price targets, while others have stepped back to a more Neutral stance based on valuation. As you read on, you will see how these different calls fit together and how to keep track of an analyst narrative that continues to evolve.

Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value BOK Financial.

• Citi, Raymond James, Barclays, Keefe Bruyette, and RBC Capital have all adjusted price targets upward for BOK Financial, signaling constructive views on the bank’s execution and earnings power.

• Large target changes from Raymond James, Keefe Bruyette, and Barclays suggest these firms see room between prior expectations and what they now view as a fairer valuation level.

• The repeated target moves from RBC Capital, including the most recent US$4 increase, indicate an ongoing reassessment of what the shares could reasonably be worth based on recent information.

• DA Davidson shifted to a Neutral stance on BOK Financial, flagging valuation as a key concern and signaling less enthusiasm for additional upside at recent price levels.

• The downgrade language from DA Davidson, which became more cautious on the shares, highlights the risk that expectations embedded in the stock may already reflect a lot of the positive thesis.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!

We’ve flagged 1 risk for BOK Financial. See which could impact your investment.

• BOK Financial reported unaudited net charge offs of US$1,446,000 for the fourth quarter ended December 31, 2025, compared with US$528,000 for the same quarter a year earlier.

• From October 1, 2025 to December 31, 2025, the company repurchased 2,617,414 shares, or 4.14% of shares, for US$282.65 million under its existing buyback authorization.

• Including this activity, BOK Financial has completed the repurchase of 2,982,961 shares in total, or 4.71% of shares, for US$323.23 million under the buyback announced on July 30, 2025.