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BOK Financial Misses Q3 2026 Revenue Estimates but Beats on Profit

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BOKF$122.86 −1.58%

BOK Financial Corporation (NASDAQ:BOKF) reported mixed financial results for the third quarter of 2026, delivering adjusted earnings per share of $2.64 that beat analyst estimates of $2.52 by 4.9%. However, quarterly revenue rose 2.4% year over year to $564.2 million, missing expectations of $572 million by 1.4%.

The regional bank holding company saw its lending operations drive performance, with net interest income climbing 9.6% year over year to $370 million, topping expectations of $366.5 million. BOK Financial also improved operational efficiency, posting an efficiency ratio of 63.5% compared to the anticipated 64.4%. On the balance sheet side, tangible book value per share reached $79.89, up 2.3% from the prior year but below the forecasted $83.79.

Looking ahead, consensus estimates project tangible book value per share to increase by 14.8% over the next 12 months to $91.74. Following the earnings release, BOK Financial stock traded near $122.90 per share.

Key points

  • Revenue reached $564.2 million in Q3 2026, up 2.4% year over year but 1.4% below analyst estimates of $572 million.
  • Adjusted earnings per share came in at $2.64, beating expectations of $2.52 by 4.9%.
  • Net interest income rose 9.6% year over year to $370 million, topping forecasts of $366.5 million.
  • Tangible book value per share grew 2.3% year over year to $79.89, missing the estimated $83.79.

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Questions and answers

What were BOK Financial's Q3 2026 earnings per share?

BOK Financial reported adjusted earnings per share of $2.64 for Q3 2026, which exceeded analyst expectations of $2.52 by 4.9%.

Did BOK Financial meet its Q3 2026 revenue expectations?

No, BOK Financial reported revenue of $564.2 million, up 2.4% year over year, falling 1.4% short of analyst estimates of $572 million.

What was BOK Financial's net interest income in Q3 2026?

Net interest income reached $370 million in Q3 2026, representing 9.6% year-over-year growth and topping analyst forecasts of $366.5 million.