BOK FINANCIAL CORP (BOKF) Form 8-K — Oct 19, 2026
$BOKFForm 8-KItems 2.02, 7.01, 9.01Filed Oct 19, 2026, 4:06 PM ET0000875357-26-000054Original filing
BOK Financial reported Q3 2026 net income of $159.9 million, or $2.64 per diluted share, down from $176.5 million ($2.92) in the prior quarter but up from $140.9 million ($2.22) a year ago. The sequential decline was driven by lower brokerage and trading revenue (down $13.0 million) and reduced mortgage banking revenue amid rising rates. The core franchise showed strength: net interest income grew $18.1 million to $370.0 million, NIM expanded 9 bps to 3.00%, and period-end loans rose $646 million to $27.7 billion, up 11.5% year over year.
Key figures
- Eps
- 2.64
- Net Income
- 159875000
- Auma
- $129.3 billion
- Cet1 ratio
- 12.73%
- Total assets
- $54.1 billion
- Net charge offs
- $886 thousand (0.01% annualized)
- Period end loans
- $27.7 billion (+$646 million q/q, +11.5% y/y)
- Fy26 nii guidance
- $1.43 to $1.44 billion
- Operating expense
- $360.7 million
- Core nim ex trading
- 3.21% vs 3.13%
- Net interest income
- $370.0 million (+$18.1 million q/q)
- Net interest margin
- 3.00% vs 2.91% prior quarter
- Period end deposits
- $39.5 billion (-$324 million q/q)
- Year ago net income
- $140.9 million ($2.22 per diluted share)
- Fees and commissions
- $188.0 million (down $14.0 million q/q)
- Nonperforming assets
- $67 million (0.24% of loans)
- Fy26 expense guidance
- ~1% growth
- Loan to deposit ratio
- 70%
- Prior quarter net income
- $176.5 million ($2.92 per diluted share)
- Provision for credit losses
- 0
- Tangible common equity ratio
- 9.16%
- Fy26 efficiency ratio guidance
- ~62%
- Adjusted prior quarter net income
- $156.5 million ($2.59 per diluted share)
AI analysis
Red flags3 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.