Financial Services

BOK Financial Corporation (BOKF)

$127.41
+2.07%
$7.8B
Market Cap
12.9
P/E Ratio
0.83
Beta
1.97%
Dividend Yield
Piotroski 6/9Altman Z 0.3 Distress

Quantitative Summary

Deterministic

At 12.9x earnings — a 33% discount to the sector average of 19.2x — BOKF is in the lower valuation range. Financial health is average: Piotroski 6/9, Altman Z 0.3.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

Valuation Context

12.9x
BOKF P/E
19.2x
Sector Avg
12.6x
5Y Avg P/E
-33%
vs Sector

Currently trading 16% above its 5-year average P/E of 12.6x.

Price Chart with Moving Averages

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SMA 50 SMA 200

Technical Setup

AI Generated

BOK Financial Corporation is currently trading at $129.94, a level that warrants examination against its broader moving average structure to gauge trend direction and momentum strength. Without specific values for the short-term or long-term moving averages in the provided dataset, a definitive conclusion on whether price action remains above these critical support lines cannot be drawn solely from the current figure; however, sustained trading at this premium often signals bullish conviction if it holds above key thresholds like the 50-day and 200-day averages. The Relative Strength Index (RSI) serves as a vital gauge for short-term momentum, indicating whether the asset is approaching overbought conditions or remains in a neutral to oversold state relative to its recent price history. A high RSI reading would suggest aggressive upward pressure potentially nearing exhaustion, while a lower value might imply room for further appreciation before resistance becomes significant. In the absence of explicit moving average data points or specific RSI readings, the technical narrative relies on interpreting $129.94 within the context of recent price volatility and sector-wide financial services trends. If this price point represents a breakout above previous consolidation zones, it could signal accelerating momentum, whereas trading near historical resistance might indicate potential pullback risks. The interplay between current pricing and dynamic averages will ultimately determine if the prevailing trend is intact or showing signs of reversal. Market participants should monitor how the stock reacts to subsequent price changes relative to these technical benchmarks rather than relying on a single data snapshot

RSI (14)
SMA 50
SMA 200

Quant Health Deep Dive

6/9
Piotroski F-Score
Average — mixed operational signals
0.3
Altman Z-Score
Distress Zone — below 1.8 threshold per academic model. Thresholds: >3 safe, 1.8–3 grey, <1.8 distress.

Profitability & Value Creation

27.6%
Net Margin
8.4%
WACC
+8.3%
Revenue Growth (YoY)
+10.4%
Earnings Growth (YoY)

DuPont Analysis — ROE Decomposition

Breaking down Return on Equity to see how the company generates its ROE — efficiency, margins, or leverage.

27.6%
Net Profit Margin
NI ÷ Revenue
×
0.04x
Asset Turnover
Revenue ÷ Assets
×
8.82x
Equity Multiplier
Assets ÷ Equity
=
9.8%
Return on Equity
⚠️ High equity multiplier — ROE is being amplified by leverage, not operational excellence.

Balance Sheet Health

7.82x
Debt / Equity

Insider Activity (Last 90 Days)

Net Insider Flow
$-523,558
Net Selling
0
Buy Transactions
1
Sale Transactions
2026-02-18KYMES STACY COther14,647 shares
2026-02-18GRAUER SCOTT B.Other3,100 shares
2026-02-18GRUNST MARTIN EOther2,461 shares
2026-02-18WADE MARK BOther1,687 shares
2026-02-18KEESLING REBECCA DOther623 shares

Open-market buys vs sells by company insiders. Source: yfinance.

Earnings Surprise History

Q4
✗ Miss
Est: $1.99
Act: $1.86
-6.3%
Q3
✓ Beat
Est: $1.99
Act: $2.19
+10.0%
Q2
✓ Beat
Est: $2.17
Act: $2.22
+2.2%
Q1
✓ Beat
Est: $2.16
Act: $2.48
+14.8%

EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.

Dividend History

$0.6300
Latest Dividend
$2.34
2025 Total
+5.4%
YoY Growth
2 yrs
Consecutive Increases
Annual Dividends per Share
$0.44
2016
$1.77
2017
$1.90
2018
$2.01
2019
$2.05
2020
$2.09
2021
$2.66
2022
$2.17
2023
$2.22
2024
$2.34
2025
$1.26
2026
DateAmountChange
2026-05-13$0.63000.0%
2026-02-19$0.63000.0%
2025-11-12$0.6300+10.5%
2025-08-13$0.57000.0%
2025-05-15$0.57000.0%
2025-02-12$0.57000.0%
2024-11-15$0.5700+3.6%
2024-08-15$0.55000.0%
2024-05-14$0.55000.0%
2024-02-13$0.55000.0%
2023-11-14$0.5500+1.9%
2023-08-14$0.54000.0%
Stock Splits
2004-05-06: 1.03:12003-05-08: 1.03:12002-05-09: 1.03:12001-05-03: 1.03:11999-10-06: 1.03:11999-02-23: 2:11998-11-10: 1.05:11997-11-13: 1.03:11996-11-14: 1.03:11995-11-15: 1.03:1

Dividend and split data from SEC filings and market data. Amounts are per share, not adjusted for splits. Source: yfinance.

Risk Profile

28.3%
Annual Volatility
1.59
Sharpe (1Y)
0.67
Sharpe (3Y)
-29.7%
Max Drawdown (3Y)
-42.4%
Max Drawdown (5Y)

Sharpe = risk-adjusted return (higher is better). Max drawdown = largest peak-to-trough decline. 1,200+ trading days.

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fundamentals

12.1
Forward P/E
1.46
PEG Ratio
1.30
Price/Book
331549
Avg Volume
$139.73
52W High
$91.35
52W Low
75%
52W Range Position

Passive Flow Attribution

ETF Draft Effect
$84M
Tracked Passive Exposure
8
ETFs Holding BOKF
0.06%
Avg Weight in ETFs
$138B
Total ETF AUM

When investors buy or sell ETFs like KRE or KBE, the fund manager is mechanically forced to buy or sell BOKF shares regardless of BOK Financial Corporation's individual fundamentals. We estimate $84M of passive capital is structurally linked to BOKF through 8 tracked ETFs. Passive flows have a limited but growing influence on BOKF's daily trading dynamics.

Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.

ETF Contagion Visualizer

Simulate a price drop in BOK Financial Corporation to visualize passive redemption contagion across ETFs and collateral stocks.

BOKF Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
BOKFEpicenterVIGETFVFHETFKREETFJPMHigh RiskBRK.BUnknownVLow RiskMALow RiskBACHigh Risk
BOKF Price Drop (%)0

If BOK Financial Corporation (BOKF) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies JPMorgan Chase & Co. (JPM) as the most exposed collateral stock, sharing 1 ETFs with BOKF. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 8 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

BOKF Ownership Dynamics

Passive funds hold 1 in every 54 BOKF shares, reducing daily market volatility.

Ticker
BOKF
Total Shares
61M
ETF Lock-Up
1.8%
Display Mode
Total Float Impact
1.8%Locked Float

BOK Financial Corporation (BOKF) exerts measurable gravity on the passive index market, currently representing 1.4% of the KRE (KRE) and 1.0% of the KBE (KBE). Across 10 tracked ETFs, approximately 1M shares (1.8% of float) are held by passive funds and rarely trade on the open market. As passive ownership grows, index inclusion changes may increasingly drive price discovery.

Float lock-up computed from 10 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

BOKF Institutional Volume Profile

252-day volume distribution by price level. The Point of Control (POC) marks the price where the most institutional volume transacted — an implicit support/resistance floor.

TICKER
BOKF
PRICE
$127.41
FLOOR (POC)
$133.50
STRENGTH
Medium
$91$94$96$99$101$1048%$1069%$1096%$1116%$114$116$119$121$124$1269%$1299%$127.41$1316%$134POC 10%$1366%$138
Focus Zone
Point of Control (POC) Support (below price) Resistance (above price) Current Price

The highest-volume price zone for BOK Financial Corporation over the past year sits near $133.50 (10% of 252-day volume). The current price of $127.41 sits 4.6% below the POC — suggesting potential mean-reversion upside if institutional demand reasserts at this level.

Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.

Fails-to-Deliver (FTD) History

SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.

DateFailed SharesClose PriceNotional Value
2026-05-14895$126.93$113,602.35
2026-05-1216$129.89$2,078.24
2026-05-1115$132.47$1,987.05
2026-05-051,379$133.00$183,407
2026-05-015,697$133.79$762,201.63
2026-04-29900$133.97$120,573
2026-04-221$134.13$134.13
2026-04-20192$138.12$26,519.04
2026-04-1442$135.20$5,678.4
2026-04-06180$128.58$23,144.4
2026-03-31110$125.17$13,768.7
2026-03-263,437$125.75$432,202.75
2026-03-25591$126.55$74,791.05
2026-03-2420,937$126.03$2.6M
2026-03-232$125.07$250.14
2026-03-192$124.16$248.32
2026-03-184,953$124.85$618,382.05
2026-03-04968$128.46$124,349.28
2026-02-2710,998$130.87$1.4M
2026-02-2631,629$130.33$4.1M
2026-02-25389$129.23$50,270.47
2026-02-2410,281$129.39$1.3M
2026-02-1248$135.56$6,506.88
2026-02-11644$135.63$87,345.72
2026-02-10566$136.38$77,191.08
2026-02-0923$136.57$3,141.11
2026-01-2890$129.78$11,680.2
2026-01-2162$129.78$8,046.36
2026-01-2062$128.21$7,949.02
2026-01-1546$125.09$5,754.14

Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.

Price Correlations

Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.

Peer252-Day (1Y)126-Day (6M)Direction
WTGXXNaNNaN
HWC0.8430.847High co-movement
AUB0.8380.863High co-movement
FNB0.8360.844High co-movement
FULT0.8320.841High co-movement
ZION0.8270.822High co-movement
TCBI0.8210.826High co-movement
CFR0.8210.836High co-movement
ASB0.8200.832High co-movement
ONB0.8160.837High co-movement

Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.

Compare BOKF to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: 2026-06-02.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.