BOK Financial Corporation (BOKF)
Quantitative Summary
DeterministicAt 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
Currently trading 16% above its 5-year average P/E of 12.6x.
Price Chart with Moving Averages
Technical Setup
AI GeneratedBOK 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
Quant Health Deep Dive
Profitability & Value Creation
DuPont Analysis — ROE Decomposition
Breaking down Return on Equity to see how the company generates its ROE — efficiency, margins, or leverage.
Balance Sheet Health
Insider Activity (Last 90 Days)
Open-market buys vs sells by company insiders. Source: yfinance.
Earnings Surprise History
EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.
Dividend History
| Date | Amount | Change |
|---|---|---|
| 2026-05-13 | $0.6300 | 0.0% |
| 2026-02-19 | $0.6300 | 0.0% |
| 2025-11-12 | $0.6300 | +10.5% |
| 2025-08-13 | $0.5700 | 0.0% |
| 2025-05-15 | $0.5700 | 0.0% |
| 2025-02-12 | $0.5700 | 0.0% |
| 2024-11-15 | $0.5700 | +3.6% |
| 2024-08-15 | $0.5500 | 0.0% |
| 2024-05-14 | $0.5500 | 0.0% |
| 2024-02-13 | $0.5500 | 0.0% |
| 2023-11-14 | $0.5500 | +1.9% |
| 2023-08-14 | $0.5400 | 0.0% |
Dividend and split data from SEC filings and market data. Amounts are per share, not adjusted for splits. Source: yfinance.
Risk Profile
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.
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.
Fundamentals
Passive Flow Attribution
ETF Draft EffectWhen 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.
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.
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.
ETFs with Highest BOKF Exposure
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.
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.
| Date | Failed Shares | Close Price | Notional Value |
|---|---|---|---|
| 2026-05-14 | 895 | $126.93 | $113,602.35 |
| 2026-05-12 | 16 | $129.89 | $2,078.24 |
| 2026-05-11 | 15 | $132.47 | $1,987.05 |
| 2026-05-05 | 1,379 | $133.00 | $183,407 |
| 2026-05-01 | 5,697 | $133.79 | $762,201.63 |
| 2026-04-29 | 900 | $133.97 | $120,573 |
| 2026-04-22 | 1 | $134.13 | $134.13 |
| 2026-04-20 | 192 | $138.12 | $26,519.04 |
| 2026-04-14 | 42 | $135.20 | $5,678.4 |
| 2026-04-06 | 180 | $128.58 | $23,144.4 |
| 2026-03-31 | 110 | $125.17 | $13,768.7 |
| 2026-03-26 | 3,437 | $125.75 | $432,202.75 |
| 2026-03-25 | 591 | $126.55 | $74,791.05 |
| 2026-03-24 | 20,937 | $126.03 | $2.6M |
| 2026-03-23 | 2 | $125.07 | $250.14 |
| 2026-03-19 | 2 | $124.16 | $248.32 |
| 2026-03-18 | 4,953 | $124.85 | $618,382.05 |
| 2026-03-04 | 968 | $128.46 | $124,349.28 |
| 2026-02-27 | 10,998 | $130.87 | $1.4M |
| 2026-02-26 | 31,629 | $130.33 | $4.1M |
| 2026-02-25 | 389 | $129.23 | $50,270.47 |
| 2026-02-24 | 10,281 | $129.39 | $1.3M |
| 2026-02-12 | 48 | $135.56 | $6,506.88 |
| 2026-02-11 | 644 | $135.63 | $87,345.72 |
| 2026-02-10 | 566 | $136.38 | $77,191.08 |
| 2026-02-09 | 23 | $136.57 | $3,141.11 |
| 2026-01-28 | 90 | $129.78 | $11,680.2 |
| 2026-01-21 | 62 | $129.78 | $8,046.36 |
| 2026-01-20 | 62 | $128.21 | $7,949.02 |
| 2026-01-15 | 46 | $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.
| Peer | 252-Day (1Y) | 126-Day (6M) | Direction |
|---|---|---|---|
| WTGXX | NaN | NaN | |
| HWC | 0.843 | 0.847 | High co-movement |
| AUB | 0.838 | 0.863 | High co-movement |
| FNB | 0.836 | 0.844 | High co-movement |
| FULT | 0.832 | 0.841 | High co-movement |
| ZION | 0.827 | 0.822 | High co-movement |
| TCBI | 0.821 | 0.826 | High co-movement |
| CFR | 0.821 | 0.836 | High co-movement |
| ASB | 0.820 | 0.832 | High co-movement |
| ONB | 0.816 | 0.837 | High 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.