January 16, 2026
Finance

Wall Street Adjusts Forecasts for BOK Financial Ahead of Q4 Earnings Disclosure

Analysts recalibrate price targets and maintain cautious outlook as BOK Financial prepares to announce quarterly results

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Summary

BOK Financial Corporation is set to announce its fourth-quarter earnings, with Wall Street analysts revising their expectations and price targets. The Tulsa-based bank is anticipated to report increased earnings per share and revenue, following stronger-than-expected third-quarter results.

Key Points

BOK Financial plans to disclose Q4 earnings before market open on January 16, with expected EPS of $2.16, up from $2.12 year-over-year.
Revenue estimates for the quarter are set at approximately $549.37 million, an increase from $525.56 million reported in the previous year's quarter.
Analysts have recently adjusted their price targets for BOK Financial, with most maintaining an Equal-Weight or Market Perform rating while expressing varying degrees of optimism or caution.
The company’s shares rose 2.1% following stronger-than-expected Q3 earnings, signaling market optimism ahead of the Q4 report.

BOK Financial Corporation (NASDAQ:BOKF), headquartered in Tulsa, Oklahoma, is scheduled to release its fourth-quarter earnings report prior to the opening bell on Friday, January 16. Market analysts currently project earnings per share (EPS) of $2.16 for the quarter, marking a slight increase from $2.12 in the same quarter last year. Revenue expectations stand at approximately $549.37 million, up from $525.56 million reported in the comparable period a year ago, according to data sourced from Benzinga Pro.

In the third quarter, BOK Financial surpassed earnings estimates, a positive development that contributed to a 2.1% rise in its share price, closing at $127.69 on Thursday. This momentum has led to a recalibration of analyst outlooks as the market anticipates the upcoming results.

A survey of recent analyst assessments reveals a range of perspectives on BOK Financial’s valuation and potential performance. On January 5, Wells Fargo's Timur Braziler maintained an Equal-Weight rating on the stock but raised the price target from $105 to $115. Braziler’s past forecasts have demonstrated 66% accuracy.

Similarly, Barclays analyst Jared Shaw upheld an Equal-Weight rating while increasing his price target from $120 to $125 on December 19, with a strong accuracy track record of 70%. Conversely, Brett Rabatin from Hovde Group downgraded BOK Financial from Outperform to Market Perform on December 12, reflecting a more cautious stance; Rabatin's analysis accuracy is recorded at 61%.

DA Davidson's Peter Winter preserved a Buy rating, marginally elevating his price target from $120 to $122 on October 22, reflecting optimism backed by a 75% historical accuracy rate. Meanwhile, Wood Lay of Keefe, Bruyette & Woods maintained a Market Perform rating, lowering the price target slightly from $118 to $116 on the same day. Lay’s past forecast accuracy is noted at 65%.

These adjustments highlight a spectrum of opinions among seasoned analysts who weigh BOK Financial’s recent financial performance, market position, and expected Q4 results. Investors monitoring this asset may consider these insights as part of their decision-making process.

Additional comprehensive metrics and in-depth analyst ratings are accessible to investors interested in further evaluation through professional financial platforms. These tools provide sorting capabilities by stock ticker, company name, and analyst firm, among other variables, facilitating detailed comparative analyses.


Overall, BOK Financial is on track to demonstrate marginal growth in earnings and revenue for the fourth quarter, reflecting sustained operational execution amid varying analyst viewpoints on valuation. The forthcoming earnings release will offer clearer guidance on the company’s trajectory and market sentiment.

Risks
  • Despite earnings improvements, some analysts have downgraded the stock, indicating uncertainty about the company’s growth momentum.
  • Price target adjustments vary, reflecting diverse analyst confidence that could indicate underlying volatility in valuation expectations.
  • The upcoming earnings release may reveal performance discrepancies not yet captured, potentially impacting investor sentiment.
  • Analyst accuracy rates range from 61% to 75%, underscoring inherent forecasting risks in market predictions.
Disclosure
Education only / not financial advice
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BOKF - neutral
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