As BOK Financial Corporation prepares to release its financial results for the fourth quarter, Wall Street analysts have updated their outlooks on the company’s stock, adjusting ratings and price targets amid expectations for modest growth in earnings and revenue.
The Tulsa, Oklahoma-based banking firm is scheduled to announce its Q4 earnings before market open on Friday, Jan. 16. Market forecasts indicate anticipated earnings per share (EPS) of approximately $2.16, representing a slight increase compared to $2.12 reported in the same period last year. Revenue projections for the quarter stand near $549.37 million, up from $525.56 million a year earlier, indicating steady business expansion as per data consolidated by Benzinga Pro.
These predictions follow the company’s recent performance, which included a third-quarter earnings report released on Oct. 20 that surpassed market expectations. The positive momentum appears to have been well-reflected in BOK Financial's stock price, which climbed 2.1% to a closing price of $127.69 on Thursday.
Investor interest continues amidst a backdrop of updated analyst views. Below is an overview of recent ratings and price target adjustments provided by some of Wall Street’s more precise forecasters:
- Wells Fargo: Analyst Timur Braziler upheld an Equal-Weight rating on BOK Financial but raised the price target from $105 to $115 as of Jan. 5, 2026. Braziler’s track record exhibits an accuracy rate of 66%, lending moderate credibility to this outlook.
- Barclays: Jared Shaw maintained an Equal-Weight rating and adjusted the price target upward from $120 to $125 on Dec. 19, 2025. Shaw has a 70% accuracy rate, suggesting a strong analytical background behind the recommendation.
- Hovde Group: Analyst Brett Rabatin downgraded the stock from Outperform to Market Perform on Dec. 12, 2025. With a historical accuracy rate of 61%, this adjustment signals a more cautious stance toward the stock's near-term performance.
- DA Davidson: Peter Winter kept a Buy rating intact and modestly increased the price target from $120 to $122 on Oct. 22, 2025. Winter's accuracy rate stands at an impressive 75%, indicating a solid level of reliability in projections.
- Keefe, Bruyette & Woods: Analyst Wood Lay reaffirmed a Market Perform rating while reducing the price target slightly from $118 to $116 on Oct. 22, 2025. Lay’s accuracy rate of 65% reflects a relatively consistent forecasting track record.
The mixed analyst sentiment underscores differing viewpoints on the company’s valuation and expected performance, despite generally positive earnings momentum. Current share price and market metrics available through Benzinga’s ranking system show the stock's momentum at 77.12, growth around 42.46, and quality at approximately 60.37, though the valuation metrics remain unavailable.
Market participants considering investment in BOKF stock should weigh these professional evaluations alongside the company's upcoming results and broader market conditions. Continued close attention to earnings releases and analyst revisions will likely provide further indication of the stock's prospects moving forward.