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Total outstanding loans grew 11.5% year over year in the third quarter. Net interest margin expanded 9 basis points to 3%.
BOK Financial Corporation ( BOKF ) Q3 2026 Earnings Call October 20, 2026 1:00 PM EDT Company Participants Heather Worley - Senior VP & Director of Investor Relations Stacy Kymes - CEO, President & Director Scott Grauer - Executive Vice President of Wealth Management Martin Grunst - Executive VP & CFO Conference Call Participants David Chiaverini - Jefferies LLC, Research Division Michael Rose - Raymond James & Associates, Inc., Research Division Jon Arfstrom - RBC Capital Markets, Research Division Peter Winter - D.A. Davidson & Co., Research Division Edward Najarian - Hovde Group, LLC, Research Division Wood Lay - Keefe, Bruyette, & Woods, Inc., Research Division Terence McEvoy - Wells Fargo Securities, LLC, Research Division Matt Olney - Stephens Inc., Research Division Brett Rabatin - StoneX Financial, Inc., Research Division Presentation Operator Welcome to BOK Financial Corporation's Third Quarter 2026 Earnings Conference Call.
BOK Financial NASDAQ: BOKF reported third-quarter 2026 net income of $159.9 million, or $2.64 per diluted share, as loan growth and net interest margin expansion helped offset pressure on market-sensitive fee businesses caused by rising long-term interest rates.
BOK Financial is upgraded to Buy, as recent price weakness contrasts with robust operational performance and improved valuation metrics. BOKF posted Q3 2026 GAAP EPS of $2.64, beating consensus by 4.3%, with year-to-date net income up 29.8% versus 2025. Double-digit loan growth (11.5% YoY) and strong asset quality offset sector concentration and geographic risks in Texas and Oklahoma.
While the top- and bottom-line numbers for BOK Financial (BOKF) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
BOK Financial (BOKF) came out with quarterly earnings of $2.64 per share, beating the Zacks Consensus Estimate of $2.54 per share. This compares to earnings of $2.22 per share a year ago.
TULSA, OK / ACCESS Newswire / October 19, 2026 / BOK Financial Corporation (NASDAQ:BOKF) today reported operating results for the third quarter ended September 30, 2026. The earnings release can be viewed here: https://investor.bokf.com/Q3-2026-Earnings-Full-Release-PDF BOK Financial Corporation will host a conference call to review third quarter 2026 financial results at noon central time on Tuesday, October 20, 2026.
Valley National Bancorp (NASDAQ: VLY - Get Free Report) and BOK Financial (NASDAQ: BOKF - Get Free Report) are both mid-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, valuation, risk, analyst recommendations and earnings. Dividends Valley National Bancorp pays an