Bok Financial beats Q2 earnings estimates, shares edge lower

Published 21/07/2025, 21:50
 Bok Financial beats Q2 earnings estimates, shares edge lower

TULSA - BOK Financial Corporation (NASDAQ:BOKF) reported second quarter earnings of $140 million, or $2.19 per diluted share, surpassing analyst estimates of $2.00 per share. Despite the earnings beat, shares fell 1.55% following the announcement.

The Tulsa-based financial services company saw net interest income increase by $11.9 million to $328.2 million, with net interest margin expanding by 2 basis points to 2.80% compared to the previous quarter. Fees and commissions revenue grew by $13.2 million to $197.3 million, with notable increases in brokerage and trading, fiduciary and asset management, and transaction card revenue.

Period-end loans increased by $602 million to $24.3 billion, representing 10% annualized growth, while deposits remained relatively stable at $38.2 billion. The company’s loan-to-deposit ratio rose to 64% from 62% in the previous quarter.

"Second quarter results highlighted the strength of our team and the effectiveness of our diverse business model," said Stacy Kymes, President and CEO. "We gained momentum this quarter driven by accelerated loan growth, strong fee income performance and continued margin expansion."

Credit quality remained strong with nonperforming assets declining to $81 million, or 0.33% of outstanding loans and repossessed assets, compared to $85 million, or 0.36%, in the previous quarter. Net charge-offs for the quarter were historically low at $561 thousand, representing less than 0.01% of average loans on an annualized basis.

During the quarter, BOK Financial repurchased 663,298 shares of common stock at an average price of $93.99 per share. The company’s tangible common equity ratio improved to 9.63% from 9.48% in the prior quarter.

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