BOK Financial (BOKF) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

Core Viewpoint - The sustainability of immediate price changes and future earnings expectations will largely depend on management's discussion during the earnings call, with a focus on the probability of a positive EPS surprise [1] Earnings Estimates and Revisions - The consensus EPS estimate for BOK Financial has been revised 1.56% higher over the last 30 days, indicating a collective reassessment by analysts [2] - For Texas Capital, the consensus EPS estimate has been revised 1.1% lower, resulting in a negative Earnings ESP of -5.28% [7] - The Most Accurate Estimate for BOK Financial is higher than the Zacks Consensus Estimate, leading to a positive Earnings ESP of +1.72% [4] Earnings Surprise Prediction - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest information from analysts [3] - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, with a nearly 70% success rate for this combination [13] Company Performance and Expectations - BOK Financial is expected to report quarterly earnings of $1.89 per share, reflecting a year-over-year decline of -16.7% [11] - Revenues for BOK Financial are anticipated to be $520.43 million, down 2.1% from the previous year [19] - Texas Capital is expected to post earnings of $0.87 per share, indicating a year-over-year change of -34.6%, with revenues projected at $268.02 million, down 3.6% [30] Historical Performance - BOK Financial has beaten consensus EPS estimates two out of the last four quarters [29] - Texas Capital has surpassed consensus EPS estimates three times over the last four quarters, but its current Zacks Rank of 3 makes it difficult to predict a beat conclusively [17]