BOK Financial (BOKF) Beats Q2 Earnings and Revenue Estimates

Company Performance - BOK Financial (BOKF) reported quarterly earnings of $2.19 per share, exceeding the Zacks Consensus Estimate of $1.98 per share, and up from $2.02 per share a year ago, representing an earnings surprise of +10.61% [1] - The company posted revenues of $535.26 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.34%, compared to year-ago revenues of $496.05 million [2] - Over the last four quarters, BOK Financial has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Market Performance - BOK Financial shares have declined approximately 1% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The current consensus EPS estimate for the upcoming quarter is $2.07 on revenues of $533.2 million, and for the current fiscal year, it is $8.13 on revenues of $2.1 billion [7] Industry Outlook - The Zacks Industry Rank for Banks - Southwest, which includes BOK Financial, is currently in the top 19% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact stock performance [5][8]