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BOK Financial Corporation (BOKF)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US05561Q2012
CUSIP
05561Q201
IPO Date
Sep 5, 1991

Highlights

Market Cap
$7.80B
Enterprise Value
$12.93B
EPS (TTM)
$9.25
PE Ratio
13.85
PEG Ratio
12.28
Total Revenue (TTM)
$3.33B
Gross Profit (TTM)
$2.12B
EBITDA (TTM)
$793.89M
Year Range
$85.08 - $138.42
Target Price
$123.71
ROA (TTM)
1.11%
ROE (TTM)
9.77%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BOK Financial Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

BOK Financial Corporation (BOKF) has returned 8.62% so far this year and 25.67% over the past 12 months. Over the last ten years, BOKF has had an annualized return of 11.82%, just under the S&P 500 Index benchmark’s 12.16%.


BOK Financial Corporation

1D
2.31%
1M
1.86%
YTD
8.62%
6M
16.13%
1Y
25.67%
3Y*
17.67%
5Y*
9.91%
10Y*
11.82%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 5, 1991, BOKF's average daily return is +0.08%, while the average monthly return is +1.00%. At this rate, your investment would double in approximately 5.8 years.

Historically, 57% of months were positive and 43% were negative. The best month was Dec 1992 with a return of +48.3%, while the worst month was Mar 2020 at -41.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BOKF closed higher 46% of trading days. The best single day was Oct 30, 1991 with a return of +100.0%, while the worst single day was Oct 29, 1991 at -74.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.69%-2.79%1.86%8.62%
20253.73%-0.82%-4.41%-10.54%1.93%3.40%3.99%10.33%0.03%-6.16%8.31%5.19%13.77%
2024-2.11%2.06%8.22%-3.55%2.73%1.13%12.22%2.63%-0.31%1.54%12.46%-10.45%27.19%
2023-3.17%4.71%-19.36%-0.64%-2.35%-0.66%10.27%-6.12%-3.77%-18.08%10.42%19.34%-15.25%
2022-2.79%0.66%-8.52%-11.73%4.55%-12.29%16.47%1.52%-0.01%24.00%-4.48%-0.88%0.59%
20217.86%17.25%3.79%-1.55%4.13%-4.88%-2.99%5.42%1.70%12.98%2.52%2.21%57.59%

Benchmark Metrics

BOK Financial Corporation has an annualized alpha of 13.03%, beta of 0.83, and R² of 0.09 versus S&P 500 Index. Calculated based on daily prices since September 06, 1991.

  • R² of 0.09 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
13.03%
Beta
0.83
0.09
Upside Capture
96.98%
Downside Capture
99.34%

Return for Risk

Risk / Return Rank

BOKF ranks 70 for risk / return — better than 70% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BOKF Risk / Return Rank: 7070
Overall Rank
BOKF Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
BOKF Sortino Ratio Rank: 6464
Sortino Ratio Rank
BOKF Omega Ratio Rank: 6666
Omega Ratio Rank
BOKF Calmar Ratio Rank: 7272
Calmar Ratio Rank
BOKF Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BOK Financial Corporation (BOKF) and compare them to a chosen benchmark (S&P 500 Index).


BOKFBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.98

0.90

+0.08

Sortino ratio

Return per unit of downside risk

1.38

1.39

0.00

Omega ratio

Gain probability vs. loss probability

1.20

1.21

-0.01

Calmar ratio

Return relative to maximum drawdown

1.68

1.40

+0.28

Martin ratio

Return relative to average drawdown

4.22

6.61

-2.39

Explore BOKF risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

BOK Financial Corporation provided a 1.87% dividend yield over the last twelve months, with an annual payout of $2.40 per share. The company has been increasing its dividends for 12 consecutive years.


2.00%2.20%2.40%2.60%2.80%3.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.40$2.34$2.22$2.17$2.13$2.09$2.05$2.01$1.90$1.77$1.73$1.68

Dividend yield

1.87%1.98%2.09%2.53%2.05%1.98%2.99%2.30%2.59%1.92%2.08%2.81%

Monthly Dividends

The table displays the monthly dividend distributions for BOK Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.63$0.00$0.63
2025$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.63$0.00$2.34
2024$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.57$0.00$2.22
2023$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.55$0.00$2.17
2022$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.54$0.00$2.13
2021$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.53$0.00$2.09

Dividend Yield & Payout


Dividend Yield

BOK Financial Corporation has a dividend yield of 1.87%, which is quite average when compared to the overall market.

Payout Ratio

BOK Financial Corporation has a payout ratio of 25.28%, which is below the market average. This means BOK Financial Corporation returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BOK Financial Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BOK Financial Corporation was 86.36%, occurring on Nov 12, 1991. Recovery took 1510 trading sessions.

The current BOK Financial Corporation drawdown is 5.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.36%Oct 25, 199113Nov 12, 19911510Oct 31, 19971523
-64.97%Sep 21, 2018377Mar 23, 2020245Mar 12, 2021622
-61.61%May 16, 2008204Mar 9, 2009714Jan 5, 2012918
-42.75%Jan 18, 2022446Oct 25, 2023243Oct 14, 2024689
-40.98%Mar 29, 1999231Feb 24, 2000314May 23, 2001545

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of BOK Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how BOK Financial Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BOKF, comparing it with other companies in the Banks - Regional industry. Currently, BOKF has a P/E ratio of 13.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BOKF compared to other companies in the Banks - Regional industry. BOKF currently has a PEG ratio of 12.3. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BOKF relative to other companies in the Banks - Regional industry. Currently, BOKF has a P/S ratio of 2.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BOKF in comparison with other companies in the Banks - Regional industry. Currently, BOKF has a P/B value of 1.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items