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BOK Financial Corporation (BOKF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US05561Q2012

CUSIP

05561Q201

Sector

Financial Services

IPO Date

Sep 5, 1991

Highlights

Market Cap

$7.42B

EPS (TTM)

$7.29

PE Ratio

15.86

PEG Ratio

2.09

Total Revenue (TTM)

$2.88B

Gross Profit (TTM)

$2.17B

EBITDA (TTM)

$1.30B

Year Range

$68.17 - $118.93

Target Price

$117.22

Short %

1.15%

Short Ratio

2.01

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BOKF vs. DOX BOKF vs. AGM BOKF vs. BPOP BOKF vs. XLF BOKF vs. RF BOKF vs. SPY BOKF vs. IBOC
Popular comparisons:
BOKF vs. DOX BOKF vs. AGM BOKF vs. BPOP BOKF vs. XLF BOKF vs. RF BOKF vs. SPY BOKF vs. IBOC

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.


-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
29.05%
12.53%
BOKF (BOK Financial Corporation)
Benchmark (^GSPC)

Returns By Period

BOK Financial Corporation had a return of 40.42% year-to-date (YTD) and 68.21% in the last 12 months. Over the past 10 years, BOK Financial Corporation had an annualized return of 8.43%, while the S&P 500 had an annualized return of 11.21%, indicating that BOK Financial Corporation did not perform as well as the benchmark.


BOKF

YTD

40.42%

1M

9.47%

6M

29.05%

1Y

68.21%

5Y (annualized)

10.06%

10Y (annualized)

8.43%

^GSPC (Benchmark)

YTD

25.15%

1M

2.97%

6M

12.53%

1Y

31.00%

5Y (annualized)

13.95%

10Y (annualized)

11.21%

Monthly Returns

The table below presents the monthly returns of BOKF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.11%2.06%8.22%-3.55%2.73%1.13%12.22%2.63%-0.31%1.54%40.42%
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%-4.49%-0.88%0.58%
20217.86%17.25%3.79%-1.55%4.13%-4.88%-2.99%5.42%1.70%12.98%2.51%2.21%57.59%
2020-9.73%-7.64%-41.22%21.69%-0.57%10.80%-1.31%1.64%-8.25%14.04%14.87%2.29%-18.97%
201913.34%9.45%-9.83%6.85%-13.50%0.73%10.86%-8.44%3.95%-2.53%8.69%4.87%22.09%
20184.73%-1.85%4.81%1.71%0.71%-6.87%3.53%5.90%-5.14%-11.87%-1.12%-13.01%-18.98%
2017-0.96%0.81%-5.08%7.69%-3.95%4.47%1.12%-4.90%10.69%-2.93%3.49%3.73%13.57%
2016-16.36%-1.40%11.77%10.18%6.69%-1.63%4.04%6.57%-0.14%2.97%13.80%3.39%42.95%
2015-9.88%9.82%3.76%6.48%-0.14%7.58%-4.48%-4.18%2.26%3.82%3.10%-13.16%2.19%
2014-3.11%1.36%6.67%-5.26%-3.43%6.08%-0.54%2.34%-1.34%3.13%-5.42%-6.84%-7.21%
20132.92%6.73%4.83%0.31%4.79%-1.61%4.12%-3.34%-1.15%-3.35%4.05%4.77%24.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BOKF is 91, placing it in the top 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of BOKF is 9191
Combined Rank
The Sharpe Ratio Rank of BOKF is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of BOKF is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BOKF is 8989
Omega Ratio Rank
The Calmar Ratio Rank of BOKF is 8787
Calmar Ratio Rank
The Martin Ratio Rank of BOKF is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for BOK Financial Corporation (BOKF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BOKF, currently valued at 2.41, compared to the broader market-4.00-2.000.002.004.002.412.53
The chart of Sortino ratio for BOKF, currently valued at 3.37, compared to the broader market-4.00-2.000.002.004.003.373.39
The chart of Omega ratio for BOKF, currently valued at 1.41, compared to the broader market0.501.001.502.001.411.47
The chart of Calmar ratio for BOKF, currently valued at 1.90, compared to the broader market0.002.004.006.001.903.65
The chart of Martin ratio for BOKF, currently valued at 15.27, compared to the broader market0.0010.0020.0030.0015.2716.21
BOKF
^GSPC

The current BOK Financial Corporation Sharpe ratio is 2.41. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of BOK Financial Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.41
2.53
BOKF (BOK Financial Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

BOK Financial Corporation provided a 1.89% dividend yield over the last twelve months, with an annual payout of $2.22 per share. The company has been increasing its dividends for 10 consecutive years.


2.00%2.20%2.40%2.60%2.80%3.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.22$2.17$2.13$2.09$2.05$2.01$1.90$1.77$1.73$1.69$1.62$1.54

Dividend yield

1.89%2.53%2.05%1.98%2.99%2.30%2.59%1.92%2.08%2.83%2.70%2.32%

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
2024$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.57$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
2020$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.52$0.00$2.05
2019$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.51$0.00$2.01
2018$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.50$0.00$0.00$0.50$0.00$1.90
2017$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.45$0.00$1.77
2016$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.44$0.00$1.73
2015$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.43$0.00$1.69
2014$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.42$0.00$1.62
2013$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.40$0.00$1.54

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.9%
BOK Financial Corporation has a dividend yield of 1.89%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%27.9%
BOK Financial Corporation has a payout ratio of 27.89%, which is quite average when compared to the overall market. This suggests that BOK Financial Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.62%
-0.53%
BOKF (BOK Financial Corporation)
Benchmark (^GSPC)

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 85.43%, occurring on Dec 18, 1991. Recovery took 1212 trading sessions.

The current BOK Financial Corporation drawdown is 0.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.43%Oct 22, 199139Dec 18, 19911212Feb 13, 19981251
-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
-39.19%Mar 29, 1999228Feb 24, 2000301May 4, 2001529

Volatility

Volatility Chart

The current BOK Financial Corporation volatility is 13.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
13.26%
3.97%
BOKF (BOK Financial Corporation)
Benchmark (^GSPC)

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 assessment of the market value of BOK Financial Corporation compared to its peers in the Banks - Regional industry.


PE Ratio
20.040.060.080.0100.0120.015.9
The chart displays the price to earnings (P/E) ratio for BOKF in comparison to other companies of the Banks - Regional industry. Currently, BOKF has a PE value of 15.9. This PE ratio falls in the average range for the industry.
PEG Ratio
-5.00.05.010.015.02.1
The chart displays the price to earnings to growth (PEG) ratio for BOKF in comparison to other companies of the Banks - Regional industry. Currently, BOKF has a PEG value of 2.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for BOK Financial Corporation.


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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