Insider sale details
On January 22, 2026, Steven Bangert, a director at BOK Financial Corp (NASDAQ: BOKF), sold 3,800 shares of the company's common stock in two separate transactions totaling $523,558. The transactions were executed at prices ranging from $137.71 to $137.91 per share.
The larger tranche consisted of 2,500 shares held in Bangert's name, sold at $137.71 per share. After that disposition, Bangert's direct ownership in BOK Financial stands at 34,916 shares. The second tranche was 1,300 shares owned indirectly through Bangert Family Investments, LLLP, disposed of at $137.91 per share. Following that sale, Bangert's indirect ownership totals 10,936 shares.
Quarterly results and drivers
These insider transactions occurred against the backdrop of BOK Financial's fourth-quarter 2025 financial report, which exceeded analyst expectations on key metrics. The company reported earnings per share of $2.48, ahead of the analyst consensus of $2.17 - a beat of 14.29%. Revenue for the quarter came in at $560.2 million, above the projected $550.26 million.
Management highlighted stronger fee income and lower loan loss provisions as contributors to the quarter's performance. The firm also reported an annualized loan growth rate of 13% for the period, underscoring expansion in lending activity as a component of the results.
Analyst reactions: higher targets, mixed ratings
Following the earnings release, several brokerages adjusted their views on the shares. KBW raised its price target for BOK Financial to $135 while maintaining a Market Perform rating. RBC Capital raised its target to $132, citing broad-based loan growth and margin expansion as supporting factors. At the same time, DA Davidson moved the stock from Buy to Neutral, observing limited upside potential even as it raised its price target to $135. Together, these moves reflect a combination of optimism on operating trends and caution about further upside in the share price.
Context and limitations
The insider sales are documented via the two tranches described above and the ownership totals reflect post-transaction holdings. The analyst commentary and price-target changes are as reported following the company's quarter-end results. The article reports those facts as stated; it does not infer or assert causes beyond the specific items highlighted by the company and the analysts.
Key facts recap
- Director Steven Bangert sold 3,800 BOKF shares on January 22, 2026, for $523,558 across two trades.
- Post-sale direct ownership: 34,916 shares; indirect ownership via Bangert Family Investments, LLLP: 10,936 shares.
- BOK Financial's Q4 2025 EPS was $2.48 vs. $2.17 expected; revenue was $560.2 million vs. $550.26 million expected.