BOK Financial Updates 2026 Full-Year Outlook, Projects Higher Net Interest Income and Credit Loss Provisions
BOKF sits 42% above its 52-week low of $91.345 on light trading volume (0.3× avg).
Summary
BOK Financial released an investor presentation updating its 2026 full-year outlook, forecasting higher net interest income and fees, alongside a notable increase in expected provision for credit losses.
Key Events · Earnings and Guidance · BOKF
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Updated 2026 Full-Year Outlook
The company provided revised full-year guidance for 2026 in its investor presentation, indicating changes from prior expectations.
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Increased Net Interest Income and Fee Projections
The outlook for Net Interest Income was raised to $1.42-$1.45 billion and Fees & Commissions to $820-$845 million for 2026.
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Significantly Higher Provision for Credit Losses Outlook
BOK Financial now projects 2026 provision expense to be $15-$35 million, a substantial increase from the $2 million actual in 2025, reflecting an expectation of credit performance normalization.
Analysis · BOKF · Finance
BOK Financial updated its full-year 2026 outlook, projecting increased net interest income and fees, but also a significantly higher provision for credit losses. The projected provision for credit losses of $15-$35 million for 2026, up from $2 million in 2025, suggests an expectation of credit performance normalization or a more conservative stance on future credit quality. This mixed guidance provides a clearer picture of management's expectations for the year.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 29.6% of the 1645 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, BOKF was trading at $129.73 on NASDAQ in the Finance sector, with a market capitalization of approximately $7.9B. The 52-week trading range was $91.35 to $139.73. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.