BancFirst（BANF）株式概要バンクファースト・コーポレーションはバンクファーストの銀行持株会社として、米国の個人顧客や中小企業向けに様々な商業銀行サービスを提供している。 詳細BANF ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より41.3%で取引されている 過去5年間の収益は年間10.4%増加しました。 1.81%の安定した配当金を支払う リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るBANF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$108.2424.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0828m2016201920222025202620282031Revenue US$828.0mEarnings US$293.4mAdvancedSet Fair ValueView all narrativesBancFirst Corporation 競合他社WSFS FinancialSymbol: NasdaqGS:WSFSMarket cap: US$3.7bFirst BanCorpSymbol: NYSE:FBPMarket cap: US$3.6bBankUnitedSymbol: NYSE:BKUMarket cap: US$3.3bIndependent BankSymbol: NasdaqGS:INDBMarket cap: US$3.8b価格と性能株価の高値、安値、推移の概要BancFirst過去の株価現在の株価US$108.2452週高値US$138.7752週安値US$101.48ベータ0.611ヶ月の変化-7.27%3ヶ月変化-7.07%1年変化-16.44%3年間の変化24.57%5年間の変化62.35%IPOからの変化2,446.82%最新ニュースライブニュース • May 09BancFirst Q1 Profit Reaches $63 Million as Oklahoma Expansion Adds Assets and DepositsBancFirst reported Q1 2026 net income of $63.0m, compared with $56.1m a year earlier. The acquisition of American Bank of Oklahoma added new banking communities along with additional assets, loans and deposits. Regulatory capital remains strong, with a total capital ratio of 20.22% and subsidiaries classified as well capitalized. For you as an investor, the Q1 2026 update highlights a bank that is growing its earnings base while expanding its footprint through the American Bank of Oklahoma acquisition. The added assets, loans and deposits increase BancFirst’s presence in its home state, which can matter for long-term customer relationships and funding diversity. The reported total capital ratio of 20.22% and the “well capitalized” status of its banking subsidiaries point to a solid capital position under current regulatory standards. That gives the company flexibility in how it manages future growth, credit risk and potential regulatory changes. When assessing BancFirst, you may want to watch how efficiently it integrates the ABOK acquisition, any shifts in loan mix and deposit costs, and whether capital ratios remain comfortably above required levels as the balance sheet evolves.Recent Insider Transactions • Apr 28Non-Executive Chairman of the Board recently sold US$2.1m worth of stockOn the 24th of April, David Rainbolt sold around 18k shares on-market at roughly US$116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Apr 20Non-Executive Chairman of the Board notifies of intention to sell stockDavid Rainbolt intends to sell 225k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of April. If the sale is conducted around the recent share price of US$120, it would amount to US$27m. Since June 2025, David's direct individual holding has decreased from 9.92m shares to 9.68m. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Apr 19First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.88 (up from US$1.69 in 1Q 2025). Revenue: US$176.9m (up 8.3% from 1Q 2025). Net income: US$63.0m (up 12% from 1Q 2025). Profit margin: 36% (up from 34% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 07BancFirst Corporation, Annual General Meeting, May 28, 2026BancFirst Corporation, Annual General Meeting, May 28, 2026. Location: bancfirst tower, 34th floor, petroleum club, john, nichols room, 100 north broadway avenue, oklahoma city, oklahoma 73102, United StatesUpcoming Dividend • Mar 24Upcoming dividend of US$0.49 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.6%).最新情報をもっと見るRecent updatesライブニュース • May 09BancFirst Q1 Profit Reaches $63 Million as Oklahoma Expansion Adds Assets and DepositsBancFirst reported Q1 2026 net income of $63.0m, compared with $56.1m a year earlier. The acquisition of American Bank of Oklahoma added new banking communities along with additional assets, loans and deposits. Regulatory capital remains strong, with a total capital ratio of 20.22% and subsidiaries classified as well capitalized. For you as an investor, the Q1 2026 update highlights a bank that is growing its earnings base while expanding its footprint through the American Bank of Oklahoma acquisition. The added assets, loans and deposits increase BancFirst’s presence in its home state, which can matter for long-term customer relationships and funding diversity. The reported total capital ratio of 20.22% and the “well capitalized” status of its banking subsidiaries point to a solid capital position under current regulatory standards. That gives the company flexibility in how it manages future growth, credit risk and potential regulatory changes. When assessing BancFirst, you may want to watch how efficiently it integrates the ABOK acquisition, any shifts in loan mix and deposit costs, and whether capital ratios remain comfortably above required levels as the balance sheet evolves.Recent Insider Transactions • Apr 28Non-Executive Chairman of the Board recently sold US$2.1m worth of stockOn the 24th of April, David Rainbolt sold around 18k shares on-market at roughly US$116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Apr 20Non-Executive Chairman of the Board notifies of intention to sell stockDavid Rainbolt intends to sell 225k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of April. If the sale is conducted around the recent share price of US$120, it would amount to US$27m. Since June 2025, David's direct individual holding has decreased from 9.92m shares to 9.68m. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Apr 19First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.88 (up from US$1.69 in 1Q 2025). Revenue: US$176.9m (up 8.3% from 1Q 2025). Net income: US$63.0m (up 12% from 1Q 2025). Profit margin: 36% (up from 34% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 07BancFirst Corporation, Annual General Meeting, May 28, 2026BancFirst Corporation, Annual General Meeting, May 28, 2026. Location: bancfirst tower, 34th floor, petroleum club, john, nichols room, 100 north broadway avenue, oklahoma city, oklahoma 73102, United StatesUpcoming Dividend • Mar 24Upcoming dividend of US$0.49 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.6%).Declared Dividend • Mar 05Fourth quarter dividend of US$0.49 announcedShareholders will receive a dividend of US$0.49. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (26% payout ratio) and is expected to be well covered in 3 years' time (29% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 1.2% over the next 2 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 02Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$7.22 (up from US$6.55 in FY 2024). Revenue: US$685.0m (up 10.0% from FY 2024). Net income: US$240.6m (up 11% from FY 2024). Profit margin: 35% (in line with FY 2024). Net interest margin (NIM): 3.74% (up from 3.73% in FY 2024). Cost-to-income ratio: 55.0% (no change from 55.0% in FY 2024). Non-performing loans: 0.81% (down from 0.82% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.Recent Insider Transactions Derivative • Feb 10Executive VP notifies of intention to sell stockRandy Foraker intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of February. If the sale is conducted around the recent share price of US$120, it would amount to US$360k. Since June 2025, Randy's direct individual holding has increased from 18.32k shares to 18.58k. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jan 23Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$7.22 (up from US$6.55 in FY 2024). Revenue: US$685.0m (up 10.0% from FY 2024). Net income: US$240.6m (up 11% from FY 2024). Profit margin: 35% (in line with FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.お知らせ • Jan 23BancFirst Corporation Announces Net Charge-Offs for the Fourth Quarter Ended December 31, 2025BancFirst Corporation announced net charge-offs for the fourth quarter ended December 31, 2025. Net charge-offs were $1.6 million for the quarter, compared to $985,000 for the fourth quarter last year.Upcoming Dividend • Dec 24Upcoming dividend of US$0.49 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 15 January 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.3%).分析記事 • Dec 23Is Now The Time To Put BancFirst (NASDAQ:BANF) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Declared Dividend • Nov 26Third quarter dividend of US$0.49 announcedShareholders will receive a dividend of US$0.49. Ex-date: 31st December 2025 Payment date: 15th January 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (26% payout ratio) and is expected to be well covered in 3 years' time (29% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 1.6% over the next 2 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.お知らせ • Nov 18BancFirst Corporation (NasdaqGS:BANF) completed the acquisition of American Bank of Oklahoma.BancFirst Corporation (NasdaqGS:BANF) entered into an agreement to acquire American Bank of Oklahoma on May 20, 2025. As of December 31, 2024, American Bank of Oklahoma reported total assets of $385 million, $280 million in loans, and $320 million in deposits. The transaction is expected to close in the third quarter of 2025, subject to regulatory approvals and customary closing conditions. American Bank of Oklahoma will operate under its present name until it is merged into BancFirst, which is expected to be in the fourth quarter of 2025. The transaction is approved by Federal Reserve Board. BancFirst Corporation (NasdaqGS:BANF) completed the acquisition of American Bank of Oklahoma on November 17, 2025. American Bank of Oklahoma will continue to operate under its present name until it is merged into BancFirst, which is expected to be in the first quarter of 2026.Price Target Changed • Oct 21Price target decreased by 8.3% to US$122Down from US$133, the current price target is an average from 3 analysts. New target price is 6.0% above last closing price of US$115. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of US$7.15 for next year compared to US$6.55 last year.Reported Earnings • Oct 20Third quarter 2025 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2025 results: EPS: US$1.88 (up from US$1.78 in 3Q 2024). Revenue: US$171.0m (up 6.5% from 3Q 2024). Net income: US$62.7m (up 6.4% from 3Q 2024). Profit margin: 37% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.お知らせ • Oct 19Bancfirst Corporation Reports Net Charge-Offs for the Third Quarter Ended September 30, 2025BancFirst Corporation reported net charge-offs for the third quarter ended September 30, 2025. For the third quarter, the company reported net charge-offs were $1.7 million for the quarter, compared to $775,000 for the third quarter last year.Upcoming Dividend • Sep 23Upcoming dividend of US$0.49 per shareEligible shareholders must have bought the stock before 30 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.4%).Seeking Alpha • Sep 15BancFirst: It's Hard Not To Downgrade This PlaySummary BancFirst's shares remain expensive despite strong asset quality and recent outperformance versus the S&P 500, making a 'hold' rating barely justifiable. Deposit trends are mixed, with a recent decline and elevated uninsured deposit exposure, though the bank avoids costly brokered deposits. Profitability and revenue growth are robust, but valuation multiples are high compared to peers, especially on book and tangible book value. I am maintaining a cautious 'hold' rating; further share price gains without improved profitability could prompt a downgrade to 'sell.' Read the full article on Seeking Alpha分析記事 • Sep 08BancFirst (NASDAQ:BANF) Will Pay A Larger Dividend Than Last Year At $0.49The board of BancFirst Corporation ( NASDAQ:BANF ) has announced that it will be increasing its dividend by 6.5% on the...Declared Dividend • Sep 08Second quarter dividend increased to US$0.49Dividend of US$0.49 is 6.5% higher than last year. Ex-date: 30th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.Recent Insider Transactions Derivative • Aug 14Independent Director notifies of intention to sell stockFrederick Drummond intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of August. If the sale is conducted around the recent share price of US$126, it would amount to US$631k. Since March 2025, Frederick has owned 6.00k shares directly. Company insiders have collectively sold US$34m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Jul 21Price target increased by 9.6% to US$133Up from US$121, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$133. Stock is up 27% over the past year. The company is forecast to post earnings per share of US$7.18 for next year compared to US$6.55 last year.Reported Earnings • Jul 18Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.88 (up from US$1.54 in 2Q 2024). Revenue: US$167.9m (up 12% from 2Q 2024). Net income: US$62.3m (up 23% from 2Q 2024). Profit margin: 37% (up from 34% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.お知らせ • Jul 18BancFirst Corporation Reports Net Charge-Offs for the Second Quarter Ended June 30, 2025BancFirst Corporation reported net charge-offs for the second quarter ended June 30, 2025. For the quarter, the company reported net charge-offs were $4.7 million for the quarter, including $3.7 million relating to one real estate loan that was taken into other real estate, compared to $999,000 for the second quarter last year.Upcoming Dividend • Jun 23Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.7%).分析記事 • Jun 13Does BancFirst (NASDAQ:BANF) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Declared Dividend • Jun 01First quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 30th June 2025 Payment date: 15th July 2025 Dividend yield will be 1.5%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.お知らせ • May 23BancFirst Corporation Declares Cash Dividend on its Common Stock, Payable on July 15, 2025BancFirst Corporation announced on May 22, 2025, its Board of Directors declared a $0.46 per share cash dividend on its common stock. The dividend is payable July 15, 2025, to shareholders of record on June 30, 2025.Recent Insider Transactions Derivative • May 22Executive VP notifies of intention to sell stockRandy Foraker intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$128, it would amount to US$512k. Since September 2024, Randy's direct individual holding has increased from 17.85k shares to 18.32k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 21BancFirst Corporation (NasdaqGS:BANF) entered into an agreement to acquire American Bank of Oklahoma.BancFirst Corporation (NasdaqGS:BANF) entered into an agreement to acquire American Bank of Oklahoma on May 20, 2025. As of December 31, 2024, American Bank of Oklahoma reported total assets of $385 million, $280 million in loans, and $320 million in deposits. The transaction is expected to close in the third quarter of 2025, subject to regulatory approvals and customary closing conditions. American Bank of Oklahoma will operate under its present name until it is merged into BancFirst, which is expected to be in the fourth quarter of 2025.New Risk • Apr 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.06% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.06% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$1.8m sold).Reported Earnings • Apr 20First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.69 (up from US$1.53 in 1Q 2024). Revenue: US$163.3m (up 11% from 1Q 2024). Net income: US$56.1m (up 12% from 1Q 2024). Profit margin: 34% (in line with 1Q 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.お知らせ • Apr 18BancFirst Corporation Reports Net Charge-Offs for the First Quarter Ended March 31, 2025BancFirst Corporation reported net charge-offs for the first quarter ended March 31, 2025. For the quarter, the company reported net charge-offs were $0.503 million for the quarter compared to $3.5 million for the first quarter last year.お知らせ • Apr 04BancFirst Corporation, Annual General Meeting, May 22, 2025BancFirst Corporation, Annual General Meeting, May 22, 2025. Location: bancfirst tower, 34th floor, petroleum club, john nichols room, 100 north broadway avenue, oklahoma 73102, oklahoma city United StatesUpcoming Dividend • Mar 24Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.7%).Reported Earnings • Mar 04Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$6.55 (up from US$6.45 in FY 2023). Revenue: US$622.4m (up 3.3% from FY 2023). Net income: US$216.4m (up 1.8% from FY 2023). Profit margin: 35% (in line with FY 2023). Net interest margin (NIM): 3.73% (down from 3.79% in FY 2023). Cost-to-income ratio: 55.0% (up from 54.5% in FY 2023). Non-performing loans: 0.82% (up from 0.45% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 04BancFirst (NASDAQ:BANF) Is Due To Pay A Dividend Of $0.46The board of BancFirst Corporation ( NASDAQ:BANF ) has announced that it will pay a dividend on the 15th of April, with...Declared Dividend • Mar 03Fourth quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 31st March 2025 Payment date: 15th April 2025 Dividend yield will be 1.5%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (30% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 1.2% over the next 2 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.Recent Insider Transactions • Mar 02Insider recently sold US$1.2m worth of stockOn the 28th of February, William Martin sold around 10k shares on-market at roughly US$119 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$36m more than they bought in the last 12 months.Recent Insider Transactions • Feb 12Director recently sold US$610k worth of stockOn the 11th of February, Darryl Schmidt sold around 5k shares on-market at roughly US$122 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.1m. Insiders have been net sellers, collectively disposing of US$36m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Jan 30Independent Director notifies of intention to sell stockFrederick Drummond intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of January. If the sale is conducted around the recent share price of US$118, it would amount to US$588k. Since March 2024, Frederick has owned 6.00k shares directly. Company insiders have collectively sold US$38m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jan 26The BancFirst Corporation (NASDAQ:BANF) Annual Results Are Out And Analysts Have Published New ForecastsBancFirst Corporation ( NASDAQ:BANF ) last week reported its latest annual results, which makes it a good time for...Reported Earnings • Jan 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$6.55 (up from US$6.45 in FY 2023). Revenue: US$622.4m (up 3.3% from FY 2023). Net income: US$216.4m (up 1.8% from FY 2023). Profit margin: 35% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 24BancFirst Corporation Announces Net Charge-Offs for the Fourth Quarter Ended December 31, 2024BancFirst Corporation announced net charge-offs for the fourth quarter ended December 31, 2024. Net charge-offs of $985,000 for the quarter remained relatively stable when compared to $976,000 for the fourth quarter last year.New Risk • Jan 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$20m sold).Upcoming Dividend • Dec 24Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 31 December 2024. Payment date: 15 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.7%).Price Target Changed • Dec 18Price target increased by 7.0% to US$127Up from US$118, the current price target is an average from 3 analysts. New target price is 7.8% above last closing price of US$118. Stock is up 22% over the past year. The company is forecast to post earnings per share of US$6.38 for next year compared to US$6.45 last year.Price Target Changed • Dec 13Price target increased by 9.8% to US$123Up from US$112, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$125. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$6.38 for next year compared to US$6.45 last year.Recent Insider Transactions • Dec 13Insider recently sold US$506k worth of stockOn the 12th of December, Dennis Brand sold around 4k shares on-market at roughly US$127 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$5.4m. Insiders have been net sellers, collectively disposing of US$35m more than they bought in the last 12 months.Declared Dividend • Nov 27Third quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 31st December 2024 Payment date: 15th January 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (28% payout ratio) and is expected to be well covered in 3 years' time (31% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 3.1% over the next 2 years. However, it would need to fall by 69% to increase the payout ratio to a potentially unsustainable range.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$127, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Banks industry in the US. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$202 per share.Seeking Alpha • Nov 09BancFirst Corporation: Downgrading To Sell, Earnings Likely To Be FlattishSummary The impressive loan growth seen in the past will likely continue in the near future because of Oklahoma’s strong economy. The margin will be only slightly affected by rate cuts. I haven’t changed my interest rate outlook following the US election. The December 2025 target price is below the current market price. BANF is offering a low dividend yield of 1.5%. Read the full article on Seeking AlphaRecent Insider Transactions • Oct 23Executive Chairman recently sold US$475k worth of stockOn the 21st of October, David Rainbolt sold around 4k shares on-market at roughly US$110 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$3.9m. David has been a net seller over the last 12 months, reducing personal holdings by US$9.8m.Price Target Changed • Oct 21Price target increased by 8.7% to US$112Up from US$103, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$109. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$6.38 for next year compared to US$6.45 last year.Reported Earnings • Oct 18Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$1.78 (up from US$1.55 in 3Q 2023). Revenue: US$160.6m (up 9.7% from 3Q 2023). Net income: US$58.9m (up 16% from 3Q 2023). Profit margin: 37% (up from 35% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 23Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (2.9%).Recent Insider Transactions • Sep 02Executive Chairman recently sold US$3.9m worth of stockOn the 30th of August, David Rainbolt sold around 37k shares on-market at roughly US$106 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Aug 30Executive Chairman notifies of intention to sell stockDavid Rainbolt intends to sell 90k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of August. If the sale is conducted around the recent share price of US$108, it would amount to US$9.7m. Since December 2023, David's direct individual holding has increased from 10.10m shares to 10.11m. Company insiders have collectively sold US$8.6m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Aug 30BancFirst's (NASDAQ:BANF) Dividend Will Be Increased To $0.46BancFirst Corporation ( NASDAQ:BANF ) will increase its dividend on the 15th of October to $0.46, which is 7.0% higher...Declared Dividend • Aug 29Second quarter dividend increased to US$0.46Dividend of US$0.46 is 7.0% higher than last year. Ex-date: 30th September 2024 Payment date: 15th October 2024 Dividend yield will be 1.6%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 1.6% over the next year. However, it would need to fall by 69% to increase the payout ratio to a potentially unsustainable range.Seeking Alpha • Aug 21BancFirst: Shares Still Look Pricey Amid Soft EarningsSummary Shares of Oklahoma-based BancFirst have done okay since my opening piece last year, lifted by the broader rally in regional bank stocks. Earnings have been fairly muted as expected, with net interest income still recovering from recent funding cost pressure and non-interest income hit by a reduction in swipe fees. Currently trading for over 2.5x tangible book value, these shares are now even more expensive than at opening coverage, with earnings set to remain fairly flat in the near term. Read the full article on Seeking AlphaPrice Target Changed • Jul 22Price target increased by 11% to US$101Up from US$91.63, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$105. Stock is up 5.0% over the past year. The company is forecast to post earnings per share of US$6.10 for next year compared to US$6.45 last year.Recent Insider Transactions • Jul 21Insider recently sold US$320k worth of stockOn the 19th of July, D. Hannah sold around 3k shares on-market at roughly US$107 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$507k. Insiders have been net sellers, collectively disposing of US$2.4m more than they bought in the last 12 months.お知らせ • Jul 21BancFirst Corporation Reports Net Charge-Offs for the Second Quarter Ended June 30, 2024BancFirst Corporation reported net charge-offs for the second quarter ended June 30, 2024. Net charge-offs were $1.0 million for the quarter compared to $664,000 for the second quarter of 2023.Reported Earnings • Jul 19Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.54 (down from US$1.67 in 2Q 2023). Revenue: US$150.5m (flat on 2Q 2023). Net income: US$50.6m (down 7.9% from 2Q 2023). Profit margin: 34% (down from 36% in 2Q 2023). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 31BancFirst (NASDAQ:BANF) Is Due To Pay A Dividend Of $0.43BancFirst Corporation's ( NASDAQ:BANF ) investors are due to receive a payment of $0.43 per share on 15th of July...Declared Dividend • May 30First quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 6.2% over the next year. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.Seeking Alpha • May 28BancFirst: Earnings Likely To Change Very Little, Stock Appears Fairly ValuedSummary Regional economies will likely help loan growth improve after a disappointing performance during the first quarter of 2024. The margin will likely change very little amid a falling interest-rate environment. I’m expecting earnings to dip by 2% to $6.24 per share in 2024. The December 2024 target price suggests a price upside of only 5.0%. BancFirst is offering a dividend yield of only 2.0%. Read the full article on Seeking Alphaお知らせ • May 25BancFirst Corporation Declares Cash Dividend on Its Common Stock, Payable July 15, 2024On May 23, 2024, BancFirst Corporation’s Board of Directors declared a $0.43 per share cash dividend on its common stock. The dividend is payable July 15, 2024, to shareholders of record on June 28, 2024.Reported Earnings • May 09First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$1.53 (down from US$1.75 in 1Q 2023). Revenue: US$147.0m (down 5.0% from 1Q 2023). Net income: US$50.3m (down 13% from 1Q 2023). Profit margin: 34% (down from 37% in 1Q 2023). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 09+ 1 more updateBancFirst Corporation Appoints Hannah Andrus as Executive Vice President and TreasurerOn March 28, 2024, the Board of Directors of BancFirst Corporation appointed Ms. Hannah Andrus as Executive Vice President and Treasurer, to be effective May 8, 2024. She is 38 years old. Before joining BancFirst Corporation, Ms. Andrus was employed by Ernst & Young LLP where she was an Assurance Senior Manager. Ms. Andrus holds a Master of Science in Accounting and a Bachelor of Business Administration from Southern Methodist University and is a Certified Public Accountant.Recent Insider Transactions • May 08Insider recently sold US$507k worth of stockOn the 6th of May, D. Hannah sold around 5k shares on-market at roughly US$92.23 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$1.2m. Insiders have been net sellers, collectively disposing of US$2.0m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Apr 23Executive VP exercised options and sold US$578k worth of stockOn the 22nd of April, Kevin Lawrence exercised 10k options at a strike price of around US$32.30 and sold these shares for an average price of US$90.07 per share. This trade did not impact their existing holding. Since December 2023, Kevin's direct individual holding has increased from 11.64k shares to 11.79k. Company insiders have collectively sold US$2.2m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Apr 22BancFirst Corporation Just Beat EPS By 7.7%: Here's What Analysts Think Will Happen NextAs you might know, BancFirst Corporation ( NASDAQ:BANF ) just kicked off its latest quarterly results with some very...Reported Earnings • Apr 19First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$1.53 (down from US$1.75 in 1Q 2023). Revenue: US$147.0m (down 5.0% from 1Q 2023). Net income: US$50.3m (down 13% from 1Q 2023). Profit margin: 34% (down from 37% in 1Q 2023). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 04BancFirst Corporation, Annual General Meeting, May 23, 2024BancFirst Corporation, Annual General Meeting, May 23, 2024, at 09:30 Central Daylight. Location: BancFirst Tower, 34th Floor, Petroleum Club, John Nichols Room Oklahoma City United States Agenda: To consider election of the 17 directors nominated by Board of Directors and named in the accompanying Proxy Statement; to consider and to amend the BancFirst Corporation Directors’ Deferred Stock Compensation Plan to increase the number of shares of common stock authorized to be granted subsequent to such amendment to 40,000; and to consider other matters.Upcoming Dividend • Mar 20Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (3.0%).分析記事 • Mar 05BancFirst (NASDAQ:BANF) Will Pay A Dividend Of $0.43BancFirst Corporation's ( NASDAQ:BANF ) investors are due to receive a payment of $0.43 per share on 15th of April...Reported Earnings • Feb 29Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$6.45 (up from US$5.89 in FY 2022). Revenue: US$602.4m (up 10% from FY 2022). Net income: US$212.5m (up 10.0% from FY 2022). Profit margin: 35% (in line with FY 2022). Net interest margin (NIM): 3.79% (up from 3.29% in FY 2022). Cost-to-income ratio: 54.5% (down from 55.6% in FY 2022). Non-performing loans: 0.45% (up from 0.33% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 2 years compared to a 5.8% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 26Fourth quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (26% payout ratio) and is expected to be well covered in 3 years' time (35% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 20% over the next 2 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.Recent Insider Transactions Derivative • Feb 25Executive VP notifies of intention to sell stockKevin Lawrence intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of February. If the sale is conducted around the recent share price of US$87.42, it would amount to US$874k. Since March 2023, Kevin's direct individual holding has increased from 11.64k shares to 11.76k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.New Risk • Feb 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.2m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.2% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$1.2m sold).Recent Insider Transactions • Feb 21Insider recently sold US$1.2m worth of stockOn the 16th of February, D. Hannah sold around 13k shares on-market at roughly US$89.12 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$984k more than they bought in the last 12 months.分析記事 • Feb 13Here's Why We Think BancFirst (NASDAQ:BANF) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Jan 19Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$6.45 (up from US$5.89 in FY 2022). Revenue: US$602.4m (up 10% from FY 2022). Net income: US$212.5m (up 10.0% from FY 2022). Profit margin: 35% (in line with FY 2022). Net interest margin (NIM): 3.79% (up from 3.29% in FY 2022). Cost-to-income ratio: 54.5% (down from 55.6% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 2 years compared to a 5.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of US$0.43 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 16 January 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (3.2%).分析記事 • Dec 20BancFirst (NASDAQ:BANF) Will Pay A Dividend Of $0.43The board of BancFirst Corporation ( NASDAQ:BANF ) has announced that it will pay a dividend of $0.43 per share on the...お知らせ • Dec 19BancaFirst Corporation Announces Dennis L. Brand to Resign from the Board of Directors, Effective on December 21, 2023BancFirst Corporation Announced that Mr. Dennis L. Brand has informed the Company of his desire to resign from the Board of Directors, effective as of its next meeting on December 21, 2023. Mr. Brand's resignation was not due to a disagreement or any matters relating to the Company's operations, policies or practices. Mr. Brand will continue as an employee of the Company, and to serve as the Chairman of the Executive Committee, and on the boards of two of the Company’s subsidiary banks, Pegasus Bank and Worthington Bank.Recent Insider Transactions Derivative • Dec 06Executive VP notifies of intention to sell stockKevin Lawrence intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$90.02, it would amount to US$450k. Since March 2023, Kevin has owned 11.64k shares directly. Company insiders have collectively bought US$516k more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Nov 17BancFirst Corporation Announces Intent to Resignation of Kevin Lawrence as Chief Financial Officer, Effective Second Quarter of 2024BancFirst Corporation announced that on November 16, 2023, Kevin Lawrence, the company’s Chief Financial Officer, informed the Board of Directors of his intent to resign from his position with the company to pursue other career interests. The exact time of his resignation has not been determined, but it will most likely be in the second quarter of 2024. The Company has begun a search for Mr. Lawrence’s successor.分析記事 • Oct 24Here's Why BancFirst (NASDAQ:BANF) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Oct 20Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: US$1.55 (down from US$1.69 in 3Q 2022). Revenue: US$146.4m (flat on 3Q 2022). Net income: US$51.0m (down 7.9% from 3Q 2022). Profit margin: 35% (down from 38% in 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.Upcoming Dividend • Sep 21Upcoming dividend of US$0.43 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (5.0%). Lower than average of industry peers (3.7%).お知らせ • Jul 29BancFirst Corporation Appoints Leslie J. Rainbolt as DirectorOn July 27, 2023, the Board of Directors of BancFirst Corporation appointed Leslie J. Rainbolt, M.D., M.B.A. as a director. Dr. Rainbolt accepted the position effective at the Board meeting on July 27, 2023. Her term will expire at the annual meeting of shareholders in May 2024 at which time she will stand for re-election. Dr. Rainbolt currently serves on the Board of OU Health, the M.D. Anderson Cancer Center Board of Visitors, the Harold Hamm Diabetes Center Board of Advisors, the Children's Hospital Foundation Board, the National Cowboy and Western Heritage Museum Board of Directors, the Stephen Cancer Center Leadership Council, the Communities Foundation of Oklahoma Board, and the Board of Tattered Cover, an independent bookstore in Denver, Colorado. She received a Bachelor of Arts from Newcomb College of Tulane University in Political Science/International Relations, her M.B.A./M.I.M. from the American Graduate School of International Management, now the Thunderbird Schools of Global Management and her M.D. from the University of Oklahoma College of Medicine. Dr. Rainbolt is the sister to David E. Rainbolt, the Executive Chairman of the Company, and therefore she will not be independent and will not serve on the Independent Directors Committee.Price Target Changed • Jul 24Price target increased by 9.0% to US$90.50Up from US$83.00, the current price target is an average from 4 analysts. New target price is 9.5% below last closing price of US$99.97. Stock is down 2.3% over the past year. The company is forecast to post earnings per share of US$6.27 for next year compared to US$5.89 last year.Reported Earnings • Jul 21Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: US$1.67 (up from US$1.37 in 2Q 2022). Revenue: US$151.1m (up 22% from 2Q 2022). Net income: US$55.0m (up 23% from 2Q 2022). Profit margin: 36% (in line with 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Banks industry in the US are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 04If EPS Growth Is Important To You, BancFirst (NASDAQ:BANF) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...株主還元BANFUS BanksUS 市場7D-1.6%-2.0%-1.0%1Y-16.4%15.1%23.3%株主還元を見る業界別リターン: BANF過去 1 年間で15.1 % の収益を上げたUS Banks業界を下回りました。リターン対市場: BANFは、過去 1 年間で23.3 % のリターンを上げたUS市場を下回りました。価格変動Is BANF's price volatile compared to industry and market?BANF volatilityBANF Average Weekly Movement3.7%Banks Industry Average Movement3.5%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: BANF 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BANFの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19842,260David Harlowwww.bancfirst.bankバンクファースト・コーポレーションはバンクファーストの銀行持株会社として、米国内の個人顧客や中小企業に様々な商業銀行サービスを提供している。バンクファースト・メトロポリタン・バンクス、バンクファースト・コミュニティ・バンクス、ペガサス、ワージントン、その他金融サービス部門を通じて事業を展開している。当座預金、譲渡性預金、貯蓄預金、マネーマーケット口座、健康貯蓄口座、カバーデル教育口座、個人退職金口座、スイープ口座のほか、譲渡性預金、当座貸越防止サービス、自動手形サービスも提供している。また、商業用不動産、非所有者用不動産、建設・開発用不動産、住宅用建設不動産、住宅用不動産第一抵当権付不動産、農業用不動産、商業用・消費者用非不動産、石油・ガス・ローン、プライベート・バンキング、商業用・住宅用不動産、商業用・工業用、エネルギー・ローンなどの融資業務、自動車、ホーム・エクイティ・ローン、その他個人向けローン、証券投資商品も提供している。加えて、個人、法人、従業員福利厚生制度向けの投資管理、信託管理、オクラホマ州の様々な自治体や政府機関向けの債券受託・支払代理業務、金融機関や政府機関向けの品目処理、リサーチ、その他コルレス・バンキング・サービスの提供も行っている。さらに、商業および個人向け保険商品、預金および資金移動、集金、貸金庫、現金管理、その他のサービスも提供している。オクラホマ州の非メトロポリタン・トレード・センターとメトロポリタン統計地域内の都市にサービスを提供している。以前はユナイテッド・コミュニティ・コーポレーションとして知られ、1988年11月にバンクファースト・コーポレーションに社名変更。1984年に法人化され、オクラホマ州オクラホマシティに本社を置く。もっと見るBancFirst Corporation 基礎のまとめBancFirst の収益と売上を時価総額と比較するとどうか。BANF 基礎統計学時価総額US$3.62b収益（TTM）US$247.49m売上高(TTM)US$698.55m14.7xPER（株価収益率1.9xPBR（株価純資産倍率BANF は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BANF 損益計算書（TTM）収益US$698.55m売上原価US$0売上総利益US$698.55mその他の費用US$451.06m収益US$247.49m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）7.37グロス・マージン100.00%純利益率35.43%有利子負債／自己資本比率7.6%BANF の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.8%現在の配当利回り26%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/19 19:04終値2026/05/19 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BancFirst Corporation 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Gary TennerD.A. Davidson & Co.null nullD.A. Davidson & Co.Wood LayKeefe, Bruyette, & Woods2 その他のアナリストを表示
ライブニュース • May 09BancFirst Q1 Profit Reaches $63 Million as Oklahoma Expansion Adds Assets and DepositsBancFirst reported Q1 2026 net income of $63.0m, compared with $56.1m a year earlier. The acquisition of American Bank of Oklahoma added new banking communities along with additional assets, loans and deposits. Regulatory capital remains strong, with a total capital ratio of 20.22% and subsidiaries classified as well capitalized. For you as an investor, the Q1 2026 update highlights a bank that is growing its earnings base while expanding its footprint through the American Bank of Oklahoma acquisition. The added assets, loans and deposits increase BancFirst’s presence in its home state, which can matter for long-term customer relationships and funding diversity. The reported total capital ratio of 20.22% and the “well capitalized” status of its banking subsidiaries point to a solid capital position under current regulatory standards. That gives the company flexibility in how it manages future growth, credit risk and potential regulatory changes. When assessing BancFirst, you may want to watch how efficiently it integrates the ABOK acquisition, any shifts in loan mix and deposit costs, and whether capital ratios remain comfortably above required levels as the balance sheet evolves.
Recent Insider Transactions • Apr 28Non-Executive Chairman of the Board recently sold US$2.1m worth of stockOn the 24th of April, David Rainbolt sold around 18k shares on-market at roughly US$116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Apr 20Non-Executive Chairman of the Board notifies of intention to sell stockDavid Rainbolt intends to sell 225k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of April. If the sale is conducted around the recent share price of US$120, it would amount to US$27m. Since June 2025, David's direct individual holding has decreased from 9.92m shares to 9.68m. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Apr 19First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.88 (up from US$1.69 in 1Q 2025). Revenue: US$176.9m (up 8.3% from 1Q 2025). Net income: US$63.0m (up 12% from 1Q 2025). Profit margin: 36% (up from 34% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 07BancFirst Corporation, Annual General Meeting, May 28, 2026BancFirst Corporation, Annual General Meeting, May 28, 2026. Location: bancfirst tower, 34th floor, petroleum club, john, nichols room, 100 north broadway avenue, oklahoma city, oklahoma 73102, United States
Upcoming Dividend • Mar 24Upcoming dividend of US$0.49 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.6%).
ライブニュース • May 09BancFirst Q1 Profit Reaches $63 Million as Oklahoma Expansion Adds Assets and DepositsBancFirst reported Q1 2026 net income of $63.0m, compared with $56.1m a year earlier. The acquisition of American Bank of Oklahoma added new banking communities along with additional assets, loans and deposits. Regulatory capital remains strong, with a total capital ratio of 20.22% and subsidiaries classified as well capitalized. For you as an investor, the Q1 2026 update highlights a bank that is growing its earnings base while expanding its footprint through the American Bank of Oklahoma acquisition. The added assets, loans and deposits increase BancFirst’s presence in its home state, which can matter for long-term customer relationships and funding diversity. The reported total capital ratio of 20.22% and the “well capitalized” status of its banking subsidiaries point to a solid capital position under current regulatory standards. That gives the company flexibility in how it manages future growth, credit risk and potential regulatory changes. When assessing BancFirst, you may want to watch how efficiently it integrates the ABOK acquisition, any shifts in loan mix and deposit costs, and whether capital ratios remain comfortably above required levels as the balance sheet evolves.
Recent Insider Transactions • Apr 28Non-Executive Chairman of the Board recently sold US$2.1m worth of stockOn the 24th of April, David Rainbolt sold around 18k shares on-market at roughly US$116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Apr 20Non-Executive Chairman of the Board notifies of intention to sell stockDavid Rainbolt intends to sell 225k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of April. If the sale is conducted around the recent share price of US$120, it would amount to US$27m. Since June 2025, David's direct individual holding has decreased from 9.92m shares to 9.68m. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Apr 19First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.88 (up from US$1.69 in 1Q 2025). Revenue: US$176.9m (up 8.3% from 1Q 2025). Net income: US$63.0m (up 12% from 1Q 2025). Profit margin: 36% (up from 34% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 07BancFirst Corporation, Annual General Meeting, May 28, 2026BancFirst Corporation, Annual General Meeting, May 28, 2026. Location: bancfirst tower, 34th floor, petroleum club, john, nichols room, 100 north broadway avenue, oklahoma city, oklahoma 73102, United States
Upcoming Dividend • Mar 24Upcoming dividend of US$0.49 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.6%).
Declared Dividend • Mar 05Fourth quarter dividend of US$0.49 announcedShareholders will receive a dividend of US$0.49. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (26% payout ratio) and is expected to be well covered in 3 years' time (29% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 1.2% over the next 2 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 02Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$7.22 (up from US$6.55 in FY 2024). Revenue: US$685.0m (up 10.0% from FY 2024). Net income: US$240.6m (up 11% from FY 2024). Profit margin: 35% (in line with FY 2024). Net interest margin (NIM): 3.74% (up from 3.73% in FY 2024). Cost-to-income ratio: 55.0% (no change from 55.0% in FY 2024). Non-performing loans: 0.81% (down from 0.82% in FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
Recent Insider Transactions Derivative • Feb 10Executive VP notifies of intention to sell stockRandy Foraker intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of February. If the sale is conducted around the recent share price of US$120, it would amount to US$360k. Since June 2025, Randy's direct individual holding has increased from 18.32k shares to 18.58k. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jan 23Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$7.22 (up from US$6.55 in FY 2024). Revenue: US$685.0m (up 10.0% from FY 2024). Net income: US$240.6m (up 11% from FY 2024). Profit margin: 35% (in line with FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Jan 23BancFirst Corporation Announces Net Charge-Offs for the Fourth Quarter Ended December 31, 2025BancFirst Corporation announced net charge-offs for the fourth quarter ended December 31, 2025. Net charge-offs were $1.6 million for the quarter, compared to $985,000 for the fourth quarter last year.
Upcoming Dividend • Dec 24Upcoming dividend of US$0.49 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 15 January 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.3%).
分析記事 • Dec 23Is Now The Time To Put BancFirst (NASDAQ:BANF) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Declared Dividend • Nov 26Third quarter dividend of US$0.49 announcedShareholders will receive a dividend of US$0.49. Ex-date: 31st December 2025 Payment date: 15th January 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (26% payout ratio) and is expected to be well covered in 3 years' time (29% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 1.6% over the next 2 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Nov 18BancFirst Corporation (NasdaqGS:BANF) completed the acquisition of American Bank of Oklahoma.BancFirst Corporation (NasdaqGS:BANF) entered into an agreement to acquire American Bank of Oklahoma on May 20, 2025. As of December 31, 2024, American Bank of Oklahoma reported total assets of $385 million, $280 million in loans, and $320 million in deposits. The transaction is expected to close in the third quarter of 2025, subject to regulatory approvals and customary closing conditions. American Bank of Oklahoma will operate under its present name until it is merged into BancFirst, which is expected to be in the fourth quarter of 2025. The transaction is approved by Federal Reserve Board. BancFirst Corporation (NasdaqGS:BANF) completed the acquisition of American Bank of Oklahoma on November 17, 2025. American Bank of Oklahoma will continue to operate under its present name until it is merged into BancFirst, which is expected to be in the first quarter of 2026.
Price Target Changed • Oct 21Price target decreased by 8.3% to US$122Down from US$133, the current price target is an average from 3 analysts. New target price is 6.0% above last closing price of US$115. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of US$7.15 for next year compared to US$6.55 last year.
Reported Earnings • Oct 20Third quarter 2025 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2025 results: EPS: US$1.88 (up from US$1.78 in 3Q 2024). Revenue: US$171.0m (up 6.5% from 3Q 2024). Net income: US$62.7m (up 6.4% from 3Q 2024). Profit margin: 37% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Oct 19Bancfirst Corporation Reports Net Charge-Offs for the Third Quarter Ended September 30, 2025BancFirst Corporation reported net charge-offs for the third quarter ended September 30, 2025. For the third quarter, the company reported net charge-offs were $1.7 million for the quarter, compared to $775,000 for the third quarter last year.
Upcoming Dividend • Sep 23Upcoming dividend of US$0.49 per shareEligible shareholders must have bought the stock before 30 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.4%).
Seeking Alpha • Sep 15BancFirst: It's Hard Not To Downgrade This PlaySummary BancFirst's shares remain expensive despite strong asset quality and recent outperformance versus the S&P 500, making a 'hold' rating barely justifiable. Deposit trends are mixed, with a recent decline and elevated uninsured deposit exposure, though the bank avoids costly brokered deposits. Profitability and revenue growth are robust, but valuation multiples are high compared to peers, especially on book and tangible book value. I am maintaining a cautious 'hold' rating; further share price gains without improved profitability could prompt a downgrade to 'sell.' Read the full article on Seeking Alpha
分析記事 • Sep 08BancFirst (NASDAQ:BANF) Will Pay A Larger Dividend Than Last Year At $0.49The board of BancFirst Corporation ( NASDAQ:BANF ) has announced that it will be increasing its dividend by 6.5% on the...
Declared Dividend • Sep 08Second quarter dividend increased to US$0.49Dividend of US$0.49 is 6.5% higher than last year. Ex-date: 30th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
Recent Insider Transactions Derivative • Aug 14Independent Director notifies of intention to sell stockFrederick Drummond intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of August. If the sale is conducted around the recent share price of US$126, it would amount to US$631k. Since March 2025, Frederick has owned 6.00k shares directly. Company insiders have collectively sold US$34m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Jul 21Price target increased by 9.6% to US$133Up from US$121, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$133. Stock is up 27% over the past year. The company is forecast to post earnings per share of US$7.18 for next year compared to US$6.55 last year.
Reported Earnings • Jul 18Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.88 (up from US$1.54 in 2Q 2024). Revenue: US$167.9m (up 12% from 2Q 2024). Net income: US$62.3m (up 23% from 2Q 2024). Profit margin: 37% (up from 34% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Jul 18BancFirst Corporation Reports Net Charge-Offs for the Second Quarter Ended June 30, 2025BancFirst Corporation reported net charge-offs for the second quarter ended June 30, 2025. For the quarter, the company reported net charge-offs were $4.7 million for the quarter, including $3.7 million relating to one real estate loan that was taken into other real estate, compared to $999,000 for the second quarter last year.
Upcoming Dividend • Jun 23Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.7%).
分析記事 • Jun 13Does BancFirst (NASDAQ:BANF) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Declared Dividend • Jun 01First quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 30th June 2025 Payment date: 15th July 2025 Dividend yield will be 1.5%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
お知らせ • May 23BancFirst Corporation Declares Cash Dividend on its Common Stock, Payable on July 15, 2025BancFirst Corporation announced on May 22, 2025, its Board of Directors declared a $0.46 per share cash dividend on its common stock. The dividend is payable July 15, 2025, to shareholders of record on June 30, 2025.
Recent Insider Transactions Derivative • May 22Executive VP notifies of intention to sell stockRandy Foraker intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$128, it would amount to US$512k. Since September 2024, Randy's direct individual holding has increased from 17.85k shares to 18.32k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 21BancFirst Corporation (NasdaqGS:BANF) entered into an agreement to acquire American Bank of Oklahoma.BancFirst Corporation (NasdaqGS:BANF) entered into an agreement to acquire American Bank of Oklahoma on May 20, 2025. As of December 31, 2024, American Bank of Oklahoma reported total assets of $385 million, $280 million in loans, and $320 million in deposits. The transaction is expected to close in the third quarter of 2025, subject to regulatory approvals and customary closing conditions. American Bank of Oklahoma will operate under its present name until it is merged into BancFirst, which is expected to be in the fourth quarter of 2025.
New Risk • Apr 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.06% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.06% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$1.8m sold).
Reported Earnings • Apr 20First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.69 (up from US$1.53 in 1Q 2024). Revenue: US$163.3m (up 11% from 1Q 2024). Net income: US$56.1m (up 12% from 1Q 2024). Profit margin: 34% (in line with 1Q 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 5.7%. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Apr 18BancFirst Corporation Reports Net Charge-Offs for the First Quarter Ended March 31, 2025BancFirst Corporation reported net charge-offs for the first quarter ended March 31, 2025. For the quarter, the company reported net charge-offs were $0.503 million for the quarter compared to $3.5 million for the first quarter last year.
お知らせ • Apr 04BancFirst Corporation, Annual General Meeting, May 22, 2025BancFirst Corporation, Annual General Meeting, May 22, 2025. Location: bancfirst tower, 34th floor, petroleum club, john nichols room, 100 north broadway avenue, oklahoma 73102, oklahoma city United States
Upcoming Dividend • Mar 24Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.7%).
Reported Earnings • Mar 04Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$6.55 (up from US$6.45 in FY 2023). Revenue: US$622.4m (up 3.3% from FY 2023). Net income: US$216.4m (up 1.8% from FY 2023). Profit margin: 35% (in line with FY 2023). Net interest margin (NIM): 3.73% (down from 3.79% in FY 2023). Cost-to-income ratio: 55.0% (up from 54.5% in FY 2023). Non-performing loans: 0.82% (up from 0.45% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 04BancFirst (NASDAQ:BANF) Is Due To Pay A Dividend Of $0.46The board of BancFirst Corporation ( NASDAQ:BANF ) has announced that it will pay a dividend on the 15th of April, with...
Declared Dividend • Mar 03Fourth quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 31st March 2025 Payment date: 15th April 2025 Dividend yield will be 1.5%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (30% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 1.2% over the next 2 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.
Recent Insider Transactions • Mar 02Insider recently sold US$1.2m worth of stockOn the 28th of February, William Martin sold around 10k shares on-market at roughly US$119 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$36m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 12Director recently sold US$610k worth of stockOn the 11th of February, Darryl Schmidt sold around 5k shares on-market at roughly US$122 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.1m. Insiders have been net sellers, collectively disposing of US$36m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Jan 30Independent Director notifies of intention to sell stockFrederick Drummond intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of January. If the sale is conducted around the recent share price of US$118, it would amount to US$588k. Since March 2024, Frederick has owned 6.00k shares directly. Company insiders have collectively sold US$38m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jan 26The BancFirst Corporation (NASDAQ:BANF) Annual Results Are Out And Analysts Have Published New ForecastsBancFirst Corporation ( NASDAQ:BANF ) last week reported its latest annual results, which makes it a good time for...
Reported Earnings • Jan 24Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$6.55 (up from US$6.45 in FY 2023). Revenue: US$622.4m (up 3.3% from FY 2023). Net income: US$216.4m (up 1.8% from FY 2023). Profit margin: 35% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 24BancFirst Corporation Announces Net Charge-Offs for the Fourth Quarter Ended December 31, 2024BancFirst Corporation announced net charge-offs for the fourth quarter ended December 31, 2024. Net charge-offs of $985,000 for the quarter remained relatively stable when compared to $976,000 for the fourth quarter last year.
New Risk • Jan 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$20m sold).
Upcoming Dividend • Dec 24Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 31 December 2024. Payment date: 15 January 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.7%).
Price Target Changed • Dec 18Price target increased by 7.0% to US$127Up from US$118, the current price target is an average from 3 analysts. New target price is 7.8% above last closing price of US$118. Stock is up 22% over the past year. The company is forecast to post earnings per share of US$6.38 for next year compared to US$6.45 last year.
Price Target Changed • Dec 13Price target increased by 9.8% to US$123Up from US$112, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$125. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$6.38 for next year compared to US$6.45 last year.
Recent Insider Transactions • Dec 13Insider recently sold US$506k worth of stockOn the 12th of December, Dennis Brand sold around 4k shares on-market at roughly US$127 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$5.4m. Insiders have been net sellers, collectively disposing of US$35m more than they bought in the last 12 months.
Declared Dividend • Nov 27Third quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 31st December 2024 Payment date: 15th January 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (28% payout ratio) and is expected to be well covered in 3 years' time (31% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 3.1% over the next 2 years. However, it would need to fall by 69% to increase the payout ratio to a potentially unsustainable range.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$127, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Banks industry in the US. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$202 per share.
Seeking Alpha • Nov 09BancFirst Corporation: Downgrading To Sell, Earnings Likely To Be FlattishSummary The impressive loan growth seen in the past will likely continue in the near future because of Oklahoma’s strong economy. The margin will be only slightly affected by rate cuts. I haven’t changed my interest rate outlook following the US election. The December 2025 target price is below the current market price. BANF is offering a low dividend yield of 1.5%. Read the full article on Seeking Alpha
Recent Insider Transactions • Oct 23Executive Chairman recently sold US$475k worth of stockOn the 21st of October, David Rainbolt sold around 4k shares on-market at roughly US$110 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$3.9m. David has been a net seller over the last 12 months, reducing personal holdings by US$9.8m.
Price Target Changed • Oct 21Price target increased by 8.7% to US$112Up from US$103, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$109. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$6.38 for next year compared to US$6.45 last year.
Reported Earnings • Oct 18Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$1.78 (up from US$1.55 in 3Q 2023). Revenue: US$160.6m (up 9.7% from 3Q 2023). Net income: US$58.9m (up 16% from 3Q 2023). Profit margin: 37% (up from 35% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 23Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (2.9%).
Recent Insider Transactions • Sep 02Executive Chairman recently sold US$3.9m worth of stockOn the 30th of August, David Rainbolt sold around 37k shares on-market at roughly US$106 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Aug 30Executive Chairman notifies of intention to sell stockDavid Rainbolt intends to sell 90k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of August. If the sale is conducted around the recent share price of US$108, it would amount to US$9.7m. Since December 2023, David's direct individual holding has increased from 10.10m shares to 10.11m. Company insiders have collectively sold US$8.6m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Aug 30BancFirst's (NASDAQ:BANF) Dividend Will Be Increased To $0.46BancFirst Corporation ( NASDAQ:BANF ) will increase its dividend on the 15th of October to $0.46, which is 7.0% higher...
Declared Dividend • Aug 29Second quarter dividend increased to US$0.46Dividend of US$0.46 is 7.0% higher than last year. Ex-date: 30th September 2024 Payment date: 15th October 2024 Dividend yield will be 1.6%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 1.6% over the next year. However, it would need to fall by 69% to increase the payout ratio to a potentially unsustainable range.
Seeking Alpha • Aug 21BancFirst: Shares Still Look Pricey Amid Soft EarningsSummary Shares of Oklahoma-based BancFirst have done okay since my opening piece last year, lifted by the broader rally in regional bank stocks. Earnings have been fairly muted as expected, with net interest income still recovering from recent funding cost pressure and non-interest income hit by a reduction in swipe fees. Currently trading for over 2.5x tangible book value, these shares are now even more expensive than at opening coverage, with earnings set to remain fairly flat in the near term. Read the full article on Seeking Alpha
Price Target Changed • Jul 22Price target increased by 11% to US$101Up from US$91.63, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$105. Stock is up 5.0% over the past year. The company is forecast to post earnings per share of US$6.10 for next year compared to US$6.45 last year.
Recent Insider Transactions • Jul 21Insider recently sold US$320k worth of stockOn the 19th of July, D. Hannah sold around 3k shares on-market at roughly US$107 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$507k. Insiders have been net sellers, collectively disposing of US$2.4m more than they bought in the last 12 months.
お知らせ • Jul 21BancFirst Corporation Reports Net Charge-Offs for the Second Quarter Ended June 30, 2024BancFirst Corporation reported net charge-offs for the second quarter ended June 30, 2024. Net charge-offs were $1.0 million for the quarter compared to $664,000 for the second quarter of 2023.
Reported Earnings • Jul 19Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.54 (down from US$1.67 in 2Q 2023). Revenue: US$150.5m (flat on 2Q 2023). Net income: US$50.6m (down 7.9% from 2Q 2023). Profit margin: 34% (down from 36% in 2Q 2023). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 31BancFirst (NASDAQ:BANF) Is Due To Pay A Dividend Of $0.43BancFirst Corporation's ( NASDAQ:BANF ) investors are due to receive a payment of $0.43 per share on 15th of July...
Declared Dividend • May 30First quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 6.2% over the next year. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.
Seeking Alpha • May 28BancFirst: Earnings Likely To Change Very Little, Stock Appears Fairly ValuedSummary Regional economies will likely help loan growth improve after a disappointing performance during the first quarter of 2024. The margin will likely change very little amid a falling interest-rate environment. I’m expecting earnings to dip by 2% to $6.24 per share in 2024. The December 2024 target price suggests a price upside of only 5.0%. BancFirst is offering a dividend yield of only 2.0%. Read the full article on Seeking Alpha
お知らせ • May 25BancFirst Corporation Declares Cash Dividend on Its Common Stock, Payable July 15, 2024On May 23, 2024, BancFirst Corporation’s Board of Directors declared a $0.43 per share cash dividend on its common stock. The dividend is payable July 15, 2024, to shareholders of record on June 28, 2024.
Reported Earnings • May 09First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$1.53 (down from US$1.75 in 1Q 2023). Revenue: US$147.0m (down 5.0% from 1Q 2023). Net income: US$50.3m (down 13% from 1Q 2023). Profit margin: 34% (down from 37% in 1Q 2023). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09+ 1 more updateBancFirst Corporation Appoints Hannah Andrus as Executive Vice President and TreasurerOn March 28, 2024, the Board of Directors of BancFirst Corporation appointed Ms. Hannah Andrus as Executive Vice President and Treasurer, to be effective May 8, 2024. She is 38 years old. Before joining BancFirst Corporation, Ms. Andrus was employed by Ernst & Young LLP where she was an Assurance Senior Manager. Ms. Andrus holds a Master of Science in Accounting and a Bachelor of Business Administration from Southern Methodist University and is a Certified Public Accountant.
Recent Insider Transactions • May 08Insider recently sold US$507k worth of stockOn the 6th of May, D. Hannah sold around 5k shares on-market at roughly US$92.23 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$1.2m. Insiders have been net sellers, collectively disposing of US$2.0m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Apr 23Executive VP exercised options and sold US$578k worth of stockOn the 22nd of April, Kevin Lawrence exercised 10k options at a strike price of around US$32.30 and sold these shares for an average price of US$90.07 per share. This trade did not impact their existing holding. Since December 2023, Kevin's direct individual holding has increased from 11.64k shares to 11.79k. Company insiders have collectively sold US$2.2m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Apr 22BancFirst Corporation Just Beat EPS By 7.7%: Here's What Analysts Think Will Happen NextAs you might know, BancFirst Corporation ( NASDAQ:BANF ) just kicked off its latest quarterly results with some very...
Reported Earnings • Apr 19First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$1.53 (down from US$1.75 in 1Q 2023). Revenue: US$147.0m (down 5.0% from 1Q 2023). Net income: US$50.3m (down 13% from 1Q 2023). Profit margin: 34% (down from 37% in 1Q 2023). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 04BancFirst Corporation, Annual General Meeting, May 23, 2024BancFirst Corporation, Annual General Meeting, May 23, 2024, at 09:30 Central Daylight. Location: BancFirst Tower, 34th Floor, Petroleum Club, John Nichols Room Oklahoma City United States Agenda: To consider election of the 17 directors nominated by Board of Directors and named in the accompanying Proxy Statement; to consider and to amend the BancFirst Corporation Directors’ Deferred Stock Compensation Plan to increase the number of shares of common stock authorized to be granted subsequent to such amendment to 40,000; and to consider other matters.
Upcoming Dividend • Mar 20Upcoming dividend of US$0.43 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (3.0%).
分析記事 • Mar 05BancFirst (NASDAQ:BANF) Will Pay A Dividend Of $0.43BancFirst Corporation's ( NASDAQ:BANF ) investors are due to receive a payment of $0.43 per share on 15th of April...
Reported Earnings • Feb 29Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$6.45 (up from US$5.89 in FY 2022). Revenue: US$602.4m (up 10% from FY 2022). Net income: US$212.5m (up 10.0% from FY 2022). Profit margin: 35% (in line with FY 2022). Net interest margin (NIM): 3.79% (up from 3.29% in FY 2022). Cost-to-income ratio: 54.5% (down from 55.6% in FY 2022). Non-performing loans: 0.45% (up from 0.33% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 2 years compared to a 5.8% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 26Fourth quarter dividend of US$0.43 announcedShareholders will receive a dividend of US$0.43. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (26% payout ratio) and is expected to be well covered in 3 years' time (35% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 20% over the next 2 years. However, it would need to fall by 71% to increase the payout ratio to a potentially unsustainable range.
Recent Insider Transactions Derivative • Feb 25Executive VP notifies of intention to sell stockKevin Lawrence intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of February. If the sale is conducted around the recent share price of US$87.42, it would amount to US$874k. Since March 2023, Kevin's direct individual holding has increased from 11.64k shares to 11.76k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Feb 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.2m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.2% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$1.2m sold).
Recent Insider Transactions • Feb 21Insider recently sold US$1.2m worth of stockOn the 16th of February, D. Hannah sold around 13k shares on-market at roughly US$89.12 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$984k more than they bought in the last 12 months.
分析記事 • Feb 13Here's Why We Think BancFirst (NASDAQ:BANF) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Jan 19Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$6.45 (up from US$5.89 in FY 2022). Revenue: US$602.4m (up 10% from FY 2022). Net income: US$212.5m (up 10.0% from FY 2022). Profit margin: 35% (in line with FY 2022). Net interest margin (NIM): 3.79% (up from 3.29% in FY 2022). Cost-to-income ratio: 54.5% (down from 55.6% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 2 years compared to a 5.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of US$0.43 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 16 January 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (3.2%).
分析記事 • Dec 20BancFirst (NASDAQ:BANF) Will Pay A Dividend Of $0.43The board of BancFirst Corporation ( NASDAQ:BANF ) has announced that it will pay a dividend of $0.43 per share on the...
お知らせ • Dec 19BancaFirst Corporation Announces Dennis L. Brand to Resign from the Board of Directors, Effective on December 21, 2023BancFirst Corporation Announced that Mr. Dennis L. Brand has informed the Company of his desire to resign from the Board of Directors, effective as of its next meeting on December 21, 2023. Mr. Brand's resignation was not due to a disagreement or any matters relating to the Company's operations, policies or practices. Mr. Brand will continue as an employee of the Company, and to serve as the Chairman of the Executive Committee, and on the boards of two of the Company’s subsidiary banks, Pegasus Bank and Worthington Bank.
Recent Insider Transactions Derivative • Dec 06Executive VP notifies of intention to sell stockKevin Lawrence intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$90.02, it would amount to US$450k. Since March 2023, Kevin has owned 11.64k shares directly. Company insiders have collectively bought US$516k more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Nov 17BancFirst Corporation Announces Intent to Resignation of Kevin Lawrence as Chief Financial Officer, Effective Second Quarter of 2024BancFirst Corporation announced that on November 16, 2023, Kevin Lawrence, the company’s Chief Financial Officer, informed the Board of Directors of his intent to resign from his position with the company to pursue other career interests. The exact time of his resignation has not been determined, but it will most likely be in the second quarter of 2024. The Company has begun a search for Mr. Lawrence’s successor.
分析記事 • Oct 24Here's Why BancFirst (NASDAQ:BANF) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Oct 20Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: US$1.55 (down from US$1.69 in 3Q 2022). Revenue: US$146.4m (flat on 3Q 2022). Net income: US$51.0m (down 7.9% from 3Q 2022). Profit margin: 35% (down from 38% in 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.
Upcoming Dividend • Sep 21Upcoming dividend of US$0.43 per share at 2.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (5.0%). Lower than average of industry peers (3.7%).
お知らせ • Jul 29BancFirst Corporation Appoints Leslie J. Rainbolt as DirectorOn July 27, 2023, the Board of Directors of BancFirst Corporation appointed Leslie J. Rainbolt, M.D., M.B.A. as a director. Dr. Rainbolt accepted the position effective at the Board meeting on July 27, 2023. Her term will expire at the annual meeting of shareholders in May 2024 at which time she will stand for re-election. Dr. Rainbolt currently serves on the Board of OU Health, the M.D. Anderson Cancer Center Board of Visitors, the Harold Hamm Diabetes Center Board of Advisors, the Children's Hospital Foundation Board, the National Cowboy and Western Heritage Museum Board of Directors, the Stephen Cancer Center Leadership Council, the Communities Foundation of Oklahoma Board, and the Board of Tattered Cover, an independent bookstore in Denver, Colorado. She received a Bachelor of Arts from Newcomb College of Tulane University in Political Science/International Relations, her M.B.A./M.I.M. from the American Graduate School of International Management, now the Thunderbird Schools of Global Management and her M.D. from the University of Oklahoma College of Medicine. Dr. Rainbolt is the sister to David E. Rainbolt, the Executive Chairman of the Company, and therefore she will not be independent and will not serve on the Independent Directors Committee.
Price Target Changed • Jul 24Price target increased by 9.0% to US$90.50Up from US$83.00, the current price target is an average from 4 analysts. New target price is 9.5% below last closing price of US$99.97. Stock is down 2.3% over the past year. The company is forecast to post earnings per share of US$6.27 for next year compared to US$5.89 last year.
Reported Earnings • Jul 21Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: US$1.67 (up from US$1.37 in 2Q 2022). Revenue: US$151.1m (up 22% from 2Q 2022). Net income: US$55.0m (up 23% from 2Q 2022). Profit margin: 36% (in line with 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.7%. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Banks industry in the US are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 04If EPS Growth Is Important To You, BancFirst (NASDAQ:BANF) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
