Recent Insider Transactions • Jul 29
Non-Executive Chairman of the Board recently sold €3.0m worth of stock On the 27th of July, David Rainbolt sold around 30k shares on-market at roughly €102 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. David has been a net seller over the last 12 months, reducing personal holdings by €8.8m. Reported Earnings • Jul 26
Second quarter 2026 earnings released: EPS: US$1.99 (vs US$1.88 in 2Q 2025) Second quarter 2026 results: EPS: US$1.99 (up from US$1.88 in 2Q 2025). Revenue: US$182.6m (up 8.7% from 2Q 2025). Net income: US$66.7m (up 7.0% from 2Q 2025). Profit margin: 37% (in line with 2Q 2025). Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Banks industry in Europe. 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 4% per year. 공고 • Jul 24
BancFirst Corporation Reports Net Charge-Offs for the Second Quarter Ended June 30, 2026 BancFirst Corporation reported net charge-offs for the second quarter ended June 30, 2026. For the quarter, Net charge-offs totaled $2.4 million compared to $4.7 million for the second quarter last year. Upcoming Dividend • Jun 25
Upcoming dividend of US$0.49 per share Eligible shareholders must have bought the stock before 30 June 2026. Payment date: 15 July 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%). Declared Dividend • Jun 08
First quarter dividend of US$0.49 announced Shareholders will receive a dividend of US$0.49. Ex-date: 30th June 2026 Payment date: 15th July 2026 Dividend yield will be 1.9%, which is lower than the industry average of 4.8%. 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 remain steady over the next year, which should provide adequate earnings cover for the dividend. 공고 • Apr 07
BancFirst Corporation, Annual General Meeting, May 28, 2026 BancFirst 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 공고 • Jan 23
BancFirst Corporation Announces Net Charge-Offs for the Fourth Quarter Ended December 31, 2025 BancFirst 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. 공고 • Nov 18
BancFirst 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. 공고 • Oct 19
Bancfirst Corporation Reports Net Charge-Offs for the Third Quarter Ended September 30, 2025 BancFirst 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. 공고 • Jul 18
BancFirst Corporation Reports Net Charge-Offs for the Second Quarter Ended June 30, 2025 BancFirst 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. 공고 • May 23
BancFirst Corporation Declares Cash Dividend on its Common Stock, Payable on July 15, 2025 BancFirst 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. 공고 • May 21
BancFirst 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. 공고 • Apr 18
BancFirst Corporation Reports Net Charge-Offs for the First Quarter Ended March 31, 2025 BancFirst 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. 공고 • Apr 04
BancFirst Corporation, Annual General Meeting, May 22, 2025 BancFirst 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 공고 • Jan 24
BancFirst Corporation Announces Net Charge-Offs for the Fourth Quarter Ended December 31, 2024 BancFirst 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. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €114, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Banks industry in Europe. Total returns to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €205 per share. Recent Insider Transactions • Oct 23
Executive Chairman recently sold €439k worth of stock On the 21st of October, David Rainbolt sold around 4k shares on-market at roughly €102 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 €3.5m. David has been a net seller over the last 12 months, reducing personal holdings by €8.9m. Reported Earnings • Oct 18
Third quarter 2024 earnings released: EPS: US$1.78 (vs US$1.55 in 3Q 2023) Third 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 is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Banks industry in Europe. Upcoming Dividend • Sep 23
Upcoming dividend of US$0.46 per share Eligible 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 German dividend payers (4.8%). Lower than average of industry peers (6.4%). Recent Insider Transactions • Sep 02
Executive Chairman recently sold €3.5m worth of stock On the 30th of August, David Rainbolt sold around 37k shares on-market at roughly €96.04 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. Declared Dividend • Sep 02
Second quarter dividend of US$0.46 announced Shareholders will receive a dividend of US$0.46. Ex-date: 30th September 2024 Payment date: 15th October 2024 Dividend yield will be 1.7%, which is lower than the industry average of 4.8%. 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. 공고 • Jul 21
BancFirst Corporation Reports Net Charge-Offs for the Second Quarter Ended June 30, 2024 BancFirst 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. Recent Insider Transactions • Jul 21
Insider recently sold €293k worth of stock On the 19th of July, D. Hannah sold around 3k shares on-market at roughly €97.82 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 €470k. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months. Reported Earnings • Jul 20
Second quarter 2024 earnings released: EPS: US$1.54 (vs US$1.67 in 2Q 2023) Second 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 is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Banks industry in Europe. Declared Dividend • Jun 03
First quarter dividend of US$0.43 announced Shareholders 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 4.8%. 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. 공고 • May 25
BancFirst Corporation Declares Cash Dividend on Its Common Stock, Payable July 15, 2024 On 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 09
First quarter 2024 earnings released: EPS: US$1.53 (vs US$1.75 in 1Q 2023) First 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 is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Banks industry in Europe. Recent Insider Transactions • May 08
Insider recently sold €470k worth of stock On the 6th of May, D. Hannah sold around 5k shares on-market at roughly €85.60 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 €1.1m. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months. Reported Earnings • Apr 19
First quarter 2024 earnings released: EPS: US$1.53 (vs US$1.75 in 1Q 2023) First 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 is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Banks industry in Europe. 공고 • Apr 04
BancFirst Corporation, Annual General Meeting, May 23, 2024 BancFirst 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 20
Upcoming dividend of US$0.43 per share Eligible 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 German dividend payers (5.0%). Lower than average of industry peers (6.7%). Declared Dividend • Mar 04
Fourth quarter dividend of US$0.43 announced Shareholders will receive a dividend of US$0.43. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 2.0%, which is lower than the industry average of 4.8%. 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. Reported Earnings • Feb 29
Full year 2023 earnings released: EPS: US$6.45 (vs US$5.89 in FY 2022) Full 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 is forecast to stay flat during the next 2 years compared to a 2.8% growth forecast for the Banks industry in Europe. New Risk • Feb 21
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.1m 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 (€1.1m sold). Recent Insider Transactions • Feb 21
Insider recently sold €1.1m worth of stock On the 16th of February, D. Hannah sold around 13k shares on-market at roughly €82.72 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 €915k more than they bought in the last 12 months. Reported Earnings • Jan 19
Full year 2023 earnings released: EPS: US$6.45 (vs US$5.89 in FY 2022) Full 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). Revenue is forecast to stay flat during the next 2 years compared to a 2.0% growth forecast for the Banks industry in Europe. Upcoming Dividend • Dec 21
Upcoming dividend of US$0.43 per share at 1.8% yield Eligible 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 German dividend payers (5.1%). Lower than average of industry peers (6.2%). 공고 • Dec 19
BancaFirst Corporation Announces Dennis L. Brand to Resign from the Board of Directors, Effective on December 21, 2023 BancFirst 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. 공고 • Nov 17
BancFirst Corporation Announces Intent to Resignation of Kevin Lawrence as Chief Financial Officer, Effective Second Quarter of 2024 BancFirst 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. Reported Earnings • Oct 20
Third quarter 2023 earnings released: EPS: US$1.55 (vs US$1.69 in 3Q 2022) Third 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 is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Banks industry in Europe. Upcoming Dividend • Sep 21
Upcoming dividend of US$0.43 per share at 2.0% yield Eligible 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 German dividend payers (4.8%). Lower than average of industry peers (6.0%). 공고 • Jul 29
BancFirst Corporation Appoints Leslie J. Rainbolt as Director On 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. Reported Earnings • Jul 21
Second quarter 2023 earnings released: EPS: US$1.67 (vs US$1.37 in 2Q 2022) Second 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 is expected to decline by 1.1% p.a. on average during the next 2 years, while revenues in the Banks industry in Europe are expected to grow by 4.4%. 공고 • May 27
BancFirst Corporation Declares Cash Dividend, Payable on July 17, 2023 On May 25, 2023, BancFirst Corporation’s Board of Directors declared a $0.40 per share cash dividend on its common stock. The dividend is payable July 17, 2023, to shareholders of record on June 30, 2023. Recent Insider Transactions • May 10
Insider recently bought €65k worth of stock On the 9th of May, Joe Goyne bought around 1k shares on-market at roughly €65.26 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €38m more in shares than they bought in the last 12 months.