The BancFirst Corporation (NASDAQ:BANF) Annual Results Are Out And Analysts Have Published New Forecasts

BancFirst Corporation (NASDAQ:BANF) last week reported its latest annual results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. BancFirst reported in line with analyst predictions, delivering revenues of US$622m and statutory earnings per share of US$6.44, suggesting the business is executing well and in line with its plan. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

View our latest analysis for BancFirst

Taking into account the latest results, the consensus forecast from BancFirst's two analysts is for revenues of US$654.3m in 2025. This reflects a reasonable 5.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to reduce 4.1% to US$6.25 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$652.5m and earnings per share (EPS) of US$6.17 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

There were no changes to revenue or earnings estimates or the price target of US$129, suggesting that the company has met expectations in its recent result.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the BancFirst's past performance and to peers in the same industry. We would highlight that BancFirst's revenue growth is expected to slow, with the forecast 5.1% annualised growth rate until the end of 2025 being well below the historical 11% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 7.3% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than BancFirst.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$129, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have analyst estimates for BancFirst going out as far as 2026, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 2 warning signs for BancFirst (1 makes us a bit uncomfortable) you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.