Earnings Miss: BOK Financial Corporation Missed EPS By 6.1% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on BOK Financial Corporation (NASDAQ:BOKF), given that the company fell short of expectations when it released its first-quarter results last week. Results look to have been somewhat negative - revenue fell 3.4% short of analyst estimates at US$503m, and statutory earnings of US$1.86 per share missed forecasts by 6.1%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Following last week's earnings report, BOK Financial's eight analysts are forecasting 2025 revenues to be US$2.12b, approximately in line with the last 12 months. Statutory earnings per share are expected to decrease 6.0% to US$8.12 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$2.16b and earnings per share (EPS) of US$8.57 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.

Check out our latest analysis for BOK Financial

It might be a surprise to learn that the consensus price target fell 9.3% to US$107, with the analysts clearly linking lower forecast earnings to the performance of the stock price. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values BOK Financial at US$115 per share, while the most bearish prices it at US$97.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that BOK Financial's revenue growth is expected to slow, with the forecast 2.3% annualised growth rate until the end of 2025 being well below the historical 3.8% 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 6.9% 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 BOK Financial.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that BOK Financial's revenue is expected to perform worse than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for BOK Financial going out to 2027, and you can see them free on our platform here..

You can also see our analysis of BOK Financial's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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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.