BancFirst (BANF)

13F shares	Current	Prev Q	Change
Total value	1.87 tn	1.69 tn	+11.0%
Total shares	18.27 mm	18.42 mm	-0.8%
Total puts	3.00 k	7.70 k	-61.0%
Total calls	8.20 k	12.40 k	-33.9%
Total put/call ratio	0.4	0.6	-41.1%

Largest owners	Shares	Value	Change
BlackRock	3.17 mm	$371.48 bn	+1.4%
Vanguard	2.31 mm	$270.24 bn	+2.0%
Kayne Anderson Rudnick Investment Management	2.16 mm	$253.39 bn	+0.0%
Investors Trust	2.06 mm	$0.00	0.0%
Dimensional Fund Advisors	994.83 k	$116.58 bn	-0.5%
STT State Street	945.15 k	$111.19 bn	+8.4%
BancFirst Trust & Investment Management	907.32 k	$108.53 bn	-46.7%
Geode Capital Management	484.88 k	$56.83 bn	+0.4%
Champlain Investment Partners	343.77 k	$40.28 bn	-31.4%
NTRS Northern Trust	308.76 k	$36.18 bn	-2.9%

Largest transactions	Shares	Bought/sold	Change
BancFirst Trust & Investment Management	907.32 k	-794.76 k	-46.7%
Norges Bank	227.42 k	+227.42 k	NEW
Champlain Investment Partners	343.77 k	-157.41 k	-31.4%
International Assets Investment Management	0.00	-106.77 k	EXIT
RJF Raymond James Financial	102.05 k	+102.05 k	NEW
Raymond James & Associates	0.00	-95.08 k	EXIT
Verition Fund Management	85.02 k	+85.02 k	NEW
STT State Street	945.15 k	+73.05 k	+8.4%
UBS UBS	75.56 k	+58.25 k	+336.6%
JPM JPMorgan Chase & Co.	175.46 k	+46.25 k	+35.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

BANF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
13 Aug 25	F Ford Drummond	Common Stock	Sell	Dispose S	No	No	126.2875	5,000	631.44 k	0
13 Aug 25	F Ford Drummond	Common Stock	Option exercise	Acquire M	No	No	20.83	5,000	104.15 k	5,000
13 Aug 25	F Ford Drummond	Option Common Stock	Option exercise	Dispose M	No	No	20.83	5,000	104.15 k	0
28 May 25	F Ford Drummond	Common Stock	Sell	Dispose S	No	No	124.1155	5,000	620.58 k	0
28 May 25	F Ford Drummond	Common Stock	Option exercise	Acquire M	No	No	20.83	5,000	104.15 k	5,000
28 May 25	F Ford Drummond	Option Common Stock	Option exercise	Dispose M	No	No	20.83	5,000	104.15 k	5,000
21 May 25	Randy Foraker	Common Stock	Sell	Dispose S	No	No	126.6112	4,000	506.44 k	0
21 May 25	Randy Foraker	Common Stock	Option exercise	Acquire M	No	No	20.83	4,000	83.32 k	4,000
21 May 25	Randy Foraker	Option Common Stock	Option exercise	Dispose M	No	No	20.83	4,000	83.32 k	3,000
6 May 25	Rainbolt David E	Common Stock	Other	Dispose J	Yes	No	0	22,556	0.00	0

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

Howard Marks Cautions On 'Cockroaches,' Warning Loans, Frauds 'Often Occur In Clusters:' Credit Issues Aren't 'Systemic,' They're 'Systematic'

7 Nov 25

Howard Marks' new memo warns of 'cockroaches.' Why he says recent frauds are 'systematic' clusters, not a 'systemic' financial threat.

Alphabet To Rally More Than 10%? Here Are 10 Top Analyst Forecasts For Monday

20 Oct 25

Keefe, Bruyette & Woods Maintains Market Perform on BancFirst, Lowers Price Target to $120

20 Oct 25

Keefe, Bruyette & Woods analyst Wood Lay maintains BancFirst (NASDAQ:BANF) with a Market Perform and lowers the price target from $132 to $120.

BancFirst Q3 EPS $1.85 Misses $1.86 Estimate, Sales $175.481M Beat $175.139M Estimate

17 Oct 25

Press releases

From Benzinga Pro

BANCFIRST CORPORATION REPORTS THIRD QUARTER EARNINGS

17 Oct 25

OKLAHOMA CITY, Oct. 17, 2025 /PRNewswire/ -- BancFirst Corporation (NASDAQ GS:BANF) reported net income of $62.7 million, or $1.85 per diluted share, for the third quarter of 2025 compared to net income of $58.9 million,