cobiz financial (nasdaq:cobz) is a multi-billion dollar financial services company that serves the complete financial needs of businesses, business owners and professionals in colorado and arizona. with products and services to meet all your financial goals, we can free you from the challenge of working with several disparate providers. with our integrated approach, we can suggest solutions that are uniquely tailored to -- and even anticipate -- your changing needs.
Company profile
Ticker
BOKF
Exchange
Website
CEO
Steven Bradshaw
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
BOK FINANCIAL CORP ET AL
SEC CIK
Corporate docs
Subsidiaries
BOKF Capital Corporation • BOKF-CC (Collision Works), LLC • BOKFCC (Cyber), LLC • BOKFCC (FIXED INCOME I), LLC • BOKFCC (Fixed Income II), LLC • BOKF-CC (FSE), LLC • BOKF-CC (HD Repair), LLC • BOKF-CC (IPS), LLC • BOKF-CC (O2 Concepts), LLC • BOKF-CC (QRC), LLC ...
IRS number
731373454
BOKF stock data
Latest filings (excl ownership)
8-K
First quarter 2024 financial highlights1
24 Apr 24
8-K
Other Events
26 Mar 24
ARS
2023 FY
Annual report to shareholders
21 Mar 24
DEF 14A
Definitive proxy
21 Mar 24
10-K
2023 FY
Annual report
21 Feb 24
8-K
Regulation FD Disclosure
31 Jan 24
8-K
BOK Financial Corporation Reports Annual Earnings of $531 million or $8.02 Per Share and Quarterly Earnings of $83 million or $1.26 Per Share in the Fourth Quarter
24 Jan 24
8-K
Other Events
1 Dec 23
10-Q
2023 Q3
Quarterly report
1 Nov 23
8-K
BOK Financial Corporation Reports Quarterly Earnings of $134 million or $2.04 Per Share in the Third Quarter
25 Oct 23
Transcripts
BOKF
Earnings call transcript
2024 Q1
24 Apr 24
BOKF
Earnings call transcript
2023 Q4
24 Jan 24
BOKF
Earnings call transcript
2023 Q3
25 Oct 23
BOKF
Earnings call transcript
2023 Q2
26 Jul 23
BOKF
Earnings call transcript
2023 Q2
26 Jul 23
BOKF
Earnings call transcript
2023 Q1
26 Apr 23
BOKF
Earnings call transcript
2022 Q4
25 Jan 23
BOKF
Earnings call transcript
2022 Q3
26 Oct 22
BOKF
Earnings call transcript
2022 Q2
27 Jul 22
BOKF
Earnings call transcript
2022 Q1
27 Apr 22
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 1.37 bn | 1.37 bn | 1.37 bn | 1.37 bn | 1.37 bn | 1.37 bn |
Cash burn (monthly) | 24.13 mm | 19.50 mm | (no burn) | (no burn) | (no burn) | 141.14 mm |
Cash used (since last report) | 165.16 mm | 133.44 mm | n/a | n/a | n/a | 965.97 mm |
Cash remaining | 1.21 bn | 1.24 bn | n/a | n/a | n/a | 408.96 mm |
Runway (months of cash) | 50.1 | 63.7 | n/a | n/a | n/a | 2.9 |
Institutional ownership, Q3 2023
35.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 199 |
Opened positions | 25 |
Closed positions | 39 |
Increased positions | 52 |
Reduced positions | 81 |
13F shares | Current |
---|---|
Total value | 1.83 tn |
Total shares | 22.97 mm |
Total puts | 4.70 k |
Total calls | 12.40 k |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
George Kaiser Family Foundation | 3.32 mm | $265.76 bn |
Vanguard | 2.75 mm | $219.85 bn |
Ariel Investments | 2.27 mm | $181.75 bn |
Dimensional Fund Advisors | 1.68 mm | $134.70 bn |
BLK Blackrock | 1.32 mm | $105.55 bn |
Cibc World Markets | 1.18 mm | $94.37 bn |
FMR | 1.08 mm | $86.50 bn |
Diamond Hill Capital Management | 866.26 k | $69.28 bn |
STT State Street | 801.81 k | $64.13 bn |
Neuberger Berman | 775.29 k | $62.01 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Mar 24 | Kymes Stacy | Common Stock | Other | Acquire J | Yes | No | 0 | 8,957 | 0.00 | 22,500 |
28 Mar 24 | Kymes Stacy | Common Stock | Other | Dispose J | No | No | 0 | 8,957 | 0.00 | 85,647.539 |
21 Feb 24 | James A Dietz | Common Stock | Sale back to company | Dispose D | No | No | 0 | 412 | 0.00 | 16,715.865 |
21 Feb 24 | Scott Grauer | Common Stock | Sale back to company | Dispose D | No | No | 0 | 5,379 | 0.00 | 56,922 |
21 Feb 24 | Grunst Martin E | Common Stock | Sale back to company | Dispose D | No | No | 0 | 3,967 | 0.00 | 33,220 |
21 Feb 24 | Rebecca D Keesling | Common Stock | Sale back to company | Dispose D | No | No | 0 | 1,287 | 0.00 | 10,800 |
20 Feb 24 | James A Dietz | Common Stock | Grant | Acquire A | No | No | 0 | 4,209 | 0.00 | 17,127.865 |
20 Feb 24 | Scott Grauer | Common Stock | Grant | Acquire A | No | No | 0 | 9,170 | 0.00 | 62,301 |
20 Feb 24 | Grunst Martin E | Common Stock | Grant | Acquire A | No | No | 0 | 7,290 | 0.00 | 37,187 |
20 Feb 24 | Rebecca D Keesling | Common Stock | Grant | Acquire A | No | No | 0 | 1,870 | 0.00 | 12,087 |
News
BOK Financial Q1 EPS $1.29 Misses $1.73 Estimate, Sales $455.27M Miss $480.76M Estimate
24 Apr 24
Wells Fargo Maintains Equal-Weight on BOK Financial, Raises Price Target to $95
10 Apr 24
RBC Capital Maintains Sector Perform on BOK Financial, Raises Price Target to $94
9 Apr 24
Keefe, Bruyette & Woods Maintains Market Perform on BOK Financial, Raises Price Target to $97
5 Apr 24
Raymond James Upgrades BOK Financial to Outperform, Announces $103 Price Target
4 Apr 24