Regional Banks Stocks Q4 In Review: BancFirst (NASDAQ:BANF) Vs Peers
BancFirst (NASDAQ:BANF) reported mixed Q4 2025 results with a revenue beat but an EPS miss, causing its stock to drop. Other regional banks experienced varied outcomes, with Merchants Bancorp (NASDAQ:MBIN) showing strong performance and The Bancorp (NASDAQ:TBBK) delivering a disappointing quarter. The article also provides a brief market update, noting the Fed's interest rate policies and the impact of the 2024 presidential election on the stock market.
BancFirst Corporation $BANF Shares Bought by Public Sector Pension Investment Board
Public Sector Pension Investment Board increased its stake in BancFirst Corporation (NASDAQ:BANF) by 18.4% in the third quarter, acquiring 12,535 shares to now hold 80,535 shares valued at approximately $10.18 million. Other institutional investors also adjusted their holdings. BancFirst currently holds a "Hold" consensus rating with an average price target of $129.50, despite mixed analyst actions including a recent downgrade to "Sell" by Wall Street Zen.
Denali Advisors LLC Decreases Position in BancFirst Corporation $BANF
Denali Advisors LLC significantly reduced its stake in BancFirst Corporation (NASDAQ:BANF) by 72.3% in the third quarter, selling 28,422 shares and retaining 10,900 shares valued at $1.378 million. Despite this, BancFirst's stock opened higher at $117.68, and the company reported quarterly EPS of $1.75 on revenue of $181.0 million, along with a quarterly dividend of $0.49. Analyst ratings are mixed, with a consensus "Hold" and a target price of $129.50.
Foraker, BancFirst EVP, sells $359,734 in BANF stock By Investing.com
BancFirst Corporation Executive Vice President, Randy Foraker, sold 3,000 shares of BANF common stock for $359,734 on February 10, 2026, while also acquiring 3,000 shares through option exercise. In other news, BancFirst announced a quarterly cash dividend of $0.49 per share and Brean Capital initiated coverage with a Hold rating and a $123 price target. The company also released its Sustainability Report for November 2025.
Foraker, BancFirst EVP, sells $359,734 in BANF stock
Randy Foraker, Executive Vice President of BancFirst (NASDAQ: BANF), sold 3,000 shares of common stock for $359,734 while simultaneously acquiring 3,000 shares through option exercises for $62,489. This follows BancFirst's announcement of a quarterly cash dividend and Brean Capital initiating coverage with a Hold rating. The company also released its Sustainability Report for November 2025.
Principal Financial Group Inc. Increases Stock Holdings in BancFirst Corporation $BANF
Principal Financial Group Inc. significantly increased its stake in BancFirst Corporation by 14.5% in the third quarter of 2025, now owning 113,346 shares valued at $14.33 million. BancFirst (NASDAQ:BANF) has a market capitalization of $3.99 billion, a P/E ratio of 16.80, and pays a quarterly dividend of $0.49. Despite missing consensus EPS estimates in its latest earnings report, the company maintains an average "Hold" rating from analysts with an average target price of $129.50.
BancFirst stock initiated with Hold rating by Brean Capital at $123 target
Brean Capital initiated coverage of BancFirst Corporation (NASDAQ:BANF) with a Hold rating and a $123 price target, noting the stock currently appears undervalued based on InvestingPro Fair Value estimates. The firm expects BancFirst to continue trading at a premium to its peers due to strong fundamentals and high insider ownership, supporting earnings per share estimates of $6.98 for FY26 and $7.01 for FY27. Recent company news includes a quarterly cash dividend of $0.49 per share payable in January 2026 and the release of its Sustainability Report for November 2025.
BancFirst stock initiated with Hold rating by Brean Capital at $123 target
Brean Capital initiated coverage on BancFirst Corporation (NASDAQ:BANF) with a Hold rating and a $123 price target. The firm's analysis indicates BancFirst, currently trading at $119.61, appears undervalued based on InvestingPro Fair Value estimates and forecasts FY26 and FY27 EPS of $6.98 and $7.01, respectively. The price target is based on BancFirst trading at a premium to peers, aligning with its historical performance driven by strong fundamentals and high insider ownership.
BancFirst stock initiated with Hold rating by Brean Capital at $123 target
Brean Capital has initiated coverage on BancFirst Corporation (NASDAQ:BANF) with a Hold rating and a $123 price target, citing strong fundamentals and high insider ownership. The target is based on 17.6 times Brean's FY26 EPS estimate and 250% of tangible book value. BancFirst, currently trading at $119.61, recently announced a quarterly cash dividend of $0.49 per share and released its Sustainability Report for November 2025.
BancFirst (BANF) Is Up 7.9% After EPS Rises Despite Higher Loan Charge-offs – Has The Bull Case Changed?
BancFirst (BANF) recently reported a 7.9% increase in EPS for the fourth quarter of 2025, reaching US$59.5 million, despite a rise in net charge-offs to US$1.6 million from US$985,000 the previous year. This performance indicates a balance between improved profitability and evolving credit costs. The article evaluates whether these results alter BancFirst's investment narrative, especially considering a slight increase in credit risk, and notes that the stock may still be undervalued by 38%.
BancFirst (BANF) Is Up 7.9% After EPS Rises Despite Higher Loan Charge-offs – Has The Bull Case Changed?
BancFirst (BANF) reported increased net income and EPS in Q4 2025, despite a rise in loan charge-offs. The stock is up 7.9% and is potentially undervalued by 38%, which raises questions about its investment narrative given the growing credit costs. Investors are urged to consider how rising charge-offs might impact long-term performance and to build their own narrative.
BancFirst (BANF) Is Up 7.9% After EPS Rises Despite Higher Loan Charge-offs – Has The Bull Case Changed?
BancFirst (BANF) saw its stock rise by 7.9% after reporting higher net income and earnings per share in Q4 2025, despite an increase in loan charge-offs. The company's investment narrative centers on steady profitability and conservative management, though rising credit costs and a potentially overvalued stock price raise questions about long-term performance. Simply Wall St indicates that the stock might be overvalued by as much as 38% according to their fair value estimates.
Institutional Owners May Take Dramatic Actions as BancFirst Corporation's (NASDAQ:BANF) Recent 7.0% Drop Adds to One-year Losses
BancFirst Corporation has seen its market cap drop by US$275 million recently, contributing to a 6.7% one-year loss for shareholders. Institutional investors hold 57% of the company's shares, making them the largest ownership group and potentially leading to significant actions if the stock's downtrend continues. Insiders and the top four shareholders also maintain substantial control, with insiders owning US$1.1 billion worth of shares and the top four accounting for 54% of the shares outstanding.
Assessing BancFirst (BANF) Valuation After Q4 Earnings Show Higher Net Income And Rising Net Charge Offs
BancFirst recently reported Q4 2025 earnings with increased net income and rising net charge-offs. The stock's current P/E ratio of 15.6x suggests it is overvalued compared to its peers and an estimated fair ratio, despite demonstrating a negative one-year return. However, a discounted cash flow (DCF) model indicates a fair value significantly above the current share price, suggesting potential undervaluation.
Great Lakes Advisors LLC Decreases Stake in BancFirst Corporation $BANF
Great Lakes Advisors LLC reduced its stake in BancFirst Corporation ($BANF) by 45.9% in the third quarter, now holding 19,818 shares valued at $2.51 million. Despite this, other institutions like Norges Bank and American Century have increased their holdings, bringing total institutional ownership to 51.72%. BancFirst recently reported Q4 EPS of $1.75, missing estimates slightly, but revenue exceeded expectations, with analysts maintaining a consensus "Hold" rating and a target price of $129.50.
SG Americas Securities LLC Cuts Stock Position in BancFirst Corporation $BANF
SG Americas Securities LLC significantly reduced its stake in BancFirst Corporation (BANF) by 96.4% in the third quarter of 2025, selling over 28,000 shares. Despite this, other institutional investors like UBS, Jane Street, and MIRAE increased or initiated positions, resulting in institutional ownership of about 51.72%. BancFirst reported mixed quarterly results, missing EPS estimates but exceeding revenue expectations, maintains a "Hold" consensus rating with an average target price of $129.50, and offers a 1.8% dividend yield.
Should BancFirst’s (BANF) Fifth Year of Record Earnings Spur Action From Investors?
BancFirst (BANF) reported its fifth consecutive year of record net income and earnings per share in Q4 2025, driven by the acquisition of American Bank of Oklahoma and very low net charge-offs. Despite this strong operational performance and consistent profitability, the stock's recent 1-year decline suggests the market is concerned about slower forecast growth and relatively low return on equity. Investors are encouraged to weigh these factors and explore various fair value estimates to form their own investment narrative.
BancFirst (NASDAQ:BANF) Trading Down 5.8% on Disappointing Earnings
BancFirst (NASDAQ:BANF) shares fell 5.8% after reporting disappointing earnings, with EPS of $1.75 missing analyst estimates of $1.78. Despite this, the company exceeded revenue expectations at $181.0 million and maintained solid profitability. BancFirst also recently announced a quarterly dividend of $0.49, and analysts have a mixed "Hold" rating with an average target price of $129.50.
BancFirst (BANF) Net Interest Margin Near 3.8% Reinforces Bullish Profitability Narratives
BancFirst (BANF) concluded FY 2025 with strong financial results, reporting Q4 revenue of US$182.7 million and 12-month revenue of US$685.0 million, alongside an EPS of US$7.22. The bank's net interest margin stood near 3.8%, bolstering its profitability narrative despite a projected slowdown in near-term earnings growth. While its P/E ratio is higher than peers, a DCF fair value suggests the stock is significantly undervalued, creating a mixed signal for investors.
BancFirst reports Q4 EPS $1.75, consensus $1.79
BancFirst (BANF) reported Q4 EPS of $1.75, falling short of the consensus estimate of $1.79. Despite this, the company achieved record net income and earnings per share for the fifth consecutive year, driven by loan growth, a stable net interest margin, and strong non-interest income. CEO David Harlow highlighted the successful acquisition of American Bank of Oklahoma and solid asset quality, maintaining a healthy allowance for credit losses due to a mixed economic outlook.
BancFirst: Fourth Quarter Earnings Overview
BancFirst Corp. announced fourth-quarter earnings of $59.5 million, or $1.75 per share. For the full year, the company reported a net income of $240.6 million ($7.11 per share) and total revenue of $690.6 million. While BancFirst's stock has risen 11% year-to-date, it experienced a nearly 3% decline over the past year, closing at $117.36 on Thursday.
BancFirst: Fourth Quarter Earnings Overview
BancFirst Corp. announced its fourth-quarter earnings, reporting $59.5 million and $1.75 per share. For the full year, the company had a net income of $240.6 million ($7.11 per share) on $690.6 million in revenue. Despite an 11% stock price increase year-to-date, BancFirst's stock closed down nearly 3% over the past year at $117.36.
BancFirst: Q4 Earnings Snapshot
BancFirst Corp. announced fourth-quarter earnings of $59.5 million, or $1.75 per share. For the full year, the company reported a profit of $240.6 million, with revenue reaching $690.6 million. BancFirst shares have seen an 11% increase since the start of the year, though they experienced a nearly 3% decrease over the last 12 months.
BANCFIRST CORPORATION REPORTS FOURTH QUARTER EARNINGS
BancFirst Corporation reported strong fourth-quarter 2025 earnings with net income of $59.5 million, or $1.75 per diluted share, marking a significant increase from the previous year. The growth was primarily driven by higher loan volume, increased net interest income, and a gain from the sale of Visa B-1 stock, as well as the acquisition of American Bank of Oklahoma. Despite an increase in noninterest expenses, the company maintained strong asset quality and achieved record net income for the fifth consecutive year.
BancFirst: Q4 Earnings Snapshot
BancFirst Corp. (BANF) reported fourth-quarter earnings of $59.5 million, or $1.75 per share. For the full year, the company's profit was $240.6 million, with revenue reaching $690.6 million. BancFirst shares have seen an 11% increase since the beginning of the year, despite a nearly 3% decrease in the last 12 months.
International Bancshares (IBOC) Valuation Check After Recent Outperformance Versus BancFirst
International Bancshares (IBOC) has recently outperformed BancFirst in profitability and earnings, trading at a lower P/E multiple with stronger analyst sentiment. Despite a recent share price dip, its long-term returns are solid, and the company appears undervalued based on its P/E ratio of 10.1x compared to industry averages and an estimated fair P/E. A Discounted Cash Flow model further suggests a significant discount, with the stock trading at $68.39 against a fair value of $142.08.
BancFirst's (NASDAQ:BANF) investors will be pleased with their notable 85% return over the last five years
BancFirst (NASDAQ:BANF) shareholders have seen an 85% total shareholder return over the last five years, outperforming its share price increase of 69% over the same period, indicating the importance of dividends. While the share price dropped 11% in the last quarter, the company's EPS has grown 18% annually over five years, higher than the share price's 11% annual increase, suggesting a recent pessimistic market sentiment. Investors are advised to look into the company's fundamentals for sustainable long-term growth despite recent short-term dips.
BancFirst's (NASDAQ:BANF) investors will be pleased with their notable 85% return over the last five years
BancFirst shareholders have seen an 85% total return over the past five years, outperforming the market's 76% return when dividends are included. Despite a recent 11% share price drop, the company's earnings per share have grown 18% annually over the same period, suggesting market pessimism despite strong fundamentals. Investors are encouraged to consider the current sell-off as a potential opportunity if underlying growth remains strong.
Assessing BancFirst (BANF) Valuation As Recent Momentum Fools And DCF Signals A Large Discount
BancFirst's (BANF) shares have shown mixed returns, with recent declines despite stronger long-term performance. While its P/E ratio of 14.9x suggests it's overvalued compared to both its fair ratio and the broader US banks industry, Simply Wall St's discounted cash flow (DCF) model indicates the stock is trading about 44% below an estimated fair value of US$191.11, suggesting a potential opportunity for investors. The article encourages investors to consider these conflicting valuation signals and risks, such as slower net income growth.
BancFirst (BANF): Buy, Sell, or Hold Post Q3 Earnings?
BancFirst's shares have significantly underperformed the S&P 500, with a 17.2% loss over the last six months, prompting questions about its investment potential. The article highlights concerns such as softer net interest income growth, slim projected net interest income, and weak EPS growth over the past two years. Despite the lower entry price, the analysis suggests BancFirst does not meet quality tests, recommending investors look for better opportunities.
Bancfirst director Drummond F Ford sells $589,872 in stock
Bancfirst director Drummond F. Ford sold 6,900 shares of the company's common stock, valued at approximately $589,872. This transaction occurred at an average price of $85.49 per share. Following the sale, Ford still owns 74,400 shares of Bancfirst stock, totaling over $6.3 million.
Ex-Dividend Reminder: CareTrust REIT, Agree Realty and BancFirst
CareTrust REIT Inc (CTRE), Agree Realty Corp. (ADC), and BancFirst Corp. (BANF) are set to trade ex-dividend on December 31, 2025, for their upcoming quarterly or monthly dividends. Investors should anticipate a slight drop in the opening stock prices of these companies, reflecting the dividend payout. The article also provides historical dividend charts and estimated annualized yields for each company.
How Bancfirst Corporation 7.2% Cumulative Trust Preferred Securities (BANFP) Affects Rotational Strategy Timing
This article analyzes Bancfirst Corporation's 7.2% Cumulative Trust Preferred Securities (BANFP), noting a neutral sentiment across all time horizons and an exceptional 6.8:1 risk-reward setup. It outlines three AI-generated institutional trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, tailored for different risk profiles. The analysis highlights key support and resistance signals for near-term, mid-term, and long-term outlooks.
Is Now The Time To Put BancFirst (NASDAQ:BANF) On Your Watchlist?
BancFirst (NASDAQ:BANF) has demonstrated encouraging financial performance, with its earnings per share growing by 10% per year over the last three years and revenue increasing by 9.6% to US$667m. The company also shows strong alignment between management and shareholders, with insiders owning 32% of shares (valued at US$1.2b) and the CEO's compensation being notably lower than the median for similar-sized companies. These factors suggest BancFirst could be an interesting stock for investors to watch.
Is Now The Time To Put BancFirst (NASDAQ:BANF) On Your Watchlist?
BancFirst (NASDAQ:BANF) has demonstrated solid profitability with a 10% annual EPS growth over the last three years and a 9.6% revenue increase. The company also shows strong insider ownership with 32% of shares held by insiders, aligning management's interests with shareholders. Additionally, the CEO's compensation is considered reasonable, further adding to the investment appeal of the company.
Recent uptick might appease BancFirst Corporation (NASDAQ:BANF) institutional owners after losing 8.2% over the past year
BancFirst Corporation's stock has seen a recent uptick of 3.6% after a year of 8.2% losses, potentially appeasing institutional investors who hold approximately 57% of the company's shares. The company has significant insider ownership, with the top four shareholders controlling 54% of shares, and retail investors holding an 11% stake. This ownership structure means institutional trading actions can heavily influence the stock price.
Norges Bank Purchases New Position in BancFirst Corporation $BANF
Norges Bank has initiated a new position in BancFirst Corporation (NASDAQ:BANF), acquiring 261,493 shares valued at approximately $32.3 million, which represents about 0.79% of the company. With this purchase, institutional investors now own about 51.72% of BancFirst, a bank with a $3.64 billion market cap, currently trading around $109.35. BancFirst recently declared a quarterly dividend of $0.49, and analysts hold an average "Hold" rating with a $128 price target for the stock despite its Q3 EPS missing estimates.
BancFirst Completes Strategic Acquisition of American Bank of Oklahoma
BancFirst Corporation has successfully completed its strategic acquisition of American Bank of Oklahoma (ABOK) in the fourth quarter of 2025, following U.S. Federal Reserve approval in October. This acquisition adds approximately $385 million in total assets to BancFirst's balance sheet, expanding its market reach in northeastern Oklahoma. Full integration of ABOK's operations is anticipated in the first quarter of 2026, with detailed financial impacts and integration progress to be discussed during BancFirst's Q4 2025 earnings call on January 22, 2026.
American Century Companies Inc. Increases Stock Position in BancFirst Corporation $BANF
American Century Companies Inc. significantly increased its stake in BancFirst Corporation in Q2 2025, now holding 164,160 shares valued at approximately $20.29 million. Despite mixed analyst ratings, the consensus remains "Hold" with an average price target of $128. BancFirst also announced a quarterly dividend of $0.49 per share, payable on January 15, 2026.
Dynamic Technology Lab Private Ltd Invests $653,000 in BancFirst Corporation $BANF
Dynamic Technology Lab Private Ltd has acquired a new stake of 5,282 shares in BancFirst Corporation (NASDAQ: BANF), valued at approximately $653,000. BancFirst reported Q2 earnings of $1.85 EPS, slightly missing consensus, with revenues of $175.48 million, and analysts currently hold a consensus "Hold" rating with an average price target of $128. The company also declared a quarterly dividend of $0.49, payable January 15th to shareholders of record on December 31st.
Bancfirst Corp announces acquisition of American Bank Of Oklahoma in SEC Filing
BancFirst Corp (BANF) has announced via an SEC filing its acquisition of American Bank Of Oklahoma. The merger is expected to be completed in the first quarter of 2026. This move will integrate American Bank Of Oklahoma into BancFirst Corp.
BANCFIRST CORP /OK/ SEC 10-Q Report
BancFirst Corporation (BANF) has released its Q3 2025 10-Q report, detailing robust financial performance including increased net interest income, net income, and EPS. The report highlights the company's strategic business operations across various segments and its upcoming acquisition of American Bank of Oklahoma, set to expand its presence.
Gene Rainbolt leaves legacy of love for Oklahoma
Gene Rainbolt, Chairman Emeritus of BancFirst Corp., reflects on his life, highlighting his entrepreneurial journey, the profound influence of his wife Jeannine, and his dedication to Oklahoma. He discusses the growth of BancFirst with his son David and his commitment to improving opportunities for all children in the state. Rainbolt also shares his philosophy of life, emphasizing change, fun, financial success, and giving back.
BancFirst (BANF) Earnings Top Five-Year Trend, Reinforcing Reliability Narrative - simplywall.st
BancFirst (BANF) reported strong earnings growth of 16.4% over the past year, surpassing its five-year average, with improved net profit margins. Despite trading below its discounted cash flow fair value, its premium Price-To-Earnings Ratio and slower-than-market growth forecasts present a nuanced investment case. The company is highlighted for its high-quality earnings, attractive dividend, and reliability.
Exploring BancFirst (BANF) Valuation After Recent 14% Share Price Decline
BancFirst (BANF) shares have recently dropped 14%, pulling its year-to-date return slightly negative, though its five-year total shareholder return remains strong at 168%. The article discusses whether its current valuation, nearly 38% below estimated intrinsic value, represents an undervalued opportunity or accounts for future prospects. As a regulated bank, BANF's valuation is primarily assessed through banking multiples like price-to-book and price-to-earnings, which reflect investor sentiment on its equity growth, profitability, and stability amidst potential regulatory headwinds or slower earnings.
BancFirst (BANF) Surpasses Q3 Revenue Expectations - GuruFocus
BancFirst (BANF) reported strong third-quarter results, with GAAP earnings per share of $1.85 and revenues of $175 million, which surpassed analyst expectations. The company's financial health is strong, indicated by robust metrics like 8.8% 3-year revenue growth and a Piotroski F-Score of 8, alongside favorable valuation metrics and moderate volatility. This performance reflects effective fiscal management and strategic market positioning within the Financial Services sector.
BancFirst (BANF) Misses Q3 Earnings Estimates - Yahoo Finance
BancFirst (BANF) reported Q3 earnings of $1.85 per share, missing consensus estimates of $1.87, despite an increase from $1.75 a year ago. The company's revenues for the quarter were $175.48 million, surpassing the Zacks Consensus Estimate. Due to unfavorable estimate revisions, BancFirst currently holds a Zacks Rank #4 (Sell), suggesting potential underperformance in the near future.
BancFirst: Q3 Earnings Snapshot - San Francisco Chronicle
This article provides a snapshot of BancFirst's Q3 earnings. It details the company's net income, revenue, and earnings per share for the quarter, as well as a comparison to the same period last year.
BancFirst: Q3 Earnings Snapshot - KTVB
BancFirst Corp. reported third-quarter earnings of $62.7 million, equating to $1.85 per share. The company's stock has seen a roughly 3% decline since the start of the year but a slight increase of over 4% in the past 12 months.
BancFirst: Q3 Earnings Snapshot - The Joplin Globe
BancFirst Corp. reported third-quarter earnings of $62.7 million, equating to $1.85 per share. The Oklahoma City-based bank's shares have seen a slight decrease year-to-date, with a modest increase over the past twelve months. This financial snapshot was generated using data from Zacks Investment Research.
