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BANF

BancFirst Corporation

BANF

NASDAQ·Financial Services·Banks - Regional·Mkt cap $3.8B

$112.89

+1.02%

P/E

15.19

Mkt Cap

$3.8B

52-Wk Range

$101.48–$135.76

52-Week Range

$101.48 - $135.76

P/E

15.19

Fwd P/E

14.67

Beta

0.61

Div Yield

1.74%

Avg Vol

155.3K

Shares Out

33.6M

Mkt Cap

$3.8B

Price action

Price chart

Down 16.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

3 reasons

  • Strong regional market presence with 111 locations providing deep community relationships and local market knowledge
  • Diversified revenue streams across retail deposits, commercial lending, trust services, and specialized financial services reducing concentration risk
  • Established brand heritage and customer loyalty built over decades of community banking in Oklahoma and Texas markets

Bear Case

2 risks

  • Low volatility (beta 0.6).
  • Premium valuation to Commercial Banking peers

Growth

Strong growth ahead

Expansion of commercial and industrial lending to small and medium-sized businesses in growing metropolitan statistical areas

Value

Premium valuation to Commercial Banking peers

Momentum

Stable

+1.9% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Modest

1.74% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 15, 2026

Q3 26 RECAP

JUL 22, 2026

Reported EPS of $1.96 vs $1.80 consensus (+8.9% surprise). Revenue of $187.5M vs $178.5M expected (+5.0%). Beat on both top and bottom lines.

EPS beat +8.9%
Rev beat +5.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+8.9%

Revenue trend · last 8Q

+8%

+9%

+10%

+7%

+11%

-24%

-158%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$163.7M

$162.9M

$231.4M

$236.5M

$175.5M

$181.0M

$175.4M

-$136.2M

Margins · last 8Q

Gross

Operating

60.9%

Profit

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

100%

Sell

0%

Median Price Target

Latest: DA Davidson · Apr 20, 2026

vs Industry

How BANF stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.