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BANF

BancFirst Corporation

BANF

NASDAQ·Financial Services·Banks - Regional·Mkt cap $3.9B

$113.63

-0.96%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$101.48 - $138.77

P/E

15.57

Fwd P/E

15.48

Beta

0.60

Div Yield

1.71%

Avg Vol

160.5K

Shares Out

33.6M

Mkt Cap

$3.9B

Price action

Price chart

Down 11.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Mild headwinds expected

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

Strong

+5.2% over 3m

Quality

Excellent

Excellent business quality

Dividend

Modest

1.71% yield

Earnings track record

Latest print - beat on both lines

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

Next: Jul 16, 2026

Q2 26 RECAP

APR 16, 2026

Reported EPS of $1.85 vs $1.77 consensus (+4.5% surprise). Revenue of $179.0M vs $177.2M expected (+1.0%). Beat on both top and bottom lines.

EPS beat +4.5%
Rev beat +1.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+4.5%

Next: Jul 16, 2026

Revenue trend · last 8Q

+8%

+9%

+10%

+7%

+11%

-24%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$153.8M

$163.7M

$162.9M

$231.4M

$236.5M

$175.5M

$181.0M

$175.4M

Margins · last 8Q

Gross

98.8%

Operating

45.6%

Profit

35.9%

Wall Street consensus

2 analysts · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

2

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.