BANF

In recent days, BancFirst Corporation reported quarterly revenues that came in about 1% above analyst expectations, with net interest income slightly ahead of forecasts and year-on-year growth of 7.8%. At the same time, options activity has picked up and analyst sentiment has improved, reflected in upward earnings revisions and a favorable Zacks Rank, suggesting investors are actively reassessing the bank’s outlook. We’ll now examine how BancFirst’s earnings beat and upgraded analyst outlook shape the company’s investment narrative for shareholders and prospective investors. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 28 best rare earth metal stocks of the very few that mine this essential strategic resource. To own BancFirst, you need to be comfortable with a “super community bank” whose story is about steady earnings, measured growth and a consistent dividend, rather than rapid expansion. The latest quarter’s revenue beat and higher net income support that narrative, but the stock’s mild pullback since results hints that expectations were already high, especially given its richer P/E relative to peers. The recent spike in options implied volatility and improved Zacks Rank sharpen the near term focus on earnings quality, credit trends and interest margin resilience; if volatility persists, short term price swings may become a more visible catalyst than underlying fundamentals. That does not necessarily change the core investment case, but it does amplify existing risks around valuation, slower forecast growth and recent insider selling that shareholders need to watch closely. However, one risk some investors may be overlooking could be more structural than cyclical. BancFirst's shares have been on the rise but are still potentially undervalued by 40%. Find out what it's worth. Only one Simply Wall St Community estimate pegs fair value at US$124, yet recent options volatility and a premium P/E highlight how different views on BancFirst’s slower growth and valuation can be, inviting you to test your own assumptions. Explore another fair value estimate on BancFirst - why the stock might be worth just $124.33! Don't just follow the ticker - dig into the data and build a conviction that's truly your own...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. BancFirst (BANF) drew fresh attention after reporting first quarter 2026 results, with net income of US$63 million and basic earnings per share of US$1.88, compared with US$56.11 million and US$1.69 a year earlier. See our latest analysis for BancFirst. At a share price of US$113.53, BancFirst has had a 30 day share price return of 6.29% and a 90 day share price return of 4.66%. The 5 year total shareholder return of 78.91% contrasts with a modest 1 year total shareholder return decline of 2.27%, suggesting longer term momentum has been stronger than the recent pullback. If this earnings update has you looking beyond a single regional bank, it could be a good moment to scan for other financial names with staying power using our 19 top founder-led companies With earnings per share at US$1.88, an intrinsic value estimate that sits below the current US$113.53 share price, and a 39.17% intrinsic discount figure on the table, is there still a buying opportunity here, or is the market already pricing in future growth? BancFirst trades on a P/E of 15.4x, which sits above both the US banks industry average of 11.7x and the peer group average of 13.6x. This points to a richer earnings valuation at the recent $113.53 share price. The P/E multiple compares the current share price to earnings per share and is a quick way to see how much investors are paying for each dollar of profit. For a bank like BancFirst, where earnings quality is flagged as high and profit growth has been consistent over several years, a higher P/E can signal that the market is comfortable paying more for that earnings profile. Even so, the current 15.4x P/E stands materially above both the wider US banks sector and the estimated fair P/E of 10.7x. This suggests the market is pricing BancFirst at a premium that could compress if sentiment cools or if earnings do not keep pace. That gap to the fair ratio marks out a level the valuation could move toward if expectations reset closer to longer term fundamentals. Explore the SWS fair ratio for BancFirst Result: Price-to-earnings of 15.4x (OVERVALUED). However, that premium could come under pressure if BancFirst's relatively modest 3.5% revenue and 0.6% net income growth rates fade further, or if credit conditions turn against regional len...

BancFirst (BANF) reported Q1 earnings late Thursday of $1.85 per diluted share, up from $1.66 a year

BancFirst (BANF) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.67 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.52%. A quarter ago, it was expected that this Oklahoma financial services holding company would post earnings of $1.78 per share when it actually produced earnings of $1.75, delivering a surprise of -1.69%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. BancFirst, which belongs to the Zacks Banks - Southwest industry, posted revenues of $179 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.58%. This compares to year-ago revenues of $164.84 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. BancFirst shares have added about 6.5% since the beginning of the year versus the S&P 500's gain of 2.6%. While BancFirst has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for BancFirst was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (St...

OKLAHOMA CITY (AP) — OKLAHOMA CITY (AP) — BancFirst Corp. (BANF) on Thursday reported first-quarter net income of $63 million. The bank, based in Oklahoma City, said it had earnings of $1.85 per share. BancFirst shares have increased roughly 6% since the beginning of the year. In the final minutes of trading on Thursday, shares hit $111.97, a rise of 4% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on BANF at https://www.zacks.com/ap/BANF

OKLAHOMA CITY, April 16, 2026 /PRNewswire/ -- BancFirst Corporation (NASDAQ GS:BANF) reported net income of $63.0 million, or $1.85 per diluted share, for the first quarter of 2026 compared to net income of $56.1 million, or $1.66 per diluted share, for the first quarter of 2025. The Company's net interest income for the three-months ended March 31, 2026 increased to $127.6 million compared to $115.9 million for the same period in 2025. Higher loan volume along with general growth in earning assets were the primary drivers of the change in net interest income. Net interest margin was 3.74% for the first quarter of 2026 compared to 3.70% for the first quarter of 2025. The Company recorded a provision for credit losses of $2.1 million and $1.6 million for the quarter-ended March 31, 2026 and 2025, respectively. Noninterest income for the quarter totaled $51.4 million compared to $49.0 million in the same quarter last year. Trust revenue, services charges on deposits, treasury income, and securities transaction each increased when compared to first quarter of 2025 partially offset by a decrease in insurance commissions. Noninterest expense grew to $96.8 million for the quarter-ended March 31, 2026 compared to $92.2 million in the same quarter in 2025. The increase in noninterest expense was primarily attributable to the growth in salaries and employee benefits of $4.3 million. The total salaries and benefits expenses recorded of $58.9 million for the period ended March 31, 2026 is after a favorable adjustment to the funded employee benefit trust of $1.8 million. Total noninterest expense for the first quarter of 2026 also reflects conversion expenses related to American Bank of Oklahoma. For the first quarter of 2025 the Company recorded a $4.4 million expense related to the disposition of certain equity investments no longer permissible under the Volcker rule, no such equivalent expense was recorded in 2026 At March 31, 2026, the Company's total assets were $15.1 billion, an increase of $277.6 million from December 31, 2025. Loans grew $51.4 million from December 31, 2025, totaling $8.6 billion at March 31, 2026. Deposits totaled $12.9 billion, an increase of $230.7 million from year-end 2025. Sweep accounts totaled $5.1 billion at March 31, 2026, up $160.2 million from December 31, 2025. The Company's total stockholders' equity was $1.9 billion, an increase o...

OKLAHOMA CITY (AP) — OKLAHOMA CITY (AP) — BancFirst Corp. (BANF) on Thursday reported fourth-quarter earnings of $59.5 million. The bank, based in Oklahoma City, said it had earnings of $1.75 per share. For the year, the company reported profit of $240.6 million, or $7.11 per share. Revenue was reported as $690.6 million. BancFirst shares have risen 11% since the beginning of the year. In the final minutes of trading on Thursday, shares hit $117.36, a decrease of nearly 3% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on BANF at https://www.zacks.com/ap/BANF

BancFirst (BANF) reported Q4 earnings late Thursday of $1.75 per diluted share, up from $1.68 a year

OKLAHOMA CITY, Jan. 22, 2026 /PRNewswire/ -- BancFirst Corporation (NASDAQ GS:BANF) reported net income of $59.5 million, or $1.75 per diluted share, for the fourth quarter of 2025 compared to net income of $56.5 million, or $1.68 per diluted share, for the fourth quarter of 2024. The Company's net interest income for the three-months ended December 31, 2025 increased to $127.7 million in comparison to $115.9 million for the same period in 2024. Higher loan volume and growth in other earning assets were the primary drivers of the change in net interest income. A contributor to the increase in net interest income was also the Company's November 2025 acquisition of American Bank of Oklahoma. Net interest margin improved slightly to 3.71% for the fourth quarter of 2025 from 3.68% for the fourth quarter of 2024. The Company recorded a reversal of provision for credit losses on loans of $2.0 million in the three months ending December 31, 2025 compared to a reversal of $1.4 million for the same period in 2024. Noninterest income for the quarter totaled $53.3 million compared to $47.0 million last year. The increase in noninterest income was primarily due to a gain on the sale of Visa B-1 stock of $4.5 million. In addition, trust revenue, treasury income, sweep fees and securities transactions each increased when compared to fourth quarter last year. Noninterest expense grew to $107.4 million for the quarter-ended December 31, 2025 compared to $92.3 million in the same quarter in 2024. The increase in noninterest expense was primarily driven by an increase in net expense from other real estate owned of $5.6 million which largely consisted of an increase in write-downs of other real estate of $4.1 million and other real estate expense of $1.4 million. Also contributing to noninterest expense was growth in salaries and employee benefits of $4.2 million, occupancy expense of $1 million and other noninterest expense of $3.2 million. American Bank of Oklahoma contributed $1.6 million of noninterest expense for the quarter. At December 31, 2025, the Company's total assets were $14.8 billion, an increase of $1.3 billion from December 31, 2024. Loans grew $511.4 million from December 31, 2024, totaling $8.5 billion at December 31, 2025. Deposits totaled $12.7 billion, an increase of $951.8 million from year-end 2024. Off-balance sheet sweep accounts totaled $4.9 billion a...

Over the last six months, BancFirst’s shares have sunk to $107.06, producing a disappointing 17.2% loss - a stark contrast to the S&P 500’s 10.1% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move. Is there a buying opportunity in BancFirst, or does it present a risk to your portfolio? Check out our in-depth research report to see what our analysts have to say, it’s free for active Edge members. Despite the more favorable entry price, we don't have much confidence in BancFirst. Here are three reasons you should be careful with BANF and a stock we'd rather own. Markets consistently prioritize net interest income over non-recurring fees, recognizing its superior quality compared to the more unpredictable revenue streams. BancFirst’s net interest income has grown at a 9.7% annualized rate over the last five years, slightly worse than the broader banking industry and in line with its total revenue. Forecasted net interest income by Wall Street analysts signals a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect BancFirst’s net interest income to rise by 4.5%, close to its 5.5% annualized growth for the past two years. While long-term earnings trends give us the big picture, we also track EPS over a shorter period because it can provide insight into an emerging theme or development for the business. BancFirst’s weak 3.5% annual EPS growth over the last two years aligns with its revenue trend. This tells us it maintained its per-share profitability as it expanded. BancFirst isn’t a terrible business, but it doesn’t pass our quality test. Following the recent decline, the stock trades at 1.9× forward P/B (or $107.06 per share). Beauty is in the eye of the beholder, but our analysis shows the upside isn’t great compared to the potential downside. We're fairly confident there are better stocks to buy right now. We’d suggest looking at a dominant Aerospace business that has perfected its M&A strategy. Check out the high-quality names we’ve flagged in our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025). S...

BancFirst (BANF) came out with quarterly earnings of $1.85 per share, missing the Zacks Consensus Estimate of $1.87 per share. This compares to earnings of $1.75 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -1.07%. A quarter ago, it was expected that this Oklahoma financial services holding company would post earnings of $1.67 per share when it actually produced earnings of $1.85, delivering a surprise of +10.78%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. BancFirst, which belongs to the Zacks Banks - Southwest industry, posted revenues of $175.48 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.20%. This compares to year-ago revenues of $163.67 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. BancFirst shares have lost about 2.1% since the beginning of the year versus the S&P 500's gain of 12.7%. While BancFirst has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for BancFirst was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's...

OKLAHOMA CITY (AP) — OKLAHOMA CITY (AP) — BancFirst Corp. (BANF) on Friday reported third-quarter earnings of $62.7 million. The Oklahoma City-based bank said it had earnings of $1.85 per share. BancFirst shares have fallen roughly 3% since the beginning of the year. The stock has increased slightly more than 4% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on BANF at https://www.zacks.com/ap/BANF