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 (FDS), 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
Pri m ar y & se co nd ar y br an d co lor s Data viz colors Data viz monochromatic May 2024 Investor Presentation
28 May 24
8-K
Submission of Matters to a Vote of Security Holders
3 May 24
10-Q
2024 Q1
Quarterly report
1 May 24
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
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) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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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 23 | Dec 22 | Dec 21 | Dec 20 | |
---|---|---|---|---|---|
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) | 1.16 bn | 1.16 bn | 1.16 bn | 1.16 bn | 1.16 bn | 1.16 bn |
Cash burn (monthly) | 64.17 mm | 17.35 mm | (no burn) | (no burn) | (no burn) | 184.95 mm |
Cash used (since last report) | 132.86 mm | 35.93 mm | n/a | n/a | n/a | 382.92 mm |
Cash remaining | 1.02 bn | 1.12 bn | n/a | n/a | n/a | 772.83 mm |
Runway (months of cash) | 15.9 | 64.5 | n/a | n/a | n/a | 4.2 |
Institutional ownership, Q4 2023
25.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 145 |
Opened positions | 28 |
Closed positions | 82 |
Increased positions | 56 |
Reduced positions | 42 |
13F shares | Current |
---|---|
Total value | 1.35 tn |
Total shares | 16.13 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
George Kaiser Family Foundation | 3.36 mm | $287.93 bn |
Vanguard | 2.75 mm | $235.66 bn |
Dimensional Fund Advisors | 1.91 mm | $163.25 bn |
Cibc World Markets | 1.18 mm | $101.06 bn |
FMR | 1.06 mm | $90.97 bn |
STT State Street | 1.01 mm | $86.09 bn |
Diamond Hill Capital Management | 826.64 k | $70.80 bn |
Bokf, Na | 711.54 k | $60.94 bn |
BK Bank Of New York Mellon | 284.53 k | $24.37 bn |
GS Goldman Sachs | 268.00 k | $22.95 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 May 24 | Brad A Vincent | Common Stock | Other | Acquire J | Yes | No | 0 | 422 | 0.00 | 8,301 |
15 May 24 | Brad A Vincent | Common Stock | Other | Dispose J | No | No | 0 | 422 | 0.00 | 16,377 |
14 May 24 | Brad A Vincent | Common Stock | Other | Acquire J | Yes | No | 0 | 853 | 0.00 | 7,879 |
14 May 24 | Brad A Vincent | Common Stock | Other | Dispose J | No | No | 0 | 853 | 0.00 | 16,799 |
3 May 24 | Bangert Steven | Common Stock | Sell | Dispose S | Yes | No | 91.6892 | 2,000 | 183.38 k | 19,236 |
3 May 24 | Bangert Steven | Common Stock | Sell | Dispose S | No | No | 91.656 | 3,000 | 274.97 k | 47,985 |
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 |
20 Feb 24 | James A Dietz | Common Stock | Grant | Acquire A | No | No | 0 | 4,209 | 0.00 | 17,127.865 |
News
DA Davidson Maintains Neutral on BOK Financial, Raises Price Target to $97
25 Apr 24
RBC Capital Maintains Sector Perform on BOK Financial, Raises Price Target to $98
25 Apr 24
Raymond James Reiterates Outperform on BOK Financial, Raises Price Target to $105
25 Apr 24
Key Takeaways From BOK Financial Analyst Ratings
25 Apr 24
Keefe, Bruyette & Woods Maintains Market Perform on BOK Financial, Raises Price Target to $100
25 Apr 24
Press releases
McCoy Named New Bank of Texas New Fort Worth Market CEO
13 May 24
Wendell Franklin Named Director of Corporate Security at BOK Financial
1 May 24
BOK Financial Corporation Reports Quarterly Earnings of $84 million, or $1.29 Per Share, in the First Quarter
24 Apr 24
BOK Financial Corporation Announces First Quarter 2024 Earnings Conference Call
3 Apr 24
BOK Financial Named 2024 Gallup Exceptional Workplace Award Winner
27 Mar 24