BOKF BOK Financial Corporation - Common Stock

NASDAQ · Banking · Visualizza su SEC EDGAR ↗
$145,12
Prezzo · Ago 18, 2026
Fondamentali al Ago 4, 2026

Informazioni su BOK Financial Corporation - Common Stock Panoramica della società da Wikipedia

BOK Financial Corporation — pronounced as letters, "B-O-K" — is a financial services holding company headquartered in Tulsa, Oklahoma. Offering a full complement of retail and commercial banking products and services across the American Midwest and Southwest, the company is one of the 50 largest financial services firms in the U.S., and the largest in Oklahoma.

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BOK Financial Corporation — pronounced as letters, "B-O-K" — is a financial services holding company headquartered in Tulsa, Oklahoma. Offering a full complement of retail and commercial banking products and services across the American Midwest and Southwest, the company is one of the 50 largest financial services firms in the U.S., and the largest in Oklahoma.

The company's banking subsidiary, BOKF, NA, operates under the brands Bank of Oklahoma, Bank of Texas, and Bank of Albuquerque, and it operates as BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri. It also operates ATM and debit card processor TransFund, Cavanal Hill Investment Management, BOK Financial Securities, BOK Financial Advisors, BOK Financial Insurance, and BOK Financial Asset Management.

The company is more than 50% owned by George Kaiser, who acquired the bank in 1991 from the FDIC. Known for its energy roots, as of June 30, 2021, 14% of its loan portfolio was to borrowers in the petroleum industry.

History

BOK Financial was formed in 1910 primarily as a source of capital for the energy industry and broadened its geographic and market reach to become one of the largest and most multifaceted regional financial institutions in the country.

The company traces its roots to the Exchange National Bank of Tulsa, which was formed in 1910. In 1917, Exchange National Bank began construction of a headquarters building in Tulsa at Third Street and Boston Avenue. In 1928, the bank constructed a 28-story tower adjacent to the initial building. The combined structure, since renamed the 320 South Boston Building, remained the tallest building in Tulsa until 1967. The bank has continuously operated a branch in the building since then.

The bank was rebranded as National Bank of Tulsa in 1933 and in 1975 to Bank of Oklahoma to reflect its statewide approach. Also in 1975, the bank installed the first automated teller machine in Oklahoma. The following year, the company began moving employees into the new BOK Tower and in 1979, the bank reached $1 billion in assets.

Five years later, in 1984, the company purchased Fidelity of Oklahoma and reached $3 billion in assets. Shortly after, the Bank was in danger of failing as the Oklahoma energy market went into depression.

In 1986, the Federal Deposit Insurance Corp bailed the Bank of Oklahoma out for a total cost of $130 million in a move hailed as an innovative response. It was only the eighth time in the past 50 years that the FDIC has acted to keep a troubled bank afloat rather than allow it to fail. Bank of Oklahoma and Bank of Oklahoma, Tulsa were merged, and the FDIC received preferred shares convertible into a 99.99 percent ownership stake in the merged institution. On June 7, 1991, with the company's assets totaling just under $2 billion, it was acquired by George Kaiser, who had served on the bank's board of directors, for $60.7 million in a sale facilitated by the FDIC.

Under Kaiser's ownership, the institution became BOK Financial and developed a strategy to locate in growing markets near Oklahoma.

In 2005, the company acquired the naming rights for the BOK Center for $11 million.

On June 25, 2025 BOK Financial was named the official bank partner of Colorado Athletics.

Footprint and family of brands

Beginning in 1994, the company steadily expanded its footprint beyond Oklahoma, with moves into:

Arkansas in 1994 through the acquisition of a bank holding company with operations in northwest Arkansas.

Texas through the acquisition of two banks that were merged and renamed Bank of Texas in 1997.

New Mexico in 1998 with the acquisition of 17 branches from BankAmericaCorp that were renamed Bank of Albuquerque.

Colorado in 2003 with the formation of Colorado State Bank and the acquisition in October 2018 of Colorado-based CoBiz Financial, previously Colorado Business Bank. The Colorado and Arizona operations were rebranded as "BOK Financial" in 2018.

Arizona in 2005 with the formation of Bank of Arizona.

Missouri in 2016 through the acquisition of MBT Bancshares, the parent company of Missouri Bank and Trust of Kansas City.

In October, 2019 the company rebranded its operations in Arkansas, Kansas, and Missouri as BOK Financial.

Specialty lines of business

In addition to its legacy energy financing expertise, BOK Financial specializes in healthcare-related finance, offering financial and banking services to owners and operators of senior housing and care facilities, hospitals, and health systems, as well as to physicians and specialized practices.

BOK Financial works with tribal nations and governments to facilitate financial solutions for healthcare, education, and tribal infrastructure purposes. With more than 45 tribal relationships across the U.S., the company has helped raise more than $3 billion for tribal projects in recent years. BOK Financial currently manages more than $4 billion in assets for tribal governments and business.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

BOKF Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$145.12
Capitalizzazione di Mercato
$8.80B
P/E (TTM)
15.8
EPS (TTM)
$9.17
Ricavi (TTM)
Rendimento div.
1.7%
ROE
10.1%
D/E Debito/Patrimonio
Intervallo 52 sett.
$103 – $146

BOKF Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto
EPS $9.17
9-point trend, +79.5%
2017-12-31 2025-12-31
Flusso di cassa libero $575M
9-point trend, +1704.5%
2017-12-31 2025-12-31
Margini 26.6%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
BOKF
Mediana dei peer
P/E (TTM)
5-point trend, +9.6%
15.8
12.6
P/S (TTM)
5-point trend, -23.1%
4.0
2.6
P/B
5-point trend, -19.1%
1.5
1.1
Price / FCF (Prezzo / FCF)
5-point trend, +704.8%
15.3

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
BOKF
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -19.5%
26.6%
30.9%
ROA
5-point trend, -11.7%
1.1%
1.2%
ROE
5-point trend, -13.3%
10.1%
9.9%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
BOKF
Mediana dei peer

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
BOKF
Mediana dei peer
Revenue YoY (Ricavi YoY)
6.1%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5.5%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
2.2%
EPS YoY
5-point trend, +2.5%
12.7%
Net Income YoY (Utile Netto YoY)
5-point trend, -6.5%
10.4%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
BOKF
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +2.5%
$9.17

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
BOKF
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +9.5%
25.5%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
1.7%
Rapporto di Distribuzione Utili
25.5%
CAGR Dividendi 5Y
Data ex-dividendoImporto
13 Maggio 2026$0,6300
19 Febbraio 2026$0,6300
12 Novembre 2025$0,6300
13 Agosto 2025$0,5700
15 Maggio 2025$0,5700
12 Febbraio 2025$0,5700
15 Novembre 2024$0,5700
15 Agosto 2024$0,5500
14 Maggio 2024$0,5500
13 Febbraio 2024$0,5500
14 Novembre 2023$0,5500
14 Agosto 2023$0,5400
12 Maggio 2023$0,5400
13 Febbraio 2023$0,5400
14 Novembre 2022$0,5400
15 Agosto 2022$0,5300
10 Maggio 2022$0,5300
09 Maggio 2022$0,5300
14 Febbraio 2022$0,5300
12 Novembre 2021$0,5300

BOKF Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 16 analisti
  • Acquisto forte 3 18,8%
  • Compra 3 18,8%
  • Mantieni 10 62,5%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

8 analisti · 2026-08-18
Target mediano $148.50 +2,3%
Target medio $152.00 +4,7%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.16%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $2.92 $2.62 0.30%
31 Marzo 2026 $2.58 $2.38 0.20%
31 Dicembre 2025 $2.89 $2.41 0.48%
30 Settembre 2025 $2.22 $2.22 0.00%
30 Giugno 2025 $2.19 $2.04 0.15%
31 Marzo 2025 $1.86 $2.03 -0.17%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
BOKF $7.18B 12.9 6.1% 26.6% 10.1%
CFR 12.8 8.3% 29.0% 14.8%
ONB $8.69B 12.5 26.5% 8.1%
ZION $8.64B 9.7 3.6% 135.8% 13.1%
COLB $8.26B 12.2 18.8% 310.7% 8.5%
PB $6.43B 12.1 4.8% 43.4% 7.1%
WAL 9.6 99.7% 713.6% 13.5%
CBSH $7.20B 13.0 6.5% 32.1% 16.0%
VLY 11.6 9.3% 29.5% 7.8%
CBC 13.8 13.8% 38.3% 11.3%
TFC $62.13B 12.9 53.0% 26.1% 8.2%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 10
Dati annuali Conto Economico per BOKF
Metrica Tendenza 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1496.4% · · $1.07B $181M $62M $161M $419M $244M $131M $82M $63M $67M
Interest Income 12-point trend, +245.7% $2.53B $2.64B $2.34B $1.39B $1.18B $1.27B $1.53B $1.23B $973M $829M $767M $732M
Pretax Income 12-point trend, +68.5% $741M $667M $683M $660M $796M $564M $631M $565M $518M $339M $432M $440M
Income Tax 12-point trend, +12.8% $163M $143M $152M $140M $180M $129M $130M $119M $183M $106M $139M $144M
Net Income 12-point trend, +97.6% $578M $524M $531M $520M $618M $435M $501M $446M $335M $233M $289M $292M
EPS (Basic) 12-point trend, +116.8% $9.17 $8.14 $8.02 $7.68 $8.95 $6.19 $7.03 $6.63 $5.11 $3.53 $4.22 $4.23
EPS (Diluted) 12-point trend, +117.3% $9.17 $8.14 $8.02 $7.68 $8.95 $6.19 $7.03 $6.63 $5.11 $3.53 $4.21 $4.22
Shares (Basic) 12-point trend, -8.4% 62,622,386 63,745,088 65,651,569 67,212,728 68,591,920 69,840,977 70,787,700 66,628,640 64,745,364 65,085,627 67,594,689 68,394,194
Shares (Diluted) 12-point trend, -8.6% 62,622,386 63,745,088 65,651,569 67,212,735 68,594,322 69,844,172 70,802,612 66,662,273 64,806,284 65,143,898 67,691,658 68,544,770
EBITDA 12-point trend, +96.7% $110M $105M $110M $108M $102M $99M $95M $61M $54M $47M $66M $56M
Stato Patrimoniale 16
Dati annuali Stato Patrimoniale per BOKF
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 8-point trend, +14.6% · · · · $2.84B $1.18B $1.26B $1.14B $2.32B $2.54B $2.64B $2.48B
PP&E (Net) 12-point trend, +133.3% $639M $634M $622M $565M $574M $551M $536M $330M $317M $326M $306M $274M
PP&E (Gross) 12-point trend, +91.9% $1.19B $1.17B $1.09B $975M $924M $843M $779M $645M $756M $733M $675M $618M
Accum. Depreciation 12-point trend, +58.9% $547M $537M $472M $409M $350M $292M $244M $315M $438M $407M $368M $344M
Goodwill 12-point trend, +176.5% $1.04B $1.04B $1.04B $1.04B $1.04B $1.05B $1.05B $1.05B $447M $449M $385M $378M
Intangibles 12-point trend, +1.1% $35M $47M $60M $76M $92M $113M $125M $135M $29M $47M $44M $34M
Total Assets 12-point trend, +79.6% $52.24B $49.69B $49.82B $47.79B $50.25B $46.67B $42.17B $38.02B $32.27B $32.77B $31.48B $29.09B
Total Liabilities 12-point trend, +79.8% $46.32B $44.13B $44.68B $43.10B $44.88B $41.38B $37.31B $33.58B $28.75B $29.47B $28.21B $25.75B
Long-term Debt 12-point trend, +24.4% $4.63B $4.45B $8.96B $7.14B $2.49B $3.82B $8.62B $7.42B $5.85B $5.72B $6.28B $3.73B
Common Stock 12-point trend, +25.0% $5.0K $5.0K $5.0K $5.0K $5.0K $5.0K $5.0K $5.0K $4.0K $4.0K $4.0K $4.0K
Retained Earnings 12-point trend, +138.0% $6.02B $5.59B $5.21B $4.82B $4.45B $3.97B $3.73B $3.37B $3.05B $2.82B $2.70B $2.53B
Treasury Stock 12-point trend, +469.7% $1.37B $970M $877M $695M $535M $411M $330M $199M $553M $544M $477M $240M
AOCI 12-point trend, -393.2% $-166M $-503M $-599M $-837M $72M $336M $105M $-73M $-36M $-11M $22M $57M
Stockholders' Equity 12-point trend, +79.2% $5.92B $5.55B $5.14B $4.68B $5.36B $5.27B $4.86B $4.43B $3.50B $3.27B $3.23B $3.30B
Liabilities + Equity 12-point trend, +79.6% $52.24B $49.69B $49.82B $47.79B $50.25B $46.67B $42.17B $38.02B $32.27B $32.77B $31.48B $29.09B
Shares Outstanding 12-point trend, -18.1% 60,620,507 64,121,299 76,593,292 76,423,345 76,254,029 75,995,205 75,758,597 75,711,492 75,147,686 74,993,407 74,530,364 74,003,754
Flusso di cassa 17
Dati annuali Flusso di cassa per BOKF
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +200.2% $110M $105M $110M $108M $102M $99M $95M $61M $54M $47M $38M $37M
Stock-based Comp 12-point trend, +134.5% $23M $23M $16M $12M $10M $16M $16M $4M $24M $10M $12M $10M
Deferred Tax 12-point trend, -86.8% $5M $8M $-20M $-5M $38M $-75M $4M $60.0K $26M $-12M $9M $39M
Amort. of Intangibles 12-point trend, +167.8% $11M $12M $14M $16M $18M $20M $21M $10M $7M $7M $4M $4M
Other Non-cash 12-point trend, +105.4% $23M $770M $-571M $4.49B $-4.46B $-892M $-1.09B $-1.06B $-224M $-372M $-81M $-434M
Operating Cash Flow 12-point trend, +2119.2% $740M $1.43B $66M $5.12B $-3.69B $-416M $-474M $-552M $215M $-92M $296M $-37M
CapEx 12-point trend, -46.5% $164M $172M $166M $215M $204M $141M $385M $345M $251M $200M $265M $307M
Investing Cash Flow 12-point trend, -250.6% $-1.52B $-477M $-1.79B $-4.60B $2.60B $-2.46B $-2.32B $-1.81B $740M $-286M $-2.00B $-434M
Stock Issued 11-point trend, -184.2% · $-4M $-5M $-5M $-5M $-5M $-7.0K $-88.0K $4M $12M $7M $4M
Stock Repurchased 12-point trend, +3249.3% $413M $90M $177M $155M $118M $76M $129M $53M $7M $67M $230M $12M
Net Stock Activity 12-point trend, -5153.8% $-413M $-94M $-182M $-160M $-123M $-81M $-129M $-54M $-3M $-54M $-223M $-8M
Dividends Paid 12-point trend, +32.9% $148M $143M $143M $144M $144M $144M $143M $127M $116M $113M $115M $111M
Financing Cash Flow 12-point trend, -45.9% $1.01B $-867M $1.67B $-1.95B $2.75B $2.80B $2.91B $1.19B $-1.17B $272M $1.87B $1.86B
Net Change in Cash 12-point trend, -83.9% $223M $86M $-53M $-1.44B $1.66B $-78M $115M $-1.17B $-220M $-106M $168M $1.39B
Taxes Paid 11-point trend, +49.6% · $101M $174M $80M $135M $136M $87M $92M $122M $80M $102M $67M
Free Cash Flow 12-point trend, +267.2% $575M $1.26B $-100M $4.91B $-3.90B $-557M $-858M $-897M $-36M $-293M $30M $-344M
Levered FCF 10-point trend, -138.9% · · $-932M $4.76B $-3.94B $-681M $-1.19B $-1.09B $-121M $-349M $-13M $-390M
Redditività 5
Dati annuali Redditività per BOKF
Metrica Tendenza 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +16.1% 26.6% 25.5% 25.7% 28.1% 33.0% 22.3% 27.7% 27.8% 21.8% 16.4% 21.1% 22.9%
Pretax Margin 12-point trend, +1.1% 34.0% 32.5% 33.1% 35.6% 42.5% 28.9% 34.9% 35.3% 33.7% 23.8% 31.5% 33.7%
EBITDA Margin 12-point trend, +15.8% 5.1% 5.1% 5.3% 5.8% 5.5% 5.1% 5.3% 3.8% 3.5% 3.3% 4.8% 4.4%
ROA 12-point trend, +11.9% 1.1% 1.1% 1.1% 1.1% 1.3% 0.98% 1.2% 1.3% 1.0% 0.71% 0.93% 1.0%
ROE 12-point trend, +12.8% 10.1% 9.8% 10.8% 10.4% 11.6% 8.6% 10.8% 11.2% 9.6% 7.0% 8.7% 8.9%
Efficienza 1
Dati annuali Efficienza per BOKF
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -2.7% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Azione 6
Dati annuali Per Azione per BOKF
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +118.8% $97.63 $72.23 $67.14 $61.27 $70.34 $69.30 $64.10 $58.54 $46.51 $43.67 $43.35 $44.62
Revenue / Share 12-point trend, +86.3% $34.74 $32.17 $31.41 $27.59 $27.32 $27.95 $25.53 $24.03 $23.71 $21.82 $20.24 $18.64
Cash Flow / Share 12-point trend, +2310.1% $11.81 $22.44 $1.01 $76.21 $-53.83 $-5.96 $-6.69 $-8.28 $3.32 $-1.43 $4.36 $-0.53
Cash / Share 8-point trend, +11.2% · · · · $37.21 $15.53 $16.62 $15.10 $30.83 $33.84 $35.47 $33.46
Dividend / Share 12-point trend, +44.4% $2 $2 $2 $2 $2 $2 $2 $2 $2 $2 $2 $2
EPS (TTM) 12-point trend, +117.3% $9.17 $8.14 $8.02 $7.68 $8.95 $6.19 $7.03 $6.63 $5.11 $3.53 $4.21 $4.22
Tassi di Crescita 10
Dati annuali Tassi di Crescita per BOKF
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +254.8% 6.1% -0.57% 11.2% -1.0% -3.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +192.0% 5.5% 3.0% 1.9% · · · · · · · · ·
Revenue CAGR 5Y 2.2% · · · · · · · · · · ·
EPS YoY 5-point trend, -71.6% 12.7% 1.5% 4.4% -14.2% 44.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, -32.5% 6.1% -3.1% 9.0% · · · · · · · · ·
EPS CAGR 5Y 8.2% · · · · · · · · · · ·
Net Income YoY 5-point trend, -75.3% 10.4% -1.4% 2.0% -15.8% 42.1% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -47.9% 3.6% -5.4% 6.9% · · · · · · · · ·
Net Income CAGR 5Y 5.9% · · · · · · · · · · ·
Dividend CAGR 5Y 0.42% · · · · · · · · · · ·
Valutazione (TTM) 13
Dati annuali Valutazione (TTM) per BOKF
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +69.0% $2.18B $2.05B $2.06B $1.85B $1.87B $1.95B $1.81B $1.60B $1.54B $1.42B $1.36B $1.29B
Net Income TTM 12-point trend, +97.6% $578M $524M $531M $520M $618M $435M $501M $446M $335M $233M $289M $292M
Market Cap 12-point trend, +61.6% $7.18B $8.18B $6.56B $7.93B $8.04B $5.20B $6.62B $5.55B $6.94B $6.23B $4.46B $4.44B
P/E 12-point trend, -9.2% 12.9 13.1 10.7 13.5 11.8 11.1 12.4 11.1 18.1 23.5 14.2 14.2
P/S 12-point trend, -4.4% 3.3 4.0 3.2 4.3 4.3 2.7 3.7 3.5 4.5 4.4 3.3 3.5
P/B 12-point trend, -9.8% 1.2 1.5 1.3 1.7 1.5 1.0 1.4 1.3 2.0 1.9 1.4 1.3
P / Tangible Book 6-point trend, +17.1% 1.5 1.8 1.6 2.2 1.9 1.3 · · · · · ·
P / Cash Flow 12-point trend, +108.0% 9.7 5.7 99.1 1.5 -2.2 -12.5 -14.0 -10.1 32.3 -66.6 15.1 -121.3
P / FCF 12-point trend, +196.6% 12.5 6.5 -65.8 1.6 -2.1 -9.3 -7.7 -6.2 -193.5 -21.2 150.5 -12.9
Dividend Yield 12-point trend, -18.0% 2.1% 1.8% 2.2% 1.8% 1.8% 2.8% 2.2% 2.3% 1.7% 1.8% 2.6% 2.5%
Earnings Yield 12-point trend, +10.1% 7.7% 7.6% 9.4% 7.4% 8.5% 9.0% 8.0% 9.0% 5.5% 4.2% 7.0% 7.0%
Payout Ratio 12-point trend, -32.8% 25.5% 27.3% 27.0% 27.6% 23.3% 33.2% 28.7% 28.5% 34.7% 48.8% 40.0% 38.0%
Annual Payout 12-point trend, +32.9% $148M $143M $143M $144M $144M $144M $143M $127M $116M $113M $115M $111M

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utile netto $578M$524M$531M$520M$618M
EPS Diluito $9.17$8.14$8.02$7.68$8.95
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $575M$1.26B$-100M$4.91B$-3.90B

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

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Proprietari istituzionali (13F) 325 filer · $2.5B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
60 (-4 vs trimestre precedente) 29 (+10 vs trimestre precedente) 101 (+13 vs trimestre precedente) 74 (+11 vs trimestre precedente) +3.4M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
George Kaiser Family Foundation $466.873.868 3.361.707 18,92% Azioni
DIMENSIONAL FUND ADVISORS LP $356.780.734 2.568.986 14,45% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $137.296.490 988.598 5,56% Azioni
CIBC WORLD MARKETS CORP $130.993.897 1.105.807 5,31% Azioni
STATE STREET CORP $130.550.255 940.022 5,29% Azioni
FMR LLC $129.155.507 929.979 5,23% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $120.055.927 864.458 4,86% Azioni
ELEVATION POINT WEALTH PARTNERS, LLC $106.941.210 770.026 4,33% Azioni
Vestmark Advisory Solutions, Inc. $106.940.516 770.021 4,33% Azioni
VICTORY CAPITAL MANAGEMENT INC $77.549.759 558.394 3,14% Azioni
GEODE CAPITAL MANAGEMENT, LLC $57.004.068 410.350 2,31% Azioni
CIBC WORLD MARKET INC. $32.039.616 230.700 1,30% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $29.438.532 211.971 1,19% Azioni
GOLDMAN SACHS GROUP INC $28.448.596 204.843 1,15% Azioni
BLAIR WILLIAM & CO/IL $27.046.428 194.747 1,10% Azioni
MILLENNIUM MANAGEMENT LLC $23.274.621 167.588 0,94% Azioni
TWO SIGMA INVESTMENTS, LP $22.305.517 160.610 0,90% Azioni
NORGES BANK $20.172.598 145.252 0,82% Azioni
VANGUARD FIDUCIARY TRUST CO $18.172.170 130.848 0,74% Azioni
BOKF, NA $17.964.128 129.350 0,73% Azioni
TWO SIGMA ADVISERS, LP $17.411.606 146.983 0,71% Azioni
AVENIR CORP $17.223.481 124.017 0,70% Azioni
Quantinno Capital Management LP $16.937.630 121.958 0,69% Azioni
Bank of New York Mellon Corp $16.420.616 118.236 0,67% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $14.921.545 107.442 0,60% Azioni
BNP PARIBAS FINANCIAL MARKETS $13.473.721 97.017 0,55% Azioni
BANK OF AMERICA CORP /DE/ $13.134.298 94.573 0,53% Azioni
FIRST TRUST ADVISORS LP $12.493.089 89.956 0,51% Azioni
RENAISSANCE TECHNOLOGIES LLC $11.121.094 80.077 0,45% Azioni
Balyasny Asset Management L.P. $11.028.322 79.409 0,45% Azioni
Edgestream Partners, L.P. $10.465.580 75.357 0,42% Azioni
ARIEL INVESTMENTS, LLC $9.146.220 65.857 0,37% Azioni
Squarepoint Ops LLC $8.729.858 62.859 0,35% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $7.440.635 53.576 0,30% Azioni
PANAGORA ASSET MANAGEMENT INC $7.043.855 50.719 0,29% Azioni
Prescott Group Capital Management, L.L.C. $6.943.028 49.993 0,28% Azioni
Arbejdsmarkedets Tillaegspension $6.624.576 47.700 0,27% Azioni
BARCLAYS PLC $6.440.144 46.372 0,26% Azioni
FIL Ltd $6.249.600 45.000 0,25% Azioni
ROYCE & ASSOCIATES LP $6.214.186 44.745 0,25% Azioni
Qube Research & Technologies Ltd $6.085.305 43.817 0,25% Azioni
CITADEL ADVISORS LLC $5.642.417 40.628 0,23% Azioni
Swiss National Bank $5.509.925 39.674 0,22% Azioni
CAMBIAR INVESTORS LLC $5.507.286 39.655 0,22% Azioni
BlackRock, Inc. $5.416.181 38.999 0,22% Azioni
Pathstone Holdings, LLC $5.368.476 38.656 0,22% Azioni
Schonfeld Strategic Advisors LLC $5.198.555 37.432 0,21% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4.809.831 34.633 0,19% Azioni
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $4.691.366 33.780 0,19% Azioni
NISA INVESTMENT ADVISORS, LLC $4.423.189 31.849 0,18% Azioni
Brevan Howard Capital Management LP $4.274.310 30.777 0,17% Azioni
D. E. Shaw & Co., Inc. $4.210.842 30.320 0,17% Azioni
OCCUDO QUANTITATIVE STRATEGIES LP $4.146.262 29.855 0,17% Azioni
Point72 Asset Management, L.P. $3.990.717 28.735 0,16% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3.962.817 30.945 0,16% Azioni
DARK FOREST CAPITAL MANAGEMENT LP $3.755.315 27.040 0,15% Azioni
ISTHMUS PARTNERS, LLC $3.677.820 26.482 0,15% Azioni
REINHART PARTNERS, LLC. $3.599.444 25.917 0,15% Azioni
Rafferty Asset Management, LLC $3.586.715 25.826 0,15% Azioni
RHUMBLINE ADVISERS $3.097.133 22.301 0,13% Azioni
Campbell & CO Investment Adviser LLC $2.943.562 21.195 0,12% Azioni
Summit Trail Advisors, LLC $2.855.095 20.558 0,12% Azioni
Verition Fund Management LLC $2.782.877 20.038 0,11% Azioni
AlphaQuest LLC $2.779.190 23.461 0,11% Azioni
READYSTATE ASSET MANAGEMENT LP $2.666.774 19.202 0,11% Azioni
MARTIN & CO INC /TN/ $2.657.712 19.137 0,11% Azioni
ENVESTNET ASSET MANAGEMENT INC $2.577.176 18.557 0,10% Azioni
Fieldview Capital Management, LLC $2.491.229 17.938 0,10% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $2.424.289 17.456 0,10% Azioni
Polaris Capital Management, LLC $2.411.512 17.364 0,10% Azioni
Allianz Asset Management GmbH $2.273.065 17.750 0,09% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2.204.425 17.214 0,09% Azioni
Mitsubishi UFJ Trust & Banking Corp $2.200.970 15.848 0,09% Azioni
TUDOR INVESTMENT CORP ET AL $2.194.998 15.805 0,09% Azioni
AMERICAN CENTURY COMPANIES INC $1.980.187 14.258 0,08% Azioni
PALISADE CAPITAL MANAGEMENT, LP $1.917.524 13.807 0,08% Azioni
AlphaCore Capital LLC $1.815.300 13.071 0,07% Azioni
Probity Advisors, Inc. $1.751.710 12.613 0,07% Azioni
Diamond Hill Capital Management, LLC (Investment Advisor) $1.667.949 12.010 0,07% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $1.656.422 11.927 0,07% Azioni
ALLSTATE CORP $1.638.506 11.798 0,07% Azioni
CAPSTONE INVESTMENT ADVISORS, LLC $1.524.902 10.980 0,06% Azioni
Galvin, Gaustad & Stein, LLC $1.501.987 10.815 0,06% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $1.493.099 10.751 0,06% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $1.438.241 10.356 0,06% Azioni
KING LUTHER CAPITAL MANAGEMENT CORP $1.433.936 10.325 0,06% Azioni
LPL Financial LLC $1.394.575 10.042 0,06% Azioni
Man Group plc $1.294.223 9.319 0,05% Azioni
ALLIANCEBERNSTEIN L.P. $1.243.206 9.708 0,05% Azioni
Police & Firemen's Retirement System of New Jersey $1.236.032 8.900 0,05% Azioni
NORTHERN TRUST CORP $1.229.782 8.855 0,05% Azioni
JANUS HENDERSON GROUP PLC $1.212.063 9.460 0,05% Azioni
MERCER GLOBAL ADVISORS INC /ADV $1.188.203 8.556 0,05% Azioni
VANGUARD GROUP INC $1.132.122 9.557 0,05% Azioni
Vanguard Global Advisers, LLC $1.121.873 8.078 0,05% Azioni
MARSHALL WACE, LLP $1.104.930 7.956 0,04% Azioni
Invesco Ltd. $1.069.932 7.704 0,04% Azioni
Aster Capital Management (DIFC) Ltd $1.049.377 7.556 0,04% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $1.035.212 7.454 0,04% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1.033.823 7.444 0,04% Azioni

Insider aziendali 92 insider · 2 dirigenti · 13 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Stacy Kymes President & CEO 23 Luglio 2026 G 119.957 0 1 $-1.256
Scott Grauer EVP, Wealth Management 29 Luglio 2026 G 24.554 0 0 $0
Rose M Washington Direttore 14 Luglio 2026 A 1.916 0 0 $0
Waldo Robert Direttore 14 Luglio 2026 A 31.929 0 0 $0
Kayse M Do Shrum Direttore 14 Luglio 2026 A 650 0 0 $0
Michael C Turpen Direttore 14 Luglio 2026 A 3.713 0 0 $0
Emmet C Richards Direttore 14 Luglio 2026 A 6.002 0 0 $0
Claudia San Pedro Direttore 14 Luglio 2026 A 3.388 0 0 $0
John W Coffey Direttore 14 Luglio 2026 A 7.375 0 0 $0
Edward C Joullian IV Direttore 14 Luglio 2026 A 4.539 0 0 $0
David F Griffin Direttore 14 Luglio 2026 A 5.513 0 0 $0
Steven J Malcolm Direttore 14 Luglio 2026 A 5.817 0 0 $0
Alan S Armstrong Direttore 14 Luglio 2026 A 3.800 0 0 $0
Joseph W Craft III Direttore 14 Luglio 2026 A 4.834 0 0 $0
Steven Bangert 11 Agosto 2026 S 31.710 0 8 $-1.434.396
Brad A Vincent 04 Agosto 2026 S 6.031 0 1 $-583.861
Martin E Grunst 18 Febbraio 2026 A 36.078 0 0 $0
Peggy Simmons 13 Luglio 2023 A 600 0 0 $0
Kimberley D. Henry 13 Luglio 2023 A 2.700 0 0 $0
Douglas D. Hawthorne 13 Luglio 2023 A 5.832 0 0 $0
Chester Cadieux III 13 Luglio 2023 A 4.600 0 0 $0
Stanley A Lybarger 13 Luglio 2023 A 37.149 0 0 $0
Burns V Hargis 13 Luglio 2023 A 3.275 0 0 $0
Steven E Nell 03 Luglio 2023 D 44.232 0 0 $0
Fred C Ball JR 13 Aprile 2023 A 2.175 0 0 $0
Jeffrey A. Reid 01 Marzo 2023 A 4.355 0 0 $0
James A Dietz 01 Marzo 2023 A 13.218 0 0 $0
Derek Martin 01 Marzo 2023 A 13.838 0 0 $0
Kelley Weil 01 Marzo 2023 A 13.719 0 0 $0
Rebecca D Keesling 01 Marzo 2023 A 10.407 0 0 $0
Mark Wade 01 Marzo 2023 A 10.651 0 0 $0
Marc Maun 01 Marzo 2023 A 20.676 0 0 $0
Steven G Bradshaw 16 Gennaio 2023 A 41.754 0 0 $0
Michael J. Rogers 13 Gennaio 2023 A 1.221 0 0 $0
Norman P Bagwell 10 Gennaio 2023 F 26.323 0 0 $0
John C Morrow 03 Ottobre 2022 D 12.699 0 0 $0
Joseph A. Gottron II 23 Febbraio 2022 F 22.369 0 0 $0
Jack E. Finley 12 Gennaio 2021 A 900 0 0 $0
Peter C Boylan 12 Gennaio 2021 A 5.170 0 0 $0
Gerard P Clancy 13 Aprile 2020 A 756 0 0 $0
KAISER GEORGE B 07 Febbraio 2019 P 3.000 0 0 $0
Stephen D. Grossi 13 Agosto 2018 S 19.691 0 0 $0
Patrick E. Piper 01 Giugno 2018 S 25.066 0 0 $0
Robert J Lafortune 12 Gennaio 2018 A 31.691 0 0 $0
John William Gibson 13 Ottobre 2017 A 2.241 0 0 $0
Donald T Parker 15 Maggio 2017 S 38.298 0 0 $0
Sharon Bell 13 Gennaio 2017 A 34.595 0 0 $0
John Richels 15 Aprile 2016 A 950 0 0 $0
GEORGE KAISER FAMILY FOUNDATION 04 Dicembre 2015 G 6.769.536 0 0 $0
Dan H Ellinor 04 Marzo 2015 M 44.198 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 76 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
DPST · Direxion Shares ETF Trust 0,99% 36.692 NS 30 Aprile 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0,62% 49.779 NS 30 Aprile 2026 N-PORT
IAT · iShares Trust 0,48% 22.703 SH 08 Agosto 2026 Giornaliero
FFSM · FIDELITY COVINGTON TRUST 0,46% 44.667 NS 30 Aprile 2026 N-PORT
DFSV · Dimensional ETF Trust 0,46% 256.621 NS 30 Aprile 2026 N-PORT
DFAT · Dimensional ETF Trust 0,34% 350.985 NS 30 Aprile 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,29% 4.740 NS 30 Aprile 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,26% 16.134 NS 30 Aprile 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,23% 2.895 NS 31 Maggio 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0,22% 11.310 SH 08 Agosto 2026 Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust 0,17% 34.892 SH 08 Agosto 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,16% 172.036 NS 30 Aprile 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,16% 5.329 SH 08 Agosto 2026 Giornaliero
FNX · First Trust Exchange-Traded AlphaDE… 0,14% 14.176 NS 30 Aprile 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,10% 12.659 SH 08 Agosto 2026 Giornaliero
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 5.006 NS 30 Aprile 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,09% 62.698 NS 31 Maggio 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,09% 914 NS 30 Aprile 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,08% 3.607 NS 30 Aprile 2026 N-PORT
ISCV · iShares Trust 0,07% 3.588 SH 08 Agosto 2026 Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 3.903 SH 08 Agosto 2026 Giornaliero
AVMV · AMERICAN CENTURY ETF TRUST 0,06% 2.920 NS 31 Maggio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,06% 1.768 NS 30 Aprile 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 8.244 NS 30 Aprile 2026 N-PORT
DFUV · Dimensional ETF Trust 0,05% 58.005 NS 30 Aprile 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,05% 57.291 NS 31 Maggio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,05% 264.953 SH 08 Agosto 2026 Giornaliero
IYF · iShares Trust 0,04% 12.975 SH 08 Agosto 2026 Giornaliero
IYG · iShares Trust 0,04% 6.475 SH 08 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,04% 129.151 NS 30 Aprile 2026 N-PORT
ISCB · iShares Trust 0,04% 758 SH 08 Agosto 2026 Giornaliero
SMMD · iShares Trust 0,04% 9.745 SH 08 Agosto 2026 Giornaliero
FNCL · FIDELITY COVINGTON TRUST 0,03% 5.615 NS 30 Aprile 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,03% 974 NS 31 Maggio 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0,03% 1.729 SH 08 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,03% 244.376 SH 08 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,03% 416.921 SH 08 Agosto 2026 Giornaliero
VFH · VANGUARD WORLD FUND 0,03% 32.185 SH 08 Agosto 2026 Giornaliero
WSML · iShares Trust 0,03% 1.345 SH 08 Agosto 2026 Giornaliero
TILT · FlexShares Trust 0,03% 4.055 NS 30 Aprile 2026 N-PORT
IWS · iShares Trust 0,03% 28.340 SH 08 Agosto 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,02% 5.231 NS 30 Aprile 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 3.450 NS 30 Aprile 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,02% 744 NS 31 Maggio 2026 N-PORT
IWR · iShares Trust 0,02% 79.803 SH 08 Agosto 2026 Giornaliero
ONEQ · Fidelity Commonwealth Trust 0,02% 16.896 NS 31 Maggio 2026 N-PORT
DEUS · DBX ETF Trust 0,02% 409 NS 29 Maggio 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,02% 942 NS 31 Maggio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,02% 13.563 NS 30 Aprile 2026 N-PORT
DGRO · iShares Trust 0,01% 33.184 SH 08 Agosto 2026 Giornaliero