secwatch.observer — SEC 8-K summary ====================================== Issuer: BOK FINANCIAL CORP (BOKF) CIK: 0000875357 Form: 8-K Filed at: 2026-07-20T20:14:50+00:00 Accession: 0000875357-26-000045 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 BOK Financial Q2 net income $176.5M ($2.92 EPS), up 13% QoQ; loans +$896M ------------------------------------------------------------------------- - Net income $176.5M ($2.92 diluted EPS) vs $155.8M ($2.58) in Q1; adjusted EPS $2.59 excluding Visa B share gain and securities repositioning loss. - Net interest income $351.8M (+$9.3M QoQ); net interest margin 2.91% (stable); fees & commissions $202.0M (-$7.8M). - Loans grew $896M to $27.1B, broad-based; deposits up $1.2B to $39.9B; loan-to-deposit ratio 68%. - Credit quality strong: nonperforming assets 0.23% of loans, net charge-offs $500K (0.01% annualized); no provision for credit losses. - Tangible common equity ratio improved to 9.61% from 9.29%; repurchased 2,519 shares at $129.89. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/875357/000087535726000045/0000875357-26-000045-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/875357/000087535726000045/bokf-20260720.htm HTML page: https://secwatch.observer/filing/0000875357-26-000045 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer