Recent 8-K filings for BANF

• July 23, 2026, 4:38 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  BancFirst Q2 2026 net income $66.7M ($1.96 EPS), up from $62.3M ($1.85) YoY; announces SpiritBank acquisition

  Net income $66.7M ($1.96 diluted EPS) vs $62.3M ($1.85) in Q2 2025, a 7% increase.

• June 10, 2026, 5:04 PM ET M&A materiality 0.75 positive item 7.01

  BancFirst to acquire SpiritBank with $939.6M assets; close expected Q4 2026

  SpiritBank has $939.6M in total assets, $618.4M in loans, and $847.2M in deposits.

• April 16, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  BancFirst Q1 net income $63.0M, EPS $1.85, up from $56.1M and $1.66 YoY

  Diluted EPS $1.85, net income $63.0M for Q1 2026 vs $1.66/$56.1M in Q1 2025.

• January 23, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  BancFirst Q4 net income $59.5M ($1.75 EPS) vs $56.5M a year ago; record annual earnings

  Net income $59.5M, diluted EPS $1.75 (Q4 2024: $1.68); net interest income $127.7M vs $115.9M; margin 3.71%.

• November 18, 2025, 6:59 PM ET M&A materiality 0.60 positive item 7.01

  BancFirst acquires American Bank of Oklahoma with $393M in assets

  Acquired American Bank of Oklahoma (ABOK) on Nov 17, 2025; ABOK is a privately held community bank.

• October 17, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  BancFirst Q3 net income $62.7M ($1.85 EPS) vs $58.9M ($1.75) YoY; NIM 3.79%

  Net income $62.7M ($1.85 diluted EPS) vs $58.9M ($1.75) in Q3 2024; net interest income up to $125.6M from $115.0M.

• July 17, 2025, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  BancFirst Corporation reports Q2 2025 net income of $62.3 million, up 23.1% from prior year

  Net income rose to $62.3M ($1.85/share) from $50.6M ($1.51/share) in Q2 2024.

• May 21, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 7.01

  BancFirst to acquire American Bank of Oklahoma with $385M in assets

  ABOK has $385M total assets, $280M loans, and $320M deposits.

• April 17, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  BancFirst Q1 net income $56.1M ($1.67 EPS) up 11.5% YoY; cautious outlook on economic slowdown

  Net income $56.1M ($1.67 diluted EPS) vs $50.3M ($1.50) in Q1 2024; net interest income $115.9M vs $106.1M.

• January 23, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  BancFirst Q4 net income $56.5M ($1.68 EPS) up from $48.9M; record annual earnings

  Net income Q4 $56.5M ($1.68 diluted EPS) vs $48.9M ($1.46) in Q4 2023; annual net income record $216.4M ($6.44 EPS).

• October 17, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  BancFirst Q3 net income $58.9M ($1.75 EPS), up 15% YoY; NIM expands to 3.78%

  Net income $58.9M ($1.75 diluted EPS) vs $51.0M ($1.52) in Q3 2023.

• July 18, 2024, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  BancFirst Q2 net income $50.6M ($1.51 EPS), down from $55.0M YoY; loan growth strong

  Net income $50.6M ($1.51 diluted EPS) vs $55.0M ($1.64) in Q2 2023; net interest income $109.9M (+4% YoY).

• May 8, 2024, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 ◈ executive_change ×2

  BancFirst appoints Hannah Andrus as CFO; Kevin Lawrence departs

  Hannah Andrus named EVP, CFO & Treasurer effective May 8, 2024, succeeding Kevin Lawrence.

• April 19, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases

  BancFirst Q1 net income $50.3M, EPS $1.50 vs $1.72 YoY; NIM 3.70% from 3.89%

  Net income $50.3M ($1.50/diluted) vs $57.5M ($1.72) in Q1 2023, down 12.5%.

• January 18, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  BancFirst Q4 EPS $1.46 vs $1.70 YoY; CEO warns 2024 earnings will be lower

  Q4 net income $48.9M ($1.46 diluted EPS) vs $57.1M ($1.70) a year ago.

• October 19, 2023, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  BancFirst Q3 EPS $1.52 vs $1.65 YoY; Durbin Amendment cuts interchange fee income by $5.4M

  Net income $51.0M ($1.52 EPS) vs $55.4M ($1.65 EPS) in Q3 2022.

• July 20, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  BancFirst Q2 net income $55M ($1.64 EPS) vs $44.7M ($1.34) YoY; NIM 3.87%

  Net income $55.0M, $1.64 diluted EPS, up from $44.7M ($1.34) in Q2 2022.

• April 25, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  BancFirst reports Q1 net income $57.5M, EPS $1.72, up 60% from prior year

  Net income of $57.5M ($1.72 diluted EPS) vs $35.9M ($1.08) in Q1 2022.

• January 19, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  BancFirst Q4 net income $57.1M, $1.70 EPS; record earnings in 2022

  Q4 net income $57.1M ($1.70 diluted EPS) vs $38.2M ($1.15) Q4 2021; FY 2022 net income $193.1M ($5.77) vs $167.6M ($5.03).

• October 20, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  BancFirst Q3 net income $55.4M ($1.65 EPS), up from $38.8M ($1.16) YoY

  Net income $55.4M, diluted EPS $1.65 vs $38.8M, $1.16 in Q3 2021.

• July 21, 2022, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  BancFirst Q2 EPS $1.34, net income $44.7M down from $48.2M; NII rises to $86.9M

  Q2 2022 EPS $1.34 vs $1.45 YoY; net income $44.7M vs $48.2M.

• April 21, 2022, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  BancFirst Q1 net income $35.9M ($1.08 EPS) vs $42.5M ($1.27) prior year; Worthington acquisition closed

  Net income $35.9M, diluted EPS $1.08, down from $42.5M ($1.27) in Q1 2021.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.50 · Most common event earnings

14 positive 4 negative 32 neutral

source · BANF on sec.gov