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BancFirst's Q4 profit misses estimates

ReutersJan 22, 2026 10:41 PM


Overview

  • Oklahoma-based financial services firm reported Q4 net income rose but missed analyst expectations

  • Q4 EPS missed analyst expectations

  • Company's noninterest income rose, driven by Visa stock sale and increased trust revenue


Outlook

  • Company expects American Bank of Oklahoma merger in first quarter of 2026


Result Drivers

  • LOAN VOLUME - Higher loan volume and growth in other earning assets drove net interest income increase

  • VISA STOCK SALE - Noninterest income rose due to a $4.5 mln gain from sale of Visa B-1 stock


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 EPS

Miss

$1.75

$1.79 (3 Analysts)

Q4 Net Income

Miss

$59.50 mln

$60.49 mln (3 Analysts)

Q4 Net Interest Income

$127.67 mln

Q4 Credit Loss Provision

-$1.98 mln

Q4 Net Interest Margin

3.71%


Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the banks peer group is "buy."

  • Wall Street's median 12-month price target for BancFirst Corp is $120.00, about 3.5% above its January 21 closing price of $115.94

  • The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nPn31tqj3a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

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