BANF

BancFirst (BANF) reported Q3 2026 earnings of $1.97 per share, beating consensus estimates of $1.93 and surpassing revenue expectations. The company has outperformed consensus estimates three times over the last four quarters. With a Zacks Rank #2 (Buy) rating and favorable estimate revision trends, the stock is expected to outperform the market in the near term, though it has underperformed the S&P 500 year-to-date.

BancFirst (BANF) reported Q3 2026 revenue of $187.39 million, up 6.8% year-over-year, beating consensus estimates by 0.15%. EPS of $1.97 exceeded expectations of $1.93 by 2.07%.

Key metrics including net interest margin and efficiency ratio performed better than analyst estimates. The stock has a Zacks Rank #2 (Buy) rating and outperformed the S&P 500 over the past month.

Texas Capital (TCBI) reported Q3 2026 earnings of $2.35 per share, beating consensus estimates of $1.94 by 21.13%, with revenues of $356.63 million exceeding expectations by 5.36%. Despite the strong earnings surprise, the stock received a Zacks Rank #3 (Hold) rating due to mixed estimate revisions. The company has underperformed the S&P 500 year-to-date, gaining only 0.6% versus the market's 12.7% gain.