BOKF

BOK Financial reported Q3 2026 revenue of $557.93 million, up 1.8% year-over-year but missing consensus estimates by 1.91%. EPS of $2.64 beat expectations by 3.94%, exceeding the $2.54 estimate.

Key metrics showed mixed results: efficiency ratio and net interest income beat estimates, while brokerage/trading revenue and mortgage banking revenue fell short. The stock has underperformed the broader market, declining 6% over the past month, and carries a Zacks Rank #3 (Hold) rating.

BOK Financial is expected to report Q3 2026 earnings of $2.54 per share, representing 14.4% year-over-year growth, with revenues projected at $570.43 million (up 4%). The company has a positive Earnings ESP of +0.59% with a Zacks Rank #3 (Hold), suggesting it will likely beat consensus estimates. BOK Financial has beaten EPS estimates in all four of the last quarters.

BOK Financial (BOKF), a regional banking operator, has demonstrated a strong streak of beating earnings estimates in recent quarters, with an average beat of 6.67%. The stock currently has a positive Earnings ESP of +0.59% combined with a Zacks Rank #3 (Hold), suggesting another potential earnings beat is likely. The company's next earnings report is expected on October 19, 2026.

BOK Financial (BOKF), a regional banking operator headquartered in Tulsa, is highlighted as a strong dividend play for income investors. The company offers a dividend yield of 2.01% with an annualized dividend of $2.52, up 7.7% year-over-year. With a low payout ratio of 26% and expected earnings growth of 17.47% for 2026, BOKF presents a compelling opportunity, though it carries a Zacks Rank of #3 (Hold).

Citizens Financial Group reported Q3 2026 EPS of $1.41, beating estimates of $1.38, with a 34% year-over-year increase. The company benefited from 13% NII growth to $1.68 billion and a 19 basis point NIM expansion to 3.19%.

CFG raised its dividend by 13% to 52 cents and expanded share repurchase authorization to $1.95 billion. However, elevated expenses and a weaker capital position remain headwinds.

M&T Bank (MTB) reported Q3 2026 EPS of $5.08, beating estimates of $4.98, with net interest income rising 1.8% year-over-year to $1.81 billion and loans growing 1.6% sequentially. However, shares fell 1.2% as non-interest income declined 1.2% and expenses rose 2.2%, while deposits fell sequentially. The company projects Q4 NII of $1.83-$1.85 billion with a mid-3.60% net interest margin.

Fifth Third Bancorp (FITB) is expected to report Q3 2026 earnings of $1.09 per share on October 19, representing a 17.2% year-over-year increase. The bank is anticipated to benefit from net interest income growth of 2-2.5% sequentially, supported by loan growth and stable funding costs, along with adjusted expense declines of 1-2% from Comerica integration synergies. The Zacks model predicts an earnings beat based on positive Earnings ESP and a Rank #3 rating.

Texas Capital (TCBI) is expected to report Q3 2026 earnings of $1.94 per share, down 11% year-over-year, with revenues declining 0.7% to $338.12 million. However, the company has a positive Earnings ESP of +0.26% combined with a Zacks Rank #3, suggesting it will likely beat consensus estimates. The stock has beaten EPS estimates in all four trailing quarters.