BOK Financial Corporation Q2 2026 Earnings Call Summary
BOK Financial Corporation reported strong Q2 2026 results, highlighting record quarterly loan production of $896 million and a 70% year-over-year loan growth contribution from the C&I portfolio. The company achieved record fiduciary and asset management revenue, with AUMA increasing nearly 10% annually. Credit quality remained exceptional, with net charge-offs of only 3 basis points over the past 12 months. Management raised full-year 2026 loan growth guidance to over 10% and expects net interest margin expansion in the second half, driven by fixed-rate asset repricing and the return of temporary cash margins from energy derivative customers. A $30.9 million pretax gain from the exchange of Visa Class B shares was recognized, partially used to reposition the securities portfolio. The mortgage finance business reported its first profitable month less than a year after inception. Expense discipline is expected to continue with low single-digit growth despite investments in new talent.
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