- Is BOK Financial (BOKF) Stock Outpacing Its Finance Peers This Year?
May 12, 2026
Investors interested in Finance stocks should always be looking to find the best-performing companies in the group. Is BOK Financial (BOKF) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Finance sector should help us answer this question.
BOK Financial is one of 833 companies in the Finance group. The Finance group currently sits at #5 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. BOK Financial is currently sporting a Zacks Rank of #2 (Buy).
Over the past 90 days, the Zacks Consensus Estimate for BOKF's full-year earnings has moved 4.7% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.
Based on the latest available data, BOKF has gained about 9.7% so far this year. Meanwhile, stocks in the Finance group have lost about 0.1% on average. This shows that BOK Financial is outperforming its peers so far this year.
Hamilton Insurance (HG) is another Finance stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 10.8%.
In Hamilton Insurance's case, the consensus EPS estimate for the current year increased 2.3% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).
Breaking things down more, BOK Financial is a member of the Banks - Southwest industry, which includes 19 individual companies and currently sits at #70 in the Zacks Industry Rank. Stocks in this group have gained about 4.1% so far this year, so BOKF is performing better this group in terms of year-to-date returns.
On the other hand, Hamilton Insurance belongs to the Insurance - Multi line industry. This 45-stock industry is currently ranked #186. The industry has moved -4.9% year to date.
BOK Financial and Hamilton Insurance could continue their solid performance, so investors interested in Finance stocks should continue to pay close attention to these stocks.
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Hamilton Insurance Group, Ltd. (HG) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- Is BOK Financial (BOKF) Stock Outpacing Its Finance Peers This Year?
May 12, 2026 · zacks.com
Here is how BOK Financial (BOKF) and Hamilton Insurance (HG) have performed compared to their sector so far this year.
- Is Cullen/Frost Well-Positioned to Sustain Its Capital Return Strategy?
May 11, 2026
Cullen/Frost Bankers, Inc. CFR maintains a disciplined capital distribution approach, aiming to return value to shareholders through dividends and share repurchases.
In April 2026, the company announced a 3% increase in its quarterly dividend to $1.03 per share. Over the past five years, CFR has delivered a five-year annualized dividend growth rate of 7.37% and currently has a payout ratio of 39%.
Based on Friday’s closing price of $138.85, its annualized dividend yield stands at 2.88%, higher than the industry average of 2.36%. Rather than pursuing aggressive dividend hikes, the company has prioritized a steady and sustainable payout policy, which strengthens its long-term financial position and supports investor confidence.
Dividend YieldZacks Investment Research
Image Source: Zacks Investment Research
Apart from dividends, Cullen/Frost has been actively executing share repurchases. On Jan. 28, 2026, the company’s board of directors authorized a $300 million stock repurchase program, allowing repurchases over a one-year period through Jan. 27, 2027. As of March 31, 2026, nearly $230 million remained available under the current authorization.
These capital return initiatives are supported by the company’s solid liquidity position and manageable leverage profile. As of March 31, 2026, Cullen/Frost’s liquidity totaled $7.2 billion. As of the same date, short-term debt was $4.1 billion, while long-term debt was $223 million. Further, the company’s debt/equity ratio compares favorably with that of the broader industry.
CFR’s consistent dividend growth, active share repurchases and disciplined payout strategy reflect strong capital management and financial stability. Backed by solid liquidity and earnings strength, the company appears well-positioned to sustain capital distribution activities and support long-term shareholder value.
How Is CFR Placed in Capital Returns Compared With Peers?
Cullen/Frost’s closest peers in the regional banking space include BOK Financial BOKF and First Horizon FHN.
BOK Financial has maintained a steady capital distribution strategy. In February 2026, the company raised its dividend by 10.5% to 63 cents per share, continuing its consistent pattern of annual dividend increases supported by stable earnings. BOK Financial also has an active buyback program, with a new authorization of up to 5 million shares approved in July 2025. As of March 31, 2026, about 2.9 million shares remained available for repurchase. However, its capital position is partly offset by a relatively weaker liquidity profile, with $4.6 billion in total debt versus $1.1 billion in cash and equivalents, indicating a limited cushion in a stressed environment.
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On the other hand, First Horizon continues to demonstrate a balanced capital return profile supported by a decent liquidity position. As of March 31, 2026, the company held $2.5 billion in cash and interest-bearing deposits, while short-term borrowings stood at $1.9 billion and term borrowings at $1.3 billion. In January 2026, First Horizon increased its quarterly dividend by 13.3% to 17 cents per share, reflecting steady payout growth. It also maintains an active buyback program, with the board authorizing a $1.2 billion repurchase plan in October 2025. As of March 31, 2026, $765 million remained available under this authorization.
CFR’s Price Performance and Zacks Rank
Over the past three months, shares of CFR have gained 11.7%, outperforming the industry’s 9.9% growth.
Price PerformanceZacks Investment Research
Image Source: Zacks Investment Research
Currently, the company carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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- Kolibri Global Energy Inc. Announces Bank Line Increase to $75 Million and Earnings Release and Call Information
May 11, 2026
THOUSAND OAKS, Calif., May 11, 2026--(BUSINESS WIRE)--Kolibri Global Energy Inc. (the "Company" or "KGEI") (TSX: KEI, NASDAQ: KGEI) is pleased to announce that the Borrowing Base of its indirect wholly owned subsidiary Kolibri Energy US Inc. was increased from US$65 million to US$75 million on its revolving line of credit ("Credit Facility") which is held by a bank syndicate led by BOK Financial ("BOKF") and includes Arvest Bank ("Arvest"). The current outstanding amount drawn on the Credit Facility is approximately US$44 million.
Wolf Regener, President and CEO, commented: "We are very pleased to have the support of BOKF and Arvest as we continue to develop our Tishomingo field. While we expect to make another debt paydown of US$4 million this month on the Credit Facility, the increase in our borrowing base provides us with greater flexibility, supports our production and cash flow growth initiatives, and further demonstrates the value of the field. We continue to forecast our year-end net debt to be between US$25 to US$30 million."
The other terms of the credit facility remain the same.
First Quarter Earnings Release and Earnings Call
The Company expects to release financial and operating results for the first quarter of 2026 before the market opens on May 14, 2026.
In connection with the earnings release, management will host a conference call for investors and analysts on May 14, 2026, at 9:00 a.m. Pacific time to discuss the Company’s results and to host a Q&A session. Interested parties are invited to participate by calling:
Dial-In: 1-833-890-5570
International Dial-In: 1-412-504-9708
When calling, please request to be joined into the Kolibri Global Energy Inc. call.
About Kolibri Global Energy Inc.
Kolibri Global Energy Inc. is a North American energy company focused on finding and exploiting energy projects in oil and gas. Through various subsidiaries, the Company owns and operates energy properties in the United States. The Company continues to utilize its technical and operational expertise to identify and acquire additional projects in oil and gas. The Company's shares are traded on the Toronto Stock Exchange under the stock symbol KEI and on the NASDAQ under the stock symbol KGEI.
Caution Regarding Forward-Looking Information
Certain statements contained in this news release constitute "forward-looking information" as such term is used in applicable Canadian securities laws and "forward-looking statements" within the meaning of United States securities laws (collectively, "forward looking information"), including statements regarding the Credit Facility, the timing of and expected paydown of the Credit Facility and the timing of the release of the Company’s financial and operating results for the first quarter of 2026. Forward-looking information is based on plans and estimates of management and interpretations of data by the Company's technical team at the date the data is provided and is subject to several factors and assumptions of management, including that indications of early results are reasonably accurate predictors of the prospectiveness of the shale intervals, that required regulatory approvals will be available when required, that no unforeseen delays, unexpected geological or other effects, including flooding and extended interruptions due to inclement or hazardous weather conditions, equipment failures, permitting delays or labor or contract disputes are encountered, that the necessary labor and equipment will be obtained, that the development plans of the Company and its co-venturers will not change, that the offset operator’s operations will proceed as expected by management, that the demand for oil and gas will be sustained, that the price of oil will be sustained or increase, that the gathering system issues will be resolved, that the Company will continue to be able to access sufficient capital through cash flow, debt, financings, farm-ins or other participation arrangements to maintain its projects, and that global economic conditions will not deteriorate in a manner that has an adverse impact on the Company's business, its ability to advance its business strategy and the industry as a whole. Forward-looking information is subject to a variety of risks and uncertainties and other factors that could cause plans, estimates and actual results to vary materially from those projected in such forward-looking information. Factors that could cause the forward-looking information in this news release to change or to be inaccurate include, but are not limited to, the risk that any of the assumptions on which such forward looking information is based vary or prove to be invalid, including that the Company or its subsidiaries is not able for any reason to obtain and provide the information necessary to secure required approvals or that required regulatory approvals are otherwise not available when required, that unexpected geological results are encountered, that equipment failures, permitting delays, labor or contract disputes or shortages of equipment, labor or materials are encountered, the risks associated with the oil and gas industry (e.g. operational risks in development, exploration and production; delays or changes in plans with respect to exploration and development projects or capital expenditures; the uncertainty of reserve and resource estimates and projections relating to production, costs and expenses, and health, safety and environmental risks, including flooding and extended interruptions due to inclement or hazardous weather conditions), the risk of commodity price and foreign exchange rate fluctuations, that the offset operator’s operations have unexpected adverse effects on the Company’s operations, that completion techniques require further optimization, that production rates do not match the Company’s assumptions, that very low or no production rates are achieved, that the gathering system operator doesn’t get the issues resolved, that the price of oil will decline, that the Company is unable to access required capital, that occurrences such as those that are assumed will not occur, do in fact occur, and those conditions that are assumed will continue or improve, do not continue or improve, and the other risks and uncertainties applicable to exploration and development activities and the Company's business as set forth in the Company's management discussion and analysis and its annual information form, both of which are available for viewing under the Company's profile at www.sedarplus.ca, any of which could result in delays, cessation in planned work or loss of one or more leases and have an adverse effect on the Company and its financial condition. The Company undertakes no obligation to update these forward-looking statements, other than as required by applicable law.
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Caution Regarding Future-Oriented Financial Information and Financial Outlook
This news release may contain information deemed to be "future-oriented financial information" or a "financial outlook" (collectively, "FOFI") within the meaning of applicable securities laws. The FOFI has been prepared by management to provide an outlook of the Company’s activities and results and may not be appropriate for other purposes. The FOFI has been prepared based on a number of assumptions including the assumptions discussed above under "Caution Regarding Forward-Looking Information". The actual results of operations of the Company and the resulting financial results may vary from the amounts set forth herein, and such variations may be material. The Company and management believe that the FOFI has been prepared on a reasonable basis, reflecting management’s best estimates and judgments. FOFI contained in this news release was made as of the date of this news release and the Company disclaims any intention or obligations to update or revise any FOFI contained in this news release, whether as a result of new information, future events or otherwise, unless required pursuant to applicable law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260511045079/en/
Contacts
For further information, contact:
Wolf E. Regener +1 (805) 484-3613
Email: wregener@kolibrienergy.com
Website: www.kolibrienergy.com
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- What BOK Financial (BOKF)'s Dividend Hold And Buyback Pause Signal For Shareholders
May 8, 2026
BOK Financial Corporation recently declared a regular quarterly cash dividend of US$0.63 per share, payable on May 27, 2026, to shareholders of record as of the May 13, 2026 ex-dividend and record date, following its announcement of strong first-quarter 2026 net income of US$155.8 million supported by higher net interest income and fee-based revenue. The combination of resilient credit quality, with very low net charge-offs and reduced nonperforming assets, and the decision to pause share repurchases while maintaining the dividend highlights how BOK Financial is balancing capital returns with balance sheet strength. We'll now examine how BOK Financial's solid first-quarter earnings and maintained dividend policy influence its investment narrative and risk outlook.
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BOK Financial Investment Narrative Recap
To own BOK Financial, you need to be comfortable with a regional bank whose story leans on steady net interest income, fee-based diversification and disciplined credit. The latest quarter’s strong earnings and maintained US$0.63 dividend support that narrative but do not materially change the near term tension between loan growth as a key catalyst and concentration risks in commercial real estate and energy as the main overhang.
The decision to pause share repurchases in the same quarter that net interest income and fee revenue increased most directly frames this dividend announcement. It underlines a current emphasis on preserving capital and balance sheet resilience, which sits alongside growth ambitions in core C&I and CRE lending and newer fee lines like mortgage finance and wealth management.
Yet even with resilient credit metrics today, investors should be aware that concentrated CRE and energy exposure could still...
Read the full narrative on BOK Financial (it's free!)
BOK Financial's narrative projects $2.5 billion revenue and $621.0 million earnings by 2029.
Uncover how BOK Financial's forecasts yield a $143.67 fair value, a 8% upside to its current price.
Exploring Other PerspectivesBOKF 1-Year Stock Price Chart
One Simply Wall St Community member currently pegs fair value at US$153.43, highlighting how even a single detailed view can differ from market pricing. Against that backdrop, the bank’s exposure to commercial real estate and energy lending remains a core issue that could shape how comfortably you view its earnings resilience over time.
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Explore another fair value estimate on BOK Financial - why the stock might be worth just $153.43!
Decide For Yourself
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
A great starting point for your BOK Financial research is our analysis highlighting 2 key rewards that could impact your investment decision. Our free BOK Financial research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BOK Financial's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BOKF.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- 3 Reasons to Avoid BOKF and 1 Stock to Buy Instead
May 2, 2026
Over the past six months, BOK Financial has been a great trade, beating the S&P 500 by 23.3%. Its stock price has climbed to $133.83, representing a healthy 27.4% increase. This performance may have investors wondering how to approach the situation.
Is now the time to buy BOK Financial, or should you be careful about including it in your portfolio? See what our analysts have to say in our full research report, it’s free.
Why Is BOK Financial Not Exciting?
We’re glad investors have benefited from the price increase, but we're cautious about BOK Financial. Here are three reasons why BOKF doesn't excite us and a stock we'd rather own.
1. Long-Term Revenue Growth Disappoints
In general, banks make money from two primary sources. The first is net interest income, which is interest earned on loans, mortgages, and investments in securities minus interest paid out on deposits. The second source is non-interest income, which can come from bank account, credit card, wealth management, investing banking, and trading fees.
Over the last five years, BOK Financial grew its revenue at a sluggish 2.5% compounded annual growth rate. This fell short of our benchmarks.BOK Financial Quarterly Revenue
2. Net Interest Income Points to Soft Demand
Our experience and research show the market cares primarily about a bank’s net interest income growth as one-time fees are considered a lower-quality and non-recurring revenue source.
BOK Financial’s net interest income has grown at a 3.7% annualized rate over the last five years, much worse than the broader banking industry.BOK Financial Trailing 12-Month Net Interest Income
3. Low Net Interest Margin Reveals Weak Loan Book Profitability
Net interest margin (NIM) serves as a critical gauge of a bank's fundamental profitability by showing the spread between interest income and interest expenses. It's essential for understanding whether a firm can sustainably generate returns from its lending operations.
Over the past two years, we can see that BOK Financial’s net interest margin averaged a weak 2.8%, meaning it must compensate for lower profitability through increased loan originations.BOK Financial Trailing 12-Month Net Interest Margin
Final Judgment
BOK Financial isn’t a terrible business, but it doesn’t pass our quality test. With its shares outperforming the market lately, the stock trades at 1.3× forward P/B (or $133.83 per share). Investors with a higher risk tolerance might like the company, but we think the potential downside is too great. We're fairly confident there are better stocks to buy right now. We’d recommend looking at the most dominant software business in the world.
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- Analysts believe markets will continue to shrug off oil shock concerns
Apr 30, 2026
Investing.com -- Analysts expect markets to keep shrugging off oil shock concerns, noting that essential prices—such as gas—haven’t surged past historic highs.
“Oil prices haven’t spiked as much as expected, and the U.S. economy remains resilient, hitting record highs this week,” said Dennis Kissler of BOK Financial.
The S&P 500 and Nasdaq are set for their best April since 2020, as strong corporate earnings calm investors despite an oil supply shock.
According to analysts, global oil supply hasn’t been hit as much as many expected. In the war’s early weeks, Iran shipped at least 11.7 million barrels of crude through the Strait of Hormuz, all bound for China, according to TankerTrackers.com.
"This year’s closure of the Strait of Hormuz has produced an immediate supply contraction, which our commodity analysts’ estimate has removed more than 10% of global crude oil supply. Despite this unprecedented shortfall, Brent April crude oil prices are up a relatively modest 43% from their one-year trailing average," JPMorgan analysts said in a note.
Iran’s oil exports rose in the conflict’s first weeks, reaching 55.22 million barrels from March 15 to April 14, while crude prices remained above $90 per barrel, Kepler reports.
“The Strait of Hormuz accounted for about 20% of global oil needs, but workarounds like Saudi pipelines, increased U.S. and South American exports, and demand destruction in Europe have helped offset some supply loss,” Kissler added.
Kissler added, “Just three months ago, global supply exceeded demand by 2 million barrels a day. The oil is there—it just needs to move.”
JPMorgan noted that "Brent crude oil prices are projected to average $100/bbl this quarter but remain elevated for several months as buffer stocks are replenished, energy infrastructure takes time to repair, and geopolitical risk premia linger. In this scenario, prices settle at $80/bbl in 4Q26".
Investors are relying on strong earnings to look past geopolitical risks, but any signs that war costs are hurting growth could trigger a sharp selloff. However, it has not been seen among market participants so far.
The S&P 500 and Dow are set for their best month since 2020, and the Nasdaq since April 2020.
“Oil prices haven’t spiked as much as expected, and the U.S. economy remains resilient, hitting record highs this week,” Kissler said.
Strong U.S. economy
U.S. growth accelerated in Q1 thanks to increased AI investment and a rebound in government spending, but the Iran war is pushing up inflation and eroding household purchasing power.
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Government spending grew at 4.4%, with federal outlays up 9.3%. Inventories helped boost growth, but rising AI-related imports widened the trade deficit, cutting 1.3 points from GDP growth last quarter.
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- PB Q1 Earnings Beat Estimates, Revenues & Expenses Rise Y/Y
Apr 30, 2026
Prosperity Bancshares, Inc.’s PB first-quarter 2026 adjusted earnings of $1.50 per share surpassed the Zacks Consensus Estimate of $1.41. The bottom line compared favorably with earnings of $1.37 in the prior-year quarter.
In the reported quarter, Prosperity Bancshares completed the acquisitions of American Bank Holding and Southwest Bancshares. Also, it announced a deal to acquire Stellar Bancorp and its subsidiary for $2 billion.
Results benefited from an increase in net interest income (NII) and non-interest income, alongside nil provisions. Higher loans and deposit balances were other positives. However, an increase in expenses due to the merger-related charges hurt the results to some extent.
Results in the reported quarter excluded merger-related expenses of $42.5 million. Including those, net income available to common shareholders was $116.3 million or $1.16 per share compared with $130.2 million or $1.37 per share in the year-ago quarter. Our estimate for net income was $115.1 million.
PB’s Revenues Improve, Expenses Rise
Total revenues were $367.6 million, up 19.9% year over year. The top line surpassed the Zacks Consensus Estimate of $352.9 million.
NII rose 21% year over year to $321.2 million. Also, the net interest margin (NIM), on a tax-equivalent basis, expanded 37 basis points to 3.51%. Our estimates for NII and NIM were pegged at $295.6 million and 3.36%, respectively.
Non-interest income totaled $46.5 million, up 12.5% year over year. The rise was driven by an increase in all fee-based revenue components, except for other non-interest income. Our estimate for the metric was pegged at $54.4 million.
Non-interest expenses were $217.3 million, up 54.9% year over year. The rise was primarily due to merger-related expenses incurred in the reported quarter. Our estimate for non-interest expenses was $202.7 million.
The efficiency ratio improved to 59.16% from 45.71% in the prior-year quarter.
PB’s Balance Sheet Strong, Capital & Profitability Ratios Weaken
As of March 31, 2026, total assets were $43.6 billion, up 13.4% from the previous quarter. Total loans were $25.3 billion, up 16% sequentially. Deposits increased 14.6% sequentially to $32.6 billion. Our estimates for total loans and total deposits were $25.3 billion and $32.8 billion, respectively.
As of March 31, 2026, the common equity tier 1 ratio was 15.44%, down from 16.92% in the year-ago quarter. The total risk-based capital ratio declined to 16.69% from 18.17% in the prior-year quarter. The equity-to-assets ratio was 18.82%, down from 19.39% as of March 31, 2025.
At the end of the first quarter, return on average assets was 1.10%, down from 1.34% in the prior-year quarter. The return on average common equity was 5.70%, down from 6.94% in the prior-year quarter.
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PB’s Credit Quality: A Mixed Bag
As of March 31, 2026, non-performing assets were $122.1 million, up 50% from the year-ago period. Net charge-offs were $41.3 million, up significantly from $2.7 million in the same quarter of 2025.
The company reported no provision for credit losses during the reported quarter, consistent with the year-ago period. The ratio of allowance for credit losses on loans was $1.52% of the total loans, down from 1.59% a year earlier.
Prosperity Bancshares’s Share Repurchase Update
In the reported quarter, the company repurchased 0.837 million shares at an average price of $68.15 under its ongoing 2026 stock buyback program.
Our Take on PB
Prosperity Bancshares’ inorganic expansion initiatives (including the pending Stellar Bancorp deal) will likely keep aiding robust top-line growth in the near term. The company’s favorable deposit mix and efforts to improve fee income are other positives. However, rising expenses might hurt the bottom line to some extent.
Prosperity Bancshares, Inc. Price, Consensus and EPS SurpriseProsperity Bancshares, Inc. Price, Consensus and EPS Surprise
Prosperity Bancshares, Inc. price-consensus-eps-surprise-chart | Prosperity Bancshares, Inc. Quote
Currently, Prosperity Bancshares carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of PB’s Peer Banks
BOK Financial Corporation's BOKF first-quarter 2026 earnings of $2.58 per share surpassed the Zacks Consensus Estimate of $2.30. The bottom line jumped 38.7% from the prior-year quarter.
BOKF’s results benefited from higher NII and total fees and commissions. An increase in loans was another positive. However, the rise in operating expenses was the undermining factor.
Associated Banc-Corp’s ASB first-quarter 2026 earnings of 70 cents per share beat the Zacks Consensus Estimate by a penny. The bottom line compared favorably with 59 cents in the prior-year quarter.
ASB’s results reflected higher NII and non-interest income. A rise in loans and deposit balances, and lower provisions acted as tailwinds. However, higher expenses were an undermining factor.
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- Hawthorn Bancshares, Inc. Announces Appointment of Grant Burcham to its Board of Directors
Apr 29, 2026
Hawthorn Bancshares, Inc.
JEFFERSON CITY, Mo., April 29, 2026 (GLOBE NEWSWIRE) -- Hawthorn Bancshares, Inc. (NASDAQ: HWBK), (the “Company”), announced today that Grant Burcham has been appointed to the Board of Directors of the Company and its subsidiary, Hawthorn Bank, effective April 29, 2026. Mr. Burcham was elected as a Class III director on the Company's board of directors, and he will hold office for a term expiring at the Company’s 2028 annual meeting of shareholders.
Burcham is a Kansas City–based investor, entrepreneur, and former community banking leader with more than three decades of executive experience. He currently serves as Managing Partner of Big Bear Ventures and Chairman of CyTek Corporation, a managed IT and cybersecurity services provider. Burcham previously spent 34 years at Missouri Bank & Trust (“mobank”), where he served as Chairman and CEO and led the bank’s impressive growth before its sale to BOK Financial in 2016. From 2018 until recently, Burcham served on the board of directors for Country Club Bank.
Burcham is focused on private investment, mentorship, and board leadership, playing an active role in the regional business community. He acquired CyTek in 2021 and helped transform it into a fast-growing technology company. Burcham has been recognized as Ernst & Young’s Entrepreneur of the Year and named to the Kansas City Business Journal’s Power 100.
“We are excited to welcome Grant to our board,” said Brent Giles, Chief Executive Officer of Hawthorn Bancshares, Inc. “He brings a rare combination of entrepreneurial vision and operational discipline. His experience running and growing mobank and his success as an investor make him an ideal addition to our board.”
“I’m excited to join the board and support Hawthorn’s continued growth. This is a talented team with a clear vision, and I look forward to contributing my experience as they build on their momentum,” said Burcham.
About Hawthorn Bancshares, Inc.
Hawthorn Bancshares, Inc., a financial-bank holding company headquartered in Jefferson City, Missouri, is the parent company of Hawthorn Bank, which has served families and businesses for more than 160 years. Hawthorn Bank has multiple locations, including in the greater Kansas City metropolitan area, Jefferson City, Columbia, Springfield, and Clinton.
Contact:
Hawthorn Bancshares, Inc.
Brent M. Giles
Chief Executive Officer
TEL: 573.761.6100
www.HawthornBancshares.com
Statements made in this press release that suggest Hawthorn Bancshares' or management's intentions, hopes, beliefs, expectations, or predictions of the future include "forward-looking statements" within the meaning of Section 21E of the Securities and Exchange Act of 1934, as amended. It is important to note that actual results could differ materially from those projected in such forward-looking statements. Additional information concerning factors that could cause actual results to differ materially from those projected in such forward-looking statements is contained from time to time in the company's quarterly and annual reports filed with the Securities and Exchange Commission. These forward-looking statements are made as of the date of this communication, and the Company disclaims any obligation to update any forward-looking statement or to publicly announce the results of any revisions to any of the forward-looking statements included herein, except as required by law.
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- UMB Financial Q1 Earnings Beat on Y/Y Rise in NII, Expenses Fall
Apr 29, 2026
UMB Financial Corp. UMBF reported first-quarter 2026 operating earnings per share of $3.41, beating the Zacks Consensus Estimate of $2.82. The bottom line also increased from $2.58 in the year-ago quarter.
The company delivered a strong quarterly performance, supported by solid growth in net interest income (NII), higher non-interest income and continued loan growth. Lower non-interest expenses and improved efficiency further supported results.
Net income (GAAP basis) available to common shareholders for UMBF was $255.6 million in the first quarter, soaring 222.3% from the year-ago quarter.
UMB Financial’s Revenues Rise, Expenses Fall
Quarterly revenues were $747.9 million, rising 30.9% year over year. The metric beat the Zacks Consensus Estimate by 5.9%.
NII was $534.4 million, up 34.4% from the prior-year quarter and 2.3% sequentially.
On a fully-taxable-equivalent basis, the net interest margin was 3.38%, up 42 basis points year over year and nine basis points sequentially. The increase was primarily led by lower yields on interest-bearing deposits due to mix shift and repricing of deposits following the reduction in short-term interest rates.
Non-interest income was $204.8 million, up 23.2% year over year. The increase was primarily driven by higher trust and securities processing income, investment securities gains, other income, brokerage income, bankcard income and service charges on deposit accounts.
Non-interest expenses were $380.9 million, down 1% year over year. First-quarter 2026 expenses included $4.4 million in total acquisition-related and other non-recurring costs. Operating non-interest expenses (adjusted basis) were $375.4 million, up 13.6% year over year.
The efficiency ratio improved to 48.4% from the prior-year quarter’s 65.2%. A decline in the efficiency ratio indicates an increase in profitability.
UMBF’s Loans & Deposit Balances Rise
Average loans for the first quarter were $39.4 billion, up 2.7% sequentially and 21.9% from the prior-year quarter. End-of-period loans stood at $40.1 billion as of March 31, 2026.
Average deposits remained flat sequentially and increased 14.5% year over year to $57.6 billion. The increase from the first quarter of 2025 reflected the impacts of acquired HTLF balances.
UMB Financial’s Credit Quality: Mixed Bag
Net charge-offs totaled $18.9 million, or 0.19% of average loans, compared with $35.9 million, or 0.45%, in the year-ago quarter.
Total non-accrual and restructured loans were $151.3 million compared with $100.9 million in the year-ago quarter.
The provision for credit losses was $27 million in the first quarter of 2026, down from $86 million in the prior-year quarter.
Story Continues
UMBF’s Capital Ratios Improve
As of March 31, 2026, the Tier 1 risk-based capital ratio was 11.74% compared with 10.35% as of March 31, 2025. The Tier 1 leverage ratio was 8.73% compared with 8.47% in the year-ago quarter. The total risk-based capital ratio was 13.53%, up from 12.54% a year ago.
In March 2026, the company repurchased 178,249 common shares at a weighted average price of $111.62 for a total repurchase of $19.9 million. The board also increased the share repurchase authorization to 2 million shares from one million shares previously.
UMB Financial’s Profitability Ratios Improve
Return on average assets at the first-quarter end was 1.47% compared with the year-ago quarter’s 0.54%.
Return on average common equity was 13.70% compared with 5.86% in the year-ago quarter.
Our Take on UMBF
UMB Financial posted robust first-quarter 2026 results, driven by strong net interest income growth, higher non-interest income and margin expansion. The company also benefited from continued loan growth, the impacts of acquired HTLF balances and improved operating efficiency.
Lower non-interest expenses and improved profitability ratios were positives. Going forward, continued balance sheet growth, disciplined expense management and prudent risk management will be the key to sustaining UMBF’s performance momentum.
UMB Financial Corporation Price, Consensus and EPS SurpriseUMB Financial Corporation Price, Consensus and EPS Surprise
UMB Financial Corporation price-consensus-eps-surprise-chart | UMB Financial Corporation Quote
UMBF currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Performances of Other Banks
BOK Financial Corporation's BOKF first-quarter 2026 earnings of $2.58 per share surpassed the Zacks Consensus Estimate of $2.30. The bottom line jumped 38.7% from the prior-year quarter.
BOKF’s results benefited from higher NII and total fees and commissions. An increase in loans was another positive. However, the rise in operating expenses was a major undermining factor.
First Horizon Corporation FHN posted first-quarter 2026 earnings per share of 53 cents, surpassing the Zacks Consensus Estimate of 49 cents. This compares favorably with 42 cents in the year-ago quarter.
FHN’s results benefited from higher NII and a rise in non-interest income, along with improved credit quality. However, the rise in expenses remains a headwind.
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This article originally published on Zacks Investment Research (zacks.com).
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