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Citi maintains Neutral rating on BOK Financial shares

EditorTanya Mishra
Published 09/30/2024, 09:49 AM
BOKF
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Citi has maintained a Neutral stance on BOK Financial (NASDAQ: BOKF) with a steady price target of $110.00.

The firm's analysis suggests that while loan growth for BOK Financial may exceed market expectations, the net interest margin (NIM) trends could be softer than anticipated. This softer NIM forecast is attributed to high loan growth at lower new money rates and limited capture of downside deposit beta.

The financial institution's earnings per share (EPS) estimates for 2024 and 2025 align closely with the consensus.

Despite the potential for stronger loan growth, Citi does not foresee significant room for positive EPS revisions or multiple expansions.

The current share price premium over its peers is believed to already reflect the potential for fee income growth, particularly from mortgage and brokerage services.

Citi's price target of $110 is based on a 10.75% cost of equity and a 15.5% normalized return on tangible common equity (ROTCE).

The valuation reflects a comprehensive assessment of the company's financial performance and market position. The Neutral rating indicates that the firm does not anticipate significant stock movement for BOK Financial in the near term.

In other recent news, Prosperity Bancshares (NYSE:PB) faced a downgrade from Truist Securities, citing limited loan growth and a balance sheet that may be less sensitive to liabilities than commonly thought.

The bank's stock was adjusted to a Hold rating from Buy, with the price target trimmed to $79 from $81. Meanwhile, BOK Financial Corporation reported a strong second quarter, with a net income of $163.7 million, or $2.54 per diluted share.

The performance led several analyst firms, including Citi, RBC Capital Markets, and Truist Securities, to adjust their outlooks on the company, increasing their price targets while maintaining their respective ratings.

In the same vein, BOK Financial's robust performance was attributed to its diversified loan portfolio, disciplined credit quality, and strong fee income, particularly from the commercial loan segment. The company has also launched a wealth management platform, which has been positively received by clients, and is open to potential mergers and acquisitions.

Concurrently, U.S. Treasury yields experienced a significant surge following the release of robust economic data, which diminished concerns over a potential hard economic landing. This development has lessened the market's anticipation of an aggressive interest rate cut by the Federal Reserve.

InvestingPro Insights

To complement Citi's analysis of BOK Financial (NASDAQ:BOKF), recent data from InvestingPro offers additional perspective on the company's financial health and market position. As of the last twelve months ending Q2 2024, BOKF reported a P/E ratio of 13.54, indicating that the stock is trading at a relatively modest valuation compared to its earnings. This aligns with Citi's view that the current share price may already reflect the company's growth potential.

InvestingPro Tips highlight that BOKF has maintained dividend payments for 20 consecutive years and has raised its dividend for 10 consecutive years. This consistent dividend history could be attractive to income-focused investors, especially considering the current dividend yield of 2.11%. The company's commitment to shareholder returns is further underscored by its profitability over the last twelve months.

It's worth noting that BOKF is trading near its 52-week high, with the current price at 96.64% of its 52-week peak. This strength in share price performance is reflected in the impressive YTD price total return of 24.09% as of the latest data.

For investors seeking a more comprehensive analysis, InvestingPro offers additional tips and insights beyond those mentioned here. The platform currently lists 5 more tips for BOKF, which could provide valuable context for investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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