BancFirst (NASDAQ: BANF) is scheduled to announce its second-quarter earnings for 2025 on Thursday, July 17, 2025, before the market opens. Analysts project that the bank will report earnings of $1.66 per share, with a total revenue of approximately $163.62 million for the quarter. This follows a successful first quarter where BancFirst exceeded expectations, reporting earnings of $1.67 per share and revenue of $164.84 million.
In the first quarter of 2025, BancFirst outperformed analysts’ consensus estimates, which anticipated earnings of $1.58 per share. The bank achieved a return on equity of 13.90% and a net margin of 24.05%. Looking ahead, analysts forecast an earnings per share (EPS) of $7 for the current fiscal year and $6 for the next fiscal year.
BancFirst Stock Performance and Market Insights
As of Wednesday, BancFirst’s shares opened at $126.31. The company holds a market capitalization of $4.20 billion, with a price-to-earnings (P/E) ratio of 19.11 and a beta of 0.77. Its current ratios are stable, with a current ratio and quick ratio of 1.00, while the debt-to-equity ratio stands at 0.05. Over the past year, BancFirst shares have fluctuated between a low of $94.34 and a high of $132.29.
Several research firms have recently updated their ratings for BancFirst. Notably, Wall Street Zen raised its rating from “sell” to “hold” on May 12, and Keefe, Bruyette & Woods followed suit with a “hold” rating on May 26.
Recent Insider Activity and Institutional Investment
In related news, there have been significant insider transactions. Director F Ford Drummond sold 5,000 shares on May 28 at an average price of $124.12, totaling approximately $620,600. After this transaction, Drummond’s ownership decreased by 45.45%, leaving him with 6,000 shares valued at around $744,720. Similarly, Executive Vice President Randy Foraker sold 4,000 shares on May 21 for a total of $506,440.
Institutional investors have also shown renewed interest in BancFirst. Advisors Asset Management Inc. increased its holdings by 108.6% in the first quarter, now owning 559 shares valued at $61,000. Additionally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake by 4.5% during the same period, holding 11,844 shares valued at $1.3 million.
Overall, institutional and hedge fund investors collectively own 51.72% of BancFirst’s stock, reflecting strong confidence in the bank’s performance and prospects.
BancFirst Corporation, the parent company of BancFirst, operates a range of commercial banking services tailored to retail customers and small to medium-sized businesses. It operates through various segments, including BancFirst Metropolitan Banks and BancFirst Community Banks. The upcoming earnings report will provide further insights into the bank’s financial health and strategic direction.