BANF
BANCFIRST CORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 10 1 insider sell $359.7K at $119.91
- S Apr 23 to May 7 7 days of insider sells: $6.7M by 1 insider, avg $115.42
- S Jul 27 to Aug 13 8 days of insider sells: $19.4M by 1 insider, avg $116.12
- E Oct 21 Earnings: BANF Q3 2026 Earnings: EPS $1.97 (-0.5% vs est)
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $26.4M.
- InstitutionsBULLISH
Q2 2026: 19 added (0 new), 8 trimmed or exited.
- AnalystsBEARISH
0 of 8 rate it Buy or better.
- TrendUPTREND
1% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | $29.2M |
| CITADEL ADVISORS LLC | ADD | $7.8M |
| SEI INVESTMENTS CO | ADD | $6.9M |
| AMERICAN CENTURY COMPANIES INC | NEAR_EXIT | $5.6M |
| ExodusPoint Capital Management, LP | ADD | $4.3M |
| Quantinno Capital Management LP | ADD | $4.1M |
| CITIGROUP INC | ADD | $3.2M |
| Point72 Asset Management, L.P. | ADD | $2.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analysts| Date | Firm | Rating |
|---|---|---|
| Aug 5, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
| Jun 12, 2026 | DA Davidson MAINTAIN | Neutral |
Washington
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 30, 2026 | Ingram Kimberly Kay Director | EXERCISE | $55.3K |
| Aug 13, 2026 | RAINBOLT DAVID E Director | SELL | $978.2K |
| Aug 6, 2026 | RAINBOLT DAVID E Director | SELL | $345.0K |
| Aug 5, 2026 | RAINBOLT DAVID E Director | SELL | $230.1K |
| Aug 4, 2026 | RAINBOLT DAVID E Director | SELL | $2.1M |
| Aug 3, 2026 | RAINBOLT DAVID E Director | SELL | $1.3M |
| Jul 29, 2026 | RAINBOLT DAVID E Director | SELL | $1.5M |
| Jul 28, 2026 | RAINBOLT DAVID E Director | SELL | $9.5M |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
3 filings · 1 bullish · 0 bearish · 2 neutral- BULLISH 8-KOct 23, 2026
BancFirst Corporation acquired SpiritBank on October 22, 2026, adding approximately $866.8 million…
Watch for BancFirst's next quarterly filing to see accretion/dilution impact and integration costs. The deal strengthens BancFirst's Tulsa market share — monitor deposit retention and loan growth…
- NEUTRAL 8-KOct 21, 2026
BancFirst reported Q3 2026 net income of $67.3M ($1.97 diluted EPS), up from $62.7M ($1.85) a year…
The Spirit Bank acquisition closing in October will be the next catalyst, potentially adding scale in Tulsa. Monitor the nonaccrual loan trend — the increase to 0.87% from 0.72% and higher…
- NEUTRAL 8-KSep 21, 2026
BancFirst Corporation announced a $0.52 per share quarterly cash dividend on its common stock and…
Quarterly dividend unchanged at $0.52 per share — no signal for earnings or credit quality. Monitor next quarterly earnings release for any change in payout trajectory.
All BANF filing & press-release reports (3)
- 8-K reportOct 23, 2026
- 8-K reportOct 21, 2026
- 8-K reportSep 21, 2026