BANCFIRST CORP /OK/(BANF)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Not in ranked universe
Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
BANF Stock Analysis & AI Quality Score
AI stock analysis and institutional research for BANCFIRST CORP /OK/ (BANF), a Financials sector company. BANF is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), BANCFIRST CORP /OK/ reports quarterly revenue of $179.0M, net income of $63.0M, an operating margin of 44.7%. Top institutional holders of BANF by reported 13-F value include BlackRock,, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. BANF trades on the Nasdaq exchange and files with the SEC under CIK 760498. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BANF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BANCFIRST CORP /OK/ directly from SEC EDGAR.
Revenue
Q1 2026
$179.0M
Net Income
Q1 2026
$63.0M
Free Cash Flow
Q1 2026
$65.1M
Operating Margin
Q1 2026
44.7%
D/E Ratio
Q1 2026
0.01
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+10.5% YoYNet Income
+11.2% YoYEPS (Diluted)
+10.4% YoYTotal Assets
+9.5% YoYTotal Debt
Op. Cash Flow
+9.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $6.3M +10.5% | $5.7M -3.4% | $5.9M +9.3% | $5.4M +1.9% | $5.3M -13.1% | $6.1M |
| Net Income | $240.6M +11.2% | $216.4M +1.8% | $212.5M +10.0% | $193.1M +93.9% | $99.6M -26.2% | $134.9M |
| EPS (Diluted) | $7.11 +10.4% | $6.44 +1.6% | $6.34 +9.9% | $5.77 +92.3% | $3.00 -25.9% | $4.05 |
| Total Assets | $14.84B +9.5% | $13.55B +9.6% | $12.37B -0.1% | $12.39B +34.5% | $9.21B +7.5% | $8.57B |
| Total Debt | $10.0M | $0.00 -100.0% | $3.4M +1017.0% | $300.0K -72.7% | $1.1M +0.0% | $1.1M |
| Operating Cash Flow | $285.3M +9.2% | $261.2M +12.1% | $233.0M +3.0% | $226.3M +46.1% | $154.9M -2.6% | $159.0M |
AI Insight: BANF Financial Trends
BANF equity base grew 26% over eight quarters to $1,902M while net income reached a new high of $63M in Q1 2026, signaling steady compounding.
• Equity expanded from $1,512M in Q2 2024 to $1,902M in Q1 2026, a gain of $390M over eight quarters.
• Net income climbed from $51M in Q2 2024 to $63M in Q1 2026, with Q1 2026 matching the Q3 2025 cycle high.
• Total debt rose sharply from $3M–$4M range through Q4 2024 to $15M in Q1 2026, a meaningful step-up.
⚠ Total debt tripled from $4M in Q2 2024 to $15M in Q1 2026; trajectory warrants monitoring against equity growth.
⚠ Operating CF dropped sharply to $17M in Q4 2024 before recovering; Q4 seasonality or one-time items merit scrutiny.
AI Insight: BANF Ratio Trends
BANF's profitability metrics have drifted modestly lower from their Q3 2024 peak, with ROE and ROIC both sitting near cycle lows in Q4 2025 before a partial Q1 2026 recovery.
• ROIC peaked at 18.6% in Q3 2024, then declined to 16.2% in Q4 2025 — a 240bp contraction over five quarters.
• ROE followed the same arc: 14.9% in Q3 2024 down to 12.8% in Q4 2025, the lowest reading in the dataset.
• Q1 2026 shows partial recovery — ROE rebounded to 13.2%, ROA to 1.7%, and ROIC to 16.7% — suggesting the Q4 2025 trough may not persist.
• Leverage remains negligible throughout; D/E has not exceeded 0.01 across any reported quarter.
⚠ ROIC at 16.7% in Q1 2026 remains well below the 18.6% Q3 2024 peak — confirm whether the recovery sustains in Q2 2026.
⚠ Q4 2025 shows a recurring seasonal dip in ROE and ROIC; monitor whether this pattern deepens in future Q4 periods.
Get alerted when BANF's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for BANCFIRST CORP /OK/ including:
Top Institutional Holders of BANF
BlackRock, Inc.
$335.4M3,091,609 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$281.0M2,590,089 shVANGUARD PORTFOLIO MANAGEMENT LLC
$167.5M1,543,449 shSTATE STREET CORP
$144.5M1,325,491 shVANGUARD CAPITAL MANAGEMENT LLC
$117.7M1,084,440 shDIMENSIONAL FUND ADVISORS LP
$94.3M869,545 shBancFirst Trust & Investment Management
$94.1M871,990 shGEODE CAPITAL MANAGEMENT, LLC
$57.9M533,134 shFULLER & THALER ASSET MANAGEMENT, INC.
$29.3M269,938 shWELLS FARGO & COMPANY/MN
$29.2M268,777 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $335.4M | 3,091,609 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $281.0M | 2,590,089 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $167.5M | 1,543,449 |
| STATE STREET CORP | $144.5M | 1,325,491 |
| VANGUARD CAPITAL MANAGEMENT LLC | $117.7M | 1,084,440 |
| DIMENSIONAL FUND ADVISORS LP | $94.3M | 869,545 |
| BancFirst Trust & Investment Management | $94.1M | 871,990 |
| GEODE CAPITAL MANAGEMENT, LLC | $57.9M | 533,134 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $29.3M | 269,938 |
| WELLS FARGO & COMPANY/MN | $29.2M | 268,777 |
More Financials Companies
View all Financials →Put BANF on your watchlist
Track score changes the day BANCFIRST CORP /OK/ files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is BANF a good stock to buy?
13F Pro's AI-powered analysis of BANCFIRST CORP /OK/ (BANF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BANF are available on the BANF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BANF?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BANF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BANCFIRST CORP /OK/'s investment landscape.