Replay available

BOK Financial Corporation (BOKF) Q2 2025 Earnings Call

BOK Financial Corporation (NASDAQ: BOKF) Q2 2025 earnings conference call, held 2025-07-22. Replay captured from the company's public earnings webcast.

Tue, July 22, 2025 at 1:00 PMendedReplay
BOK Financial Corporation (BOKF) Q2 2025 Earnings Call

Hosted by

Featured presenters

Heather King

Senior Vice President, Investor Relations

Stacy Kimes

Chief Executive Officer & President

Scott Brower

Executive Vice President, Wealth Management

Marty Gruntz

Chief Financial Officer

Jared Shaw

Analyst, Barclays

John Armstrong

Analyst, RBC Capital Markets

Brett Rabotin

Analyst, Hovde Group

Michael Rose

Analyst, Raymond James

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.739 Good afternoon, and thank you for joining our discussion of BOK Financial's second quarter 00:00:04.739 -- 00:00:10.228 2025 financial results. Our CEO, Stacy Kimes, will provide opening comments 00:00:10.228 -- 00:00:13.713 and cover our loan portfolio and related credit metrics. 00:00:13.713 -- 00:00:17.600 Scott Brower, Executive Vice President of Wealth Management, will cover our fee-based 00:00:17.600 -- 00:00:22.968 results. Our CFO, Marty Gruntz, will then discuss financial performance for the quarter 00:00:22.968 -- 00:00:28.452 and our forward guidance. Slide presentation and press release are available on our website 00:00:28.452 -- 00:00:30.936 at BOKF.com. 00:00:30.936 -- 00:00:35.262 We refer you to the disclaimers on slide two regarding any forward-looking statements 00:00:35.262 -- 00:00:39.728 made during this call. I will now turn the call over to Stacy Kynes, who will begin on 00:00:39.728 -- 00:00:41.711 slide four. 00:00:41.711 -- 00:00:45.436 Thank you, Heather. We appreciate you joining the call this afternoon. 00:00:45.436 -- 00:00:51.084 We're pleased to report earnings of $140 million, or EBS, of $2.19 00:00:51.084 -- 00:00:54.082 per diluted share for the second quarter. 00:00:54.082 -- 00:00:57.526 The word that comes to mind for this quarter is momentum. 00:00:57.526 -- 00:01:01.850 During the quarter, we saw a re-acceleration of loan growth with the anticipated fund-up 00:01:01.850 -- 00:01:07.316 of our CRE book, continued strength in the core CNI portfolio, and a tapering 00:01:07.316 -- 00:01:11.720 of the abnormal payoff activity that has recently impacted outstandings in our specialized 00:01:11.720 -- 00:01:16.786 businesses. Looking ahead, we will launch our new mortgage finance line of business,...