BOK Financial Corporation (BOKF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings. Welcome to BOK Financial Corporation's second quarter 2026 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one in your telephone keypad. If you would like to draw your question, press star one again. Thank you. As a reminder, this conference is being recorded. I would now like to turn the presentation over to Heather King, Director of Investor Relations for BOK Financial Corporations. Please proceed. Good afternoon, and thank you for joining our discussion of BOK Financial's second quarter 2026 financial results. Our CEO, Stacy Kymes, will provide opening comments, cover the loan portfolio, and related credit metrics. Scott Grauer, Executive Vice President of Wealth Management, will cover our fee-based results and our CFO, Marty Grunst, will then discuss financial performance for the quarter as well as our forward guidance. Slide presentation and press release are available on our website at BOKF.com. We refer you to the disclaimers on slide two regarding any forward-looking statements made during this call. I will now turn the call over to Stacy Kymes, who will begin on slide four. Thank you, Heather. We appreciate you joining the call this afternoon. We are pleased to report earnings of $176.5 million or EPS of $2.92 per diluted share for the second quarter. Adjusted for the net gain related to the exchange of the B2B shares and a small amount of repositioning in the securities portfolio, earnings were $156.5 million or $2.59 per share. This was an excellent quarter and one that reflects how we are positioning the franchise for continued growt...