U.S. Begins Winter with Abundant Natural Gas Supplies, Yet Anticipates a Stricter Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Should l Buy BOKF?
Source: WSJ
Frosty Weather Impact: The arrival of cold weather in the eastern U.S. has led to a rise in natural gas futures, reaching multimonth highs, indicating potential increases in heating costs for the winter.
Natural Gas Storage: The U.S. typically stores natural gas during the spring and summer months to meet the heating demands of winter, as it is the primary heating fuel for 46% of homes.
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Analyst Views on BOKF
Wall Street analysts forecast BOKF stock price to fall
6 Analyst Rating
1 Buy
5 Hold
0 Sell
Hold
Current: 133.960
Low
115.00
Averages
121.83
High
129.00
Current: 133.960
Low
115.00
Averages
121.83
High
129.00
About BOKF
BOK Financial Corporation is a financial holding company. Through its subsidiaries, the Company provides commercial and consumer banking, brokerage trading, investment and trust services, mortgage origination and servicing, and an electronic funds transfer network. Its holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. It offers full-service banking in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. Its segments include Commercial Banking, Consumer Banking, and Wealth Management. Commercial Banking includes lending, treasury and cash management services, and customer commodity risk management products for small businesses, middle market, and larger commercial customers. Consumer Banking includes retail lending and deposit services, lending and deposit services to small business customers served through the retail branch network and all mortgage loan origination and servicing activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Investor Sentiment: This upward movement in stock prices is seen as encouraging news for investors as the market begins to expand into 2026.
See More
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- Earnings Highlights: BOK Financial Corporation reported a Q4 GAAP EPS of $2.89 and revenue of $560.14 million, reflecting strong performance from this regional bank and solidifying its market position.
- Loan Growth Target: The company has set a loan growth target of 5% to 7% for 2025, aiming to enhance its market share and profitability through this strategic initiative.
- Mortgage Platform Expansion: BOK Financial is expanding its mortgage finance platform, which not only addresses the growing market demand but also improves customer service quality, thereby increasing customer loyalty.
- Optimistic Market Outlook: The strong performance highlighted in the earnings report provides confidence to investors, likely attracting more attention to the company's future growth potential.
See More
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- Earnings Release: BOK Financial Corporation reported its fourth-quarter financial results for the period ending December 31, 2025, on January 16, 2026, reflecting stable performance in the regional financial services sector.
- Asset Scale: As of 2025, BOK Financial's total assets under management and administration reached $127 billion, indicating strong competitive positioning and customer trust in the market.
- Conference Call Arrangement: The company will host a conference call on January 20, 2026, at noon central time to review its Q4 and full-year 2025 financial results, enhancing investor communication.
- Webcast Replay: For investors unable to attend the live presentation, a webcast replay will be available on the company's investor relations website, ensuring transparency and accessibility of information.
See More
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- Earnings Expectations: BOK Financial is projected to report fourth-quarter earnings of $2.16 per share, an increase from $2.12 in the same period last year, indicating sustained profitability that may boost investor confidence.
- Revenue Growth Forecast: Analysts estimate BOK Financial's quarterly revenue will reach $549.37 million, up from $525.56 million last year, reflecting the company's robust performance and growth potential in the market.
- Stock Performance: BOK Financial's shares rose 2.1% to close at $127.69 on Thursday, indicating market optimism ahead of the earnings report, which could attract more investor interest.
- Analyst Rating Changes: Analysts from Wells Fargo and Barclays maintained Equal-Weight ratings while raising their price targets to $115 and $125 respectively, reflecting a cautiously optimistic outlook on the company's future performance.
See More
