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BOK Financial BOKF Wealth Management — Other Cost and Expense, Operating

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$38.03M
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Other financials

Income statement

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Revenue$589.4M+10.1%
Net income$176.5M+26.1%
EPS (diluted)$2.92+33.3%

Balance sheet

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Cash & equivalents$975.8M-28.2%
Total debt$228.1M-8.3%
Total equity$6.1B+3.3%
Total assets$53.2B+4.3%

Cash flow

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Operating cash flow-$248.7M-1,327%
CapEx$35.7M-25.9%
Free cash flow-$284.4M-917%

Valuation

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Market cap$8.7B+35.0%
P/E13.4×+1.4×
P/S3.8×+0.7×

Profitability

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Net margin28.5%+2.7pp
FCF margin64.7%+51.6pp

Returns & leverage

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Return on equity10.9%+1.2pp
Debt / equity0.0×

Where this comes from

Reported directly by BOK Financial in its filing.

Tagged under the XBRL concept us-gaap:OtherCostAndExpenseOperating.

The source filing: BOK Financial’s 10-Q, filed May 6, 2026.

Filed
May 6, 2026, 12:05 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000875357-26-000034
Line itemCommercial BankingConsumer BankingWealth ManagementSegment TotalFunds Management and OtherBOKFinancial Corporation
Net interest income after provision for credit losses173,07354,48142,478270,03272,522342,554
Other operating revenue60,06842,866110,387213,321(2,053)211,268
Personnel expense51,26725,46669,413146,14665,028211,174
Non-personnel expense31,04138,02728,75697,82445,168142,992
Total other operating expense82,30863,49398,169243,970110,196354,166
Corporate allocations16,04614,68617,15547,887(47,887)
Net income before taxes$134,787$19,168$37,541$191,496$8,160$199,656
Average assets$22,679,465$8,452,393$11,370,683$42,502,541$10,620,468$53,123,009

Item 6. Exhibits [92](#i2beb11d71c2f4b06859cb69826942c5a_157)

FAQ

What is BOK Financial's wealth management — other cost and expense, operating?
BOK Financial (BOKF) reported wealth management — other cost and expense, operating of $28.76M in Q1 2026.
How has BOK Financial's wealth management — other cost and expense, operating changed year-over-year?
BOK Financial's wealth management — other cost and expense, operating increased by 6.4% year-over-year, from $27.02M to $28.76M.
What is the long-term trend for BOK Financial's wealth management — other cost and expense, operating?
Over 3 years (2022 to 2025), BOK Financial's wealth management — other cost and expense, operating has grown at a 8.3% compound annual growth rate (CAGR), from $88.56M to $112.63M.
What does wealth management — other cost and expense, operating mean?
This captures the non-personnel operating expenses incurred by the wealth management segment, including technology, occupancy, and administrative costs. It reflects the overhead required to support the segment's daily operations.

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