Bancfirst Corp · Brief

Next report

80 days

Jan 21 · after closeest.Q4 FY26

Expected move

No implied move.

8 reportsHistory

2 of 7≥ implied

Jan 23 '25±4.8%▼−2.15%×0.44

Apr 17 '25±7.9%▲+3.23%×0.41

Jul 17 '25±3.1%▲+3.06%×1.00

Q3 FY25±3.7%▼−1.53%×0.41

Jan 22 '26±4.5%▼−7.57%×1.69

Q1 FY26±3.8%▲+4.52%×1.19

Q2 FY26±5.1%▲+1.44%×0.28

Oct 21 '26—▲+2.40%—

quarterimplied−10%0+10%realized×

Oct '26—▲+2.40%—

Q2 FY26±5.1%▲+1.44%×0.28

Q1 FY26±3.8%▲+4.52%×1.19

Jan '26±4.5%▼−7.57%×1.69

Q3 FY25±3.7%▼−1.53%×0.41

Jul '25±3.1%▲+3.06%×1.00

2 older reports

Apr '25±7.9%▲+3.23%×0.41

Jan '25±4.8%▼−2.15%×0.44

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Jan 21 report · est.

Bull2

5tracked funds holding the companyN-PORT · Aug 31 '26

272managers reporting a position13F · Jun 30 '26

Bear2 of 3

16managers holding four fifths of reported value13F · Jun 30 '26

13 of 24majority of largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

BANF report session

No linked exposure.

Oct 21impliedImplied move: ±4.6% into Oct 21 earnings (Oct 21 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.