Bank OZK price target lowered to $51 from $56 at Stephens

Stephens analyst Matt Olney lowered the firm’s price target on Bank OZK to $51 from $56 and keeps an Equal Weight rating on the shares following Q4 results that the firm says were highlighted by “solid” core fees and NII trends that drove EPS and PPNR results above consensus forecast. The firm, which considers Bank OZK’s earnings outlook to be more sensitive to Fed action than peers, is forecasting steady NIM compression at OZK until a Fed pause in late 2025, the analyst tells investors.