On January 7, TD Cowen reduced its price target on Bank OZK (NASDAQ:OZK) to $56 from $61, keeping a Buy rating on the stock. The adjustment was part of the firm's broader fourth-quarter earnings preview for the banking sector. TD Cowen expects "solid" Q4 results across the group, supported by ongoing balance sheet growth, repricing tailwinds, and what it sees as a "likely more dovish" Federal Reserve chair in 2026. The analyst stated these "durable tailwinds" could help lift bank stocks through 2026.
Also on January 7, Morgan Stanley analyst Manan Gosalia lowered the firm's price target on Bank OZK to $59 from $63, maintaining an Equal Weight rating. Morgan Stanley pointed to renewed investor attention on the bank's exposure to life sciences lending. While the firm does not anticipate any immediate shift, since OZK has previously said sponsors are still supporting their properties, the analyst noted that any negative credit developments could weigh on the stock around earnings day.
Bank OZK (NASDAQ:OZK) is a regional bank that offers a broad range of financial products and services. The stock is included among the 14 Best Mid Cap Dividend Aristocrat Stocks to Buy Now.