Q1 Earnings Beat Sparks Optimism: Bank of America reported first-quarter earnings per share of $1.11, surpassing estimates of $1.01, driving lively social media chatter on robust net interest income growth and segment performance. Traders praised the 25% year-over-year EPS rise and $9.3 billion returned to shareholders, viewing it as a strong start to 2026. The beat has fueled expectations for share buybacks and dividend continuity amid stabilizing credit quality.
Analyst Targets Highlight Upside Potential: Discussions spotlight strong buy ratings with consensus price targets around $62 and technical projections nearing $73, contrasting recent insider sales. Options traders eye calls expiring in June, anticipating gains if the stock reaches analyst objectives over 12% higher. Sector-wide financial earnings strength, with most banks beating estimates, bolsters confidence in Bank of America's positioning.
Trade Ideas Amid Volatility Watch: Bullish setups include call spreads above key supports like $50, targeting resistance at $55, while hedges prepare for broader market swings. Conversations balance enthusiasm for wealth management growth and AI efficiencies with risks from rate cuts and credit cycles. Overall, the tone remains cautiously optimistic on the bank's diversified revenue streams.
Note: This discussion summary was generated from an AI condensation of post data.
Bank of America Insider Trading Activity
Bank of America insiders have traded $BAC stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $BAC stock by insiders over the last 6 months:
- DEAN C ATHANASIA (Co-President) sold 136,558 shares for an estimated $6,856,167
- BERNARD A MENSAH (President, International) sold 94,000 shares for an estimated $4,412,642
- JAMES P DEMARE (Co-President) sold 83,832 shares for an estimated $4,191,600
- ALASTAIR M BORTHWICK (Executive Vice President & CFO) sold 68,000 shares for an estimated $3,416,320
- SHERI B. BRONSTEIN (Chief People Officer) sold 60,000 shares for an estimated $2,994,600
- THOMAS M SCRIVENER (Chief Operations Executive) sold 50,000 shares for an estimated $2,491,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Bank of America Revenue
Bank of America had revenues of $30.3B in Q1 2026. This is an increase of 10.62% from the same period in the prior year.
You can track BAC financials on Quiver Quantitative's BAC stock page.
Bank of America Congressional Stock Trading
Members of Congress have traded $BAC stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $BAC stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Bank of America Hedge Fund Activity
We have seen 1,597 institutional investors add shares of Bank of America stock to their portfolio, and 1,540 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 142,443,052 shares (-76.6%) from their portfolio in Q4 2025, for an estimated $7,834,367,860
- BERKSHIRE HATHAWAY INC removed 50,774,078 shares (-8.9%) from their portfolio in Q4 2025, for an estimated $2,792,574,290
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 44,413,993 shares (+7091.3%) to their portfolio in Q4 2025, for an estimated $2,442,769,615
- CAPITAL INTERNATIONAL INVESTORS added 42,862,620 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,357,444,100
- CITIGROUP INC removed 29,298,493 shares (-54.9%) from their portfolio in Q4 2025, for an estimated $1,611,417,115
- VANGUARD GROUP INC added 23,351,183 shares (+3.7%) to their portfolio in Q4 2025, for an estimated $1,284,315,065
- CARDANO RISK MANAGEMENT B.V. removed 22,441,091 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $1,073,985,733
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Bank of America Analyst Ratings
Wall Street analysts have issued reports on $BAC in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keefe, Bruyette & Woods issued a "Outperform" rating on 01/15/2026
- Truist Securities issued a "Buy" rating on 01/15/2026
- TD Cowen issued a "Buy" rating on 01/15/2026
- CICC issued a "Outperform" rating on 01/14/2026
- Goldman Sachs issued a "Buy" rating on 01/06/2026
- Barclays issued a "Overweight" rating on 01/05/2026
- Oppenheimer issued a "Outperform" rating on 11/19/2025
To track analyst ratings and price targets for Bank of America, check out Quiver Quantitative's $BAC forecast page.
Bank of America Price Targets
Multiple analysts have issued price targets for $BAC recently. We have seen 14 analysts offer price targets for $BAC in the last 6 months, with a median target of $61.0.
Here are some recent targets:
- Chris Mcgratty from Keefe, Bruyette & Woods set a target price of $64.0 on 04/16/2026
- Gerard Cassidy from RBC Capital set a target price of $59.0 on 04/16/2026
- Glenn Schorr from Evercore ISI Group set a target price of $61.0 on 04/16/2026
- John McDonald from Truist Securities set a target price of $61.0 on 04/16/2026
- Scott Siefers from Piper Sandler set a target price of $59.0 on 04/16/2026
- Chris Kotowski from Oppenheimer set a target price of $61.0 on 04/16/2026
- Vivek Juneja from JP Morgan set a target price of $57.5 on 04/07/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
