Recent discussions on X about Bank of America (BAC) have been buzzing with reactions to the company's Q3 earnings report, which showcased a significant 43% surge in investment banking revenue. Many users are highlighting the positive impact of a reviving IPO and M&A market, with some noting the bank's ability to leverage AI to reduce expenses and improve operating efficiency. The tone on the platform reflects cautious optimism as investors digest the strong financial performance.
However, not all chatter is uniformly positive, as some voices on X raise concerns about broader market technicals and potential bearish momentum despite the earnings beat. There’s also mention of significant share sales by a major stakeholder, fueling speculation about future stability. These mixed perspectives keep the conversation dynamic and closely watched by market participants.
Note: This discussion summary was generated from an AI condensation of post data.
Bank of America Congressional Stock Trading
Members of Congress have traded $BAC stock 10 times in the past 6 months. Of those trades, 5 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $BAC stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/06 and 1 sale worth up to $15,000 on 09/23.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 08/14.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Bank of America Insider Trading Activity
Bank of America insiders have traded $BAC stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BAC stock by insiders over the last 6 months:
- JAMES P DEMARE (President, Global Markets) sold 148,391 shares for an estimated $6,761,732
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Bank of America Hedge Fund Activity
We have seen 1,589 institutional investors add shares of Bank of America stock to their portfolio, and 1,423 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BERKSHIRE HATHAWAY INC removed 26,306,156 shares (-4.2%) from their portfolio in Q2 2025, for an estimated $1,244,807,301
- CAPITAL WORLD INVESTORS added 19,290,736 shares (+17.4%) to their portfolio in Q2 2025, for an estimated $912,837,627
- ALPHINITY INVESTMENT MANAGEMENT PTY LTD removed 18,816,185 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $890,381,874
- BLACKROCK, INC. removed 17,393,919 shares (-3.3%) from their portfolio in Q2 2025, for an estimated $823,080,247
- MILLENNIUM MANAGEMENT LLC removed 14,261,444 shares (-82.5%) from their portfolio in Q2 2025, for an estimated $674,851,530
- FRANKLIN RESOURCES INC removed 12,588,498 shares (-18.2%) from their portfolio in Q2 2025, for an estimated $595,687,725
- VICTORY CAPITAL MANAGEMENT INC added 11,507,236 shares (+288.0%) to their portfolio in Q2 2025, for an estimated $544,522,407
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Bank of America Analyst Ratings
Wall Street analysts have issued reports on $BAC in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 10/16/2025
- Citigroup issued a "Buy" rating on 10/16/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/16/2025
- Barclays issued a "Overweight" rating on 10/16/2025
- UBS issued a "Buy" rating on 10/07/2025
- Truist Securities issued a "Buy" rating on 09/24/2025
- Oppenheimer issued a "Outperform" rating on 09/23/2025
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 $57.0.
Here are some recent targets:
- Scott Siefers from Piper Sandler set a target price of $55.0 on 10/16/2025
- Chris Kotowski from Oppenheimer set a target price of $57.0 on 10/16/2025
- Keith Horowitz from Citigroup set a target price of $62.0 on 10/16/2025
- Jason Goldberg from Barclays set a target price of $59.0 on 10/16/2025
- Betsy Graseck from Morgan Stanley set a target price of $67.0 on 10/16/2025
- Glenn Schorr from Evercore ISI Group set a target price of $57.0 on 10/16/2025
- Christopher McGratty from Keefe, Bruyette & Woods set a target price of $58.0 on 10/16/2025
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.
