Earnings Beat Sparks Talk: Recent discussions on social media have centered around Bank of America's latest quarterly earnings report, which surpassed expectations with strong net interest income and equities trading performance. Many users expressed surprise at the stock's decline despite the positive results, with some pointing to concerns over weaker investment banking numbers. The buzz reflects a mix of admiration for the bank's consistent performance and unease about broader economic headwinds.
Future Risks in Focus: Another hot topic online is the potential impact of regulatory changes, like a proposed credit card rate cap, which some believe could dent future profits. There’s also chatter about rising consumer defaults and whether the bank is prepared for tougher times ahead. These discussions highlight a divide between those who see the recent gains as unsustainable and others who remain confident in the bank's resilience.
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 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 Revenue
Bank of America had revenues of $28.4B in Q4 2025. This is an increase of 11.91% 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 7 times in the past 6 months. Of those trades, 2 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 JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- 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.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Bank of America Hedge Fund Activity
We have seen 1,597 institutional investors add shares of Bank of America stock to their portfolio, and 1,406 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 added 86,751,929 shares (+1381.1%) to their portfolio in Q3 2025, for an estimated $4,475,532,017
- BERKSHIRE HATHAWAY INC removed 37,197,363 shares (-6.1%) from their portfolio in Q3 2025, for an estimated $1,919,011,957
- BLACKROCK, INC. added 19,941,314 shares (+3.9%) to their portfolio in Q3 2025, for an estimated $1,028,772,389
- VIKING GLOBAL INVESTORS LP removed 19,746,682 shares (-63.2%) from their portfolio in Q3 2025, for an estimated $1,018,731,324
- PRICE T ROWE ASSOCIATES INC /MD/ added 16,745,195 shares (+16.3%) to their portfolio in Q3 2025, for an estimated $863,884,610
- CITIGROUP INC added 14,678,720 shares (+37.9%) to their portfolio in Q3 2025, for an estimated $757,275,164
- CAPITAL WORLD INVESTORS added 14,275,810 shares (+11.0%) to their portfolio in Q3 2025, for an estimated $736,489,037
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:
- Keefe, Bruyette & Woods issued a "Outperform" rating on 01/15/2026
- CICC issued a "Outperform" rating on 01/14/2026
- Goldman Sachs issued a "Buy" rating on 01/06/2026
- Truist Securities 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
- TD Cowen issued a "Buy" rating on 11/06/2025
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 13 analysts offer price targets for $BAC in the last 6 months, with a median target of $62.0.
Here are some recent targets:
- Christopher McGratty from Keefe, Bruyette & Woods set a target price of $63.0 on 01/15/2026
- An analyst from CICC set a target price of $62.0 on 01/14/2026
- Steven Alexopoulos from TD Cowen set a target price of $66.0 on 01/07/2026
- Richard Ramsden from Goldman Sachs set a target price of $64.0 on 01/06/2026
- John McDonald from Truist Securities set a target price of $62.0 on 01/06/2026
- Jason Goldberg from Barclays set a target price of $71.0 on 01/05/2026
- Betsy Graseck from Morgan Stanley set a target price of $68.0 on 12/12/2025
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.
