Campbell & CO Investment Adviser LLC Invests $643,000 in Bank of America Corporation $BAC

Campbell & CO Investment Adviser LLC acquired a new stake in shares of Bank of America Corporation (NYSE:BAC) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 12,458 shares of the financial services provider’s stock, valued at approximately $643,000.

Other large investors also recently bought and sold shares of the company. Quaker Wealth Management LLC raised its position in shares of Bank of America by 246.5% in the 2nd quarter. Quaker Wealth Management LLC now owns 523 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 880 shares in the last quarter. RMG Wealth Management LLC purchased a new position in Bank of America in the second quarter valued at about $28,000. Steph & Co. raised its holdings in Bank of America by 224.3% in the third quarter. Steph & Co. now owns 548 shares of the financial services provider’s stock worth $28,000 after purchasing an additional 379 shares in the last quarter. CGC Financial Services LLC lifted its position in shares of Bank of America by 585.4% during the second quarter. CGC Financial Services LLC now owns 610 shares of the financial services provider’s stock valued at $29,000 after buying an additional 521 shares during the last quarter. Finally, Marquette Asset Management LLC bought a new stake in shares of Bank of America in the 3rd quarter valued at about $30,000. Institutional investors own 70.71% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on BAC shares. HSBC upgraded shares of Bank of America from a “hold” rating to a “buy” rating and set a $50.00 price objective for the company in a research note on Wednesday, January 7th. Wolfe Research downgraded Bank of America from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 7th. Cowen reissued a “buy” rating on shares of Bank of America in a research report on Wednesday, January 7th. Dbs Bank upgraded Bank of America to a “moderate buy” rating in a research note on Wednesday, October 22nd. Finally, Argus increased their price target on Bank of America from $58.00 to $59.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $59.74.

Key Stories Impacting Bank of America

Here are the key news stories impacting Bank of America this week:

• Positive Sentiment: CEO outlook: BofA CEO Brian Moynihan upgraded the bank’s economic view, forecasting ~2.8% GDP growth for 2026 and saying consumer spending looks stronger than the Street expects — a backdrop that would support loan growth, fee income and net interest income for BAC. Bank of America CEO sees stronger 2026 economy, says Wall Street may be underetimating growth
• Positive Sentiment: Sector tailwind: Multiple pieces argue bank stocks could outperform in 2026 (dividend and earnings upside as rates and growth normalize), which supports a constructive view on BAC as a large-cap bank beneficiary. Why Bank Stocks Could Surprise Investors in 2026—3 Dividend Plays to Consider
• Positive Sentiment: Rate sensitivity highlighted: Commentators including Jim Cramer and recent analyst notes emphasize BAC benefits from higher rates (improving net interest margin), reinforcing the case that a sustained rise in rates would be a clear earnings tailwind. Bank of America (BAC) Needs Higher Rates, Says Jim Cramer
• Neutral Sentiment: Employee award: BofA will grant $1 billion in stock to non-executive employees via its Sharing Success Program (9th consecutive year). This is broadly positive for retention/ morale but is a compensation expense to monitor; market reaction tends to be muted. BofA Awards $1 Billion in Stock through Sharing Success Program to Non-Executive Employees
• Neutral Sentiment: Research notes & risks: BofA research has flagged a set of “10 market surprises” and continues to publish comparative and valuation pieces on BAC and peers — these reports can amplify intra-day moves but are informational rather than company-specific catalysts. Bank of America Flags 10 Market Surprises
• Neutral Sentiment: BofA Securities activity: A Bank of America Securities analyst reiterated a Sell on Moderna (Moderna-focused research item) — this highlights BofA’s active research franchise but does not directly affect BAC’s fundamentals. Moderna: Intismeran Upside Insufficient to Offset Commercial, Pipeline, and Legal Risks; Maintain Sell Rating

Bank of America Stock Performance

Shares of NYSE BAC opened at $52.09 on Wednesday. The company has a 50 day simple moving average of $54.13 and a two-hundred day simple moving average of $51.29. The stock has a market cap of $380.37 billion, a price-to-earnings ratio of 13.60 and a beta of 1.29. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 1.15. Bank of America Corporation has a 12 month low of $33.06 and a 12 month high of $57.55.

Bank of America (NYSE:BAC) last released its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $0.98 earnings per share for the quarter, topping analysts’ consensus estimates of $0.96 by $0.02. The firm had revenue of $28.53 billion for the quarter, compared to analyst estimates of $27.73 billion. Bank of America had a net margin of 16.23% and a return on equity of 11.07%. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.82 earnings per share. As a group, analysts predict that Bank of America Corporation will post 3.7 earnings per share for the current year.

Bank of America Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Friday, December 5th were paid a dividend of $0.28 per share. The ex-dividend date was Friday, December 5th. This represents a $1.12 dividend on an annualized basis and a dividend yield of 2.2%. Bank of America’s dividend payout ratio (DPR) is presently 29.24%.

Bank of America Company Profile

Bank of America Corporation is a multinational financial services company headquartered in Charlotte, North Carolina. It provides a broad array of banking, investment, asset management and related financial and risk management products and services to individual consumers, small- and middle-market businesses, large corporations, governments and institutional investors. The firm operates through consumer banking, global wealth and investment management, global banking and markets businesses, offering capabilities across lending, deposits, payments, advisory and capital markets.

Its consumer-facing offerings include checking and savings accounts, mortgages, home equity lending, auto loans, credit cards and small business banking, supported by a nationwide branch network and digital channels.