CapWealth Advisors LLC Has $27.79 Million Position in Bank of America Corporation $BAC

CapWealth Advisors LLC lessened its holdings in shares of Bank of America Corporation (NYSE:BAC) by 2.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 538,726 shares of the financial services provider’s stock after selling 14,063 shares during the period. Bank of America makes up 1.9% of CapWealth Advisors LLC’s portfolio, making the stock its 18th biggest position. CapWealth Advisors LLC’s holdings in Bank of America were worth $27,793,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of BAC. Quaker Wealth Management LLC increased its position in shares of Bank of America by 246.5% during the second 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 bought a new position in Bank of America during the 2nd quarter worth about $28,000. Steph & Co. raised its stake in shares of Bank of America by 224.3% in the 3rd quarter. Steph & Co. now owns 548 shares of the financial services provider’s stock valued at $28,000 after purchasing an additional 379 shares during the period. CGC Financial Services LLC lifted its holdings in shares of Bank of America by 585.4% in the second quarter. CGC Financial Services LLC now owns 610 shares of the financial services provider’s stock valued at $29,000 after purchasing an additional 521 shares in the last quarter. Finally, Marquette Asset Management LLC acquired a new position in shares of Bank of America during the third quarter worth about $30,000. 70.71% of the stock is currently owned by institutional investors and hedge funds.

Key Bank of America News

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

• Positive Sentiment: Bank of America will award about $1 billion in stock to non‑executive employees, a sign of strong 2025 profitability and a shareholder-friendly use of capital that can support morale and retention. BofA to award stock worth $1 billion to non-executive employees
• Positive Sentiment: CEO Brian Moynihan signaled a stronger 2026 economy (BofA now sees ~2.8% GDP) and cited resilient consumer spending—an encouraging macro backdrop for loan growth, fee income and credit quality. Bank of America CEO sees stronger 2026 economy
• Neutral Sentiment: BofA research continues to move markets—examples include analyst notes on semiconductors and coverage/ratings on other names—highlighting the bank’s market influence but only indirect impact on BAC’s own fundamentals. US Semiconductor Supply, Demand Realign For 2026, Says BofA Analyst
• Neutral Sentiment: Media coverage of BofA analyst activity (e.g., upgrades on other companies such as Oklo) underscores the firm’s market role but is not a direct driver of BAC’s stock moves. Oklo Stock Rises as Meta Deal Triggers Bank of America Upgrade
• Negative Sentiment: Moynihan also joined calls warning about yield on stablecoins and the potential for a large deposit flight (BofA has flagged multi‑trillion dollar risk), which is a real structural threat to bank deposit bases and funding costs—a negative for bank valuations. Bank Of America CEO Joins Chorus Against Stablecoin Yield
• Negative Sentiment: Short‑term market sentiment has been impacted by “Greenland‑related” fears and option‑flow narratives that some traders say have pressured BAC, creating contrarian trading signals but adding volatility near term. Options Corner: Greenland-Related Fears Present A Contrarian Gift For Bank Of America Speculators

Bank of America Price Performance

Shares of NYSE BAC opened at $52.06 on Thursday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 1.15. The business’s 50 day moving average price is $54.09 and its two-hundred day moving average price is $51.30. The company has a market cap of $380.15 billion, a PE ratio of 13.59 and a beta of 1.29. Bank of America Corporation has a twelve month low of $33.06 and a twelve month high of $57.55.

Bank of America (NYSE:BAC) last issued its earnings results on Wednesday, January 14th. The financial services provider reported $0.98 EPS for the quarter, topping the consensus estimate of $0.96 by $0.02. Bank of America had a return on equity of 11.07% and a net margin of 16.23%.The company had revenue of $28.53 billion during the quarter, compared to the consensus estimate of $27.73 billion. During the same period in the previous year, the company posted $0.82 EPS. The firm’s revenue for the quarter was up 12.3% compared to the same quarter last year. On average, analysts predict that Bank of America Corporation will post 3.7 EPS for the current year.

Analyst Ratings Changes

A number of research analysts recently issued reports on BAC shares. Erste Group Bank upgraded Bank of America from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Seaport Research Partners raised their price target on shares of Bank of America from $59.00 to $66.00 and gave the stock a “buy” rating in a research note on Monday, October 6th. Evercore ISI set a $59.00 price objective on shares of Bank of America in a research report on Thursday, January 15th. Piper Sandler raised their target price on shares of Bank of America from $56.00 to $57.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on shares of Bank of America from $56.00 to $58.00 and gave the stock a “buy” rating in a research report on Tuesday, September 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $59.74.

Bank of America 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.