Bank of America Corporation (NYSE:BAC) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Bank of America Corporation (NYSE:BAC) have been assigned an average rating of “Moderate Buy” from the twenty-six research firms that are currently covering the firm, MarketBeat Ratings reports. Four investment analysts have rated the stock with a hold recommendation and twenty-two have assigned a buy recommendation to the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $60.3043.

Several research analysts have recently commented on the company. Daiwa Securities Group reduced their price target on Bank of America from $66.00 to $62.00 and set a “buy” rating for the company in a research report on Tuesday, January 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Bank of America in a research report on Tuesday, January 27th. The Goldman Sachs Group upped their price objective on shares of Bank of America from $65.00 to $67.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Ameriprise Financial upgraded shares of Bank of America to a “buy” rating in a research report on Wednesday, October 22nd. Finally, Evercore set a $59.00 price target on shares of Bank of America in a research note on Thursday, January 15th.

Institutional Trading of Bank of America

Several institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank acquired a new position in Bank of America during the second quarter worth $5,091,641,000. Capital International Investors purchased a new position in shares of Bank of America during the 4th quarter worth $2,357,461,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Bank of America by 640.5% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 46,516,728 shares of the financial services provider’s stock worth $2,399,798,000 after acquiring an additional 40,235,201 shares during the period. Vanguard Group Inc. increased its holdings in shares of Bank of America by 3.7% during the 4th quarter. Vanguard Group Inc. now owns 651,076,825 shares of the financial services provider’s stock worth $35,809,225,000 after buying an additional 23,351,183 shares during the last quarter. Finally, Cardano Risk Management B.V. increased its position in Bank of America by 914.5% during the 4th quarter. Cardano Risk Management B.V. now owns 25,095,260 shares of the financial services provider’s stock worth $1,380,239,000 after purchasing an additional 22,621,546 shares in the last quarter. 70.71% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Bank of America

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

• Positive Sentiment: JPMorgan and other analysts remain constructive — JPMorgan slightly raised its price target to $61.50 and kept an Overweight rating, signaling analyst conviction and upside relative to the current price. Why Analysts Are Closely Watching Bank of America Corporation (BAC)
• Positive Sentiment: Community development lending: BofA’s Community Development Banking funded $7.4B in 2025 to create 11,000+ affordable housing units — a positive for franchise strength, fee income and ESG credentials. BofA Community Development Banking Delivers $7.4 Billion…
• Neutral Sentiment: Macro/market signal — BofA research and coverage note U.S. Treasuries (especially 30‑year) as the best hedge if the Fed is done cutting, a view that shifts flows toward long-duration assets and can influence bank trading and investment portfolios. This is market commentary rather than a direct company operational change. Bank of America (BAC) Says U.S. Treasuries Are the Best ‘Safe Haven’
• Neutral Sentiment: Stock momentum since earnings has been muted — coverage notes the share price changed little in the month after BofA’s January quarter beat, suggesting investors are weighing earnings versus macro and regulatory headlines. Why Is Bank of America (BAC) Down 0.1% Since Last Earnings Report?
• Negative Sentiment: Regulatory risk rising — U.S. regulators appear closer to proposing new “Basel endgame” rules that could tighten how large banks measure risk and potentially raise capital requirements, which would pressure returns on equity and capital allocation. US bank regulators move closer to proposing new ‘Basel’ rules for large banks
• Negative Sentiment: Legal/compliance spotlight — a recent ruling in the Jeffrey Epstein-related trial has refocused attention on BofA’s compliance controls and potential reputational/legal risk, which could add uncertainty to costs or capital planning. Epstein Trial Ruling Puts Bank Of America Compliance And Returns In Focus
• Negative Sentiment: Big‑holder movement risk — reports suggest Berkshire Hathaway may have trimmed (or could have trimmed) Bank of America holdings in the quarter; large stake changes can create headline-driven volatility even if the long‑term thesis remains intact. Berkshire Might Have Sold More Apple, Bank of America Stock in Fourth Quarter

Bank of America Trading Up 0.0%

Shares of BAC stock opened at $52.53 on Friday. The stock’s 50-day moving average price is $54.43 and its 200-day moving average price is $52.04. Bank of America has a 12-month low of $33.06 and a 12-month high of $57.55. The stock has a market capitalization of $383.59 billion, a price-to-earnings ratio of 13.72, a price-to-earnings-growth ratio of 1.28 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 (NYSE:BAC) last issued its quarterly earnings results on Wednesday, January 14th. The financial services provider reported $0.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 $4.53 billion during the quarter, compared to the consensus estimate of $27.73 billion. During the same period last year, the company earned $0.82 earnings per share. Bank of America’s revenue was up 12.3% on a year-over-year basis. Equities research analysts predict that Bank of America will post 3.7 EPS for the current fiscal year.

Bank of America Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 6th will be given a dividend of $0.28 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.12 dividend on an annualized basis and a dividend yield of 2.1%. Bank of America’s payout ratio is currently 29.24%.

About Bank of America

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.