Inside the research

Bank of America Corporation

BAC Research profile · latest available data

Price overview

$56.70

▲ +0.67 (+1.2%)

52w hi$64.48
52w lo$46.24
Vol28.59M
As of25 Sep 2026

The Verdict

Hold

Our score +0.21

Short+0.05
Medium+0.24
Long+0.48

computed 2026-09-27

Key fundamentals

Bank of America Corporation

Financial Services · Banks - Diversified

Market cap$396.49B
Enterprise value$342.33B
Trailing P/E13.09x
Forward P/E10.72x
P / S (ttm)3.48x
Profit margin29.5%
Return on equity11.2%
Revenue growth+16.8%
Earnings growth+34.1%

Layer Breakdown

LayerRawContribution
Fundamental+0.40
Sector+0.02
Technical+0.05
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Bank of America Corporation, through its subsidiaries, provides various financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. It operates through four segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, checking accounts, and investment accounts and products; credit and debit cards; residential mortgages and home equity loans; and direct and indirect loans. The GWIM segment provides investment management, brokerage, banking, and trust and retirement products and services; wealth management solutions; and customized solutions, including specialty asset management services. The Global Banking segment offers lending products and services, including commercial loans, leases, commitment facilities, trade finance, and commercial real estate and asset-based lending; treasury solutions, and underwriting and advisory services. The Global Markets segment provides market-making, financing, securities clearing, settlement, and custody services; securities and derivative products; and risk management products using interest rate, equity, credit, currency and commodity derivatives, foreign exchange, fixed-income, and mortgage-related products. Bank of America Corporation was founded in 1784 and is based in Charlotte, North Carolina.

United States · www.bankofamerica.com

Risk Metrics

Beta vs SPX0.94
Corr SPX0.60
Annual vol25.1%
Annual ret+20.3%
Sharpe0.81
Max DD-28.0%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$62.98
High / Low$71.00 / $57.50
Median$62.00
Analysts23
Strong Buy6
Buy16
Hold3
Sell0
Strong Sell0

Recent rating actions

2026-04-16Truist Securities→ Buy
2026-04-16RBC Capital→ Outperform
2026-04-16Piper Sandler→ Neutral
2026-04-16Oppenheimer→ Outperform
2026-04-16Keefe, Bruyette & Woods→ Outperform
2026-04-16Jefferies→ Buy

Material Events

DateEvent8-K
2026-07-24Other Material Event, Exhibitsread
2026-07-14Earnings Release, Reg FD Disclosure…read
2026-05-06Shareholder Voteread
2026-04-15Earnings Release, Reg FD Disclosure…read
2026-02-13Other Material Eventread
2026-01-14Earnings Release, Reg FD Disclosure…read
2026-01-06Reg FD Disclosure, Exhibitsread
2025-11-26Officer / Director Changeread
2025-10-16Exhibitsread
2025-10-15Earnings Release, Reg FD Disclosure…read
2025-09-15Officer / Director Changeread
2025-09-12Other Material Event, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-15MOYNIHAN BRIAN TChair and CEOOption exercise18.08K—
2026-07-15MOYNIHAN BRIAN TChair and CEODisposal18.08K$1.11M
2026-06-15MOYNIHAN BRIAN TChair and CEODisposal18.08K$1.01M
2026-06-15MOYNIHAN BRIAN TChair and CEOOption exercise18.08K—
2026-05-05Greener Geoffrey SChief Risk OfficerSell126.76K$6.72M
2026-05-04DONALD ARNOLD WGrant5.37K—
2026-05-04ALMEIDA JOSE EGrant5.37K—
2026-05-04Martinez MariaGrant5.37K—
2026-05-04Woods Thomas DWithheld for tax2.47K$129.07K
2026-05-04Woods Thomas DGrant5.37K—

Flow & Concentration

Insider 180d net-$6.72M
Insider buys / sells0 / 1
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

Connections

Subsidiarys: MER-PK, BofA Securities

Dividends

Yield (TTM)0.99%
$ / share (TTM)$0.56
5y CAGR+8.4%

Annual dividend per share

2021$0.78
2022$0.86
2023$0.92
2024$1.00
2025$1.08
2026$0.28

Federal Contracts

AmountAgencyDescription
$8.70MDepartment of DefenseFISCAL YEAR 2022 TASK ORDER FOR OVERSEAS MILITARY BANKING PROGRAM
$4.22MDepartment of DefenseFISCAL YEAR 2021 TASK ORDER FOR OVERSEAS MILITARY BANKING PROGRAM
$4.17MDepartment of DefenseFISCAL YEAR 2020 TASK ORDER FOR OVERSEAS MILITARY BANKING PROGRAM
$4.16MDepartment of DefenseFY18 TASK ORDER FOR OVERSEAS MILITARY BANKING PROGRAM

SEC Filings

DateFormDoc
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-1413F-HRview
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view
2026-08-14424B2view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$102.77B-0.9%
Net income$26.97B+4.0%
Cash from ops-$8.80B-12.4%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$56.31$56.75$55.87$56.7028.59M
Sep 24$56.39$56.53$55.84$56.0340.99M
Sep 23$55.92$56.48$55.74$56.0036.73M
Sep 22$58.10$58.12$56.07$56.2045.14M
Sep 21$58.05$58.28$57.47$57.9633.23M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →