BAC

BANK OF AMERICA CORP /DE/

NYSE · National Commercial Banks · Inc. DE · CIK 0000070858
$53.83 -0.63% $384.4B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)4 Institutional Exits
Vol
Market Cap$384.4B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders14 funds
Inst. Value$92.6B
Inst. Activity1 buys / 4 sells
Insider Activity0B / 6S
Insider Net $-$27.7M
Reddit Sentiment55° Neutral
SEC Reports11
Congressional1 trades
Exchange NYSE·Sector National Commercial Banks·Inc. DE·CIK 0000070858·Prev Close $54.17

Recent Activity

Jul 14, 2026 earnings_calendar
BAC Q2 2026 Earnings After Market Close — 2026-07-14
EPS est: $1.09 | Rev est: $30.1B
May 31, 2026 SEC
Morgan Stanley upgrades BAC to Overweight — PT $47 (-8.9%)
ANALYST-UPGRADE — Impact 3/10
May 15, 2026 SEC
The Ninth Circuit affirmed the district court's order compelling arbitration in a putative class action challenging Bank
COURT-RULING — Impact 5/10
May 15, 2026 Insider
MOYNIHAN BRIAN T sold 18,083 shares
Chair and CEO @ $0.00 ($0.00)
May 15, 2026 Insider
MOYNIHAN BRIAN T sold 18,083 shares
Chair and CEO @ $0.00 ($0.00)
May 15, 2026 Insider
MOYNIHAN BRIAN T sold 18,083 shares
Chair and CEO @ $49.77 ($900.0K)
May 1, 2026 SEC
Morgan Stanley upgrades BAC to Overweight — but slashes PT to $47, lowest on the street
ANALYST-UPGRADE — Impact 4/10
Inst.
NORGES BANK — NEW
86,803,816 shares ($4.8B)

Price Targets

$63.16 +17.3% upside Buy
Current $53.83 Low $57.50 Median $62.50 High $71.00 22 analysts
$57.50 $71.00

Analyst Ratings

Strong Buy83% buy · 29 analysts
7Strong Buy
17Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 16, 2026 Piper Sandler MAINTAIN Neutral → Neutral
Apr 16, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Apr 16, 2026 Jefferies MAINTAIN Buy → Buy
Apr 16, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 16, 2026 Truist Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.10 ▲ +0.6% $1.06 — $1.14 23% YoY 14
Next Q $1.13 $1.06 — $1.18 7% YoY 14
Current FY $4.47 $4.38 — $4.65 17% YoY 18
Next FY $5.05 $4.79 — $5.25 13% YoY 17

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$35.8B
BERKSHIRE HATHAWAY INC$28.5BNEW
FMR LLC$11.8B
MORGAN STANLEY$6.2B
NORGES BANK$4.8BNEW

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026MOYNIHAN BRIANM$0.00
May 15, 2026MOYNIHAN BRIANM$0.00
May 15, 2026MOYNIHAN BRIAND$900.0K
May 5, 2026Greener GeoffreySELL$6.7M
May 4, 2026Zuber MariaA$0.00

Reddit Sentiment

55°
Neutral
Bearish Neutral Bullish
17 mentions 4 bullish 2 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Tim WalbergRBUY$15,001 - $50,000
14 institutional holders with $92.6B total value (1,683,348,366 shares) as of 2025-Q4. Top holders: VANGUARD, BERKSHIRE, FMR. Net selling activity: 4 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC651,076,825$35.8B38.7%
2BERKSHIRE HATHAWAY INC517,295,934$28.5B30.7%NEW
3FMR LLC214,781,463$11.8B12.8%
4MORGAN STANLEY112,791,313$6.2B6.7%
5NORGES BANK86,803,816$4.8B5.2%NEW
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC43,632,484$2.4B2.6%NEW
7WELLS FARGO & COMPANY/MN37,264,052$2.0B2.2%
8BANK OF AMERICA CORP /DE/9,645,018$530.5M0.6%
9Cullen Capital Management, LLC5,170,265$284.4M0.3%
10DODGE & COX2,009,022$110.5M0.1%NEAR_EXIT -86.9%
11SOUND SHORE MANAGEMENT INC /CT/1,577,921$86.8M0.1%NEW
12ARIEL INVESTMENTS, LLC517,442$28.5M0.0%TRIM -43.1%
13TWO SIGMA INVESTMENTS, LP408,349$22.5M0.0%NEAR_EXIT -91.8%
14Tweedy, Browne Co LLC374,462$20.6M0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW86,803,816$4.8B2025-Q4
DODGE & COXNEAR_EXIT15,347,0212,009,022-86.9%$110.5M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT4,959,245408,349-91.8%$22.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT893,2320-100.0%$0.002025-Q4
Duquesne Family Office LLCEXIT989,2500-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW893,232$46.1M2025-Q3
Duquesne Family Office LLCDOUBLED341,900989,250+189.3%$51.0K2025-Q3
NORGES BANKEXIT107,600,1850-100.0%$0.002025-Q3
BERKSHIRE HATHAWAY INCNEW605,267,375$28.6B2025-Q2
NORGES BANKNEW107,600,185$5.1B2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED1,580,4505,031,873+218.4%$238.1M2025-Q2
SOUND SHORE MANAGEMENT INC /CT/NEW2,100,071$99.4M2025-Q2
ARIEL INVESTMENTS, LLCTRIM839,929477,903-43.1%$22.6M2025-Q2
Duquesne Family Office LLCNEW341,900$16.2K2025-Q2
CITADEL ADVISORS LLCTRIM39,414,43321,858,029-44.5%$912.1M2025-Q1
DODGE & COXTRIM31,060,08421,004,922-32.4%$876.5M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM5,382,3531,580,450-70.6%$66.0M2025-Q1
ARIEL INVESTMENTS, LLCDOUBLED164,820839,929+409.6%$35.1M2025-Q1
NORGES BANKEXIT118,930,3580-100.0%$0.002025-Q1
BERKSHIRE HATHAWAY INCEXIT680,233,5870-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD24,662,00039,414,433+59.8%$1.7B2024-Q4
DODGE & COXTRIM53,207,80331,060,084-41.6%$1.4B2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT1,585,8660-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW42,632,038$1.7B2024-Q3
23 unique insiders with 6 transactions. Net insider value: -$27.7M ($0.00 bought, $27.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026MOYNIHAN BRIAN TChair and CEOM18,083$0.00$0.00
May 15, 2026MOYNIHAN BRIAN TChair and CEOM18,083$0.00$0.00
May 15, 2026MOYNIHAN BRIAN TChair and CEOD18,083$49.77$900.0K
May 5, 2026Greener Geoffrey SChief Risk OfficerSELL126,756$53.01$6.7M
May 4, 2026Zuber Maria TDirectorA5,365$0.00$0.00
May 4, 2026Woods Thomas DDirectorF2,473$52.19$129.1K
May 4, 2026Woods Thomas DDirectorA5,365$0.00$0.00
May 4, 2026WHITE MICHAEL DDirectorA5,365.01$0.00$0.00
May 4, 2026ROSE CLAYTON STUARTDirectorA5,365.01$0.00$0.00
May 4, 2026Ramos Denise LDirectorA5,365.01$0.00$0.00
May 4, 2026NOWELL LIONEL L IIIDirectorA8,718.15$0.00$0.00
May 4, 2026LOZANO MONICA CDirectorA5,365.01$0.00$0.00
May 4, 2026Martinez MariaDirectorA5,365$0.00$0.00
May 4, 2026DONALD ARNOLD WDirectorA5,365$0.00$0.00
May 4, 2026ALMEIDA JOSE EDirectorA5,365$0.00$0.00
May 4, 2026Allen Sharon L.DirectorA5,365.01$0.00$0.00
Apr 22, 2026de Weck Pierre J.P.DirectorF1,096$53.12$58.2K
Apr 15, 2026MOYNIHAN BRIAN TChair and CEOD18,083$54.32$982.3K
Apr 15, 2026MOYNIHAN BRIAN TChair and CEOM18,083$0.00$0.00
Apr 15, 2026MOYNIHAN BRIAN TChair and CEOM18,083$0.00$0.00
Mar 15, 2026MOYNIHAN BRIAN TChair and CEOM18,082$0.00$0.00
Mar 15, 2026MOYNIHAN BRIAN TChair and CEOD18,082$46.72$844.8K
Mar 15, 2026MOYNIHAN BRIAN TChair and CEOM18,082$0.00$0.00
Mar 12, 2026Mensah Bernard APresident, InternationalSELL94,000$46.94$4.4M
Mar 5, 2026Bronstein Sheri B.Chief People OfficerSELL60,000$49.91$3.0M
Mar 5, 2026Scrivener Thomas MChief Operations ExecutiveSELL50,000$49.82$2.5M
Mar 4, 2026DeMare James PCo-PresidentSELL83,832$50.00$4.2M
Mar 3, 2026Athanasia Dean CCo-PresidentSELL136,558$50.21$6.9M
Mar 1, 2026Thompson Bruce R.Vice Chair, Head Ent CreditM87,428$0.00$0.00
Mar 1, 2026Mogensen Lauren AGlobal General CounselM47,877$0.00$0.00
Mar 1, 2026Mogensen Lauren AGlobal General CounselM47,877$0.00$0.00
Mar 1, 2026Mensah Bernard APresident, InternationalM1,432$0.00$0.00
Mar 1, 2026Mensah Bernard APresident, InternationalM17,521$0.00$0.00
Mar 1, 2026Mensah Bernard APresident, InternationalM17,521$0.00$0.00
Mar 1, 2026Greener Geoffrey SChief Risk OfficerM107,411$0.00$0.00
Mar 1, 2026DeMare James PCo-PresidentM149,876$0.00$0.00
Mar 1, 2026DeMare James PCo-PresidentM149,876$0.00$0.00
Mar 1, 2026Borthwick Alastair MExecutive Vice President & CFOM79,101$0.00$0.00
Mar 1, 2026Borthwick Alastair MExecutive Vice President & CFOM79,101$0.00$0.00
Mar 1, 2026MOYNIHAN BRIAN TChair and CEOM395,504$0.00$0.00
Mar 1, 2026Thompson Bruce R.Vice Chair, Head Ent CreditM87,428$0.00$0.00
Mar 1, 2026Scrivener Thomas MChief Operations ExecutiveM37,469$0.00$0.00
Mar 1, 2026Scrivener Thomas MChief Operations ExecutiveM37,469$0.00$0.00
Mar 1, 2026Nguyen Thong MVice Chair, Gl Stra & Ent PlatM99,917$0.00$0.00
Mar 1, 2026Nguyen Thong MVice Chair, Gl Stra & Ent PlatM99,917$0.00$0.00
Mar 1, 2026Mensah Bernard APresident, InternationalM1,432$0.00$0.00
Mar 1, 2026Greener Geoffrey SChief Risk OfficerM107,411$0.00$0.00
Mar 1, 2026Bronstein Sheri B.Chief People OfficerM39,551$0.00$0.00
Mar 1, 2026Bronstein Sheri B.Chief People OfficerM39,551$0.00$0.00
Mar 1, 2026Athanasia Dean CCo-PresidentM107,411$0.00$0.00
11 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 2 mixed, 6 neutral. Avg impact: 4.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (83% buy). Based on 29 analysts: 7 strong buy, 17 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$63.16 mean target +17.3% upside Buy (1.42)
$57.50 Low $71.00 High
MetricValue
Current Price$53.83
Target Low$57.50
Target Mean$63.16
Target Median$62.50
Target High$71.00
# Analysts22
RecommendationBuy (1.42)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.10 $1.06 $1.14 23.2% +0.6% 4↑ 0↓ $30.1B 13.8% 14
Next Q
2026-09-30
$1.13 $1.06 $1.18 7.0% -0.0% 7↑ 3↓ $30.5B 8.5% 14
Current FY
2026-12-31
$4.47 $4.38 $4.65 17.4% +0.0% 18↑ 0↓ $121.2B 7.2% 18
Next FY
2027-12-31
$5.05 $4.79 $5.25 12.9% +0.3% 14↑ 3↓ $127.0B 4.8% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.097
7d ago$1.094+0.003
30d ago$1.090+0.006
60d ago$1.082+0.015
90d ago$1.082+0.014
15 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 16, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 16, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 16, 2026 Jefferies MAINTAIN Buy Buy
Apr 16, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 16, 2026 Truist Securities MAINTAIN Buy Buy
Apr 16, 2026 RBC Capital REITERATE Outperform Outperform
Apr 16, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 7, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 27, 2026 Oppenheimer MAINTAIN Outperform Outperform
Mar 26, 2026 Jefferies INITIATE Buy
Mar 26, 2026 Truist Securities MAINTAIN Buy Buy
Mar 23, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 9, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 22, 2026 Freedom Broker MAINTAIN Buy Buy
Jan 15, 2026 TD Cowen MAINTAIN Buy Buy
Jan 15, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 15, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 15, 2026 Truist Securities MAINTAIN Buy Buy
Jan 15, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 15, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 14, 2026 CICC INITIATE Outperform
Jan 7, 2026 TD Cowen MAINTAIN Buy Buy
Jan 7, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Jan 6, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 6, 2026 Truist Securities MAINTAIN Buy Buy
Jan 5, 2026 Barclays MAINTAIN Overweight Overweight
Dec 18, 2025 Truist Securities MAINTAIN Buy Buy
Dec 17, 2025 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Dec 12, 2025 Morgan Stanley MAINTAIN Overweight Overweight
Dec 11, 2025 Piper Sandler MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671750083%
May 1, 202671850083%
Apr 1, 202662050084%
Mar 1, 202651960080%
Feb 1, 202651960080%
Jan 1, 202661850083%
Dec 1, 202561950083%
Nov 1, 202561950083%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 7, 2025Tim WalbergRHOUSEBUY$15,001 - $50,000Bank of America CorpJun 4, 2026 (483d)
55°
Neutral
Bearish Neutral Bullish
17 mentions 4 bullish 2 bearish 17 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001
May 26, 2026140° Cool011
May 26, 2026140° Cool011
Apr 30, 2026150° Neutral001
Apr 30, 2026150° Neutral001
Apr 7, 2026150° Neutral001
Apr 7, 2026150° Neutral001
Apr 5, 2026156° Neutral001
Apr 5, 2026156° Neutral001
Mar 31, 2026160° Warm101
Mar 31, 2026160° Warm101
Mar 19, 2026150° Neutral001
Mar 19, 2026150° Neutral001
Feb 27, 2026160° Warm101
Feb 27, 2026160° Warm101
Feb 28, 2025150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 3d 9h ago
Seeking Alpha Article on BAC
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
BAC to the future: All in $345k in 2028 Calls because banks never lose.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
BAC ?!
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
Best all time opportunity stocks ever; I say BAC
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 2mo ago
Market Screener: BAC, JPM, and MRK looking cheap? 📈
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 10d 15h ago
Why BAC is a great short term play for the upcoming SpaceX IPO
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 3mo ago
Why US Banks are dropping today
▲ 1 💬 1 ⚡ 0.0
r/investing Bullish 3mo ago
Why US Banks are dropping today
▲ 1 💬 0 ⚡ 0.0
r/SPACs Neutral 15mo ago
BAC Bank Of America stock
▲ 1 💬 1 ⚡ 0.0
Jul 14, 2026
earnings_calendar
BAC Q2 2026 Earnings After Market Close — 2026-07-14
EPS est: $1.09 | Rev est: $30.1B
Jun 3, 2026
short_volume
Short Volume: BAC — 59.3% short (6.5M / 10.9M)
Short: 6,496,280 | Exempt: 37,689 | TRF Vol: 10,947,109 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
Enforcement
Performance Jet Skis, LLC v. Bank of America, N.A.
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 25-2438
May 14, 2026
Enforcement
Bank of America, N.A. v. Karen A. Brunner, John and Jane Does Nos. 1 Through 25, as the Unknown Descendants of Ronald A. Brunner, Any Distributees of an Unsatisfied Specific Bequest Due From the Estate of Joel T. Brunner, and All Others Claiming By, Through or Under John and Jane Does Nos.1 Through 25
Court ruling from Texas Court of Appeals. Docket: 09-24-00131-CV
May 13, 2026
short_interest
FTD: BAC — 15,015 shares ($0.8M) failed to deliver
Settlement: 20260513, Price: $50.78, FTD Value: $762,461.7, BANK OF AMERICA CORP
May 11, 2026
dark_pool
Dark Pool: BAC — 32.6M shares, 256,300 trades
Week starting 2026-05-11. Total ATS volume: 32,636,956 shares across 256,300 trades.
May 6, 2026
short_interest
FTD: BAC — 73,500 shares ($3.9M) failed to deliver
Settlement: 20260506, Price: $53.12, FTD Value: $3,904,320, BANK OF AMERICA CORP
May 5, 2026
short_interest
FTD: BAC — 73,850 shares ($3.9M) failed to deliver
Settlement: 20260505, Price: $52.19, FTD Value: $3,854,231.5, BANK OF AMERICA CORP
May 4, 2026
dark_pool
Dark Pool: BAC — 26.2M shares, 218,897 trades
Week starting 2026-05-04. Total ATS volume: 26,213,984 shares across 218,897 trades.
May 1, 2026
short_interest
FTD: BAC — 21,450 shares ($1.1M) failed to deliver
Settlement: 20260501, Price: $53.46, FTD Value: $1,146,717, BANK OF AMERICA CORP
Apr 29, 2026
Enforcement
Chew CPG Inc. v. Hiya Health Products, LLC; UBS Financial Services Inc. and Bank of America, NA, Trustee Process Defendants
Court ruling from District Court, D. Massachusetts. Docket: 1:25-cv-12344
Apr 27, 2026
dark_pool
Dark Pool: BAC — 23.3M shares, 188,570 trades
Week starting 2026-04-27. Total ATS volume: 23,324,431 shares across 188,570 trades.
Apr 20, 2026
dark_pool
Dark Pool: BAC — 26.7M shares, 211,955 trades
Week starting 2026-04-20. Total ATS volume: 26,674,276 shares across 211,955 trades.
Apr 20, 2026
short_interest
FTD: BAC — 56,071 shares ($3.0M) failed to deliver
Settlement: 20260420, Price: $53.91, FTD Value: $3,022,787.61, BANK OF AMERICA CORP
Apr 15, 2026
earnings_calendar
BAC Q1 2026 Earnings After Market Close — 2026-04-15
EPS est: $1.01 | Rev est: $30.1B
Apr 15, 2026
earnings_calendar
BAC Q1 2026 Earnings Scheduled — 2026-04-15
Apr 15, 2026
short_volume
Short Volume: BAC — 56.1% short (12.3M / 21.9M)
Short: 12,264,969 | Exempt: 59,513 | TRF Vol: 21,879,151 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: BAC — 58.3% short (6.2M / 10.6M)
Short: 6,180,155 | Exempt: 41,079 | TRF Vol: 10,591,890 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
Enforcement
Abdollah Nia v. Bank of America, N.A.
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 24-6187
Apr 3, 2026
Enforcement
Federal Deposit Insurance Corporation v. Bank of America, N.A.
Court ruling from District Court, District of Columbia. Docket: Civil Action No. 2017-0036