Bank of America Corporation (BAC)
Bank of America Corporation (BAC) Analyst/Investor Day Transcript
Bank of America Corporation ( BAC ) Analyst/Investor Day November 5, 2025 9:00 AM EST Company Participants Lee McEntire - Head of Investor Relations & Local Markets Organization Brian Moynihan - Chairman & CEO Holly O'Neill - President of Consumer, Retail & Preferred lines of business Lindsay Hans - President & Co-Head of Merrill Wealth Management Eric Schimpf - CEO, State Designated Principal & Director Kathleen Knox - President of Bank of America Private Bank Matthew Koder - President of Global Corporate & Investment Banking Wendy Stewart - President of Global Commercial Banking Sharon Miller - President of Business Banking and Head of Specialty Banking & Lending James DeMare - Co-President Dean Athanasia - Co-President Bernard Mensah - President of International & CEO of Merrill Lynch International Jeff Busconi - Head of Wealth Management Strategy, Products & Services Mark C. Monaco - Head of Enterprise Payments & Head of Global Transaction Business Hari Gopalkrishnan - Chief Technology & Information Officer Thomas Scrivener - Chief Operations Executive David Tyrie - President of Mkt.
Earnings Growth & Price Strength Make Bank of America (BAC) a Stock to Watch
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Is BAC Stock a Buy? A Deep Dive into Its Medium-Term Roadmap
Will Bank of America's disciplined medium-term growth plan, tech investments and capital strength drive steady compounding and long-term value? Let's decode.
Here is What to Know Beyond Why Bank of America Corporation (BAC) is a Trending Stock
Recently, Zacks.com users have been paying close attention to Bank of America (BAC). This makes it worthwhile to examine what the stock has in store.
BAC's Investor Day Preview: Focus on Growth Strategy, Lagging Returns
Bank of America's first Investor Day in over a decade aims to reignite growth, address lagging returns and sharpen its profitability roadmap.
BofA boss Brian Moynihan forced by board, restless shareholders to hold first investor day in 14 years: sources
The board is fielding shareholder demands for a clear plan to boost the bank's stock price – and a strategy to compete against its archrival, Jamie Dimon's JPMorgan Chase.
What's Likely to Fuel Bank of America's NII Momentum Into 2026?
Bank of America expects 5-7% NII growth in 2026, powered by loan demand, deposit gains and digital efficiency.
AI Demand Fuels Bullish Western Digital Forecasts
A high-conviction call from one of Wall Street's largest banks is drawing fresh attention to the critical role of data storage in the artificial intelligence (AI) revolution. On Oct. 21, Bank of America NYSE: BAC reiterated its Buy rating on Western Digital NASDAQ: WDC and raised its price target to $145 per share.
Bank Of America High Yield Bonds Called, Time To Invest In Shares
Bank of America (BAC) is well-positioned for a declining interest rate environment, with strong net interest income growth and healthy loan expansion. BAC's net interest margin surpassed 2% for the first time in two years, and loan growth outpaced sector averages despite a slight deposit decline. With callable high-coupon bonds being redeemed and lower rates ahead, I recommend shifting from BAC's fixed income to its common shares for better returns.
What Moved Markets This Week
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Bank Of America: Strong Investment Setup
Bank of America delivered better-than-expected Q3 earnings on Wednesday, driven by strong consumer/investment banking results, supported by robust U.S. economic growth. BAC posted double-digit earnings growth in Q3 and continues to grow book value at a healthy pace. The bank saw 9% year-over-year growth in its net interest income in Q3'25 and raised its NII outlook for Q4'25 at the same time.
Bank Of America: Remarkable Q3
Bank of America reported a strong quarter with double-digit revenue growth and declining credit losses. The large bank generating 5.6% operating leverage with costs mostly contained as the digital transformation occurs. BoA has strong capital returns with stock repurchases providing a greater than 5% boost to EPS.
