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.
Bank of America expects 5-7% NII growth in 2026, powered by loan demand, deposit gains and digital efficiency.
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 (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.
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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 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.
The economy is uncertain, but banks still managed strong earnings in Q3. We speak with experts to dissect the reports.
Bank of America posts strong Q3 results, with EPS of $1.06, fueled by trading gains, IB fee growth and higher NII.
Bank of America's third-quarter earnings results, released Wednesday (Oct. 15), showed momentum in spending on cards, growth in client balances held at the financial institution, and strong credit quality. Additionally, a consumer shift to digital channels to conduct day-to-day banking activities continued to have tailwinds.
Bank of America Corporation (NYSE:BAC ) Q3 2025 Earnings Call October 15, 2025 8:30 AM EDT Company Participants Lee McEntire - Head of Investor Relations & Local Markets Organization Brian Moynihan - Chairman & CEO Alastair Borthwick - Executive VP & CFO Conference Call Participants Glenn Schorr - Evercore ISI Institutional Equities, Research Division John McDonald - Truist Securities, Inc., Research Division James Mitchell - Seaport Research Partners L. Erika Penala - UBS Investment Bank, Research Division Michael Mayo - Wells Fargo Securities, LLC, Research Division Christopher McGratty - Keefe, Bruyette, & Woods, Inc., Research Division Kenneth Usdin - Bernstein Autonomous LLP Matthew O'Connor - Deutsche Bank AG, Research Division Betsy Graseck - Morgan Stanley, Research Division Gerard Cassidy - RBC Capital Markets, Research Division Saul Martinez Presentation Operator Good day, everyone, and welcome to today's Q3 Bank of America Earnings Call.
Bank of America is likely to have benefited from the Wall Street side of its operations during the third quarter. Big banks have reaped strong gains in trading and investment banking revenue on heightened activity among both institutional investors and corporations looking to acquire competitors or raise capital.