Bank of America Corp (NYSE:BAC) shares fell 4.5% as disappointing guidance overshadowed better-than-expected fourth quarter financial results. The bank reported Q4 net income of $7.6 billion, up from $6.8 billion a year earlier.
Bank of America posts Q4 EPS of 98 cents, topping estimates as trading revenues climb for the 15th straight quarter.
The headline numbers for Bank of America (BAC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
The Charlotte-based giant reported net income of $7.6 billion, or 98 cents per share -- the profit after taxes divided by the number of shares outstanding -- for the three months ending Dec. 31.
Ahead of the halfway mark to the trading week, Kevin Green turns to market movers he's bracing for. One is a potential decision from the U.S. Supreme Court on tariffs.
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Bank of America reports fourth-quarter earnings before the bell Wednesday. Wall Street expects earnings per share of 96 cents and revenue of $27.94 billion, according to LSEG.
Bank of America (BAC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Bank stocks have seen positivity on the back of constructive investor sentiment, with the group expected to benefit from a confluence of favorable developments. These tailwinds range from accelerating loan-growth trends to capital markets momentum in an overall permissive regulatory backdrop.
BAC eyes Q4 gains with strong trading, stable NII and improved IB fees. Investors await 2026 guidance clarity.
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The conventional wisdom says that lower interest rates will hurt banks and much of the financial sector as net interest margins compress, lending profits shrink, and dividend growth stalls.