Bank of America (BAC) Expected to Report Q4 Earnings of $0.97 on $27.65 Billion Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Source: Benzinga
- Investment Banking Fee Rebound: A 42% year-over-year surge in global M&A activity is expected to drive a rebound in investment banking fees for major banks, indicating a resurgence in market vitality that could positively impact profitability for BAC and others.
- BAC Earnings Expectations: Bank of America is set to release its fourth-quarter earnings on Wednesday, with analysts forecasting earnings of $0.97 per share and quarterly revenue of $27.65 billion, reflecting the company's stable performance amid economic recovery.
- Market Focus on CEO Commentary: Investors will closely watch CEO Brian Moynihan's comments, particularly regarding the resilience of the U.S. consumer and assessments of global geopolitical risks, which could influence market sentiment and investment decisions.
- Kickoff of Major Bank Earnings Season: This week marks the official kickoff of the major bank earnings season, with JPMorgan Chase, Wells Fargo, and others set to report, and the market will closely monitor these reports for their impact on the overall financial market.
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Analyst Views on BAC
Wall Street analysts forecast BAC stock price to rise
19 Analyst Rating
15 Buy
4 Hold
0 Sell
Strong Buy
Current: 56.840
Low
55.00
Averages
61.64
High
71.00
Current: 56.840
Low
55.00
Averages
61.64
High
71.00
About BAC
Bank of America Corporation is a bank holding company and a financial holding company. Its segments include Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking and Global Markets. Consumer Banking segment offers a range of credit, banking and investment products and services to consumers and small businesses. The GWIM includes two businesses: Merrill Wealth Management, which provides tailored solutions to meet clients' needs through a full set of investment management, brokerage, banking and retirement products and Bank of America Private Bank, which provides comprehensive wealth management solutions. Global Banking segment provides a range of lending-related products and services, integrated working capital management and treasury solutions, and underwriting and advisory services. Global Markets segment offers sales and trading services and research services to institutional clients across fixed-income, credit, currency, commodity, and equity businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Community Collaboration Expansion: Bank of America partners with local law enforcement and community organizations to ensure scam prevention education reaches every community, particularly targeting vulnerable groups such as youth and the elderly, thus increasing the relevance and effectiveness of the education provided.
- Enhanced Technical Support: With an improved Security Center and My Credit features, clients gain access to comprehensive identity monitoring and restoration services, further enhancing customer security in the digital financial landscape and ensuring they can better protect their financial well-being.
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- Geopolitical Influences: Fundstrat analysts noted that while the spike in two-year yields appears exaggerated, improving geopolitical conditions, particularly regarding Iran, could significantly sway market sentiment and expectations.
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- Major Banks Reach New Highs: JPMorgan and Bank of America hit their first intraday record highs since January after more than five months without new highs, reflecting investor reassessment of economic growth and interest rate outlooks.
- Insurance Sector Recovery: Property and casualty insurers have performed well in recent years, benefiting from higher premiums and improved investment income, showcasing the diverse growth potential within the financial industry.
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- Interest Rates Steady: The Fed is widely expected to maintain its current interest rates at 3.50% to 3.75% on Wednesday, indicating policymakers' cautious stance regarding rising inflation driven by higher oil prices due to the U.S.-Iran conflict.
- Historic Dissent Reduction: The April meeting saw the highest dissent in over 30 years with four dissenters under former chair Powell, while market expectations for dissent in June are only at 3%, suggesting increased confidence in future policy direction.
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