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: 58.190
Low
55.00
Averages
61.64
High
71.00
Current: 58.190
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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- Improved Financial Performance: CVS Health has performed well over the past 18 months, with Q1 revenue growing 6% year-over-year to $100.4 billion and adjusted EPS rising 14% to $2.57, demonstrating the company's effectiveness in cost control.
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- Interest Rate Forecast Shift: Analysts at Bank of America predict that the Federal Reserve will raise interest rates three times this year, shifting investor preference towards interest-bearing assets and increasing sell-off pressure on non-yielding assets like gold.
- Market Reaction: As Harmony Gold focuses entirely on mining and producing precious metals, its stock became a prime target for sell-offs, reflecting market concerns about gold's future performance amid rising interest rates.
- Inflation Impact: Although the latest U.S. personal consumption expenditures price index showed a 4.1% year-over-year inflation increase, concerns about potential rate hikes persist, leading analysts to believe we are in a bear market, casting a pessimistic outlook on gold and related stocks.
See More
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