Mason & Associates Inc Makes New Investment in Bank of America Corporation $BAC

Mason & Associates Inc purchased a new position in shares of Bank of America Corporation (NYSE:BAC) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 16,990 shares of the financial services provider’s stock, valued at approximately $877,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Quaker Wealth Management LLC boosted its stake in Bank of America by 246.5% in the 2nd quarter. Quaker Wealth Management LLC now owns 523 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 880 shares during the period. Steph & Co. boosted its position in shares of Bank of America by 224.3% during the third quarter. Steph & Co. now owns 548 shares of the financial services provider’s stock worth $28,000 after buying an additional 379 shares during the period. Marquette Asset Management LLC bought a new position in shares of Bank of America during the third quarter worth about $30,000. Collier Financial acquired a new stake in Bank of America in the 3rd quarter valued at approximately $30,000. Finally, Mountain Hill Investment Partners Corp. bought a new stake in Bank of America in the 3rd quarter valued at approximately $31,000. 70.71% of the stock is currently owned by institutional investors and hedge funds.

Key Bank of America News

Here are the key news stories impacting Bank of America this week:

• Positive Sentiment: JPMorgan and other analysts remain constructive — JPMorgan slightly raised its price target to $61.50 and kept an Overweight rating, signaling analyst conviction and upside relative to the current price. Why Analysts Are Closely Watching Bank of America Corporation (BAC)
• Positive Sentiment: Community development lending: BofA’s Community Development Banking funded $7.4B in 2025 to create 11,000+ affordable housing units — a positive for franchise strength, fee income and ESG credentials. BofA Community Development Banking Delivers $7.4 Billion…
• Neutral Sentiment: Macro/market signal — BofA research and coverage note U.S. Treasuries (especially 30‑year) as the best hedge if the Fed is done cutting, a view that shifts flows toward long-duration assets and can influence bank trading and investment portfolios. This is market commentary rather than a direct company operational change. Bank of America (BAC) Says U.S. Treasuries Are the Best ‘Safe Haven’
• Neutral Sentiment: Stock momentum since earnings has been muted — coverage notes the share price changed little in the month after BofA’s January quarter beat, suggesting investors are weighing earnings versus macro and regulatory headlines. Why Is Bank of America (BAC) Down 0.1% Since Last Earnings Report?
• Negative Sentiment: Regulatory risk rising — U.S. regulators appear closer to proposing new “Basel endgame” rules that could tighten how large banks measure risk and potentially raise capital requirements, which would pressure returns on equity and capital allocation. US bank regulators move closer to proposing new ‘Basel’ rules for large banks
• Negative Sentiment: Legal/compliance spotlight — a recent ruling in the Jeffrey Epstein-related trial has refocused attention on BofA’s compliance controls and potential reputational/legal risk, which could add uncertainty to costs or capital planning. Epstein Trial Ruling Puts Bank Of America Compliance And Returns In Focus
• Negative Sentiment: Big‑holder movement risk — reports suggest Berkshire Hathaway may have trimmed (or could have trimmed) Bank of America holdings in the quarter; large stake changes can create headline-driven volatility even if the long‑term thesis remains intact. Berkshire Might Have Sold More Apple, Bank of America Stock in Fourth Quarter

Bank of America Trading Up 0.0%

BAC opened at $52.53 on Friday. The stock has a market capitalization of $383.59 billion, a price-to-earnings ratio of 13.72, a P/E/G ratio of 1.28 and a beta of 1.29. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 1.15. Bank of America Corporation has a twelve month low of $33.06 and a twelve month high of $57.55. The company has a 50-day simple moving average of $54.43 and a 200 day simple moving average of $52.01.

Bank of America (NYSE:BAC) last released its earnings results on Wednesday, January 14th. The financial services provider reported $0.98 EPS for the quarter, beating the consensus estimate of $0.96 by $0.02. Bank of America had a net margin of 16.23% and a return on equity of 11.07%. The firm had revenue of $4.53 billion for the quarter, compared to analyst estimates of $27.73 billion. During the same period last year, the firm earned $0.82 EPS. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. Analysts predict that Bank of America Corporation will post 3.7 EPS for the current fiscal year.

Bank of America Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 6th will be given a dividend of $0.28 per share. This represents a $1.12 annualized dividend and a yield of 2.1%. The ex-dividend date is Friday, March 6th. Bank of America’s payout ratio is currently 29.24%.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on BAC shares. Morgan Stanley decreased their price objective on Bank of America from $68.00 to $64.00 and set an “overweight” rating for the company in a report on Thursday, January 15th. Weiss Ratings reissued a “buy (b)” rating on shares of Bank of America in a research report on Tuesday, January 27th. Oppenheimer lifted their price target on Bank of America from $55.00 to $63.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Wells Fargo & Company lifted their target price on Bank of America from $62.00 to $65.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Finally, Barclays boosted their price objective on shares of Bank of America from $59.00 to $71.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Twenty-two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $60.30.

Bank of America Company Profile

Bank of America Corporation is a multinational financial services company headquartered in Charlotte, North Carolina. It provides a broad array of banking, investment, asset management and related financial and risk management products and services to individual consumers, small- and middle-market businesses, large corporations, governments and institutional investors. The firm operates through consumer banking, global wealth and investment management, global banking and markets businesses, offering capabilities across lending, deposits, payments, advisory and capital markets.

Its consumer-facing offerings include checking and savings accounts, mortgages, home equity lending, auto loans, credit cards and small business banking, supported by a nationwide branch network and digital channels.