The Goldman Sachs Group Forecasts Strong Price Appreciation for Bank of America (NYSE:BAC) Stock

Bank of America (NYSE:BAC) had its price target lifted by research analysts at The Goldman Sachs Group from $64.00 to $65.00 in a report released on Thursday,MarketScreener reports. The brokerage presently has a “buy” rating on the financial services provider’s stock. The Goldman Sachs Group’s target price points to a potential upside of 23.74% from the stock’s current price.

Several other brokerages also recently issued reports on BAC. UBS Group boosted their target price on shares of Bank of America from $55.00 to $57.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Cowen reissued a “buy” rating on shares of Bank of America in a research note on Wednesday, January 7th. Wolfe Research cut Bank of America from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 7th. Hsbc Global Res upgraded Bank of America from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 7th. Finally, Wells Fargo & Company raised their price target on shares of Bank of America from $62.00 to $65.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $59.74.

Bank of America Price Performance

BAC traded up $0.05 during trading on Thursday, reaching $52.53. The stock had a trading volume of 50,967,838 shares, compared to its average volume of 42,986,859. The stock has a 50 day moving average of $54.19 and a two-hundred day moving average of $51.15. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.12. The firm has a market capitalization of $383.59 billion, a price-to-earnings ratio of 14.31 and a beta of 1.29. Bank of America has a 1-year low of $33.06 and a 1-year high of $57.55.

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, topping analysts’ consensus estimates of $0.96 by $0.02. Bank of America had a net margin of 15.70% and a return on equity of 10.76%. The business had revenue of $28.53 billion for the quarter, compared to the consensus estimate of $27.73 billion. During the same period in the previous year, the firm earned $0.82 EPS. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. As a group, equities analysts anticipate that Bank of America will post 3.7 EPS for the current fiscal year.

Institutional Investors Weigh In On Bank of America

A number of institutional investors have recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Bank of America in the second quarter worth about $5,091,641,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Bank of America by 640.5% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 46,516,728 shares of the financial services provider’s stock worth $2,399,798,000 after purchasing an additional 40,235,201 shares in the last quarter. Capital World Investors boosted its position in Bank of America by 11.0% in the 3rd quarter. Capital World Investors now owns 144,371,118 shares of the financial services provider’s stock valued at $7,448,816,000 after buying an additional 14,275,810 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its position in Bank of America by 124.8% in the second quarter. Arrowstreet Capital Limited Partnership now owns 17,619,837 shares of the financial services provider’s stock worth $833,771,000 after purchasing an additional 9,782,208 shares during the period. Finally, Danske Bank A S bought a new stake in shares of Bank of America during the third quarter worth approximately $224,863,000. 70.71% of the stock is owned by institutional investors and hedge funds.

Bank of America News Roundup

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

• Positive Sentiment: Q4 beat and healthy fundamentals — BAC topped EPS and revenue estimates, showed 10% NII growth, operating leverage from digital/AI initiatives and modest 2026 NII guidance (5%–7%), supporting continued earnings power. Bank of America Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Large-bank tailwind: industry revenues were strong in 2025 (trading, lending, banking all busy), which supports BAC’s near-term revenue backdrop. Broad strength in the sector helps BAC’s trading and NII outlook. Wall Street Powers Nation’s Biggest Banks to Record Year
• Neutral Sentiment: Analysts maintain buy stance but trimmed price targets — several firms lowered PTs after Q4 while keeping constructive ratings (TD Cowen, Keefe, Truist, Morgan Stanley updates). That preserves Wall Street support but reduces upside expectations. These Analysts Revise Their Forecasts On Bank Of America After Q4 Earnings
• Neutral Sentiment: Dividend appeal and buy-the-dip commentary — some outlets highlight BAC as an attractive dividend/long-term hold after the pullback, suggesting income-focused investors may view the dip as a buying opportunity. Why Bank of America (BAC) is a Great Dividend Stock Right Now
• Negative Sentiment: Sector sell-off and valuation anxiety — banks including BAC fell after earnings as investors reassessed lofty valuations; the move looks sentiment-driven (stocks priced for perfection) and amplified by group momentum. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?
• Negative Sentiment: Regulatory overhang — reports of a proposed 10% cap on credit-card rates have become an overhang for bank stocks; even if passage is uncertain, the headline increases policy risk premium for issuers like BAC. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?
• Negative Sentiment: Investor reaction disconnect — social and trade commentary noted surprise that BAC fell despite the beat, with concerns around investment‑banking cadence and forward guidance weighing on near‑term sentiment. Bank of America Stock (BAC) Opinions on Q4 2025 Earnings Report

About Bank of America

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.