BOA Corporate Monitor

• Report Date: Wednesday, April 15, 2026, results at ~6:45 a.m. ET, followed by investor call at 8:30 a.m. ET.
• Access: Live audio/slides on IR site...

BAC's investment banking rebound accelerates: 2025 fees up 8.4% YoY, Q1 2026 fees eyed for 10% climb on M&A surge in tech, healthcare, energy.

Sector...

Nonprofit OCIO Leadership Recognition

• 🔥 Official Press Release: Bank of America has been named the No. 1 outsourced chief investment office...

Key pre-earnings indicators for BOA and JPM:

• Valuation pressure: BOA trades at a 12.9 P/E discount, signaling skepticism on growth as net interest...

Market Leadership Confirmed: Bank of America named No. 1 nonprofit OCIO provider globally for 2025 by Chestnut Solutions Institute survey of 56...

• Oil Surge Contained: Iran war drove oil prices up, but consumer spending holds at 5% YoY, equivalent to last year per BOA Co-President Dean...

Key institutional move signals ongoing confidence in BAC:

• Aberdeen Group plc added 86,626 shares (1.5% increase), now owning 5,875,352 shares.
• BAC...

• Core analysis: Breaks down business model, net interest income, loan growth, valuation, capital returns, and long-term outlook.
• Major risks:...

Key drivers powering BofA's dividends and buybacks for investors:

• Record $30.5B net income in 2025 from NII, trading, fees
• Robust CET1 ratio...

SEC Debt Filings

• 5.55% Callable Notes Due 2046: Bank of America is offering Fixed Rate Callable Notes due April 20, 2046, with a 5.55% fixed...

• Record profits for BAC amid strong performance
• Buffett slashes 500M shares dramatically
• Value investing analysis questions: moat loosening or simply expensive?
• Part of US top 500 moat series EP.16

Bank of America turns bullish on CoreWeave, betting big on its AI infrastructure and cloud growth.

Key signals raising flags:

• Massive analyst...

Active debt engagement: BofA Finance launches 10.40% contingent coupon callable notes due 2028, linked to Nasdaq-100, Russell 2000, S&P 500; callable...

Escalating security threats to BofA's international ops exposed in Paris foiled attack:

• France suspects pro-Iranian HAYI group behind March 28 plot...

BofA signals mild stagflation from Iran war:

• Global growth to 3.1% (-40bp), inflation to 3.3% (+90bp)
• US growth at 2.3% (-50bp), euro area growth...

Analyst Updates

• 🔥 Morgan Stanley Price Target Adjustment: Morgan Stanley adjusted its price target on Bank of America to $61 from $67 while...

Key regulatory shifts impacting major banks like BOA:

• Capital reduction: Fed, FDIC, OCC cut cushions by $219 billion at major subsidiaries
• Deposit...

Bank of America is quietly cutting headcount through 'headcount drift' despite billions in profits, avoiding traditional layoffs.

Key strategies:
-...

• Core features: AI handles prep (client insights aggregation), virtual notetaking, and post-meeting summaries/tasks for Merrill and Private Bank.
  -...

Morgan Stanley cuts Bank of America price target to $61 from $67, maintains Overweight rating. Aligns with consensus BUY at $61.14 (27 analysts); stock at $47.84 ahead of Q1 earnings Apr 15.