NYSE:BAC

Bank of America (BAC)

59.67
+0.42 (0.71%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
707 watching
0
Investor Insights
star iconJul 12, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Bank of America (BAC) is currently viewed positively by analysts, showcasing strong performance metrics such as a 17% profit increase, the best earnings per share in nearly two decades, and a favorable guidance outlook. Experts praise the bank's ability to navigate the evolving regulatory landscape, which is predicted to allow greater buyback opportunities and dividend increases. The bank is experiencing good growth in its retail and credit card sectors, and its valuation remains attractive compared to competitors. Although concerns about the overall US banking sector persist due to private credit issues and economic headwinds, BAC is anticipated to benefit significantly from a looser regulatory environment and rising net interest margins. Analysts suggest potential for growth with some recommending a wait for a market pullback to add to positions.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Citi, C
BUY
Likes this bank. Have very little exposure to sub-prime mortgages.
BUY
Trades at 10 X earnings. Has a great franchise in every major state. Have made some very astute acquisitions in the last few years. Has probably been oversold and is a good buying opportunity.
TOP PICK
(A Top Pick Jan 4/07. Down 6%.) Have raised their dividend every year for over 20 years. Trades at 9.5 X 08 earnings. Strategically well positioned. Cheapest big bank in North America.
HOLD
The financials in the US are doing well, particularly the brokerage stocks. However, we are at the top of the channel but the trend is still up. Would have a mental stop at $50.
BUY
He prefers US banks to Canadian ones. This one is the great model for a US bank. Growing very nicely and trading at a lower valuation. Expect to see a good dividend growth. Would actually prefer some of the investment banks or asset managements.
TOP PICK
(A Top Pick Nov 22/06. Down 1.5%.) Have grown their dividends for 20 consecutive years. Trades at 11 X earnings. 4% dividend.
BUY
Great company. Good valuation.
DON'T BUY
His model price is $51.63, a negative 4% differential.
BUY
Has done an exceptionally good job in growing its business and integrating some major acquisitions. Gives you a great opportunity to diversify internationally. Trading around 11 X earnings. 4.3% yield.
TOP PICK
A dividend growth story that he likes. 4.1% yield. Trades at 11 X earnings, cheaper than any other banks. Under appreciated management.
BUY
Very high dividend. Great earnings. Significant presence in US banking. Acquired MBA. Attractive valuation at 12Xearnings.
DON'T BUY
Model price of $47.06, a negative 8/9% differential. Model price continues to erode.
BUY
Trading at a lower multiple then the Canadian banks. With the stronger Cnd$, you don't have a huge currency risk any more. Excellent dividend yield. Growth prospects are good. Credit card business is a good yield.
BUY
Has been disappointed in the stock's performance. People are concerned about the American mortgage market and whether there will be substantial defaults. They made a huge acquisition in the credit card business which is a good business. Trades at a discount to the other big banks.
BUY
Have executed pretty well. Managed to buy the biggest bank in California. Big exposure to US mortgages which has to be a slight concern. Are more disciplined on their loan weighting than other banks. Pays 4.3%.
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