Montis Financial LLC Acquires New Holdings in Bank of America Corporation $BAC

Montis Financial LLC bought 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. The institutional investor bought 10,769 shares of the financial services provider’s stock, valued at approximately $556,000.

Several other institutional investors and hedge funds have also bought and sold shares of BAC. Albion Financial Group UT increased its holdings in shares of Bank of America by 1.6% in the third quarter. Albion Financial Group UT now owns 13,031 shares of the financial services provider’s stock worth $672,000 after purchasing an additional 205 shares during the period. Motive Wealth Advisors boosted its stake in Bank of America by 3.6% during the third quarter. Motive Wealth Advisors now owns 5,910 shares of the financial services provider’s stock valued at $305,000 after buying an additional 205 shares during the period. Howard Financial Services LTD. grew its position in Bank of America by 2.5% during the third quarter. Howard Financial Services LTD. now owns 8,508 shares of the financial services provider’s stock worth $439,000 after buying an additional 205 shares in the last quarter. Wynn Capital LLC grew its position in Bank of America by 0.4% during the third quarter. Wynn Capital LLC now owns 47,063 shares of the financial services provider’s stock worth $2,428,000 after buying an additional 207 shares in the last quarter. Finally, Accelerate Investment Advisors LLC increased its stake in Bank of America by 4.7% in the 3rd quarter. Accelerate Investment Advisors LLC now owns 4,637 shares of the financial services provider’s stock worth $239,000 after acquiring an additional 207 shares during the last quarter. 70.71% of the stock is currently owned by hedge funds and other institutional investors.

Bank of America News Roundup

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

• Positive Sentiment: Q4 beat and upbeat core outlook — BAC posted EPS of $0.98 and revenue above expectations; management sees 5%–7% NII growth in 2026, supporting recurring earnings power. Bank Of America Tops Q4 Estimates As AI Drives Account Growth
• Positive Sentiment: AI/digital efficiency — Management highlighted Erica/AI and automation driving account growth and operating leverage (lower hiring needs), which supports margin expansion over time. Erica, AI and Digital Drive Operating Leverage at Bank of America
• Positive Sentiment: Analyst support — Several firms reaffirmed buys and a few raised price targets (Goldman, Argus), which gives institutional buyers ammunition to add on weakness. Goldman Sachs adjusts price target on Bank of America
• Neutral Sentiment: Mixed analyst moves — some firms trimmed long‑term estimates or nudged targets lower even as ratings stayed constructive; that generates both selling and buy‑on‑dip narratives. These Analysts Revise Their Forecasts On Bank of America After Q4 Earnings
• Neutral Sentiment: Macro/sector context — broader bank‑stock volatility (valuation repricing after 2025 gains) means BAC moves with sector flows even when fundamentals are solid. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?
• Negative Sentiment: Post‑earnings sentiment/positioning — despite the beat, BAC experienced selling as investors focused on parts of the outlook and pocketed gains after a strong run into earnings. Bank of America Falls After Strong Earnings Meet Softer Net-Interest-Income Outlook
• Negative Sentiment: Policy overhang — talk of a possible credit‑card interest‑rate cap and other regulatory moves are a near‑term risk to card revenue and valuation multiple. Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?
• Negative Sentiment: Deposit‑flight/stablecoin concerns — CEO warnings that interest‑bearing stablecoins could pull large deposit pools raise systemic concerns about future deposit mixes and lending capacity. Bank of America CEO warns interest-bearing stablecoins could pull $6T from US banks

Bank of America Trading Up 0.1%

BAC stock opened at $52.53 on Friday. The company has a market capitalization of $383.59 billion, a PE ratio of 13.72 and a beta of 1.29. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.80. Bank of America Corporation has a one year low of $33.06 and a one year high of $57.55. The company’s 50 day moving average price is $54.17 and its two-hundred day moving average price is $51.16.

Bank of America (NYSE:BAC) last announced its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $0.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.96 by $0.02. The company had revenue of $28.53 billion during the quarter, compared to analysts’ expectations of $27.73 billion. Bank of America had a net margin of 16.23% and a return on equity of 11.07%. The firm’s revenue was up 12.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.82 EPS. As a group, analysts predict that Bank of America Corporation will post 3.7 earnings per share for the current fiscal year.

Bank of America Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Friday, December 5th were paid a dividend of $0.28 per share. This represents a $1.12 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, December 5th. Bank of America’s dividend payout ratio (DPR) is 30.52%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. Robert W. Baird lifted their price target on Bank of America from $52.00 to $56.00 and gave the company a “neutral” rating in a research report on Thursday, October 30th. Seaport Global Securities raised their target price on shares of Bank of America from $59.00 to $66.00 and gave the company a “buy” rating in a research note on Monday, October 6th. CICC Research initiated coverage on shares of Bank of America in a research report on Wednesday. They set an “outperform” rating and a $62.00 target price for the company. Argus boosted their price target on shares of Bank of America from $58.00 to $59.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Keefe, Bruyette & Woods lowered their price objective on shares of Bank of America from $64.00 to $63.00 and set an “outperform” rating on the stock in a research report on Thursday. 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 company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $59.74.

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.