KW Wealth Management LLC Invests $492,000 in Bank of America Corporation $BAC

KW Wealth Management LLC bought a new stake in shares of Bank of America Corporation (NYSE:BAC) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 9,546 shares of the financial services provider’s stock, valued at approximately $492,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC increased its position in Bank of America by 30.0% during the fourth quarter. Brighton Jones LLC now owns 108,872 shares of the financial services provider’s stock worth $4,785,000 after acquiring an additional 25,143 shares during the period. Titleist Asset Management LLC grew its position in Bank of America by 2.7% in the 1st quarter. Titleist Asset Management LLC now owns 27,073 shares of the financial services provider’s stock worth $1,130,000 after purchasing an additional 721 shares during the last quarter. Twin Tree Management LP grew its position in Bank of America by 1,272.1% in the 1st quarter. Twin Tree Management LP now owns 199,265 shares of the financial services provider’s stock worth $8,315,000 after purchasing an additional 216,265 shares during the last quarter. Saudi Central Bank bought a new position in shares of Bank of America during the 1st quarter worth about $112,000. Finally, Calton & Associates Inc. raised its position in shares of Bank of America by 6.6% during the first quarter. Calton & Associates Inc. now owns 18,906 shares of the financial services provider’s stock valued at $789,000 after buying an additional 1,166 shares during the last quarter. Institutional investors and hedge funds own 70.71% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on BAC. UBS Group lifted their target price on Bank of America from $55.00 to $57.00 and gave the stock a “buy” rating in a research report on Tuesday, October 7th. Wolfe Research lifted their price objective on Bank of America from $57.00 to $58.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. Barclays boosted their price objective on Bank of America from $54.00 to $59.00 and gave the company an “overweight” rating in a research report on Thursday, October 16th. Morgan Stanley reduced their target price on Bank of America from $70.00 to $68.00 and set an “overweight” rating for the company in a research report on Friday, December 12th. Finally, Erste Group Bank upgraded shares of Bank of America from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Twenty-three investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Bank of America presently has a consensus rating of “Moderate Buy” and an average target price of $58.59.

Bank of America News Summary

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

• Positive Sentiment: CEO Brian Moynihan told reporters he expects the administration to begin de‑escalating tariffs next year, calling the move from a 10% to 15% rate a limited broad impact — a view that reduces macro uncertainty for corporate clients and trading volumes tied to cross‑border activity. Bank of America’s Moynihan sees Trump’s tariffs starting to de-escalate Bank of America’s Moynihan Sees Trump’s Tariffs Starting to De-Escalate
• Positive Sentiment: Analyst sentiment and price‑target coverage is supportive: Bank of America received upgrades and a consensus “Moderate Buy” from some analyst aggregators, and several price‑forecast pieces project continued upside based on 2025 performance and market share tailwinds. These endorsements can bolster investor confidence and buying interest. Bank of America Corporation (NYSE:BAC) Receives Consensus Recommendation of “Moderate Buy” from Analysts Bank of America (NYSE: BAC) Stock Price Prediction and Forecast 2026-2030 (January 2026)
• Neutral Sentiment: BofA’s research activity is visible in markets: BofA Securities began coverage of América Móvil and BofA strategists are publicly commenting on macro themes (e.g., gold’s rally). These items highlight research/revenue lines but don’t directly move BAC’s core banking fundamentals. América Móvil (AMX) Benefits From Latin America Telecom Pricing Power 13 Best Gold Mining Companies to Invest In Now
• Neutral Sentiment: Market activity signals: unusual options volume has been reported around BAC, which can amplify short‑term volatility but doesn’t indicate a directional fundamental change. Traders should watch option flows for conviction. Bank of America Unusual Options Activity
• Neutral Sentiment: Retail and analyst writeups (Fool, Yahoo) reassess BAC as a buy/hold/hold candidate for 2026; these pieces reiterate BAC’s diversified consumer and investment services franchises but are not new catalysts. Is Bank of America Stock a Buy, Sell, or Hold in 2026? Is Bank of America Stock a Buy, Sell, or Hold in 2026?
• Negative Sentiment: Valuation caution: a Seeking Alpha deep‑dive warns that while BofA is “running well,” much of its progress is already priced into the stock, suggesting limited upside and raising the bar for future beats. That perspective can cap enthusiasm among value‑conscious investors. Bank Of America Is Running Well, But The Stock Is Priced For It

Bank of America Price Performance

Bank of America stock opened at $56.20 on Monday. The business has a 50 day simple moving average of $53.45 and a 200 day simple moving average of $50.30. The company has a debt-to-equity ratio of 1.12, a current ratio of 0.79 and a quick ratio of 0.79. The company has a market capitalization of $410.36 billion, a PE ratio of 15.31 and a beta of 1.30. Bank of America Corporation has a one year low of $33.06 and a one year high of $56.55.

Bank of America (NYSE:BAC) last announced its quarterly earnings results on Wednesday, October 15th. The financial services provider reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.13. The firm had revenue of $5.35 billion for the quarter, compared to analysts’ expectations of $27.05 billion. Bank of America had a return on equity of 10.76% and a net margin of 15.70%.The business’s revenue was up 10.8% compared to the same quarter last year. During the same period in the prior year, the business posted $0.81 earnings per share. On average, sell-side analysts forecast that Bank of America Corporation will post 3.7 EPS for the current fiscal year.

Bank of America Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Friday, December 5th were given a dividend of $0.28 per share. The ex-dividend date was Friday, December 5th. This represents a $1.12 dividend on an annualized basis and a dividend yield of 2.0%. Bank of America’s dividend payout ratio (DPR) is 30.52%.

Bank of America 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.