BACBank of America Corporation
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $1.08Missed
- vs $1.11 expected on Oct 14
- Stock move on it
- −4.76%
- one session
- Typical move
- ±3.3%
- average over 2 reports
- Price
- $50.54
- −0.26% today · $429B cap
Past and upcoming reports
2
| Oct 14, 2026 | Sep 30, 2026 | Time not given | $1.11 | Missed$1.08 | −4.76% |
| Jul 14, 2026 | Jun 30, 2026 | Time not given | $1.13 | Beat$1.21 | +1.88% |
After the report
Jul 14, 2026 report
This covers the Jul 14, 2026 report. The Oct 14, 2026 numbers are in the table above.
BAC Q2 EPS beats by 7.1%, wealth management strength offsets NII concerns
Bank of America reported Q2 EPS of $1.21, beating the $1.13 consensus by 7.1%, driven by wealth management and investment banking fees. Shares slipped 0.36% as net interest income pressures and a flat yield curve tempered enthusiasm. No formal guidance was provided, but management highlighted continued momentum in wealth management. The stock remains cheap relative to peers (P/E 14.4x vs sector 18.2x) and is supported by a strong institutional base.
Reported against expected
BeatEPS of $1.21 beat the $1.13 consensus estimate by $0.08 (+7.1%), marking a clear beat.
Guidance
No official quantitative guidance was issued. management commentary emphasized strength in wealth management and client activity.
How the stock reacted
Shares closed at $61.27 on July 17, down 0.36% on the day, with no significant price swing in the window after the July 14 report.
What changed
EPS beat on wealth management. market shrugs as rate headwinds persist.
What the price now assumes
Net interest margin compression and slowing loan growth are capping upside despite a cheap valuation.
What it means for the business
Upgrade bias maintained. watch Q3 NII trajectory and lending data for confirmation.
The next one to three months, as we saw it then
Better case30%
Wealth management fee growth accelerates and rate cuts reignite loan demand, lifting EPS momentum and multiple expansion toward analyst target $68.
Base case50%
Net interest income stabilizes while wealth management and investment banking sustain moderate growth. stock trades in $60. 64 range.
Worse case20%
Recession fears rise, credit costs increase, and NII compresses further. stock retests $55 support (50-day SMA).
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.