Bank of America (BAC) News Today

Bank of America (NYSE:BAC) shares rose today, supported by strategic expansions, strong earnings momentum, favorable Fed policy and analyst upgrades, although investors are weighing higher labor costs and cautionary market warnings.

• Positive Sentiment: BAC agreed to purchase a €100 million real-estate loan portfolio from Santander, expanding its presence in Spain’s lending market. BAC Agrees to Buy Santander's €100M Real Estate Portfolio
• Positive Sentiment: Zacks highlights BAC’s strong earnings growth and price momentum, naming it one of their top stocks to watch. Earnings Growth & Price Strength Make BAC a Stock to Watch
• Positive Sentiment: A Fed rate cut and signal of further easing sent bank stocks, including BAC, to new highs on expectations for stronger net interest income. Fed Cuts Rates, Signals More Easing
• Positive Sentiment: BAC hit a new one-year high after an analyst upgrade, reflecting growing bullish sentiment. BAC Sets New 1-Year High Following Analyst Upgrade
• Positive Sentiment: Shares climbed over 1% after another analyst upgrade and a “Moderate Buy” consensus rating from brokerages. Consensus Rating of Moderate Buy
• Positive Sentiment: The U.S. Justice Department closed its criminal probe into Bank of America Securities, removing a key legal overhang. DOJ Says BoA Securities Resolves Criminal Investigation
• Positive Sentiment: BAC was one of three banks hitting fresh highs in a post-rate-cut rally, underlining sector momentum. Post-Rate Cut Rally: 3 Bank Stocks to Watch
• Positive Sentiment: Wells Fargo analysts say BAC’s fundamentals support further upside, forecasting a stock-price increase. BAC Stock Price Expected to Rise, Wells Fargo Analyst Says
• Positive Sentiment: BAC shares rose following yet another analyst upgrade, reinforcing buy-side conviction. BAC Shares Up 1.4% on Analyst Upgrade
• Neutral Sentiment: The board declared preferred‐stock dividends for multiple series payable in October and November, signaling consistent capital distributions. Preferred Stock Dividends Payable in October and November 2025
• Neutral Sentiment: BofA strategists say the U.S. Big Tech rally has further room to run, underscoring continued market optimism. Why Big-Tech’s Bubble Has More Room to Run
• Neutral Sentiment: Another TipRanks report from BAC points to further upside in the Big Tech bubble, reflecting late-cycle market dynamics. Big Tech Bubble Has Further Upside
• Neutral Sentiment: BofA Global Research reported the heaviest U.S. stock inflows in over a year, highlighting strong market liquidity. Inflows to U.S. Stocks Heaviest in More Than a Year
• Neutral Sentiment: Unusual options activity in BAC shows elevated trader interest, though without a clear directional bias. Bank of America Unusual Options Activity For September 18
• Neutral Sentiment: BAC outlined conditions under which mortgage rates could reach 5.0%, shaping future lending projections. Mortgage Rates Could Hit 5.0% Under These Conditions
• Neutral Sentiment: CEO Brian Moynihan discussed AI-driven redeployments and confirmed a $25 minimum wage, balancing cost efficiency with higher labor investment. CEO on AI Redeployment and $25 Minimum Wage
• Negative Sentiment: Critics question Moynihan’s cautious risk approach and past “debanking” controversies, potentially weighing on investor sentiment. Bank of America Boss Moynihan on Risk-Taking
• Negative Sentiment: BofA research flagged three signs of a potential market downturn, raising concerns for trading and investment banking revenues. Bank Flags 3 Signs of Market Decline
• Negative Sentiment: Raising the minimum wage to $25 increases BAC’s labor costs, which could pressure profit margins. Minimum Wage Raised to $25