BAC
Bank of America Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Bank of America Corporation.
Coverage
We Published Four Bank Capital Ratios in One Week. The Highest One Got the Most Sceptical Adjective.
SoFi's CET1 is 18.7% and we called it capital piling up. Bank of America's is 11.2% and we called it real headroom. Both descriptions are correct, and the reason why is the only thing worth knowing about a regulatory ratio.
Bank of America Q2 2026: EPS Up 34%, Every Segment Firing — Stock Barely Moves
BAC delivered one of its strongest quarters ever, with EPS up 34% and every business segment posting double-digit net income growth. The stock rose less than 2% because Wall Street had already priced in the beat.
Where the revenue goes next
Latest: $31.56B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $26.86B |
| 2024Q2 | $26.30B |
| 2024Q3 | $26.21B |
| 2024Q4 | $26.48B |
| 2025Q1 | $28.25B |
| 2025Q2 | $27.44B |
| 2025Q3 | $29.04B |
| 2025Q4 | $28.37B |
| 2026Q1 | $30.27B |
| 2026Q2 | $31.56B |
Latest: $1.21 (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $0.76 |
| 2024Q2 | $0.83 |
| 2024Q3 | $0.81 |
| 2024Q4 | $0.81 |
| 2025Q1 | $0.90 |
| 2025Q2 | $0.89 |
| 2025Q3 | $1.06 |
| 2025Q4 | $0.98 |
| 2026Q1 | $1.11 |
| 2026Q2 | $1.21 |
Latest: 13.1 (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | 12.8 |
| 2024Q2 | 13.6 |
| 2024Q3 | 14.0 |
| 2024Q4 | 13.2 |
| 2025Q1 | 12.0 |
| 2025Q2 | 13.4 |
| 2025Q3 | 13.5 |
| 2025Q4 | 13.8 |
| 2026Q1 | 12.1 |
| 2026Q2 | 13.1 |
Latest: $29.04B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | -$15.54B |
| 2024Q2 | $18.10B |
| 2024Q3 | -$37.28B |
| 2024Q4 | $25.91B |
| 2025Q1 | -$2.18B |
| 2025Q2 | -$9.13B |
| 2025Q3 | $46.87B |
| 2025Q4 | -$22.95B |
| 2026Q1 | $41.77B |
| 2026Q2 | $29.04B |
Latest: 6.99B (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | 8.78B |
| 2020Q4 | 8.65B |
| 2021Q1 | 8.76B |
| 2021Q2 | 8.74B |
| 2021Q3 | 8.49B |
| 2021Q4 | 8.18B |
| 2022Q1 | 8.20B |
| 2022Q2 | 8.16B |
| 2022Q3 | 8.16B |
| 2022Q4 | 8.02B |
| 2023Q1 | 8.18B |
| 2023Q2 | 8.08B |
| 2023Q3 | 8.08B |
| 2023Q4 | 7.91B |
| 2024Q1 | 8.03B |
| 2024Q2 | 7.96B |
| 2024Q3 | 7.90B |
| 2024Q4 | 7.94B |
| 2025Q1 | 7.77B |
| 2025Q2 | 7.65B |
| 2025Q3 | 7.63B |
| 2025Q4 | 7.30B |
| 2026Q1 | 7.42B |
| 2026Q2 | 6.99B |
Latest: $74.62B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | -$15.54B |
| 2024Q2 | $2.56B |
| 2024Q3 | -$34.72B |
| 2024Q4 | -$8.80B |
| 2025Q1 | -$10.99B |
| 2025Q2 | -$20.12B |
| 2025Q3 | $26.75B |
| 2025Q4 | $3.81B |
| 2026Q1 | $45.58B |
| 2026Q2 | $74.62B |
Latest earnings
Company History
Amadeo Giannini starts Bank of Italy in San Francisco to serve immigrants and 'little fellows'; pioneers branch banking and accessibility.
Rebrands from Bank of Italy to Bank of America; by then world's largest bank by assets, establishing national brand.
Introduces revolutionary credit card (later Visa); transforms consumer finance and positions BofA as payments innovator.
NationsBank acquires BankAmerica for $62B; creates modern nationwide Bank of America with Charlotte HQ.
Acquires FleetBoston (New England expansion) and MBNA (credit card giant); builds leading positions in wealth management and cards.
Buys Countrywide (mortgage leader) and Merrill Lynch amid financial crisis; creates 'too big to fail' powerhouse but leads to massive losses and litigation.
Pays $16.65B (largest U.S. financial settlement) for mortgage fraud claims from Countrywide era; closes crisis chapter.
Q4 2025 earnings beat with record profits; 2026 guidance for 5-7% NII growth, AI-driven card revamp, and consumer profit targets to $20B by 2030.
Key Players
The CEO view — 10 podcasts, interviews & articles →
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Funds we follow holding BAC
By latest reported 13F position value. Market value at quarter-end, not cost basis.
