Bank of America Q4 revenue rises 7% with higher interest income for global markets
Overview
Bank of America Q4 revenue rose 7% yr/yr to $28.4 bln
EPS for Q4 increased 18% yr/yr to $0.98
Net income for Q4 rose to $7.6 bln from $6.8 bln
Outlook
Bank of America focuses on driving core growth and market share gains in 2026
Company highlights strong liquidity and capital for future growth
Result Drivers
NET INTEREST INCOME - Increased 10% driven by higher NII for Global Markets activity, fixed-rate asset repricing, higher deposit and loan balances
CONSUMER BANKING GROWTH - Growth in deposits and digital engagement contributed to results
WEALTH MANAGEMENT GAINS - Higher market valuations and asset management fees boosted revenue
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue Net of Interest Expense |
| $28.40 bln |
|
Q4 EPS |
| $0.98 |
|
Q4 Net Income |
| $7.60 bln |
|
Q4 Net Interest Income |
| $15.80 bln |
|
Q4 CET1 Capital Ratio |
| 11.40% |
|
Q4 Provision for credit losses |
| $1.30 bln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 21 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the banks peer group is "buy"
Wall Street's median 12-month price target for Bank of America Corp is $62.00, about 13.7% above its January 13 closing price of $54.54
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
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