Bank of America, seeking to revive a stock that’s trailing its main US peers this year, laid out a slew of new financial targets https://t.co/RlxUGN5eZS ...

格隆汇11月5日｜美国银行：预计中期净利息收入（FTE）复合年增长率将达5%-7%。预计3至5年内有 形普通股回报率将达16%-18%。 ...

Bank of America on Wednesday raised its closely watched profitability target as the second-largest U.S. lender looks to grow its market share and catch up with larger Wall Street rivals. ...

Accessibility StatementSkip Navigation CHARLOTTE, N.C., Nov. 5, 2025 /PRNewswire/ -- Bank of America will host its 2025 Investor Day today, beginning at approximately 9:00 a.m. ET. Presentation materials can be accessed on the company's Investor Relations website under Events & Presentations at https://investor.bankofamerica.com/events-and-presentations/investor-day. Presentation materials (PDF) include: For more Bank of America news, including dividend announcements and other important information, visit t ...

Brian Moynihan, CEO of back-of-the-pack Bank of America, is in the hot seat today as he tries to convince shareholders and analysts that the country’s second-largest bank is at last geared for faster growth. BofA, which is hosting its first investor day in nearly 15 years, hasn’t disclosed much about what to expect at the meeting, and it didn’t respond to our request for comment. But we’re likely to hear Moynihan declare that the bank is taking on more risk and that higher returns are on the horizon. SUBS ...

Core Points - The two largest banks in the U.S. have identified President Trump's August executive order on debanking as a significant issue in their recent SEC filings [1][2] - The executive order aims to eliminate "unacceptable practices" that allegedly restrict conservative individuals from accessing financial services [2][3] Group 1: Executive Order and Its Implications - The executive order accuses Biden-era regulators of encouraging politicized debanking activities through supervisory scrutiny [3] - Trump has publicly criticized Bank of America and JPMorgan Chase for allegedly debanking conservatives, urging them to change their practices [3][5] Group 2: Bank Responses - JPMorgan Chase is currently responding to inquiries from government authorities regarding its policies and processes related to customer services [2] - A spokesperson from Bank of America stated that the bank does not close accounts for political reasons and plans to engage with the administration about government regulations affecting client relationships [5]

Core Insights - Financial services firms are increasingly establishing operations in Texas, moving away from traditional hubs like New York City due to tax and regulatory advantages [1][2][4] Company Presence in Texas - Goldman Sachs is constructing an 800,000-square-foot campus in Dallas, which will accommodate over 5,000 employees, making it the second-largest office for the firm in the U.S. after New York City [8][9] - JPMorgan Chase employs approximately 31,000 workers in Texas, with 18,000 in the Dallas-Fort Worth area, surpassing its New York City workforce of 24,000 [10][12][13] - Wells Fargo has opened a new 22-acre campus in Dallas, featuring two 10-story buildings for 4,500 employees, and is listed as having between 5,000 and 9,999 employees in the metroplex [16] - Charles Schwab relocated its headquarters to the Dallas area and employs between 5,000 and 9,999 workers in the region [19] - Bank of America is building a new 30-story office in Dallas, expected to be completed in 2027, while maintaining its headquarters in Charlotte, with over 10,000 employees in the metro area [21]

Key Takeaways Bank of America will host its first Investor Day since 2011 to outline growth and performance plans.Management plans to boost loan growth, digital banking and wealth and investment banking operations.BAC expects 6-7% annual NII growth in 2025-2026 and aims to lift return on tangible equity above 15%.Tomorrow, Bank of America (BAC) , the second-largest U.S. bank, will host its first Investor Day since 2011. The event will feature presentations from CEO Brian Moynihan and other top executives, w ...

Core Viewpoint - Bank of America CEO Brian Moynihan is holding his first investor day since 2011, highlighting a long-standing communication gap with investors [1][4][10] Company Performance - Bank of America (BofA) is the second-largest bank in the U.S. by assets, trailing JPMorgan Chase, but consistently lags in stock performance and major banking assignments [4][9] - The bank's cautious approach has led to missed opportunities in trading volatility, resulting in underperformance compared to peers like JPMorgan and Goldman Sachs [6][11] Leadership and Strategy - Moynihan, who has been CEO since 2010, has faced criticism for his risk-averse management style, which has not evolved significantly since the 2008 financial crisis [5][6] - Recently, Moynihan laid out a succession plan and has become more visible, responding to shareholder demands for a clearer strategy to enhance stock performance [2][10] - The new strategy, termed "responsible growth," emphasizes avoiding balance sheet risk, which has led to consistent growth in sales and trading but has also resulted in financial losses due to misreading interest rates in 2021 [11][12] Board Dynamics - BofA's board is perceived as overly supportive of Moynihan, which has delayed the establishment of a succession timetable until recently [8][10] - There are indications that the board may have influenced Moynihan to hold the investor day and announce succession plans, although a spokesperson denied this claim [8][13] Future Outlook - The investor day will feature multiple executives, including potential successors, indicating a shift towards a more proactive leadership approach [18][19] - Analysts are beginning to show optimism about BofA's future growth plans, with as many as 25 analysts currently recommending a buy on BofA stock [8][10]

Core Viewpoint - Bank of America (BAC) aims to enhance its market valuation compared to competitors, with a significant investor day planned to outline its ambitions and growth strategies [1][2]. Group 1: Investor Day Significance - This marks Bank of America's first investor day in nearly 15 years, highlighting its importance and the management's desire to provide a comprehensive overview of the company [2]. - The event will feature insights from newly elevated senior executives, including co-presidents Dean Athanasia and Jim DeMare, and CFO Alastair Borthwick, who are seen as potential successors to CEO Brian Moynihan [3][4]. Group 2: Current Stock Performance - Despite a strong performance from big bank stocks, Bank of America's shares have underperformed, with a 22% increase in 2025, lagging behind Citigroup, which has seen a 44% rise [5]. - Over a five-year period, Bank of America's stock trades 17 percentage points below Citigroup, indicating a significant valuation gap [5]. Group 3: Management's Perspective - CFO Alastair Borthwick expressed dissatisfaction with the bank's current relative value during a recent conference, emphasizing the need for improvement [6]. - The upcoming investor day will focus on setting profitability targets and outlining strategies to achieve these goals, similar to initiatives taken by other major banks [7][8]. Group 4: Competitor Performance Metrics - Other large banks like JPMorgan Chase, Citigroup, and Wells Fargo have established profitability targets using return on tangible common equity (ROTCE), with JPMorgan aiming for a 17% return and Citigroup targeting 10% to 11% [8][9].