Revenue segments as reported by the company.

Net interest income

Noninterest income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Provision for credit losses

Noninterest expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Bank of America

Merrill Lynch Wealth Management is a wealth management division of Bank of America. The firm is headquartered in New York City, and occupies the entire 34 stories of 250 Vesey Street, part of the Brookfield Place complex, in Manhattan. Merrill Lynch employs over 15,000 financial advisors and manages $2.2 trillion in client assets.

Merrill Lynch

U.S. Trust is a private bank serving the needs of high net worth and ultra high net worth individuals and families by providing investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Tust

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment offers solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

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Bank of America posts robust Q4 earnings amidst growth opportunities

Bank of America's Q4 2022 performance reflects strength in earnings, asset quality, and revenue growth, supported by a focus on cost control and operational efficiency.
While facing challenges related to interest rates and regulatory changes, the bank is well-positioned to capitalize on opportunities in consumer and wealth management businesses.
Strategic initiatives to balance earnings, capital, and liquidity, alongside a commitment to prudent risk management, position Bank of America for sustainable growth and value creation.

Bank of America posts strong Q1 results, eyes growth opportunities

Bank of America delivered a robust Q1 performance with notable revenue and EPS growth, underpinned by strong asset quality and capital strength.
While facing challenges in managing expenses and deposit trends, the bank's focus on digital adoption and operational efficiency positions it for future growth.
Opportunities lie in optimizing net interest income, capitalizing on market disruptions, and leveraging AI for enhanced customer service and operational excellence.
Overall, Bank of America's strategic focus on growth, credit quality, and operational efficiency sets a solid foundation for sustained performance and shareholder value.

Bank of America posts record earnings, focuses on digital growth

Bank of America's strong financial performance, efficient expense management, and digital progress drove exceptional results.
While challenges like potential capital requirement increases exist, opportunities in technology and operational efficiency pave the way for future growth.
The bank's focus on stability, profitability, and organic growth positions it well for continued success in the market.
Overall, Bank of America's Q2 2023 earnings call reflects a solid foundation for sustained performance and innovation.

Bank of America posts strong Q3 earnings, eyes growth opportunities

Bank of America delivered a strong quarter with improved financials and segment performance, focusing on expense discipline and efficiency.
Despite challenges in operating leverage and potential Basel III impacts, the bank remains well-positioned with excess capital and strong customer engagement.
Opportunities lie in stabilizing deposit trends, capitalizing on Investment Banking growth, and aligning deposit strategies with loan growth.
Overall, Bank of America's performance reflects resilience and strategic positioning for future growth and profitability.

Bank of America posts solid Q4 results, eyes AI growth

Bank of America's Q4 2023 showcased strong performance in key segments, with a focus on expense discipline and credit quality metrics. The bank outlined strategies for future growth, emphasizing AI investments, capital allocation, and managing commercial credit performance effectively.

Bank of America reports strong Q1 earnings and eyes growth

Bank of America delivered strong Q1 2024 earnings, driven by robust performance across its business segments, including Investment Banking, Sales and Trading, and Global Markets.
The company's focus on operational excellence, digitization, and cost savings has resulted in improved efficiency and a strong balance sheet, with opportunities for further growth.
While challenges exist in expense management and asset balancing, Bank of America is well-prepared to navigate these hurdles and capitalize on opportunities for revenue and profitability.
Overall, Bank of America's strategic focus on customer relationships, expense control, and balance sheet strength positions it well for continued success and growth in the future.

Bank of America reports strong Q3 earnings and digital growth

Bank of America's Q3 2024 earnings call showcased robust financial performance, driven by revenue growth, net income, and strategic investments in key business areas.
The bank's emphasis on digital innovation, organic growth, and shareholder value creation underlines its competitive strengths and long-term sustainability.
While facing challenges such as anticipated rate cuts and regulatory complexities, Bank of America remains well-positioned to capitalize on growth opportunities and navigate industry dynamics effectively.
By focusing on responsible growth, operational efficiency, and customer-centric strategies, Bank of America continues to demonstrate resilience and strategic foresight in a dynamic market environment.

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Cost of revenue

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EBITDA

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Stockholders equity

Minority interest

Total liabilities & equity

Total debt

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Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Citigroup

JPMorgan Chase & Co

Wells Fargo

FDIC-Insured banks' (like JPM, BAC, C & WFC) Q2 earnings improve on higher rates, decent loan demand and efforts to bolster fee income. Yet, rising funding costs, poor asset quality and lower deposit balance remain headwinds.

FDIC-Insured Banks' Q2 Earnings Up on Higher NII, Deposits Fall

Johnson & Johnson

Coca-Cola

Procter & Gamble

Verizon

Walmart

Exxon Mobil

Sure, short-term gains from the hip "stock of the moment" can be an exciting roller coaster ride, but if you're a truly savvy investor in 2023, you're going to be hunting for stocks that can provide solid returns over the long term, no matter what the market does. Blue-chip stocks are, of course, one of the best places to find that.

7 Best Blue Chip Stocks to Buy Now

American Express

PayPal

A September rally may not be in the cards for financial stocks, as the stock market is off to a lackluster start during this historically very poor month for equities. To make matters worse, Wall Street is upset by slight increases in interest rates and oil prices that we've seen so far in September.

September Rally? 3 Financial Stocks to Buy Before Liftoff

Apple

Chevron

Warren Buffett is one of the world's most successful stock investors with a net worth of $118 billion. His success is mostly attributed to finding great companies at a discount.

Warren Buffett's top 5 portfolio positions

Bank of America's stock (NYSE: BAC) is down 13% YTD as compared to the 17% rise in the S&P500 index over the same period.

Bank Of America Stock Is Trading Below Its Intrinsic Value

PNC Financial Services

The banking sector has been in the spotlight this year, as a series of events shook the industry and the markets. In March, a wave of bond selloffs triggered by rising inflation expectations caused massive losses for banks holding long-term debt securities.

The 3 Best Bank Stocks to Buy Now: September 2023

Bank of America vaulted past several rivals to rank as the top financial adviser to companies targeted by activist investors in the first six months of 2023, according to data published by LSEG.

Bank of America most favored for activism defense in H1 2023 - LSEG data

After a dismal August performance, investors are looking for clues as to how bank stocks like JPMorgan (JPM), Bank of America (BAC), Citigroup (C) and Wells Fargo (WFC) will fare this month as they navigate industry headwinds.

Banks Struggled in August: Will Scenario Change in September?

Higher interest rates are crimping demand for all sorts of loans. Higher borrowing costs are also slowing domestic and international economic growth, undermining other businesses Bank of America operates.

Here's How Significantly Higher Interest Rates Have Helped (and Hurt) Bank of America Over the Years

Goldman Sachs

Morgan Stanley

U.S. lenders are holding onto large piles of cash as insurance against a slowing economy, continuing deposit outflows and looming tougher liquidity rules that could particularly impact mid-sized banks.

Analysis: US banks hold $3.3 trillion cash amid banking crisis, slowdown worries

Occidental Petroleum

At age 92, Warren Buffett's stock picks have stood the test of time. The Oracle of Omaha has put up some of the most incredible numbers of any long-term investor over his storied career.

Warren Buffett's 3 Must-Hold Stocks for Long-Term Investors

Kraft Heinz

Since taking over the reins of Berkshire Hathaway (NYSE: BRK-A , NYSE: BRK-B ) as CEO in 1965, Warren Buffett has overseen compounded gains of 20% a year. That's more than double the returns of the S&P 500.

Warren Buffett's Biggest Bets: The 7 Stocks Dominating His Portfolio

Cigna

Discover

Dollar General

Domino's Pizza

Microchip Technology

MSCI

Charles Schwab

Sirius XM Holdings Inc

SS&C Technologies Hlds

Skyworks Solutions

Tractor Supply

W. R. Berkley

Zoetis

The summer stock market rally ended in August, with the SPDR S&P 500 Trust ETF posting a loss of 1.63%. The top 15 dividend growth stocks for September offer an average dividend yield of 1.86% and appear about 36% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is beating VIG by 3.91% and SPY by 3.12%.

My Top 15 High Growth Dividend Stocks For September 2023

Best Buy

NextEra Energy

Pioneer Natural Resources

State Street

Truist Financial

Texas Instruments

August saw a wave of volatility in equity markets, with the SPDR S&P Trust ETF falling by 1.63%. My top 10 list of high dividend yield stocks has generated an annualized rate of return of 12.71% since its inception in November 2020. The list from August did not perform well, losing 4.93% last month, underperforming both VYM and SPY.

My Top 10 High Yield Dividend Stocks For September 2023

Consumer borrowing is near all-time highs. Higher rates are bringing enormous profits for Bank of America.

3 Reasons to Buy 1 of Warren Buffett's Favorite Stocks

D.R. Horton

The three Buffett stocks to buy are ones that the legendary investor has bought this year. They include Berkshire Hathaway's second-largest holding, the nation's top homebuilder, and a Japanese trading house.

3 No-Brainer Warren Buffett Stocks to Buy in September -- and 1 to Absolutely Avoid

Dow Inc

Many investors are more concerned with dividend payments and yield than with share price appreciation. Dividends can form an important source of income for investors and are often more dependable than volatile markets where share prices can abruptly rise and fall.

3 Dividend Stocks to Buy and Hold Until You're Old and Gray

SPDR S&P Regional Banking ETF

Financial Select Sector SPDR Fund

Bank stocks outpaced the broad market into positive territory on Friday as a healthy August jobs report sparked buying in the sector after a weak performance last month. The KBW Nasdaq Bank Index BKX, +1.27% rose by 1.2%, the Financial Select Sector SPDR ETF XLF, +0.80% rose 0.7% and the SPDR S&P Regional Banking ETF KRE, +1.48% rose 1.7%.

Bank stocks gain after jobs report in rebound from August losses

Patient investors have a golden opportunity to look for the top retirement stock picks primed for a robust decade ahead. Persistent economic chatter can rattle even seasoned traders.

The 3 Most Promising Retirement Stocks to Own Now

Innovative auto show features newest electric vehicles and in-depth discussions on the future of EV transportation CHARLOTTE, N.C. , Aug. 30, 2023 /PRNewswire/ --  WHEN:  September 8, 2023, from 12 - 2 PM EST WHAT:    Bank of America will host its third annual virtual electric vehicle show, "EVolution," a one-of-a-kind virtual event where Bank and industry leaders discuss the latest trends in electric vehicles.

Bank of America Hosts Virtual Electric Vehicle Show, Premiering September 8, 2023

Alias Solution Supports Business-to-Consumer (B2C) Payments and Consumer-to-Business (C2B) Request for Payments TORONTO , Aug. 29, 2023 /PRNewswire/ -- Bank of America is announcing the launch of its award-winning, alias solution, Global Digital Disbursements to its commercial clients holding deposit accounts at the bank's branch in Canada. Global Digital Disbursements facilitates the processing of multiple B2C payments and C2B collections where the identifier is the person's email address or mobile phone number.

BofA Launches Global Digital Disbursements in Canada via Interac e-Transfer

Warren Buffett's Berkshire Hathaway Inc. collects billions of dollars in dividends from its portfolio holdings. Even so, none of them are derived from "high yield" stocks. In the following piece, we take a deep dive into which dividend stocks Buffett actually owns and what his thought process may be behind these selections.

Buffett Doesn't Buy High Dividend Stocks For Income

Warren Buffett is undoubtedly one of the greatest investors of all time. The Berkshire Hathaway (NYSE: BRK-B ) CEO has one of the best long-term investing track records and seen as a guru among many in the investing community.

Trust the Oracle: 3 Warren Buffett Stocks to Buy for Long-Term Gains

Ally Financial

Capital One

General Motors

Jefferies Financial Group Inc

Louisiana-Pacific

Paramount Global

This Buffett holdings list from Kiplinger first appeared 8/21/23 online. Kiplinger, YCharts and Dogs of The Dow all track this Buffett/Berkshire batch. Here is your update from 8/22/23 YCharts. 32 of 48 current Berkshire Hathaway-owned stocks pay dividends. As of 8/22/23, the top-ten ranged 2.87%-5.02% by annual yield and 45 of 48 ranged -0.16%-57.71% per broker-estimated target-price-upsides. Analyst-augured top-ten net gains from Buffett's August dividend dogs ranged 19.12%-56.48% from CVX, COF, DHI, LPX, KHC, BAC, PARA, ALLY, C, and top pick GM per YCharts data.

The Buffett List: 6 Dividend Buys In August

The Oracle of Omaha has been dazzling Wall Street with his investing prowess for nearly six decades. Dividend stocks have played a key role in Warren Buffett's long-term outperformance.

News for Bank of America Stock (BAC)