Quick answer
Bank of America (BAC) reported earnings of $1.08 per share for the quarter ended Sep 2026 on Oct 14, 2026, which missed the $1.11 consensus forecast by 2.7%. The stock closed -4.8% on the report day ($51.39 vs $53.96 the session before) and is -5.1% through Oct 16, 2026.
EPS (Sep 2026)$1.08
Consensus$1.11
Surprise-2.7%
Report-day move-4.8%
EPS vs consensus, last four quarters
| Quarter ended | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Sep 2026 | 10/14/2026 | $1.08 | $1.11 | -2.7% |
| Jun 2026 | 7/14/2026 | $1.21 | $1.13 | +7.1% |
| Mar 2026 | 4/15/2026 | $1.11 | $1.00 | +11.0% |
| Dec 2025 | 1/14/2026 | $0.98 | $0.96 | +2.1% |
BAC beat the consensus EPS forecast in 3 of the last 4 quarters (Nasdaq / Zacks data).
Revenue by quarter (SEC XBRL, Revenues)
| Quarter | Revenue | Year earlier | YoY | Filing |
|---|---|---|---|---|
| Jan 1, 2025 – Mar 31, 2025 | $28.25B | $25.82B | +9.4% | 10-Q filed May 1, 2026 |
| Apr 1, 2025 – Jun 30, 2025 | $27.44B | $25.38B | +8.1% | 10-Q filed Jul 31, 2026 |
| Jul 1, 2025 – Sep 30, 2025 | $28.09B | $25.34B | +10.8% | 10-Q filed Oct 31, 2025 |
| Jan 1, 2026 – Mar 31, 2026 | $30.27B | $28.25B | +7.2% | 10-Q filed May 1, 2026 |
| Apr 1, 2026 – Jun 30, 2026 | $31.56B | $27.44B | +15.0% | 10-Q filed Jul 31, 2026 |
Diluted EPS as filed with the SEC
| Quarter | Diluted EPS | Filing |
|---|---|---|
| Jan 1, 2025 – Mar 31, 2025 | $0.89 | 10-Q filed May 1, 2026 |
| Apr 1, 2025 – Jun 30, 2025 | $0.90 | 10-Q filed Jul 31, 2026 |
| Jul 1, 2025 – Sep 30, 2025 | $1.06 | 10-Q filed Oct 31, 2025 |
| Jan 1, 2026 – Mar 31, 2026 | $1.11 | 10-Q filed May 1, 2026 |
| Apr 1, 2026 – Jun 30, 2026 | $1.21 | 10-Q filed Jul 31, 2026 |
SEC XBRL figures come from 10-Q/10-K filings, so the newest quarter appears only after the 10-Q is filed; reported quarterly values only (no derived Q4).
Stock reaction
| Date | Close | Change vs pre-report close | |
|---|---|---|---|
| Session before report | Oct 13, 2026 | $53.96 | – |
| Report day | Oct 14, 2026 | $51.39 | -4.76% |
| Next session | Oct 15, 2026 | $51.70 | -4.19% |
Nasdaq does not always state whether the report came before the open or after the close, so both the report-day and next-session moves are shown.
Sources
- SEC XBRL: Bank of America Revenues (latest filing Jul 31, 2026)
- SEC XBRL: Bank of America diluted EPS (latest filing Jul 31, 2026)
- SEC EDGAR: Bank of America Form 8-K (earnings release), Items 2.02,7.01,9.01 (filed Oct 14, 2026)
- Nasdaq: BAC earnings surprise history and next date (retrieved Oct 19, 2026)
- Nasdaq: BAC historical prices (through Oct 16, 2026 close)