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Birmingham Capital Management Reduces Stake in Bank of America

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News Summary

Birmingham Capital Management Co. Inc. has reduced its stake in Bank of America by nearly 25%, selling 20,850 shares. Meanwhile, several other institutional investors have increased their holdings in the bank. Analysts have provided mixed ratings on the stock, with current shares trading at $44.20. The bank’s market capitalization stands at approximately $332.91 billion, and new earnings reports show promising results, including an expected dividend payment for shareholders.

Birmingham, AL – Birmingham Capital Management Co. Inc. has significantly reduced its stake in Bank of America Co. (NYSE:BAC) by nearly 25% during the fourth quarter of 2023. The firm sold 20,850 shares, leaving it with a total of 62,850 shares valued at approximately $2,762,000 based on its last filing with the Securities and Exchange Commission (SEC).

In contrast, several other institutional investors have increased their stakes in Bank of America. Brighton Jones LLC enhanced its position by 30.0%, accumulating 108,872 shares worth around $4,785,000 after purchasing an additional 25,143 shares. Similarly, Empirical Financial Services LLC, also known as Empirical Wealth Management, raised its position by 16.1%, now owning 87,530 shares valued at $3,847,000.

Additionally, E Fund Management Hong Kong Co. Ltd. made a new investment of about $70,000 in Bank of America. Drive Wealth Management LLC increased its holdings by 2.6%, owning 19,093 shares worth approximately $839,000 after acquiring 476 more shares. Capital Asset Advisory Services LLC also grew its stake by 3.8%, bringing its total to 89,705 shares valued at $4,020,000 following the acquisition of 3,308 additional shares.

As a result of these changes, institutional investors now hold 70.71% of Bank of America’s stock, reflecting the ongoing interest in one of the largest financial institutions in the United States. Various analysts have recently provided updated ratings for the bank. TD Cowen initiated coverage with a “buy” rating, setting a price target of $53.00. Robert W. Baird upgraded its assessment from “neutral” to “outperform,” raising its price target from $45.00 to $50.00.

However, not all reports have been positive, as Wall Street Zen downgraded its rating from “hold” to “sell,” and Evercore ISI reduced its price target from $51.00 to $48.00 but maintained an “outperform” rating. Truist Financial lowered its price target from $50.00 to $47.00 while still holding a “buy” stance. The current analyst ratings reflect a mixed sentiment, with 2 sell ratings, 5 hold ratings, 17 buy ratings, and 4 strong buy ratings, resulting in an overall average rating of “Moderate Buy” with a target price of $47.50, according to MarketBeat.com.

On Tuesday, Bank of America’s stock traded up by $1.00, reaching $44.20, with a trading volume of 36,298,959 shares. Over the past year, the stock has experienced a 52-week low of $33.07 and a high of $48.08. Technical indicators show a 50-day simple moving average of $40.39, while the 200-day average stands at $43.58. Financial ratios indicate a quick ratio of 0.78, a current ratio of 0.78, and a debt-to-equity ratio of 1.04.

The total market capitalization of Bank of America is approximately $332.91 billion, with a price-to-earnings ratio of 13.73 and a PEG ratio of 1.21. Recently, the bank reported earnings per share of $0.90, surpassing the consensus estimate by $0.10, and reported revenues of $27.37 billion. For the current year, Bank of America projects earnings per share of 3.7.

Investors can expect the next dividend of $0.26 per share to be paid on June 27, leading to an annualized dividend of $1.04, which represents a yield of 2.35%. The dividend payout ratio is currently at 30.95%. Bank of America operates in four key segments: Consumer Banking, Global Wealth & Investment Management, Global Banking, and Global Markets.

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