NEW YORK, December 30, 2025, 11:54 ET — Regular session
Bank of America Corp shares were down 0.2% at $55.23 by 11:54 a.m. ET, after trading between $55.20 and $55.64. About 6.5 million shares had changed hands.
The move came as U.S. stocks edged lower in thin year-end trading, with technology weakness and a softer financial sector weighing on major indexes. “I wouldn’t try to make too much out of anything that happens in a holiday-shortened week and very light trading volume,” said Art Hogan, chief market strategist at B Riley Wealth. Investors were also waiting for minutes from the Federal Reserve’s December meeting, due later on Tuesday, for fresh clues on the 2026 rate path. Reuters
Money-market signals added to the caution. Banks borrowed $25.95 billion on Monday from the Fed’s standing repo facility — an overnight backstop that lends cash against Treasuries or mortgage-backed securities — one of the largest uses since the tool began in 2021, New York Fed data showed.
Big-bank peers also eased, pointing to a sector move more than a Bank of America-specific headline. JPMorgan Chase was down 0.1%, Wells Fargo slipped 0.3% and Citigroup fell about 1.0%.
On the policy backdrop, Bank of America CEO Brian Moynihan said the administration’s trade push was showing signs of de-escalation and that tariffs were clustering around roughly 15% for many countries, in a CBS News “Face the Nation” interview aired Sunday. Business Insider
That matters for large lenders because corporate clients often slow borrowing and dealmaking when trade rules are unclear. Clearer policy can also help stabilize credit conditions for companies exposed to import costs and supply chains.
Rates remain the bigger lever for bank stocks. Bank of America’s earnings are closely tied to net interest income — what it earns on loans and securities minus what it pays out on deposits — which can swing with shifts in Fed-cut expectations.
The shares closed Monday down 1.46% at $55.35, according to the bank’s investor relations data, leaving the stock to start Tuesday’s session with a cautious tone.
Traders now want to see whether the Fed minutes read as a green light for faster easing in 2026, or a sign policymakers still want more proof the labor market is cooling. Any repeat of year-end strain in funding markets could also keep bank shares sensitive to moves in short-term rates.
The next clear company catalyst is earnings. Bank of America is scheduled to report fourth-quarter 2025 results on Jan. 14, 2026, the bank said.
Investors typically watch management’s outlook for net interest income, deposit pricing and credit costs, along with trading and investment-banking trends as markets reset for the new year. Guidance on expense control and capital returns can also move the stock quickly.
For now, Bank of America’s tape looks driven by the rate narrative and year-end liquidity, with light holiday volume amplifying small shifts.
