Company Profile · FY2025 10-K BAC · NYSE
Bank of America Corp /de/
per-transaction mature-market
Net revenue
$113B
↑ 7% vs prior year
Gross margin
N/A
Net debt
N/A
Free cash flow
N/A
1904 2025
1904 Bank of Italy founded
1928 Acquired Bank of America LA
1929 Merged with Blair and Company
1958 Created BankAmericard
1983 Acquired Seafirst Corporation
1986 Loan crisis hits
1992 Acquired Security Pacific
1998 Merged with NationsBank
2005 Acquisition spree begins
2007 Countrywide investment begins
2008 Countrywide acquisition completed
2008 Acquired Merrill Lynch
2011 Countrywide settlement
2021 Revenue reaches $89.1B
2025 Revenue reaches $113.1B
Wikipedia history · XBRL financial data

Bank of America is one of the largest financial institutions in the world. It makes money in four main ways: charging fees and interest on loans and credit cards, earning income from customer deposits, helping wealthy clients manage their money through its Global Wealth and Investment Management business, and trading financial instruments for corporations and governments through its Global Markets operation. In 2025, the company served approximately 69 million consumer and small business clients through about 3,600 physical locations and roughly 49 million active digital users. Every time a customer swipes a card, takes out a mortgage, or a company issues new bonds, Bank of America earns a piece of that transaction. The diagram below traces where the money goes.

How Bank of America Makes Money
flowchart TD A["Customer Deposits 2.4T+"] --> B["Loans & Investments"] B --> C["Interest Income 90B+"] D["Trading, Wealth, Banking Fees"] --> C C --> E["Net Income 58B+"] F["Four Business Segments"] --> B F --> D E --> G["Employee Comp 42.3B, 61% expense"] E --> H["Dividends & Share Buybacks"] H --> A G --> I["213k Employees Diversity & Skills"] I --> F

Five years of data tell a story of steady growth interrupted by uneven cash flows. Revenue rose from $89.1 billion in 2021 to $113.1 billion in 2025, a gain of roughly $24 billion over four years. Net income in 2025 reached $30.5 billion, up from $27.0 billion in 2024. That improvement came from three places: higher net interest income, higher fees from wealth management and investment banking, and a small reduction in credit loss provisions.

Total Revenue 2021 to 2025 ($ billions)
2021
$89.1B
2022
$95.0B
2023
$102.8B
2024
$105.9B
2025
$113.1B
Revenue grew in every year of the five-year window, reaching $113.1 billion in 2025.

Net interest income, the money earned from the gap between what the bank charges borrowers and what it pays depositors, was the biggest single revenue line in 2025. It reached $60.1 billion, up $4.0 billion from 2024. That gain came from loan growth, fixed-asset repricing, and activity within Global Markets, partly offset by lower interest rates and one fewer day of interest accrual in the period. Noninterest income, which covers card fees, service charges, wealth management fees, and investment banking, added another $53.0 billion.

$60.1B
Net interest income in 2025, the largest single revenue line
What is net interest income?
A bank borrows money cheaply, mainly from customer deposits, and lends it out at higher rates through mortgages, credit cards, and business loans. The difference between what it earns and what it pays is called net interest income. When interest rates rise, that gap often widens and the bank earns more. When rates fall, the gap can shrink.

Operating cash flow was volatile across the five years. It was negative in 2021, 2022, and 2024, turned sharply positive in 2023 at $45.0 billion, and came in at $12.6 billion in 2025. For a bank, operating cash flow swings with trading activity, loan origination, and changes in securities portfolios, so the number alone does not capture the full picture of financial health. What matters more is whether loans are being repaid and credit losses are staying manageable. Net charge-offs, the loans the bank writes off as uncollectable, improved from $6.0 billion in 2024 to $5.6 billion in 2025, and the allowance for loan and lease losses as a percentage of total loans fell from 1.21 percent to 1.12 percent.

Expenses are rising alongside revenue. Total noninterest expense reached $69.7 billion in 2025, up from $66.8 billion in 2024. Compensation and benefits alone cost $42.3 billion, representing 61 percent of total noninterest expense. The bank employs approximately 213,000 people, the same headcount as in 2024. In October 2025, it raised its minimum hourly wage for U.S. employees to $25 per hour. Technology and marketing spending also increased. The efficiency ratio, which measures how many cents the bank spends to earn each dollar of revenue, improved slightly from 63.12 percent in 2024 to 61.65 percent in 2025, meaning costs grew more slowly than revenue.

61.65%
Efficiency ratio in 2025, improved from 63.12% in 2024

Total assets grew to $3.4 trillion at the end of 2025, up $150.4 billion from a year earlier. Loans and leases rose $89.9 billion, driven by commercial loan growth and a residential mortgage portfolio acquisition in early 2025. Customer deposits climbed to $2.0 trillion. The bank holds $925.6 billion in debt securities, mostly U.S. Treasury and agency bonds and mortgage-backed securities. These are used to manage interest rate exposure and liquidity, but a large bond portfolio also creates risk if interest rates move sharply.

2023
crisis
Silicon Valley Bank collapse triggers FDIC special assessment
In 2023, U.S. regulators closed Silicon Valley Bank and Signature Bank. To cover losses to the federal deposit insurance fund, the FDIC imposed a special assessment on larger banks including Bank of America. The charge increased the bank's costs in 2023 and 2024, though the accrual was reduced in 2025. The episode also reminded markets that deposit outflows can destabilize even large institutions quickly, putting pressure on Bank of America and its peers to demonstrate deposit stability.

Several documented risks could alter the trajectory. The bank has a large portfolio of home mortgages and home equity loans. If the U.S. housing market weakens and home prices fall, credit losses on those assets could rise significantly. Commercial real estate is a second pressure point, particularly office buildings, where property values have been under stress. The bank also disclosed that a credit rating downgrade would raise its borrowing costs, potentially force it to post more collateral in trading agreements, and restrict its access to short-term funding markets it relies on daily. Finally, if customers move large amounts of deposits into competing products or digital assets, the bank loses a cheap source of funding and must replace it with more expensive borrowing.

$5.7B
Provision for credit losses in 2025, down from $5.8B in 2024
Why interest rates matter so much to a bank
Bank of America earns more when the gap between borrowing and lending rates is wide. When central banks lower interest rates, that gap tends to narrow, compressing the bank's profit on every dollar it lends. The bank itself flagged that continued rate declines would shrink lending profits even if it keeps growing its loan book.
At June 30, 2025, Bank of America held more than 10 percent of all insured deposits in the United States. That threshold, set by federal law, means the bank is legally barred from growing through bank acquisitions. Its path to growth must come from organic lending, fee businesses, and winning more clients, not from buying competitors.
The Bet
Bank of America's revenue growth holds up only if interest rates stay high enough, for long enough, to keep net interest income expanding while the loan book grows. Net interest income contributed $60.1 billion of the bank's $113.1 billion in total 2025 revenue. If rates fall faster or further than the bank expects, that number shrinks even as compensation, technology, and regulatory costs keep rising. The entire financial trajectory described above, improving margins, rising net income, better efficiency ratios, depends on the rate environment cooperating.
Open question
Bank of America has grown revenue every year from 2021 to 2025, improved its efficiency ratio, reduced net charge-offs, and expanded its loan book to $1.19 trillion. But $60.1 billion of its $113.1 billion in 2025 revenue came directly from net interest income, a figure that moves with interest rates it cannot control. Deposit stability, housing prices, commercial real estate values, and its own credit rating are all external forces that could shift the picture quickly. If interest rates fall materially from here, how much of Bank of America's recent profit improvement was a product of the rate environment rather than a lasting change in the business?
Compiled · 10-K · FY2025
Total Revenue (5-year)
2021
$89B
2022
$95B
2023
$103B
2024
$106B
2025
$113B
Revenue grew from $89B in 2021 to $113B in 2025, a 27% increase over 5 years.
XBRL · Total revenue · Segment breakdown not reported separately
Gross margin is not applicable for banks, they earn through interest spread and fees, not product sales.
Operating Cash Flow (5-year)
2021
−$7.2B
2022
−$6.3B
2023
$45B
2024
−$8.8B
2025
$13B
For banks, operating cash flow reflects loan origination and funding activity, not day-to-day profitability.
Cash Conversion
0.41×
XBRL · 10-K Financial Statements · FY2025
FY2025
$134B
↑ 267% year over year
FY2024
$37B
Banks hold large amounts of debt by design, they borrow cheaply (deposits, bonds) and lend at higher rates. The gap between those two rates is how they make money. Net debt figures here reflect that funding structure, not financial stress.
XBRL · Balance Sheet · 10-K · FY2025
Brian T. Moynihan
Chief Executive Officer
$34M
Alastair M. Borthwick
Executive Vice President and Chief Financial Officer
$16M
James P. DeMare
Co-President, Bank of America
$26M
Matthew M. Koder
President, Global Corporate & Investment Banking
$19M
Dean C. Athanasia
Co-President, Bank of America
$19M
DEF 14A · Proxy Statement
Jun 11, 2026
BANK OF AMERICA CORP /DE/
Buy
$0.00M
Jun 11, 2026
BANK OF AMERICA CORP /DE/
Buy
$0.00M
Jun 11, 2026
BANK OF AMERICA CORP /DE/
Buy
$0.00M
Jun 11, 2026
BANK OF AMERICA CORP /DE/
Buy
$0.00M
Jun 11, 2026
BANK OF AMERICA CORP /DE/
Buy
$0.00M
Jun 11, 2026
BANK OF AMERICA CORP /DE/
Disc.
$0.00M
May 20, 2026
BANK OF AMERICA CORP /DE/
Buy
$0.01M
May 20, 2026
BANK OF AMERICA CORP /DE/
Disc.
$0.00M
May 20, 2026
BANK OF AMERICA CORP /DE/
Buy
$0.03M
May 20, 2026
BANK OF AMERICA CORP /DE/
Disc.
$0.02M
141 purchases and 220 sales by insiders over the past two years.
Form 4 · SEC filings · Last 24 months
Vanguard Group
8.7%
Berkshire Hathaway
6.8%
BlackRock
6.3%
State Street
3.9%
Fidelity (FMR LLC)
2.6%
Geode Capital Management
2.1%
JPMorgan Asset Mgmt
1.8%
Morgan Stanley
1.5%
Vanguard Group is the largest institutional holder with 8.7% of shares outstanding.
13F filings
Housing Market Weakness
Bank of America has a large portfolio of home mortgages and home equity loans. If the U.S. housing market weakens and home prices drop, the bank could experience large losses on these assets and face higher credit defaults from borrowers unable to pay their mortgages.
Interest Rate Declines
The bank makes money from the difference between interest rates on deposits and loans. If interest rates continue to drop significantly, the bank's profits from lending will shrink even if it keeps making new loans.
Credit Rating Downgrade
If credit rating agencies lower Bank of America's credit rating, it will cost more to borrow money, some trading partners may require more collateral, and the bank may lose access to short-term funding markets that it depends on.
Deposit Outflows
The bank depends on customer deposits to fund its lending and operations. If customers withdraw large amounts of deposits to move money elsewhere or into digital assets, the bank could face serious liquidity problems and higher borrowing costs.
Commercial Real Estate Deterioration
Bank of America has significant exposure to commercial real estate loans, particularly office buildings. If property values decline or borrowers default on these loans, the bank could face higher credit losses and write-downs on its assets.
10-K Item 1A · Risk Factors
Cash vs earnings
AR growth
Inventory
Share dilution
Debt trend
One-time charges
Goodwill
Customer conc.
Nothing flagged.
10-K · XBRL · Computed signals