New York, Feb 16, 2026, 14:51 EST — The market has closed.
- BAC finished Friday at $52.55, ticking up 0.06%. U.S. exchanges are shut for Presidents Day, with trading resuming Tuesday.
- CEO Brian Moynihan’s compensation for 2025 jumped to $41 million, according to a regulatory filing, up from $35 million previously.
- Traders now eye U.S. data releases this week, along with the Fed’s Feb. 18 minutes, searching for their next read on rates.
Bank of America’s board bumped CEO Brian Moynihan’s pay package for 2025 up to $41 million, compared with $35 million the prior year. His base salary holds steady at $1.5 million, and again, no cash bonus. Most of the compensation comes in equity, with performance awards tied to three-year goals on return on assets and tangible book value, according to the bank. Directors cited net income of $30.5 billion and $113.1 billion in revenue for 2025 as factors in their decision.
Bank of America ended Friday at $52.55, up just 0.06%, before edging a bit higher once the bell rang. Shares have slipped roughly 7% since their $56.53 finish back on Feb. 6, which keeps them vulnerable to swings in rates once trading picks up again.
The timing’s notable: bank stocks are back to moving with interest rates. Friday saw U.S. equities hold their ground, Treasury yields slipping after a fresh inflation read. The Dow ticked up, S&P 500 finished flat, according to the Associated Press.
Moynihan has been highlighting the broader sweep of tech disruption. On a recent podcast, he recalled, “people wrote in 1969 that there would be no managers left in business,” making the point that the U.S. labor market has weathered major changes before. Bank of America, he said, still employs around 20,000 managers. Fortune
Equity holders have heard this before from banks: spend more on tech upfront, trim expenses down the road, sharpen risk controls. Markets have largely factored in that pitch. BAC’s shares, though, still swing with Treasury yields and whatever the Fed signals about rate cuts or pauses.
Governance news has a way of rattling nerves, particularly when pay is in the spotlight. A sudden “say-on-pay” revolt, sharper criticism from proxy advisers, or fresh questions about incentive benchmarks—all of it can dampen sentiment, regardless of whether the earnings numbers budge.
The bigger threat to the shares? It’s pretty straightforward. A rebound in the bond market that pushes up borrowing costs, or a cooling economy that triggers more credit losses—either scenario can quickly sour sentiment on big lenders. That tends to drown out short-term stories around pay packages or AI.
Midweek brings more data. The U.S. Census Bureau has housing starts and durable goods set for release at 8:30 a.m. ET on Feb. 18, with the trade report coming out Feb. 19.
Bank of America shares face their first hurdle when markets reopen Tuesday—traders will be folding the filing into the broader rate backdrop after the holiday break. Moves in JPMorgan Chase, Wells Fargo, and Citigroup usually shape early sentiment, though BAC often veers off if yields spike.
Investors are eyeing the Federal Reserve’s Jan. 27–28 meeting minutes, set to drop Feb. 18 at 2:00 p.m. ET. The focus: clues on how the Fed is feeling about inflation and potential rate cuts.
