Skip to main content
BNYThe Bank of New York Mellon CorHold5.9·$150.54
HoldModerate Confidence
Investment thesis

Bank of New York Mellon combines a perfect four-quarter earnings beat streak, a strong growth profile, and strong ~29% net margins with a stock that is trading near its 52-week high and has already reached its tracked price target, so the near-term setup depends on continued execution and higher price targets rather than a valuation re-rating.

Thesis pillars

  • Perfect Earnings Beat StreakStable
  • Target Reached Limited UpsideDeteriorating
  • Strong Growth ProfileStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

The Bank of New York Mellon Cor (BNY) Stock Analysis

Catalyst-Driven edge

HoldGrowthModerate Confidence

Financial Services · Banks - Diversified

Hold if already holding. Not a fresh buy at $150.54, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4).

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities... Read more

$150.54-3.0% A.UpsideScore 5.9/10#9 of 20 Banks - Diversified
QualityF-score6 / 9FCF yield
IncomeYield1.44%(5y avg 2.61%)Payout24.74%sustainable
Stop $144.41Target $162.52(resistance)A.R:R -0.6:1
Analyst target$167.79+11.5%14 analysts
$162.52our TP
$150.54price
$167.79mean
$135
$184

Hold if already holding. Not a fresh buy at $150.54, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 22d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-09-23
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Oct 15, 202622d to earnings· next earnings call

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (4/4)
Risks
Analyst target reached - limited upside remaining
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4)

Key Metrics

P/E (TTM)18.0
P/E (Fwd)14.7
Mkt Cap$101.9B
EV/EBITDA
Profit Mgn29.4%
ROE14.1%
Rev Growth13.1%
Beta1.05
Dividend1.44%
Rating analysts21

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C0.04bullish
IV35%normal
Max Pain$110-26.9% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesA.R:R -0.6=NEGATIVEMomentum 4.5<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.5>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 22d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
21 · Oversold
20D MA 50D MA 200D MAGOLDEN CROSSSupport $148.88Resistance $165.84

Price Targets

$144
$163
A.Upside-3.0%
A.R:R-0.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-3.0% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-10-15 (22d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BNY stock a buy right now?

Hold if already holding. Not a fresh buy at $150.54, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $162.52 (+8.0%), stop $144.41 (−4.2%), A.R:R -0.6:1. Score 5.9/10, moderate confidence.

What is the BNY stock price target?

Take-profit target: $162.52 (-3.0% upside). Target $162.52 (+8.0%), stop $144.41 (−4.2%), A.R:R -0.6:1. Stop-loss: $144.41.

What are the risks of investing in BNY?

Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4).

Is BNY overvalued or undervalued?

The Bank of New York Mellon Cor trades at a P/E of 18.0 (forward 14.7). TrendMatrix value score: 6.5/10. Verdict: Hold.

What do analysts say about BNY?

21 analysts cover BNY with a consensus score of 3.8/5. Average price target: $168.

What does The Bank of New York Mellon Cor do?The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and...

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.

Related stocks: JPM (JP Morgan Chase & Co.) · MUFG (Mitsubishi UFJ Financial Group,) · BAC (Bank of America Corporation) · BCS (Barclays PLC) · HSBC (HSBC Holdings, plc.)
Home Stocks BNY

Latest news

Latest News

Seeking Alpha63d ago
Yahoo Finance64d ago
Finance.biggo.com64d ago
Reuters70d ago
Investing.com70d ago
Yahoo Finance70d ago
Seeking Alpha70d agoEarnings
StockStory70d agoEarnings
PR Newswire70d ago
Yahoo Finance49d ago
Business Wire50d ago
Finance.biggo.com50d agoProduct
TradingView50d agoProduct
Seeking Alpha50d agoProduct
Seeking Alpha69d ago
PR Newswire69d ago
Simplywall.st67d ago
Simplywall.st44d ago
Zacks Investment Research44d ago
TradingView61d ago
Loading more...