tradingkey.logo

Bank of New York Mellon Corp

BK

106.160USD

+1.130+1.08%
Market hours ETQuotes delayed by 15 min
74.87BMarket Cap
16.52P/E TTM

Bank of New York Mellon Corp

106.160

+1.130+1.08%

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Currency: USD Updated2025-08-27

Key Insights

The company's fundamentals are relatively very healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Buy.Despite an average stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
1 / 524
Overall Ranking
11 / 4755
Industry
Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analysts' Target

Based on 16 analysts
Buy
Current Rating
101.667
Target Price
-2.80%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks
The Bank of New York Mellon Corporation is a global financial services company. The Company’s business segment includes Securities Services, Market and Wealth Services and Investment and Wealth Management. The Securities Services business segment consists of Asset Servicing and Issuer Services, which provide business solutions across the transaction life cycle to its global asset owner and asset manager clients. The Market and Wealth Services business segment consists of three lines of business, Pershing, Treasury Services and Clearance and Collateral Management, which provide business services and technology solutions. Its Investment and Wealth Management business segment deliver a diversified portfolio of investment strategies independently, and through its global distribution network, to institutional and retail clients globally. It provides investment management, custody, wealth and estate planning, private banking services, investment servicing and information management.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 84.90.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 31.09%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 31.09%.
Overvalued
The company’s latest PE is 15.94, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 635.51M shares, decreasing 3.39% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 70.75M shares of this stock.

Financial Health

Currency: USD Updated2025-08-27

The company's current financial score is 8.95, which is higher than the Banking & Investment Services industry's average of 7.33. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 4.63B, representing a year-over-year increase of 5.01%, while its net profit experienced a year-over-year increase of 20.57%.

Score

Industry at a Glance

Previous score
8.95
Change
0

Financials

10.00

Related Indicators

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

10.00

Operational Efficiency

8.26

Growth Potential

7.41

Shareholder Returns

9.07

Valuation Dimension

Currency: USD Updated2025-08-27

The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 15.94, which is -7.17% below the recent high of 14.80 and 16.28% above the recent low of 13.34.

Score

Industry at a Glance

Previous score
6.40
Change
-0.8

Valuation Dimension

P/E

P/B

P/S

P/CF

Industry Ranking 1/524
No Data

Forecast

Currency: USD Updated2025-08-27

The company’s current earnings forecast score is 7.53, which is higher than the Banking & Investment Services industry's average of 7.34. The average price target for Bank of New York Mellon Corp is 102.50, with a high of 113.00 and a low of 91.00.

Score

Industry at a Glance

Previous score
7.53
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 16 analysts
Buy
Current Rating
101.667
Target Price
-2.80%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

68
Total
6
Median
7
Average
Company name
Ratings
Analysts
Bank of New York Mellon Corp
BK
16
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Carlyle Group Inc
CG
18
BROOKFIELD ASSET MANAGEMENT LTD
BAM
17
1
2
3
...
14

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Momentum

Currency: USD Updated2025-08-27

The company’s current price momentum score is 9.60, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 107.56 and the support level at 100.45, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.38
Change
0.22

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(2)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
-0.112
Neutral
RSI(14)
67.759
Neutral
STOCH(KDJ)(9,3,3)
85.968
Buy
ATR(14)
1.796
High Vlolatility
CCI(14)
158.808
Buy
Williams %R
8.219
Overbought
TRIX(12,20)
0.190
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
103.412
Buy
MA10
102.548
Buy
MA20
102.259
Buy
MA50
97.767
Buy
MA100
90.892
Buy
MA200
86.498
Buy

Institutional Confidence

Currency: USD Updated2025-08-27

The company’s current institutional recognition score is 10.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 90.11%, representing a quarter-over-quarter increase of 0.53%. The largest institutional shareholder is The Vanguard, holding a total of 70.75M shares, representing 10.03% of shares outstanding, with 0.59% increase in holdings.

Score

Industry at a Glance

Previous score
10.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
70.24M
-3.13%
BlackRock Institutional Trust Company, N.A.
39.93M
-1.14%
41.98M
-6.09%
State Street Global Advisors (US)
33.56M
-0.23%
Fidelity Management & Research Company LLC
24.17M
+13.43%
Geode Capital Management, L.L.C.
18.11M
+2.49%
Artisan Partners Limited Partnership
15.66M
-1.94%
First Eagle Investment Management, L.L.C.
Star Investors
14.02M
-0.61%
Norges Bank Investment Management (NBIM)
14.97M
-12.05%
Managed Account Advisors LLC
8.59M
+262.22%
1
2

Risk Assessment

Currency: USD Updated2025-08-27

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 6.22, which is higher than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.14. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
6.22
Change
0
Beta vs S&P 500 index
1.14
VaR
+2.35%
240-Day Maximum Drawdown
+17.58%
240-Day Volatility
+26.47%
Return
Best Daily Return
60 days
+2.54%
120 days
+7.96%
5 years
+8.03%
Worst Daily Return
60 days
-2.27%
120 days
-8.26%
5 years
-8.26%
Sharpe Ratio
60 days
+4.07
120 days
+1.75
5 years
+1.06
Risk Assessment
Maximum Drawdown
240 days
+17.58%
3 years
+23.59%
5 years
+41.42%
Return-to-Drawdown Ratio
240 days
+3.12
3 years
+2.43
5 years
+0.85
Skewness
240 days
+0.01
3 years
-0.11
5 years
-0.19
Volatility
Realised Volatility
240 days
+26.47%
5 years
+26.85%
Standardised True Range
240 days
+1.65%
5 years
+1.18%
Downside Risk-Adjusted Return
120 days
+189.93%
240 days
+189.93%
Maximum Daily Upside Volatility
60 days
+11.99%
Maximum Daily Downside Volatility
60 days
+15.08%
Liquidity
Average Turnover Rate
60 days
+0.56%
120 days
+0.58%
5 years
--
Turnover Deviation
20 days
-17.51%
60 days
+2.31%
120 days
+6.62%

Peers

Currency: USD Updated2025-08-27
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.13 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
Wintrust Financial Corp
WTFC
8.01 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
Synchrony Financial
SYF
7.98 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.97 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
7.93 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Northrim BanCorp Inc
Northrim BanCorp Inc
NRIM
7.90 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
View more

The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

KeyAI