Indicators
Indicators
Value
Direction
MACD(12,26,9)
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RSI(14)
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STOCH(KDJ)(9,3,3)
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ATR(14)
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CCI(14)
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Williams %R
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TRIX(12,20)
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StochRSI(14)
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Bank of New York Mellon Corp
BK111.390USD
+2.260+2.07%
Close 11/26, 16:00（ET）Quotes delayed by 15 min
77.68BMarket Cap
15.51P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Bank of New York Mellon Corp
Currency: USD Updated: 2025-11-26Key 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.
Bank of New York Mellon Corp's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
18
analysts
Buy
Current Rating
118.300
Target Price
+8.40%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Bank of New York Mellon Corp 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 18.11B.
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 PB is 1.99, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 614.90M shares, decreasing 5.65% quarter-over-quarter.
Held by Van Duyn Dodge & E. Morris Cox
Star Investor Van Duyn Dodge & E. Morris Cox holds 34.84M shares of this stock.
Financial Health
Currency: USD Updated: 2025-11-26The company's current financial score is 8.91, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 4.91B, representing a year-over-year increase of 9.25%, while its net profit experienced a year-over-year increase of 20.63%.
Score
Financials
8.65
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
10.00
Operational Efficiency
10.00
Growth Potential
6.64
Shareholder Returns
9.25
Bank of New York Mellon Corp's Company Valuation
Currency: USD Updated: 2025-11-26The company’s current valuation score is 8.66, which is higher than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 15.95, which is 12.84% below the recent high of 18.00 and 39.75% above the recent low of 9.61.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 2/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-11-26The company’s current earnings forecast score is 7.44, which is higher than the Investment Banking & Investment Services industry's average of 7.33. The average price target for Bank of New York Mellon Corp is 120.00, with a high of 133.00 and a low of 94.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
18
analysts
Buy
Current Rating
118.300
Target Price
+8.40%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
Bank of New York Mellon Corp
BK
18
Blackstone Inc
BX
25
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
20
Ares Management Corp
ARES
18
State Street Corp
STT
18
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-11-26The company’s current price momentum score is 9.17, which is higher than the Investment Banking & Investment Services industry's average of 8.19. Sideways: Currently, the stock price is trading between the resistance level at 114.95 and the support level at 106.63, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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.
Moving Average
Indicators
Value
Direction
MA5
--
--
MA10
--
--
MA20
--
--
MA50
--
--
MA100
--
--
MA200
--
--
Institutional Confidence
Currency: USD Updated: 2025-11-26The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 5.92. The latest institutional shareholding proportion is 88.17%, representing a quarter-over-quarter decrease of 2.15%. The largest institutional shareholder is The Vanguard, holding a total of 70.32M shares, representing 10.08% of shares outstanding, with 1.11% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (US)
Fidelity Management & Research Company LLC
Geode Capital Management, L.L.C.
Artisan Partners Limited Partnership
Columbia Threadneedle Investments (US)
Managed Account Advisors LLC
Norges Bank Investment Management (NBIM)
1
2
Risk Assessment
Currency: USD Updated: 2025-11-26The company’s current risk assessment score is 9.87, which is higher than the Investment Banking & Investment Services industry's average of 6.89. The company's beta value is 1.12. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.12
VaR
+2.28%
240-Day Maximum Drawdown
+17.58%
240-Day Volatility
+26.53%
Return
Best Daily Return
60 days
+2.38%
120 days
+2.54%
5 years
+8.03%
Worst Daily Return
60 days
-3.36%
120 days
-3.36%
5 years
-8.26%
Sharpe Ratio
60 days
+1.52
120 days
+2.85
5 years
+1.04
Risk Assessment
Maximum Drawdown
240 days
+17.58%
3 years
+23.59%
5 years
+41.42%
Return-to-Drawdown Ratio
240 days
+2.26
3 years
+1.80
5 years
+0.79
Skewness
240 days
-0.05
3 years
-0.31
5 years
-0.20
Volatility
Realised Volatility
240 days
+26.53%
5 years
+26.38%
Standardised True Range
240 days
+1.75%
5 years
+1.16%
Downside Risk-Adjusted Return
120 days
+417.57%
240 days
+417.57%
Maximum Daily Upside Volatility
60 days
+10.67%
Maximum Daily Downside Volatility
60 days
+13.61%
Liquidity
Average Turnover Rate
60 days
+0.55%
120 days
+0.57%
5 years
--
Turnover Deviation
20 days
-19.38%
60 days
+0.54%
120 days
+4.92%
Peer Comparison
Investment Banking & Investment Services
Bank of New York Mellon Corp
BK
8.54 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.63 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cboe Global Markets Inc
CBOE
8.45 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Intercontinental Exchange Inc
ICE
8.40 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citigroup Inc
C
8.39 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
TPG Inc
TPG
8.39 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Bank of New York Mellon Corp?
The TradingKey Stock Score provides a comprehensive assessment of Bank of New York Mellon Corp based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Bank of New York Mellon Corp’s performance and outlook.
How do we generate the financial health score of Bank of New York Mellon Corp?
To generate the financial health score of Bank of New York Mellon Corp, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Bank of New York Mellon Corp's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Bank of New York Mellon Corp.
How do we generate the company valuation score of Bank of New York Mellon Corp?
To generate the company valuation score of Bank of New York Mellon Corp, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Bank of New York Mellon Corp’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Bank of New York Mellon Corp’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Bank of New York Mellon Corp.
How do we generate the earnings forecast score of Bank of New York Mellon Corp?
To calculate the earnings forecast score of Bank of New York Mellon Corp, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Bank of New York Mellon Corp’s future.
How do we generate the price momentum score of Bank of New York Mellon Corp?
When generating the price momentum score for Bank of New York Mellon Corp, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Bank of New York Mellon Corp’s prices. A higher score indicates a more stable short-term price trend for Bank of New York Mellon Corp.
How do we generate the institutional confidence score of Bank of New York Mellon Corp?
To generate the institutional confidence score of Bank of New York Mellon Corp, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Bank of New York Mellon Corp’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Bank of New York Mellon Corp.
How do we generate the risk management score of Bank of New York Mellon Corp?
To assess the risk management score of Bank of New York Mellon Corp, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Bank of New York Mellon Corp’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Bank of New York Mellon Corp.
