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BNBNY

Bank of New York Mellon Corp

$BNY·$103B·Investment - Banking & Investment Services·Financial Services
$148.44-1.1%YTD+28.0%1Y+35.3%
Price updated 6h ago·X counts updated 1d ago
BNBNY
$BNYBank of New York Mellon Corp
$148.44-1.14%28 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BNY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

28X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $BNY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

BNY Mellon posts cheer the strategic partnership with Galaxy Digital to add crypto-asset staking to the Digital Asset Custody platform (subject to regulatory review), and Circle naming BNY among its Arc blockchain launch partners alongside BlackRock/ICE/Visa/Mastercard. Sentiment is decisively bullish on the institutional-digital-asset positioning.

Read what X is saying about $BNY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BNY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

Bank of NY Mellon is up 29% YTD at 75% of the 52-week range — Galaxy Digital crypto-custody partnership plus Circle Arc network on the institutional-digital-asset positioning.

Bank of NY Mellon is the world's largest custody bank (~$103B market cap, securities services + market/wealth services + investment/wealth management) — a business now firing on both traditional custody growth and the emerging digital-asset infrastructure layer. The stock is up 38% over 12 months.

  • Q2 beat well: EPS $2.46 vs $2.23 estimate (+10%), and prior four quarters running 5-14% surprise beats — legitimate operating leverage from cross-selling and AI-productivity gains.
  • The digital-asset positioning is real: the Galaxy Digital crypto-staking partnership (pending regulatory review), Circle naming BNY among Arc blockchain launch partners alongside BlackRock/ICE/Visa/Mastercard — legitimate institutional-crypto-infrastructure positioning validated by the Sept 22 Treasury central-clearing readiness survey.
  • The Sept 20 Series F preferred redemption is routine capital cleanup — not a growth event but a governance/simplification signal.

Q3 earnings on Oct 15 is the confirmation — a beat plus firm cross-selling and AI-productivity commentary extends the leg; a soft custody-fee print or a Fed rate signal that pressures NIM and the tape stays coiled.

Agrees with X sentimentX bulls correctly identify the Galaxy Digital staking partnership (subject to regulatory review) and Circle Arc launch-partner list alongside BlackRock/ICE/Visa/Mastercard — every institutional-digital-asset claim is real. Clean agreement on the compounding-with-crypto-upside framing.

What to watch: Q3 earnings on Oct 15 — a beat plus firm cross-selling and AI-productivity commentary extends the leg; a soft custody-fee print or a Fed rate signal that pressures NIM and the tape stays coiled.

On the calendar: 2026-10-15 — Q3 earnings

galaxy digital partnershipcircle arc partnercross sell ai thesis

Read the AI verdict on $BNY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global custodian bank providing securities servicing, asset servicing, treasury clearing, and investment management to institutions worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Investment - Banking & Investment Services sits in its cycle right now — and what that implies for $BNY.

Investment - Banking & Investment Services · Financial Services

IPO and M&A pipeline recovery from 2022–2023 lows is the primary tailwind as equity valuations recover and CEO confidence indices improve. Private credit displacing leveraged loan syndication in mid-market M&A is compressing some fee volumes; debt capital markets benefit from refinancing activity ahead of 2027–2028 maturity walls.

What this means for $BNY

Neutral — Global custodian bank providing securities servicing, asset servicing, treasury clearing, and investment management to institutions worldwide.

Top industry ETF

$XLFFinancial Select Sector SPDR
-0.5%YTD
+0.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 15, 2026$2.46$2.23+10.3%
Q1 2026Apr 16, 2026$2.25$1.96+14.8%
Q4 2025Jan 13, 2026$2.02$1.91+5.8%
Q3 2025Oct 16, 2025$1.91$1.76+8.5%
Next earningsThu, Oct 15·consensus EPS $2.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.9B+2.2%54.9%20.4%$2.26$-3.6B
Q4 FY25$10.1B+0.3%51.0%18.3%$2.02$4.7B
Q3 FY25$10.4B+1.9%48.3%17.9%$1.90$-1.5B
Q2 FY25$10.4B+5.0%48.1%17.7%$1.95$1.8B

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$22.2B$22.0B – $22.3B$9.24$9.06 – $9.369
FY27$23.2B$22.6B – $23.8B$10.25$9.90 – $10.499
FY28$23.8B$23.1B – $24.9B$11.40$10.80 – $12.035
FY29$24.5B$24.0B – $25.0B$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.72%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 676.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 27Jose MinayaSenior Executive VP3.5K sh$572KSellJul 29Dermot McdonoghCFO31.8K sh$4.9MSellApr 17Hobbs Shannon MarieSenior Executive VP297 sh$41KSellApr 17Alejandro PerezPresident12.5K sh$1.7MSellApr 17Kurtis R. KurimskyCorporate Controller5.3K sh$720KSellApr 17Mccarthy J KevinSEVP & General Counsel30.0K sh$4.1M
+ 18 other (14 awards · 3 gifts · 1 other) in window

See when $BNY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentSep 228-K — Item 5.03: Charter amendment
AI summary

The Bank of New York Mellon Corporation (BNY) filed a Certificate of Elimination on September 22, 2026 to remove its Series F Noncumulative Perpetual Preferred Stock from its Restated Certificate of Incorporation, effective upon filing, following the full redemption of all Series F shares on September 20, 2026. This is a routine administrative post-redemption cleanup of BNY's charter with no material financial impact.

3New insider — initial holdingsAug 193
AI summary

Vikram Malhotra filed a Form 3 (Initial Statement of Beneficial Ownership) for Bank of New York Mellon (BNY), disclosing his initial insider holdings at 240 Greenwich Street, New York — BNY's headquarters. This Form 3 was filed with the SEC and signals Malhotra's appointment as a new director or senior officer at BNY. BNY Mellon is one of the world's largest custodian banks and investment services firms; governance and leadership changes at this scale are followed by institutional investors for signals about strategic direction in custody services, asset management, and its growing digital assets/blockchain clearing initiatives.

8-KOfficer or director changeAug 138-K — Item 5.02: Officer or director change
AI summary

The Bank of New York Mellon Corporation (BNY) filed an 8-K on August 13, 2026 (event date August 11) under Item 5.02, reporting a change in officers or directors. The excerpt contains only the cover page; the specific officer identity and transition details are in the filing body. BNY is one of the world's largest custody banks and asset servicers. Officer changes at major financial institutions are routine but monitored for signals of strategic leadership transition.

8-KCharter amendmentJul 238-K — Item 3.03 · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

Bank of New York Mellon Corporation established a new series of preferred equity: Series N Noncumulative Perpetual Preferred Stock, with a liquidation preference of $100,000 per share and par value of $0.01 per share, issued on July 23, 2026. The Certificate of Designations was filed in Delaware on July 22, 2026 (Item 5.03). Under Item 3.03, issuance triggers dividend payment restrictions on BNY Mellon's common stock and any junior securities if Series N dividends go unpaid for the prior period. The high per-share liquidation preference ($100,000) indicates this is an institutional-format preferred placement, consistent with Tier 1 capital building at a systemically important financial institution.

8-KPress release / Reg FDJul 158-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Bank of New York Mellon (BNY) filed an 8-K on July 15, 2026, furnishing its Q2 2026 earnings press release and quarterly update presentation for the quarter ended June 30, 2026. The financial results and supplemental presentations were furnished (not filed) under Items 2.02 and 7.01. A conference call and live webcast were held on July 15, 2026, to discuss the quarterly results. Detailed financial figures are contained in Exhibit 99.1.

8-KCharter amendmentJun 238-K — Item 5.03: Charter amendment
AI summary

The Bank of New York Mellon Corporation amended its articles of incorporation or bylaws on June 23, 2026. The available excerpt cuts off before the specific amendment details are described. Body unavailable — excerpt is truncated before the bylaw amendment narrative is reached.

8-K/AOfficer or director change (amended)Apr 178-K/A — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
3New insider — initial holdingsApr 163
+ 47 other (35 13Gs · 5 routine 8-Ks · 2 13Fs · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BNY Mellon High Yield Strategies Fund Declares Dividendbusinesswire.com·5d agoU.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadlineprnewswire.com·7d agoBNY Sees Cross-Selling and AI Investments Fueling Its Next Growth Phasedefenseworld.net·8d agoBNY Sees Cross-Selling and AI Investments Fueling Its Next Growth Phasemarketbeat.com·9d agoBNY Investments' ETF Suite Breaks Past $20 Billion in AUMetftrends.com·11d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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