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BNBNY

Bank of New York Mellon Corp

Hot onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$BNY·$108B·Investment - Banking & Investment Services·Financial Services
$163.24+0.6%YTD+35.2%1Y+57.9%
Mentions · last 7 days
2026-08-07: 3 posts2026-08-08: 1 posts2026-08-09: 2 posts2026-08-10: 1 posts2026-08-11: 5 posts2026-08-12: 8 posts2026-08-13: 5 posts25+43%
Price updated 4h ago·X counts updated 1d ago
BNBNY
$BNYBank of New York Mellon Corp
$163.24+0.61%25 posts+43%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BNY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-13

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

BNY Mellon Q2 beat 10%, digital-asset custody pipeline building with Galaxy staking + Circle Arc — the tape is at 52-week highs

Bank of New York Mellon is the world's largest custody bank — Q2 confirmed the wealth-and-securities-services franchise plus the digital-asset platform buildout is real.

  • Q2 EPS $2.46 vs $2.23 estimate — 10.3% beat; revenue $5.70B (+9.9% YoY) beat by $302M.
  • Trailing four surprises: 10.3%, 14.8%, 5.8%, prior positive — beat cadence intact.
  • Galaxy Digital partnership for crypto-asset staking on Digital Asset Custody platform (subject to regulatory review) — meaningful institutional-crypto positioning.
  • Named among Circle's Arc blockchain launch partners alongside BlackRock, ICE, Visa, Mastercard — real institutional-DeFi endorsement.
  • Stock +35% YTD and +57% over 12 months, sitting 99% into 52-week range — extended chart on strong fundamentals.

Upside is continued digital-asset platform expansion plus wealth AUM growth; downside is a regulatory setback on crypto-staking or a market drawdown compressing custody AUM.

Agrees with X sentimentX bulls cite Galaxy + Circle partnerships; my read matches direction, adds explicit note on the extended 52-week-high chart.

What to watch: Q3 print (Oct 15) — custody AUM growth, digital-asset revenue contribution, and any regulatory milestones on staking.

On the calendar: 2026-10-15

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment40 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — high ADV benefits the automated electronic broker while the SEC's removal of the $25K PDT rule expands the addressable retail trader population.

What this means for $BNY

Neutral — Global custodian bank providing securities servicing, asset servicing, treasury clearing, and investment management to institutions worldwide; limited read-through from investment - banking & investment services macro dynamics to this specific revenue mix.

Industry benchmark

6-name peer basket
+0.7%YTD
+6.4%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 $2.25

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$21.9B – $22.3B$9.19$9.03 – $9.339
FY27$23.1B$22.6B – $23.8B$10.19$9.73 – $10.489
FY28$23.8B$23.1B – $24.9B$11.33$10.73 – $11.965
FY29$24.5B$24.0B – $25.1B$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.0.5×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.98%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.+7.1%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.+26.1%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 today0.3% 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

SellJul 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
+ 32 other (22 awards · 6 inkinds · 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-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
8-KPress release / Reg FDApr 168-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KCharter amendmentMar 58-K — Item 3.03 · Item 5.03: Charter amendment · Item 8.01: Other event
+ 49 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.

Vikram Malhotra Elected to the Board of Directors of BNYgurufocus.com·2d agoVikram Malhotra Elected to the Board of Directors of BNYprnewswire.com·2d agoUSB or BNY: Which Is the Better Value Stock Right Now?zacks.com·3d agoBNY to Speak at the Barclays Global Financial Services Conferenceprnewswire.com·3d agoBNY Announces Conference Calls to Review Earnings in 2027prnewswire.com·10d 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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