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BNBNY

Bank of New York Mellon Corp

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$BNY·$104B·Investment - Banking & Investment Services·Financial Services
$157.10-2.3%YTD+38.7%1Y+68.5%
Mentions · last 7 days
2026-07-10: 15 posts2026-07-11: 12 posts2026-07-12: 14 posts2026-07-13: 18 posts2026-07-14: 17 posts2026-07-15: 91 posts2026-07-16: 29 posts197+27%
Price updated 13m ago·X counts updated 20h ago
BNBNY
$BNYBank of New York Mellon Corp
$157.11-2.33%197 posts+27%
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 2026-07-16

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

BNY Mellon up 71% in a year — Q2 beat plus dividend hike plus 99% of 52w range.

Bank of New York Mellon is one of the largest US trust and custody banks — asset servicing, treasury services, and increasingly blockchain-adjacent capabilities. The stock is up 71% over the past year on continued NII (net interest income) and fee income growth.

  • Revenue grew 2% YoY last quarter with a 20% operating margin — modest growth but industry-leading operating margin; the fee-income mix shift is the durable case.
  • Trades at 17.6x TTM earnings, 2.4x sales, and a modest 1.5% FCF yield — reasonable multiples for a quality trust bank at this stage of the cycle; the dividend was hiked on the July 15 Q2 print.
  • The July 15 Q2 earnings beat on growth in NII and fee income (per news coverage) is real operational proof-point; management commentary on 'blockchain's future inside the banking system' captures the strategic-positioning narrative.
  • Zero material insider selling in the last 30 days (July 6 director awards were routine) — clean absence of distributing signal at the highs.
  • 52-week position 99th percentile with position vs 200-day MA +32% — the tape is at the top of its range; the October 15 Q3 earnings has to validate the trajectory to continue expanding the multiple.

October 15 Q3 earnings is the next major reset: continued NII growth plus fee-income acceleration is what continues the run; a modest print or NII compression is where the 99th percentile position gives back. Real quality trust-bank franchise at extreme upper-range levels — the setup rewards a clean beat and continued blockchain-adjacent strategic-positioning; the dividend hike plus Q2 beat has already been priced in.

What to watch: Oct 15 Q3 earnings — need continued NII growth and fee-income acceleration. A modest print or NII compression is where the 99th percentile position gives back.

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

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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; the SEC rule changes and electronic broker high-ADV tailwind does not materially affect this business's near-term earnings.

Top industry ETF

$XLFFinancial Select Sector SPDR
+3.5%YTD
+9.1%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 $2.21

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$21.7B$21.2B – $22.0B$8.93$8.42 – $9.149
FY27$22.6B$21.6B – $23.1B$9.84$8.94 – $10.299
FY28$23.5B$23.4B – $23.6B$10.88$10.46 – $11.505
FY29$24.5B$23.7B – $24.9B$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.2.0×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.99%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.+14.2%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.+31.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 684.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β1.065-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

SellApr 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
+ 37 other (22 awards · 14 inkinds · 1 gift) 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
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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-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 (36 13Gs · 5 routine 8-Ks · 2 13Fs · 2 proxys) in window

Recent news

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

BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stockprnewswire.com·1d agoBNY Mellon Vs. State Street: Buy BNY Mellon for Elite Profit Margins and Avoid State Street's Heavy ETF Pricing Pressure247wallst.com·1d agoThe Bank of New York Mellon Corporation (BNY) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoBNY Sees Blockchain's Future Inside the Banking Systempymnts.com·2d agoBank of New York Mellon Q2 Earnings Call Highlightsmarketbeat.com·2d ago

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