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Upturn AI SWOT - About
BK 
The Bank of New York Mellon Corporation (BK)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/15/2025: BK (5-star) is a STRONG-BUY. BUY since 45 days. Profits (10.77%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $94.5
1 Year Target Price $94.5
| 5 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 79.38% | Avg. Invested days 80 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 68.15B USD | Price to earnings Ratio 15.54 | 1Y Target Price 94.5 |
Price to earnings Ratio 15.54 | 1Y Target Price 94.5 | ||
Volume (30-day avg) 16 | Beta 1.07 | 52 Weeks Range 59.84 - 96.47 | Updated Date 07/15/2025 |
52 Weeks Range 59.84 - 96.47 | Updated Date 07/15/2025 | ||
Dividends yield (FY) 2.06% | Basic EPS (TTM) 6.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-15 | When Before Market | Estimate 1.76 | Actual - |
Profitability
Profit Margin 25.1% | Operating Margin (TTM) 32.82% |
Management Effectiveness
Return on Assets (TTM) 1.08% | Return on Equity (TTM) 11.23% |
Valuation
Trailing PE 15.54 | Forward PE 14.18 | Enterprise Value -27541782528 | Price to Sales(TTM) 3.62 |
Enterprise Value -27541782528 | Price to Sales(TTM) 3.62 | ||
Enterprise Value to Revenue 5.74 | Enterprise Value to EBITDA - | Shares Outstanding 715433984 | Shares Floating 713760169 |
Shares Outstanding 715433984 | Shares Floating 713760169 | ||
Percent Insiders 0.17 | Percent Institutions 88.98 |
Upturn AI SWOT
The Bank of New York Mellon Corporation
Company Overview
History and Background
The Bank of New York Mellon Corporation (BNY Mellon) was formed in 2007 from the merger of The Bank of New York (founded 1784) and Mellon Financial Corporation (founded 1869). It is one of the oldest banking corporations in the United States and among the world's largest custody banks and asset servicing companies.
Core Business Areas
- Investment and Wealth Management: Provides investment management, wealth management, and related services to institutions and high-net-worth individuals.
- Investment Services: Offers custody, securities servicing, clearing, and other financial services to institutional clients globally.
Leadership and Structure
BNY Mellon is led by a board of directors and a senior management team. Robin Vince is the current CEO. The company operates with a global organizational structure, dividing its operations into business segments.
Top Products and Market Share
Key Offerings
- Custody Services: BNY Mellon is a leading provider of custody services, holding assets on behalf of institutional investors. It holds approximately $46.9 trillion in assets under custody and/or administration. Competitors include State Street, JPMorgan Chase, and Citigroup.
- Investment Management: BNY Mellon Investment Management offers a range of investment strategies across asset classes. They have approximately $2.0 trillion in assets under management. Competitors include BlackRock, Vanguard, and Fidelity.
- Treasury Services: Provides global payment, trade finance and cash management services. Market share information is more fragmented in this area, with various competitors including JPMorgan Chase, Citigroup, and HSBC.
Market Dynamics
Industry Overview
The financial services industry is currently navigating challenges related to interest rate volatility, regulatory changes, and increasing competition from fintech companies. Digital transformation and cybersecurity are also key focus areas.
Positioning
BNY Mellon is a significant player in the custody banking and asset servicing sector. Its competitive advantages include its scale, long-standing client relationships, and global network.
Total Addressable Market (TAM)
The TAM for asset servicing is estimated to be in the trillions of dollars globally. BNY Mellon is positioned as a top-tier provider, capturing a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Global scale and network
- Long-standing client relationships
- Strong brand reputation
- Diversified revenue streams
- Technological investments in platforms
- Strong capital base and liquidity
Weaknesses
- Exposure to regulatory scrutiny
- Dependence on market conditions
- Operational risks in complex transactions
- Slower growth compared to other fintech companies
- Technology integration challenges after acquisitions
- Relatively higher cost structure
Opportunities
- Expanding into new markets
- Leveraging technology to improve efficiency
- Acquiring smaller competitors
- Growing demand for ESG investments
- Increased outsourcing by financial institutions
- Growth in digital assets custody
Threats
- Increased competition from fintech companies
- Changes in regulations
- Economic downturn
- Cybersecurity threats
- Interest rate volatility
- Geopolitical risks
Competitors and Market Share
Key Competitors
- STT
- JPM
- C
- BK
Competitive Landscape
BNY Mellon holds a strong position due to its scale, long-standing client relationships, and technological capabilities. However, competitors such as State Street and JPMorgan Chase are also strong and are often better capitalised.
Major Acquisitions
PNC Global Investment Servicing
- Year: 2010
- Acquisition Price (USD millions): 2310
- Strategic Rationale: Expanded BNY Mellon's asset servicing capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: BNY Mellon's historical growth has been moderate, influenced by market conditions and strategic initiatives.
Future Projections: Analyst projections for BNY Mellon's future growth vary depending on economic conditions and the company's strategic initiatives. Projections should include growth in assets under custody and management as well as revenue.
Recent Initiatives: Recent strategic initiatives include investments in technology, expansion into new markets, and a focus on sustainable investing.
Summary
BNY Mellon is a key player in the asset servicing and investment management space, characterized by its long history and substantial assets under custody. Its strong position is bolstered by a diversified business model and technological advancements. However, the company faces headwinds from increased competition, regulatory changes, and market volatility, requiring continued innovation and efficient capital management to maintain its competitive edge. The company's global network and robust financial stability are key to managing these challenges, ensuring its long-term resilience in a dynamic industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Reports
- Company Press Releases
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Bank of New York Mellon Corporation
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1973-05-03 | President, CEO & Director Mr. Robin Antony Vince | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 51000 | Website https://www.bny.com |
Full time employees 51000 | Website https://www.bny.com | ||
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.
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