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BK 
The Bank of New York Mellon Corporation (BK)
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Upturn Advisory Summary
11/26/2025: BK (5-star) is a REGULAR-BUY. BUY since 140 days. Simulated Profits (30.99%). 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 $118.03
1 Year Target Price $118.03
| 5 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 112.13% | Avg. Invested days 99 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/26/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 78.56B USD | Price to earnings Ratio 15.76 | 1Y Target Price 118.03 |
Price to earnings Ratio 15.76 | 1Y Target Price 118.03 | ||
Volume (30-day avg) 16 | Beta 1.12 | 52 Weeks Range 69.30 - 113.74 | Updated Date 11/26/2025 |
52 Weeks Range 69.30 - 113.74 | Updated Date 11/26/2025 | ||
Dividends yield (FY) 1.78% | Basic EPS (TTM) 7.07 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.57% | Operating Margin (TTM) 37.4% |
Management Effectiveness
Return on Assets (TTM) 1.19% | Return on Equity (TTM) 12.15% |
Valuation
Trailing PE 15.76 | Forward PE 13.55 | Enterprise Value -17082280960 | Price to Sales(TTM) 3.98 |
Enterprise Value -17082280960 | Price to Sales(TTM) 3.98 | ||
Enterprise Value to Revenue 5.97 | Enterprise Value to EBITDA - | Shares Outstanding 697349124 | Shares Floating 695842850 |
Shares Outstanding 697349124 | Shares Floating 695842850 | ||
Percent Insiders 0.17 | Percent Institutions 88.38 |
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 in 1784, and Mellon Financial Corporation, founded in 1869. Its history encompasses significant roles in U.S. financial markets and global custody services.
Core Business Areas
- Investment Services: Provides asset servicing, securities servicing, and issuer services to institutional clients.
- Investment and Wealth Management: Offers investment management and wealth management services to institutions and high-net-worth individuals.
- Pershing: A leading provider of global financial business solutions to broker-dealers, registered investment advisory firms, family offices, and independent financial advisors.
Leadership and Structure
The leadership team consists of the CEO, CFO, and heads of various business segments. The organizational structure includes business lines, regional offices, and corporate functions.
Top Products and Market Share
Key Offerings
- Custody Services: BNY Mellon is a leading global custodian, holding assets for institutional clients. Market share is significant, competing with State Street and JP Morgan Chase. Exact market share fluctuates but is typically above 15%. Competitors include State Street (STT) and JPM Chase (JPM).
- Asset Management: Offers a range of investment strategies and products. Revenue from this product line contributes significantly to overall revenue. Competitors include BlackRock (BLK) and Vanguard.
- Treasury Services: Provides treasury management solutions to corporations and institutions. Competitors include Citi (C) and Bank of America (BAC).
Market Dynamics
Industry Overview
The financial services industry is evolving due to technological advancements, regulatory changes, and economic conditions.
Positioning
BNY Mellon is positioned as a leading provider of custody, asset management, and wealth management services. Its competitive advantage lies in its scale, global reach, and technological capabilities.
Total Addressable Market (TAM)
The TAM for global custody and asset servicing is estimated in the trillions of dollars. BNY Mellon is well-positioned to capture a portion of this TAM through its established market presence and diverse service offerings.
Upturn SWOT Analysis
Strengths
- Global Custody Leader
- Strong Brand Reputation
- Diversified Revenue Streams
- Technological Investments
- Large Asset Base
Weaknesses
- Regulatory Scrutiny
- Operational Risks
- Sensitivity to Interest Rate Changes
- Dependence on Market Performance
- Legacy IT Systems
Opportunities
- Growing Demand for Outsourcing
- Expansion into Emerging Markets
- Technological Innovation
- Increasing Wealth Concentration
- Strategic Acquisitions
Threats
- Competition from Fintech Companies
- Economic Downturns
- Geopolitical Risks
- Cybersecurity Threats
- Regulatory Changes
Competitors and Market Share
Key Competitors
- STT
- JPM
- BLK
- C
- BAC
Competitive Landscape
BNY Mellon competes with other large financial institutions and faces increasing competition from fintech companies. Its competitive advantage lies in its global reach and comprehensive suite of services.
Major Acquisitions
Plexus Investments
- Year: 2011
- Acquisition Price (USD millions): 80
- Strategic Rationale: Expand investment capabilities and asset base.
Guideline
- Year: 2024
- Acquisition Price (USD millions): 85
- Strategic Rationale: Strengthens BNY Mellon's Pershing X offering, targeting financial advisors with advanced tools.
Growth Trajectory and Initiatives
Historical Growth: BNY Mellon's growth has been driven by organic expansion and strategic acquisitions.
Future Projections: Analysts expect BNY Mellon to continue to grow its revenue and earnings in the coming years, driven by demand for its services.
Recent Initiatives: Recent initiatives include investments in technology and expansion into new markets, particularly Asia.
Summary
The Bank of New York Mellon is a leading global financial institution with strong positions in custody, asset management, and wealth management. Its strengths lie in its global reach, diversified revenue streams, and technological investments. However, it faces challenges from regulatory scrutiny, competition from fintechs, and macroeconomic risks. Future growth hinges on capitalizing on opportunities in emerging markets and technological innovation.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary depending on the source. Financial data may be slightly rounded.
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 & Chairman of the Board Mr. Robin Antony Vince | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 49200 | Website https://www.bny.com |
Full time employees 49200 | 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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