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Upturn AI Summary - About
The Bank of New York Mellon Corporation(BNY)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BNY
09/24/2026: BNY (5-star) is a SELL. SELL for 5 days. Simulated Profits (24.39%). Updated daily EoD!
The Bank of New York Mellon Corporation is a large, globally oriented financial services institution known for its leading position in asset custody and administration. It thrives on a fee-based business model that provides recurring revenue and historically stable margins. The primary investment story centers on its ability to leverage its massive client base into high-margin data and digital asset services. Key risks include intense competition within the financial services space, sensitivity to global market performance, and the complexity of modernizing legacy technology systems. The stock may suit dividend-focused and value-oriented investors looking for a durable, albeit moderate-growth, financial franchise.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | BNY offers steady, moderate growth rather than high-octane expansion. |
| Momentum investor | Mixed fit | The stock tends to track broader financial sector sentiment and market trends. |
| Value investor | Strong fit | The company often trades at reasonable valuation multiples relative to its earnings stability. |
| Dividend investor | Strong fit | Consistent dividend payments and a reliable track record make it attractive for income seekers. |
| Low-risk investor | Strong fit while signal remains positive | Its role as a systemically important financial institution provides a foundation of relative stability. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Market fluctuations directly impact the company's fee-based asset management and custody revenues. |
| Valuation risk | Low | The stock typically trades in line with sector peers, limiting extreme valuation swings. |
| Competition risk (Custody and Banking) | Medium / high | Increased competition from major banks and low-cost digital entrants threatens fee margins. |
| Business quality | Strong | BNY possesses a durable, highly integrated franchise with high client retention rates. |
| Dividend income | Low | The dividend is supported by consistent cash flows and a sound balance sheet. |
| Execution risk | Medium | Successfully integrating new technology into legacy systems is critical for future competitive parity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 169.33% | Avg. Invested days 123 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/24/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 101.44B USD | Price to earnings Ratio 17.88 | 1Y Target Price 167.79 |
Price to earnings Ratio 17.88 | 1Y Target Price 167.79 | ||
Volume (30-day avg) 3.2M shares | Beta 1.05 | 52 Weeks Range 101.26 - 165.84 | Updated Date 09/24/2026 |
52 Weeks Range 101.26 - 165.84 | Updated Date 09/24/2026 | ||
Dividends yield (FY) 1.41% | Basic EPS (TTM) 8.36 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Securities Services | Custody, fund administration, and corporate trust services. | This is the core 'plumbing' business that generates steady, recurring fees. |
| Investment and Wealth Management | Active and passive investment management, wealth planning, and private banking. | This segment earns fees based on the amount of assets managed for clients. |
| Geography | Global operations with significant revenue exposure to the US, EMEA, and Asia-Pacific regions. | BNY is a truly global company that benefits from international market growth. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 17.88 | Forward PE 14.99 | Enterprise Value -24.60B | Price to Sales(TTM) 4.74 |
Enterprise Value -24.60B | Price to Sales(TTM) 4.74 | ||
Enterprise Value to Revenue 6.75 | Enterprise Value to EBITDA - | Shares Outstanding 678.50M | Shares Floating 676.79M |
Shares Outstanding 678.50M | Shares Floating 676.79M | ||
Percent Insiders 0.24 | Percent Institutions 87.19 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
News (Last Updated: 09/25/2026)
About The Bank of New York Mellon Corporation
Exchange NYSE | Headquarters 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 46500 | Website https://www.bny.com |
Full time employees 46500 | 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 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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