BKThe Bank of New York Mellon Corporation shows strong fundamental characteristics with a robust balance sheet and consistent profitability. Thematic alignment is moderate, while technical indicators suggest a mixed short-term outlook.
BNY Mellon is positioned within the established financial services sector, with moderate exposure to emerging themes like digital asset custody and wealth management technology.
BNY Mellon demonstrates strong financial health with significant liquidity, consistent earnings, and a reasonable valuation, supported by a stable dividend.
The stock is showing signs of cooling off after a strong upward move, with several short-term indicators suggesting potential consolidation or a slight pullback.
| Factor | Score |
|---|---|
| Financial Services Dominance | 75 |
| Digital Asset Custody | 40 |
| Wealth Management Technology | 70 |
| Regulatory Environment | 60 |
| ESG Integration | 60 |
| Factor | Score |
|---|---|
| Valuation | 75 |
| Profitability | 80 |
| Growth | 60 |
| Balance Sheet Health | 90 |
| Cash Flow | 50 |
| Dividend Yield | 65 |
| Factor | Score |
|---|---|
| Trend Analysis | 40 |
| Momentum | 40 |
| Volume Confirmation | 70 |
| Support & Resistance | 70 |
| Oscillators | 60 |
Consistent EPS Surprises
The company has consistently beaten earnings per share (EPS) estimates in most recent quarters, with an average surprise of +7.8% over the last four quarters, indicating robust operational execution.
Attractive P/E Ratio Relative to Industry
The Price-to-Earnings (P/E) ratio of 15.29 is lower than the industry average of 18.5, suggesting the stock may be undervalued relative to its peers.
Overbought Oscillators on Shorter Timeframes
On shorter timeframes (e.g., 1m, 5m), oscillators like RSI and Stochastic %K are in overbought territory (RSI > 70, Stochastic %K > 80), potentially signaling a near-term pullback.
Negative Free Cash Flow in Latest Quarter
The company reported a negative free cash flow of -$0.782 billion in the latest annual period (likely reflecting Q4), which could indicate pressure on cash generation despite positive operating cash flow.
July 2025
25
Ex-Dividend Date
August 2025
7
Next Dividend Date
October 2025
10
Next Earnings Date
H: $1.83
A: $1.74
L: $1.62
H: 5.04B
A: 4.93B
L: 4.86B
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.
100.36 USD
The 39 analysts offering 1 year price forecasts for BK have a max estimate of 113.00 and a min estimate of 85.00.