Bank of New York Mellon (BK)

• Market cap: $57.7B
• 1 day: 0.46%
• 5 days: 3.50%
• 1 month: -4.13%
• 3 months: -7.04%
• 6 months: 5.90%
• Year to date: 3.88%
• 1 year: 42.34%
• 5 years: 114.20%
• 10 years: 89.91%
• Sector: Financials
• Industry: Banks - Diversified

About: BNY Mellon is a global investment company involved in managing and servicing financial assets throughout the investment lifecycle. The bank provides financial services for institutions, corporations, and individual investors and delivers investment management and investment services in 35 countries and more than 100 markets. BNY Mellon is the largest global custody bank in the world, with $52.1 trillion in under custody or administration (as of December 2024), and can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute, or restructure investments. BNY Mellon's asset-management division manages about $2.0 trillion in assets.

Employees: 51,800

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

295% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 57

50% more funds holding in top 10

Funds holding in top 10: 20 [Q3] → 30 (+10) [Q4]

43% more call options, than puts

Call options by funds: $399M | Put options by funds: $279M

11% more funds holding

Funds holding: 1,271 [Q3] → 1,408 (+137) [Q4]

10% more capital invested

Capital invested by funds: $43.3B [Q3] → $47.7B (+$4.34B) [Q4]

2.35% more ownership

Funds ownership: 81.66% [Q3] → 84.01% (+2.35%) [Q4]

4% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 481

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $85 6% upside
• Avg. target: $90 12% upside
• High target: $96 19% upside

6 analyst ratings

• positive: 2 33%
• neutral: 4 67%
• negative: 0 0%

Truist Securities David Smith 57% 1-year accuracy 8 / 14 met price target	8% upside $87	Buy Maintained	14 Apr 2025
Morgan Stanley Betsy Graseck 58% 1-year accuracy 32 / 55 met price target	17% upside $94	Overweight Maintained	7 Apr 2025
Evercore ISI Group Glenn Schorr 43% 1-year accuracy 15 / 35 met price target	8% upside $87	In-Line Maintained	1 Apr 2025
Citigroup Keith Horowitz 12% 1-year accuracy 3 / 25 met price target	6% upside $85	Neutral Maintained	24 Mar 2025
RBC Capital Gerard Cassidy 38% 1-year accuracy 14 / 37 met price target	12% upside $90	Sector Perform Reiterated	17 Mar 2025