DailyIQ
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Sector:Financial ServicesAll sectors
Last updated 1 minute ago

BK·The Bank of New York Mellon Corporation

$.
+. (+.%)
After Hours
High
$141.65
Open
$139.57
Market Cap
94.14B
52W High
$140.78
Low
$139.47
P. Close
$141.08
P/E
15.79
52W Low
$87.41
Fwd P/E
64.87
Mean Target
-
Technical Score (1D)
91
BUY
News Sentiment
48
MIXED
BNY Mellon's Q1 earnings are being reviewed within the context of a strong quarter for the broader custody bank sector. Custody banks collectively exceeded revenue expectations, a performance that has generally supported share prices. BNY Mellon, a significant player in this space, benefits from the sector's overall resilience. Key growth drivers for the sector include assets under management, advancements in data analytics, and the adoption of blockchain technology. Investors will be watching how BNY Mellon navigates these trends and its competitive positioning against both traditional rivals and emerging fintech solutions.
Earnings Summary
The Bank of New York Mellon Corporation (BNY Mellon) is a global financial services company specializing in securities services, market services, and investment and wealth management. Operating within the diversified banks industry, BNY Mellon provides essential infrastructure and solutions to central banks, financial institutions, and high-net-worth individuals, leveraging its long history dating back to 1784. In its most recent reported quarters, BNY Mellon demonstrated a pattern of exceeding earnings per share (EPS) estimates. For Q1 2026, the company reported an actual EPS of $2.25 against an estimate of $1.93, and for Q4 2025, actual EPS was $2.08 compared to an estimate of $1.90. Revenue also showed an upward trend, with Q1 2026 revenue at $5.41 billion, an increase from $5.18 billion in Q4 2025. This performance follows a trend where the company has generally surpassed analyst expectations for both earnings and revenue in recent periods, indicating consistent operational strength. Historically, BNY Mellon has shown a trajectory of year-over-year growth, often beating analyst estimates for earnings. For instance, the company beat EPS estimates in Q4 2024 ($1.72 actual vs. $1.57 estimate) and Q2 2025 ($1.94 actual vs. $1.76 estimate), showcasing a consistent ability to outperform expectations. Recent news highlights BNY Mellon's significant share price momentum, with a notable gain over 90 days and a strong total shareholder return over the past year, though valuation metrics are under review. The company is also focused on digital efficiency, collaborating with Snapdocs to automate its digital mortgage collateral infrastructure, and has seen positive analyst ratings, with William O'Neil initiating coverage with a 'Buy' rating. Investors will be watching for continued strong EPS and revenue performance in upcoming quarters, particularly how the company's digital transformation initiatives impact operational efficiency and cost reduction, and will monitor commentary from the upcoming Morgan Stanley U.S. Financials Conference for forward-looking insights.

EPS

EstBeatMiss
$1.38$1.62$1.87$2.12$2.36Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.17 - -
Q1'26$1.93$2.25+16.5%
Q4'25$1.90$2.08+9.3%
Q3'25$1.77$1.91+8.1%
Q2'25$1.76$1.94+10.1%
Q1'25$1.49$1.58+5.9%

Revenue

EstBeatMiss
$4.7B$4.9B$5.2B$5.4B$5.6BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$5.5B - -
Q1'26$5.2B$5.4B+4.2%
Q4'25$5.1B$5.2B+0.8%
Q3'25 - $5.1B -
Q2'25 - $5.0B -
Q1'25 - $4.8B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

BK Stock Snapshot

BK is currently trading at $140.04, giving The Bank of New York Mellon Corporation a market cap of 94.14B and a P/E ratio of 15.8. Today's range spans $139.47–$141.65, with shares opening at $139.57 and moving down $1.04 (0.7%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 48/100.

Over the past year BK has traded between $87.41 and $140.78 - the current price is +60.2% off the 52-week low and -0.5% from the high.

The Bank of New York Mellon Corporation (BK) is a large-cap in Financial Services with 94.14B in market cap, and the current setup is one of the cleaner bullish reads in the space. Technical score: 91/100 (BUY). Sentiment: neutral at 48/100. Price: $140.04 (near 52-week highs). The current P/E ratio stands at 15.8. The 52-week range of $87.41–$140.78 provides structural context - and the current technical/sentiment alignment is the type of setup that attracts both momentum and growth-oriented capital.

What makes BK's BUY setup (91/100) particularly actionable at 94.14B in Financial Services capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $140.04 (near 52-week highs in $87.41–$140.78), with sentiment running neutral at 48/100, the setup rewards conviction-sized positioning more than it does speculative small bets.