Bank Of New York Mellon

BK · NYSE

$144.25+$1.81 (+1.27%)TodayMarket closed · Oct 20, 4:00 PM ET

Prev close $142.44

BK analyst rating

BuyConsensus of 10 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy5
Hold5
Underperform0
Sell0

12-month price target · 18 analysts

Average $143.66 (−0.4% downside)

Low: $94.94
Now: $144.25
High: $163.80

Upgrades and downgrades

The latest rating actions, newest first

BK analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	May 11, 2026	Maintains	Overweight	$130.50 → $140.00	46%
Barclays	Apr 17, 2026	Maintains	Overweight	$143.00 → $149.00	52%
Morgan Stanley	Apr 17, 2026	Maintains	Equal-Weight	$135.00 → $139.00	52%
RBC Capital	Apr 17, 2026	Maintains	Sector Perform	$130.00 → $142.00	67%
Truist Securities	Apr 17, 2026	Maintains	Buy	$140.00 → $148.00	57%
Evercore ISI Group	Apr 17, 2026	Maintains	In-Line	$119.00 → $136.00	62%
Keefe, Bruyette & Woods	Apr 17, 2026	Maintains	Outperform	$143.00 → $150.00	66%
JP Morgan	Apr 7, 2026	Maintains	Overweight	$128.50 → $130.50	46%
Truist Securities	Apr 1, 2026	Maintains	Buy	$136.00 → $140.00	57%
Morgan Stanley	Mar 31, 2026	Maintains	Equal-Weight	$147.00 → $135.00	52%

The case for and against

Updated Jan 5, 2026

Bull case

Bank of New York Mellon has demonstrated strong financial performance, with year-over-year revenues for Markets and Wealth Services increasing by 13%, alongside a notable 17% growth in issuer services. The bank reported impressive operational metrics, such as a return on tangible common equity (ROTCE) of nearly 28% and a rebound in pretax margins from 8% to 19%, highlighting effective cost management and revenue generation. Moreover, positive trends in asset under custody/administration (AUC/A) and assets under management (AUM), coupled with anticipated increases in earnings per share (EPS) growth projections of 9% for 2025 and 11% for 2026, suggest a robust outlook for BNY's financial performance moving forward.

Bear case

The financial outlook for Bank of New York Mellon (BNY) is hindered by several macroeconomic and operational challenges, notably the potential for geopolitical events and their impact on market conditions, which could severely affect earnings stability. Additionally, BNY faces unique risks from a downturn in the fixed income and equity markets, which may lead to decreased capital market activity and negatively influence the bank's revenue streams. Furthermore, current rising expenses, coupled with an unfavorable balance sheet positioning in a high-rate environment, compounds the potential for operational leverage missteps and indicates a more significant vulnerability to economic downturns.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.