Bank of New York Mellon Corporation $BNY Stock: VestGen Advisors LLC Trims Holdings

VestGen Advisors LLC lessened its holdings in Bank of New York Mellon Corporation (NYSE:BNY) by 41.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,595 shares of the bank’s stock after selling 10,394 shares during the quarter. VestGen Advisors LLC’s holdings in Bank of New York Mellon were worth $2,111,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. BlackRock Inc. purchased a new position in shares of Bank of New York Mellon during the 2nd quarter worth approximately $8,321,111,000. Bank of America Corp DE acquired a new stake in shares of Bank of New York Mellon in the 2nd quarter valued at approximately $2,499,438,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in shares of Bank of New York Mellon in the second quarter valued at approximately $1,214,193,000. Wellington Management Group LLP purchased a new stake in shares of Bank of New York Mellon in the second quarter valued at approximately $1,175,576,000. Finally, Amundi purchased a new stake in shares of Bank of New York Mellon in the second quarter valued at approximately $985,533,000. Hedge funds and other institutional investors own 85.31% of the company’s stock.

Bank of New York Mellon Stock Performance

NYSE BNY opened at $149.33 on Friday. Bank of New York Mellon Corporation has a 1-year low of $105.42 and a 1-year high of $165.84. The company has a market capitalization of $101.32 billion, a P/E ratio of 16.50, a PEG ratio of 0.99 and a beta of 1.06. The business has a 50 day moving average price of $151.78 and a 200 day moving average price of $139.14. The company has a debt-to-equity ratio of 0.86, a current ratio of 0.72 and a quick ratio of 0.72.

Bank of New York Mellon (NYSE:BNY) last issued its quarterly earnings data on Thursday, October 15th. The bank reported $2.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.26 by $0.11. The firm had revenue of $5.68 billion during the quarter. Bank of New York Mellon had a return on equity of 16.57% and a net margin of 16.32%. The firm’s revenue was up 11.7% compared to the same quarter last year. Sell-side analysts expect that Bank of New York Mellon Corporation will post 9.39 EPS for the current fiscal year.

Analyst Ratings Changes

A number of brokerages recently weighed in on BNY. Barclays upped their price objective on Bank of New York Mellon from $149.00 to $178.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. TD Cowen assumed coverage on Bank of New York Mellon in a report on Thursday, October 8th. They issued a “hold” rating and a $160.00 target price for the company. Truist Financial decreased their target price on shares of Bank of New York Mellon from $172.00 to $165.00 and set a “buy” rating on the stock in a research report on Friday, October 16th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of Bank of New York Mellon in a research report on Friday, October 16th. Finally, Wells Fargo & Company upped their price target on shares of Bank of New York Mellon from $152.00 to $162.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $164.62.

Bank of New York Mellon News Summary

Here are the key news stories impacting Bank of New York Mellon this week:

• Positive Sentiment: BNY expanded its strategic collaboration with Ripple across digital-asset custody and tokenized trade finance. The partnership could strengthen BNY’s position in institutional digital assets and create longer-term growth opportunities in custody and transaction services. Is Bank of New York Mellon Corporation Undervalued As Its Ripple Tie Up Expands?
• Positive Sentiment: Recent institutional filings showed significant buying, including International Assets Investment Management’s addition of roughly 457,000 shares and Summit Global Investments’ more than threefold increase in its position. Institutional investors own approximately 85% of BNY’s outstanding shares, providing a supportive ownership backdrop.
• Positive Sentiment: BNY’s latest quarterly results exceeded expectations, with earnings per share of $2.37 versus the $2.26 consensus estimate, while revenue increased 11.7% year over year to $5.68 billion. These results reinforce the company’s earnings momentum and profitability.
• Neutral Sentiment: A valuation analysis said BNY appears close to fair value after a 268% run, suggesting that much of the recent appreciation may already be reflected in the shares. The stock’s average analyst rating remains “Moderate Buy,” with an average price target of $164.62. BNY Stock Looks Close To Fair Value After A 268% Run
• Neutral Sentiment: BNY Mellon Global Stock Fund, Dynamic Value Fund and Appreciation Fund published third-quarter commentaries. These reports may offer portfolio perspectives but do not introduce a material change to BNY’s operating outlook. BNY Mellon Global Stock Fund Q3 2026 Commentary
• Negative Sentiment: CEO Robin Vince sold 50,000 shares for approximately $7.39 million across October 26–27, reducing his direct holdings by about 8%. Vice President Jose Minaya also sold 3,520 shares worth approximately $520,000. The sales may weigh on sentiment, although insider transactions can be scheduled or routine. Insider Selling at Bank of New York Mellon

Insiders Place Their Bets

In other news, CEO Robin Vince sold 40,620 shares of the firm’s stock in a transaction on Monday, October 26th. The stock was sold at an average price of $147.81, for a total value of $6,004,042.20. Following the completion of the transaction, the chief executive officer owned 585,174 shares in the company, valued at $86,494,568.94. This trade represents a 6.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Jose Minaya sold 3,520 shares of Bank of New York Mellon stock in a transaction on Tuesday, October 27th. The stock was sold at an average price of $147.81, for a total value of $520,291.20. Following the transaction, the vice president directly owned 173,304 shares of the company’s stock, valued at $25,616,064.24. This trade represents a 1.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 60,560 shares of company stock valued at $9,007,119. Company insiders own 0.17% of the company’s stock.

Bank of New York Mellon Company Profile

BNY, formerly known as BNY Mellon, is a global financial services company headquartered in New York City. Formed in 2007 through the merger of the Bank of New York and Mellon Financial Corporation, BNY traces its roots back to 1784, making it one of the oldest banking institutions in the United States. It was also the first company listed on the New York Stock Exchange.

BNY operates at the center of the world’s capital markets, partnering with clients to help them operate more efficiently and accelerate growth.