Bank of New York Mellon Corporation $BNY Stock Holdings Raised by Baker Ellis Asset Management LLC

Baker Ellis Asset Management LLC grew its stake in Bank of New York Mellon Corporation (NYSE:BNY) by 422.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,206 shares of the bank’s stock after purchasing an additional 22,807 shares during the quarter. Baker Ellis Asset Management LLC’s holdings in Bank of New York Mellon were worth $4,079,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Luken Investment Analytics LLC purchased a new position in Bank of New York Mellon during the second quarter valued at approximately $27,000. EFG International AG bought a new position in shares of Bank of New York Mellon in the 2nd quarter worth $29,000. Burnham & Co LLC purchased a new stake in shares of Bank of New York Mellon during the 2nd quarter valued at $29,000. Abound Financial LLC bought a new stake in Bank of New York Mellon during the fourth quarter worth about $25,000. Finally, N.E.W. Advisory Services LLC purchased a new position in shares of Bank of New York Mellon during the 2nd quarter valued at about $32,000. 85.31% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, VP Jose Minaya sold 3,520 shares of the business’s stock in a transaction dated Monday, September 28th. The stock was sold at an average price of $148.79, for a total value of $523,740.80. Following the transaction, the vice president directly owned 176,824 shares in the company, valued at $26,309,642.96. The trade was a 1.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Dermot Mcdonogh sold 31,800 shares of the business’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $155.26, for a total value of $4,937,268.00. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 38,840 shares of company stock worth $6,033,502. 0.17% of the stock is owned by corporate insiders.

Bank of New York Mellon News Summary

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

• Positive Sentiment: BNY completed its first tokenized U.S. Treasury triparty repo workflow with Citadel Securities, reportedly settling the transaction in minutes. The initiative could improve collateral mobility and transaction efficiency while strengthening BNY’s position in institutional digital-asset infrastructure. BNY Completes First Tokenized Treasury Repo with Citadel Securities in Minutes
• Positive Sentiment: Wall Street analysts now collectively rate BNY “Moderate Buy,” indicating a generally favorable view of the stock’s earnings outlook and valuation. BNY Stock Now Rated Moderate Buy
• Positive Sentiment: TD Cowen set a $160 price target, suggesting potential upside from recent trading levels. Erste Group also raised its FY2026 EPS forecast to $9.26 from $9.24 and maintained a Buy rating, broadly in line with the $9.28 consensus estimate. TD Cowen Sets Price Target
• Neutral Sentiment: Reports highlighted separate efforts by Citadel Securities and BNY to advance tokenized U.S. Treasury markets, reinforcing the strategic importance of the partnership but offering limited near-term financial impact. Citadel and BNY Advance Tokenized Treasury Initiatives
• Negative Sentiment: BNY faces heightened scrutiny ahead of earnings as investors assess whether recent strong results—including prior-period revenue growth and an EPS beat—can be sustained. This near-term uncertainty may be weighing on the stock. BNY Faces Earnings Test

Analysts Set New Price Targets

BNY has been the subject of a number of recent research reports. Bank of America boosted their price objective on shares of Bank of New York Mellon from $165.00 to $175.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Erste Group Bank began coverage on shares of Bank of New York Mellon in a research note on Wednesday, July 15th. They issued a “buy” rating on the stock. Zacks Research cut shares of Bank of New York Mellon from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. Truist Financial reduced their price target on Bank of New York Mellon from $178.00 to $172.00 and set a “buy” rating on the stock in a report on Friday, September 25th. Finally, JPMorgan Chase & Co. lifted their price objective on Bank of New York Mellon from $159.00 to $161.00 and gave the stock an “overweight” rating in a research report on Friday, October 2nd. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $162.38.

Bank of New York Mellon Stock Performance

BNY traded down $3.36 during mid-day trading on Wednesday, reaching $137.67. 7,565,210 shares of the company traded hands, compared to its average volume of 3,696,894. The company’s fifty day moving average price is $155.74 and its 200-day moving average price is $146.04. The company has a quick ratio of 0.72, a current ratio of 0.72 and a debt-to-equity ratio of 0.76. The stock has a market capitalization of $93.41 billion, a P/E ratio of 16.03, a P/E/G ratio of 1.11 and a beta of 1.06. Bank of New York Mellon Corporation has a 52-week low of $103.11 and a 52-week high of $165.84.

Bank of New York Mellon (NYSE:BNY) last posted its quarterly earnings data on Wednesday, July 15th. The bank reported $2.46 EPS for the quarter, topping the consensus estimate of $2.16 by $0.30. Bank of New York Mellon had a return on equity of 16.00% and a net margin of 15.52%. The firm had revenue of $5.70 billion during the quarter, compared to analyst estimates of $5.35 billion. During the same period in the prior year, the business posted $1.93 EPS. Bank of New York Mellon’s revenue was up 13.3% on a year-over-year basis. On average, sell-side analysts expect that Bank of New York Mellon Corporation will post 9.28 EPS for the current year.

About Bank of New York Mellon

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.