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BK · NASDAQ · STOCK

Bank of New York Mellon

Financial Services Updated August 09, 2026
$157.61
52W $87.41 – $143.09
64/100
$97.40B
16.4
1.04
AI Committee Verdict
Insufficient Data
64/100
Conviction: Low Data · 100% agreement · 3 analysts
-29.1%
Low Data

Is BK Bullish or Bearish?

Mixed. Innellis AI committee rates Bank of New York Mellon (BK) Insufficient Data with a composite score of 64/100 , based on 3 analysts with 100% agreement. Last updated August 09, 2026.

What Would Change This View

No threshold can be published for BK. The committee has not produced a scored recommendation, so there is no line for it to cross. Innellis does not infer one.

Executive Summary

The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
  • No news coverage in the last 14 days -- limited independent confirmation either way — News
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
64/100
Agreement
100%
Analysts
3
Conviction
Low Data
Sector Rank
Top 46%
of 142 Financial Services peers
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
60 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
− No news coverage in the last 14 days -- limited independent confirmation either way
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score weakened from 66.8 to 63.8.

Analyst-level changes:
  • Growth Analyst abstained (was bullish at 85).
  • Value Analyst abstained (was neutral at 58).

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
68.2
Neutral
MACD Histogram
-0.015
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$111.78
Resistance
$139.09
Bollinger %B
0.93
Inside Bands
Price vs Moving Averages
EMA 9
$135.29 Above
EMA 21
$133.54 Above
EMA 50
$129.26 Above
EMA 200
$115.83 Above

Fundamental Analysis

Valuation
95
Profitability
65
Financial Health
93
Cash Flow
15
Valuation
P/E Ratio 16.4×
P/B Ratio 2.20×
PEG Ratio 0.54
Dividend Yield 1.56%
52W High $143.09
52W Low $87.41
Quality & Growth
ROE 1252.2%
ROA 117.5%
Gross Margin 5906.0%
Operating Margin 2217.5%
Revenue Growth YoY
Debt / Equity 0.79
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 16.4 (inexpensive relative to a 15-40x range); Price-to-book of 2.2x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.5%; Return on assets of 1.2%; Net margin of 17.5%; Gross margin of 59.1%; Current ratio of 40.62 (healthy short-term liquidity); Debt-to-equity of 0.79; Free cash flow per share is negative (-2.95); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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