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BK · NASDAQ · STOCK

Bank of New York Mellon (BK) Stock Analysis

Financial Services Updated August 23, 2026
$158.49
52W $87.41 – $143.09
62/100
$97.40B
16.4
1.04
AI Committee Verdict
Insufficient Data
62/100
Conviction: Low Data · 100% agreement · 3 analysts
-29.5%
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 62/100 , based on 3 analysts with 100% agreement. Last updated August 23, 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

Supporting evidence favours the bullish case. The main limiting factor is sector concentration is already high (hhi 3069.37). 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
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 23, 2026
Overall Committee Score
62/100
Agreement
100%
Analysts
3
Conviction
Low Data
Sector Rank
Top 41%
of 211 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
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
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
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score weakened from 65.8 to 62.1.

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

Comparing 2026-08-22 to 2026-08-23 (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
70
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 positive (2.30); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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