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BNY · NYSE · STOCK

BNY Mellon (BNY) Stock Analysis

Financial Services Updated September 17, 2026
$153.48
52W $103.11 – $165.84
65/100
$106.16B
35.6
1.05
AI Committee Verdict
Buy
65/100
Conviction: Contested · 80% agreement · 5 analysts
-27.7%
Contested

Is BNY Bullish or Bearish?

Bullish. Innellis AI committee rates BNY Mellon (BNY) Buy with a composite score of 65/100 , based on 5 analysts with 80% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +10.05 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -9.95 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — 4 consecutive earnings beats -- consistent execution. Technical Analyst remains cautious — rsi at 22 is in oversold territory (could mean either capitulation or a bounce setup). This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 4 consecutive earnings beats -- consistent execution — Growth
  • News sentiment is positive (+0.43 across 14 articles, 14d) — News
Bear Case
  • RSI at 22 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
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 September 17, 2026
Overall Committee Score
65/100
Agreement
80%
Analysts
5
Conviction
Contested
Sector Rank
Top 29%
of 211 Financial Services peers
Growth Analyst bullish
80 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ 4 consecutive earnings beats -- consistent execution
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 22 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst bullish
70 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
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
71 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.43 across 14 articles, 14d)
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 2514.55)
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Investment Thesis Evolution

Committee score moved marginally from 66.2 to 65.0.

Analyst-level changes:
  • Value Analyst abstained (was bullish at 70).

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
22.1
Oversold
MACD Histogram
-0.972
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
-0.14
Below Lower Band
Price vs Moving Averages
EMA 9
$160.28 Below
EMA 21
$160.76 Below
EMA 50
$157.48 Below
EMA 200
$137.30 Above

Fundamental Analysis

Valuation
62
Growth
81
Profitability
58
Financial Health
30
Cash Flow
70
Valuation
P/E Ratio 35.6×
P/B Ratio 2.39×
PEG Ratio 1.38
Dividend Yield 1.47%
52W High $165.84
52W Low $103.11
Quality & Growth
ROE 1252.2%
ROA 117.5%
Gross Margin 5213.4%
Operating Margin 2004.8%
Revenue Growth YoY
Debt / Equity 1.38
AI Fundamental Assessment
P/E ratio of 35.6 (rich relative to a 15-40x range); Price-to-book of 2.4x; PEG ratio of 1.4 (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 15.6%; Gross margin of 52.1%; Current ratio of 0.85 (tight short-term liquidity); Debt-to-equity of 1.38; Free cash flow per share is positive (0.68); Most recent quarter beat estimates by 9.6%; 4 consecutive earnings beats; EPS growth roughly steady (+8.2% -> +9.3% QoQ); Analyst estimates rising over recent quarters
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