BNY (BNY)
Safeguards, manages, and moves assets across the investment life cycle.
Something off on this page? Send us feedback.
Safeguards, manages, and moves assets through Securities Services, Market and Wealth Services, and Investment and Wealth Management. The global platform brings together custody-related services and the BNY Investments, BNY Wealth, and BNY Pershing brands.
Safeguards, manages, and moves assets across the investment life cycle. Its global financial-services platform operates at the center of capital markets through Securities Services, Market and Wealth Services, and Investment and Wealth Management.
Securities Services includes asset servicing, issuer services, treasury services, and clearing services. Investment management, wealth management, and Pershing operate under the BNY Investments, BNY Wealth, and BNY Pershing brands.
Bringing together the Bank of New York and Mellon Financial lineages, the current corporation is shaped by client activity across the investment life cycle. Pricing, disclosure, and compliance controls in custody-related services remain structural operating dependencies.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 22, 2026 | Argus Research | Reiterate | Rating: —Target: $67 | Target: $180 |
| Jul 20, 2026 | Evercore ISI | Target | Target: $145 | Target: $158 |
| Jul 16, 2026 | Truist Financial | Target | Target: $160 | Target: $178 |
| Jul 16, 2026 | Goldman Sachs | Target | Target: $165 | Target: $177 |
| Jul 16, 2026 | RBC Capital | Reiterate | Rating: —Target: $142 | Target: $168 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $163.14B · Total debt $35.18B · Total assets $525.02B · Shareholders' equity $44.66B
- Revenue
- $10.19B
- Operating income
- $2.27B
- Net income
- $1.76B
HistoryDividendAnnual yield
| Institutions | 0.96% | 6.53M shares | |
|---|---|---|---|
| 57 holders · as of Dec 31, 2025 | |||
| Insiders | 0.28% | 1.91M shares | |
| 17 holders · as of Aug 31, 2026 | |||
| Other | 98.76% | 670.06M shares | |
| remainder | |||
678.50M company shares as of Sep 22, 2026 · institutions as of Dec 31, 2025 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Vanguard Capital ManagementInstitution | 7.62% | 51.69M | filed Apr 29, 2026 |
Karpus Management, Inc.Institution | 0.24% | 1.65M | as of Dec 31, 2025 |
Rivernorth Capital Management, LLCInstitution | 0.13% | 866,666 | as of Dec 31, 2025 |
Robin A. VinceInsiderdirector, officer: Chairman & CEO | 0.10% | 650,627 | filed Jul 17, 2026 |
Guggenheim Capital LLCInstitution | 0.07% | 482,357 | as of Dec 31, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Jose Minaya | officer: Senior Executive VP | −3,520 | $162.64 |
| Jul 29, 2026 | Dermot McDonogh | officer: Chief Financial Officer | −31,800 | $155.26 |
| Apr 17, 2026 | Shannon Marie Hobbs | officer: Senior Executive VP | −297 | $137.05 |
| Apr 17, 2026 | J. Kevin McCarthy | officer: SEVP & General Counsel | −30,000 | $136.50 |
| Apr 17, 2026 | Kurtis R. Kurimsky | officer: Corporate Controller | −5,290 | $136.02 |
- State Street
Institutional custody, servicing, markets, and asset-management overlap
- JPMorgan Chase
Global custody, clearing, collateral, and wealth-management overlap
- Citi
Custody, issuer, and cross-border cash-management overlap
- Northern Trust
Asset servicing, private wealth, and investment-management overlap
- HSBC (ADR)
Global custody, fund administration, issuer, FX, and lending overlap
- BlackRock
Institutional and wealth investment-management overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BNY | $149.44 | −2.89% | $105.63B | — | — | — | +13.3% |
| State Street | $177.62 | −3.68% | $51.04B | 16.3 | 12.3 | 2.2 | −30.2% |
| JPMorgan Chase | $340.63 | −3.24% | $943.29B | 15.2 | 14.1 | 3.2 | +27.8% |
| Citi | $131.68 | −2.50% | $231.60B | 14.6 | 11.3 | 1.3 | +14.3% |
| Northern Trust | $173.64 | −2.97% | $32.74B | 15.4 | 14.6 | 2.2 | −24.9% |
| HSBC (ADR) | $101.39 | −1.77% | $354.70B | 14.9 | 11.7 | 2.6 | +32.2% |
| BlackRock | $1,073.76 | −1.51% | $168.99B | 26.1 | 18.0 | 6.2 | +30.6% |
| Median | 15.3 | 13.2 | 2.4 | +21.0% |