Conning Inc. Sells 69,683 Shares of The Bank of New York Mellon Corporation $BK

Conning Inc. cut its stake in The Bank of New York Mellon Corporation (NYSE:BK) by 18.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 316,962 shares of the bank’s stock after selling 69,683 shares during the quarter. Bank of New York Mellon makes up approximately 1.1% of Conning Inc.’s investment portfolio, making the stock its 24th largest holding. Conning Inc.’s holdings in Bank of New York Mellon were worth $34,536,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Westside Investment Management Inc. lifted its position in Bank of New York Mellon by 78.9% during the second quarter. Westside Investment Management Inc. now owns 288 shares of the bank’s stock worth $26,000 after acquiring an additional 127 shares during the last quarter. Hoey Investments Inc. acquired a new stake in Bank of New York Mellon during the 2nd quarter worth approximately $32,000. GFG Capital LLC bought a new stake in Bank of New York Mellon in the 2nd quarter valued at $36,000. Caldwell Trust Co acquired a new position in Bank of New York Mellon in the 2nd quarter valued at $36,000. Finally, Princeton Global Asset Management LLC increased its position in Bank of New York Mellon by 89.0% during the 2nd quarter. Princeton Global Asset Management LLC now owns 446 shares of the bank’s stock worth $41,000 after buying an additional 210 shares during the period. Institutional investors and hedge funds own 85.31% of the company’s stock.

Trending Headlines about Bank of New York Mellon

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

• Positive Sentiment: Q4 beat — BK reported Q4 EPS of $2.08 vs. consensus $1.97 and revenue $5.18B vs. $5.11B, driven by higher net interest income, fee growth and rising asset balances; company materials and the press release provide the details. BNY Reports Fourth Quarter 2025 Results
• Positive Sentiment: Multiple analysts raised targets — Citi bumped its PT to $136 (neutral), Morgan Stanley to $132 (overweight), RBC to $130 (sector perform) and BofA reiterated a Buy with a $142 PT — these revisions imply further upside and helped lift sentiment. Analyst Coverage Roundup
• Positive Sentiment: Dividend declared — Board approved a $0.53 quarterly common dividend (ex-div Jan 23, payable Feb 5), supporting yield-focused investors and signaling capital return commitment. BNY Declares Dividends
• Positive Sentiment: Management raising medium‑term targets — CEO commentary and the earnings call highlighted improved profitability and higher medium-term targets, reinforcing the narrative of a turnaround at the custody bank. CNBC: BNY raises profit target
• Neutral Sentiment: Earnings call / transcripts available — Full Q4 earnings call transcript and slide deck are published for deeper diligence on guidance, margin drivers and segment performance. Earnings Call Transcript
• Positive Sentiment: Share-price momentum — BK recently hit an all‑time high on the earnings/upgrade flow, which can attract momentum and quant flows. Investing.com: Stock hits all-time high
• Negative Sentiment: Growth/margin caution — Commentary from Barron’s and other coverage notes management expects revenue growth to slow in 2026 and that prior margin expansion tailwinds may moderate, which could limit multiple expansion. Barron’s: Why the stock is falling
• Negative Sentiment: Mixed analyst signals — Wells Fargo’s modest PT raise to $122 (equal-weight) implies limited upside from current levels; some coverage noted the stock dipped initially despite the beat, reflecting profit-taking or valuation concerns. Analyst note

Analyst Upgrades and Downgrades

Several equities analysts recently commented on BK shares. Evercore ISI upped their price target on shares of Bank of New York Mellon from $91.00 to $110.00 and gave the company an “in-line” rating in a research note on Tuesday, September 30th. Royal Bank Of Canada boosted their price objective on shares of Bank of New York Mellon from $124.00 to $130.00 and gave the company a “sector perform” rating in a report on Wednesday. TD Cowen raised their target price on shares of Bank of New York Mellon from $133.00 to $145.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Truist Financial upgraded shares of Bank of New York Mellon from a “hold” rating to a “buy” rating and lifted their price target for the company from $119.00 to $134.00 in a research report on Wednesday, January 7th. Finally, Barclays increased their price target on Bank of New York Mellon from $120.00 to $143.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Eleven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $124.67.

Bank of New York Mellon Stock Performance

Shares of NYSE:BK opened at $124.43 on Thursday. The company’s 50 day simple moving average is $114.53 and its 200 day simple moving average is $107.18. The company has a debt-to-equity ratio of 0.81, a current ratio of 0.71 and a quick ratio of 0.70. The Bank of New York Mellon Corporation has a 1 year low of $70.46 and a 1 year high of $124.93. The stock has a market capitalization of $86.77 billion, a price-to-earnings ratio of 16.79, a price-to-earnings-growth ratio of 0.95 and a beta of 1.11.

Bank of New York Mellon (NYSE:BK) last issued its earnings results on Friday, October 31st. The bank reported $1.91 earnings per share for the quarter. Bank of New York Mellon had a return on equity of 14.37% and a net margin of 13.62%.The firm had revenue of $5.07 billion for the quarter. As a group, research analysts predict that The Bank of New York Mellon Corporation will post 6.96 EPS for the current fiscal year.

Bank of New York Mellon Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 5th. Shareholders of record on Friday, January 23rd will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Friday, January 23rd. This represents a $2.12 annualized dividend and a yield of 1.7%. Bank of New York Mellon’s payout ratio is presently 28.61%.

Bank of New York Mellon Profile

Bank of New York Mellon Corporation (BNY Mellon) is a global financial services company headquartered in New York City that provides a wide range of asset servicing, custody, and related financial infrastructure solutions to institutional clients. Its core businesses include custody and asset servicing, clearing and collateral management, treasury services, securities lending, corporate trust services, and depositary receipt administration. The company also offers investment management and advisory services through its asset management arm and provides technology-enabled solutions for trade processing, foreign exchange, and liquidity management.

BNY Mellon serves a broad client base that includes asset managers, pension funds, corporations, banks, broker-dealers and sovereign entities.