BNY (NYSE:BK) Stock Price Expected to Rise, Truist Financial Analyst Says

BNY (NYSE:BK) had its target price raised by Truist Financial from $140.00 to $148.00 in a research note issued on Friday, MarketBeat reports. The brokerage presently has a “buy” rating on the bank’s stock. Truist Financial’s price objective points to a potential upside of 9.44% from the stock’s current price.

A number of other brokerages have also commented on BK. Citigroup assumed coverage on shares of BNY in a research report on Monday, February 23rd. They set a “neutral” rating for the company. Morgan Stanley cut their price objective on shares of BNY from $147.00 to $135.00 and set an “equal weight” rating for the company in a research report on Tuesday, March 31st. New Street Research set a $143.00 price objective on shares of BNY in a research report on Wednesday, January 14th. Weiss Ratings raised shares of BNY from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Wednesday, March 11th. Finally, Royal Bank Of Canada upped their price objective on shares of BNY from $124.00 to $130.00 and gave the company a “sector perform” rating in a research report on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $137.35.

BNY Stock Up 0.3%

Shares of BK opened at $135.24 on Friday. The company has a 50-day simple moving average of $120.29 and a 200-day simple moving average of $115.92. The firm has a market capitalization of $93.07 billion, a P/E ratio of 16.76, a P/E/G ratio of 1.08 and a beta of 1.06. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.71 and a current ratio of 0.75. BNY has a 52 week low of $73.55 and a 52 week high of $137.54.

BNY (NYSE:BK) last announced its quarterly earnings data on Thursday, April 16th. The bank reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $1.94 by $0.31. The business had revenue of $5.41 billion during the quarter, compared to analyst estimates of $5.14 billion. BNY had a net margin of 14.60% and a return on equity of 15.29%. The firm’s revenue for the quarter was up 12.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.58 earnings per share. On average, equities research analysts expect that BNY will post 6.96 earnings per share for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Rockefeller Capital Management L.P. raised its position in BNY by 17.9% in the fourth quarter. Rockefeller Capital Management L.P. now owns 141,899 shares of the bank’s stock worth $16,473,000 after purchasing an additional 21,506 shares in the last quarter. World Investment Advisors raised its position in BNY by 14.4% in the fourth quarter. World Investment Advisors now owns 72,285 shares of the bank’s stock worth $8,391,000 after purchasing an additional 9,105 shares in the last quarter. Advisortrust Partners LLC acquired a new position in BNY in the fourth quarter worth about $207,000. Corient Private Wealth LLC raised its position in BNY by 8.1% in the fourth quarter. Corient Private Wealth LLC now owns 257,048 shares of the bank’s stock worth $29,822,000 after purchasing an additional 19,341 shares in the last quarter. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in BNY in the fourth quarter worth about $84,000. Institutional investors and hedge funds own 85.31% of the company’s stock.

Key BNY News

Here are the key news stories impacting BNY this week:

• Positive Sentiment: Q1 beat — BNY reported record Q1 revenue (~$5.4B) and stronger EPS (about $2.24–$2.25, ~42% y/y), driven by net interest income and fee growth; the results and margin expansion are the primary catalyst for the rally. BNY Reports First Quarter 2026 Results
• Positive Sentiment: Raised outlook — Management nudged 2026 revenue guidance higher (around $21.3B) and expects roughly ~10% growth in net interest income, suggesting continued top‑line momentum. BNY raises 2026 revenue outlook
• Positive Sentiment: Shareholder returns — Company announced a $0.53 quarterly common dividend and has communicated large buyback capacity (reports mention a multi‑billion share repurchase program), which supports EPS and investor returns. BNY Declares Dividends Share buybacks announced
• Positive Sentiment: Analyst upgrades — Several analysts raised price targets (examples: Truist and Keefe, Bruyette & Woods lifted targets into the $148–$150 range and reiterated buy/outperform views), adding fresh buy pressure. Analysts increase forecasts
• Neutral Sentiment: Investor materials & call — Earnings presentation and call transcripts are available for deeper vetting of growth drivers, margins and capital plans; useful for modeling but not new news. Earnings presentation Earnings call transcript
• Negative Sentiment: Cost and capital notes — Analysts and coverage pieces flag rising expenses and some pressure on capital ratios; these could temper margin improvements and limit near‑term upside if costs persist. Cost woes remain

About BNY

BNY, formerly known as BNY Mellon, is a global financial services company headquartered in New York City. Formed in 2007 through the merger of the Bank of New York and Mellon Financial Corporation, BNY traces its roots back to 1784, making it one of the oldest banking institutions in the United States. It was also the first company listed on the New York Stock Exchange.

BNY operates at the center of the world’s capital markets, partnering with clients to help them operate more efficiently and accelerate growth.