The Bank of New York Mellon Corporation (BK) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and ...

Investors interested in stocks from the Banks - Major Regional sector have probably already heard of U.S. Bancorp (USB) and The Bank of New York Mellon Corporation (BK) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The prove ...

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Core Insights - BNY Mellon's core strategy for expanding its investment research capabilities is centered on precise acquisitions to achieve capability integration and leapfrogging, rather than relying solely on internal development [3] - The group adopts a management philosophy of independent empowerment and collaborative complementarity, forming a distinctive diversified product matrix [3] - BNY Mellon's model provides key insights for Chinese asset management institutions, emphasizing that the extension of capability circles can be achieved through acquisitions while maintaining a balance between independence and integration [3] Group 1: Company Overview - BNY Mellon, formed from the merger of the first U.S. bank and Mellon Financial Corporation in 2007, is the world's largest custodian bank, with over 70% of its revenue derived from fees and commissions from 2020 to 2024 [5][6] - The company's strategic transformation has involved shedding traditional banking operations and focusing on core strengths, marking a significant shift towards a fee-driven financial services model [5] Group 2: Acquisition Strategy - BNY Mellon's asset management capabilities have been built through a series of strategic acquisitions rather than organic growth, leveraging its vast institutional client base to drive demand for asset management products [12] - Key acquisitions include the purchase of Dreyfus in 1994 for cash management expertise, Insight Investment in 2009 for fixed income, and ARX in 2008 to expand into the South American market [12][14] Group 3: Product Matrix and Strategies - BNY Mellon has established a vast product matrix through its asset management subsidiaries, focusing on niche markets and specialized strategies, such as Insight Investment's leadership in fixed income and Newton's tailored equity investment strategies [19][20] - The company offers a comprehensive range of products from active to passive investments, covering traditional equities and bonds to alternative investments [19] Group 4: Research and Investment Capability Development - BNY Mellon's investment research capability development can be divided into two acquisition waves, with the first focusing on foundational asset management capabilities and the second on global expansion and specialization [38] - The company emphasizes differentiated positioning among its subsidiaries, ensuring collaboration rather than overlap in multi-asset strategies [41][42] Group 5: Management Philosophy and Core Competencies - BNY Mellon respects the independence of its acquired asset management subsidiaries while empowering them with resources and distribution channels, optimizing asset management scale based on each subsidiary's expertise [44] - The BNY Investment Institute serves as a central hub for macroeconomic insights and investment strategy support, enhancing the overall research capabilities of the group [44]

Core Viewpoint - Scott+Scott Attorneys at Law LLP is investigating potential breaches of fiduciary duties by the leadership of The Bank of New York Mellon Corporation to the bank and its shareholders [1] Group 1 - The investigation focuses on whether members of the board of directors or senior management of Bank of New York Mellon failed to manage their responsibilities appropriately [1]

Core Insights - Cboe Global Markets has made significant progress in developing its Securities Financing Transactions (SFT) clearing service, with BNY acting as the first Agent Lender, targeting UCITS clients [1][2] - The new title transfer model with a pledge-back feature allows UCITS and other beneficial owner lenders to access centrally cleared SFTs without posting margin or contributing to the CCP's default fund, enhancing market liquidity and efficiency [1][2] - The collaboration aims to drive market innovation, transparency, and resilience, while also optimizing collateral efficiency and empowering UCITS participants [2] Group 1 - Cboe Clear Europe has launched a centrally cleared triparty model for UCITS-compliant clearing, transforming the traditional bilateral process for SFTs in European equities and ETFs [2] - The introduction of central clearing to SFTs offers substantial capital optimization opportunities, including reductions in Risk-Weighted Assets (RWA) for certain clearing participants [2] - Cboe Clear Europe plans to expand its SFT clearing service to cover other lendable securities and new jurisdictions within the next year [2][3] Group 2 - The integration of BNY as a Tri-Party Collateral Agent enhances collateral efficiency and liquidity through Cboe's Global Collateral Platform [2] - The scalable technology platform of Cboe Clear Europe is designed to empower participants and strengthen the securities lending market infrastructure [3] - Cboe Global Markets provides trading, clearing, and investment solutions across various asset classes, including equities, derivatives, and FX in multiple regions [4]

Core Viewpoint - Bank of America and Bank of New York Mellon are seeking to dismiss lawsuits that allege they knowingly assisted Jeffrey Epstein's sex trafficking operations by providing banking services to him [1] Group 1 - The lawsuits claim that the banks had knowledge of Epstein's illegal activities and continued to provide him with banking services [1] - The banks argue that they did not have sufficient information to be aware of Epstein's alleged criminal conduct [1] - The legal actions highlight the ongoing scrutiny financial institutions face regarding their relationships with high-profile individuals involved in criminal activities [1]

Core Insights - Bank of New York Mellon (BK) has seen its IBD SmartSelect Composite Rating increase to 96, up from 94 the previous day, indicating strong performance in the stock market [2][5]. Company Performance - The stock price of Bank of New York Mellon is currently at $111.31, with a slight increase of $0.35 or 0.32% [2]. - The stock has a flat base pattern with a buy point at $110.87 and early entry at $110.19, suggesting potential for upward movement [2]. Market Context - Despite market uncertainty, Bank of New York Mellon is among stocks that have reached new highs, reflecting resilience in its performance [5]. - The company is highlighted in the context of broader market dynamics, with mentions of other financial institutions like JPMorgan and Morgan Stanley facing challenges [5].

Core Points - The Bank of New York Mellon Corporation (BNY) will have its CEO, Robin Vince, speaking at the Goldman Sachs Financial Services Conference on December 10, 2025 [1] - A live webcast of the conference will be available on BNY's website, with an archived version accessible for 24 hours after the event until January 9, 2026 [2] - BNY oversees $57.8 trillion in assets under custody and/or administration and $2.1 trillion in assets under management as of September 30, 2025 [2] Company Overview - BNY is a global financial services company that has been operational for over 240 years, assisting clients in managing, moving, and safeguarding their money [2] - The company serves over 90% of Fortune 100 companies and nearly all of the top 100 banks globally, as well as supporting governments and pension plans [2][3] - BNY has received recognition as one of Fortune's World's Most Admired Companies and Fast Company's Best Workplaces for Innovators [3] Recent Developments - BNY has decreased its Prime Lending Rate by 0.25%, from 7.25% to 7.00%, effective October 30, 2025 [5]

Core Insights - The US ETF industry has reached a significant milestone of $13 trillion in assets, up from $5 trillion less than five years ago, indicating robust growth in the sector [2] - Active ETFs have also crossed $1 trillion in total assets under management, marking another record year for inflows [3][10] - Taxable bond active ETFs are leading in flows this year, with $110 billion in inflows, driven by a combination of effective active management and a surge in new product offerings [8][10] ETF Market Dynamics - Despite market volatility, ETF flows remain stable due to a diverse range of options available, including Treasury bill ETFs and inverse ETFs, which serve as trading tools [5][6] - The adoption of active ETFs has increased significantly, with over 600 active ETFs launched this year alone, reflecting a shift in investor preferences [9][10] - Tax efficiency is a primary driver for the adoption of active ETFs, with only 8% of active ETFs paying capital gains compared to 45% of mutual funds [11][12] Fixed Income ETFs - The ultrashort bond category is gaining traction as a risk-off strategy, appealing to investors seeking liquidity and stability [14] - Core plus and broader core active fixed income ETFs are also attracting interest, indicating a cautious outlook in the current rate environment [15] - The derivative income category has seen significant growth, with 85 new ETFs launched this year, designed to enhance income through underlying stock portfolios and options [16][17]