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BNY Mellon

BNY Financial Services Unknown Updated July 31, 2026
$156.46
52W $98.40 – $163.77
64/100
$107.30B
18.1
1.06
AI Committee Verdict
Buy
Conviction: Moderate · 67% agreement · 6 analysts
-28.6%
Moderate

Is BNY Bullish or Bearish?

Bullish. Innellis AI committee rates BNY Mellon (BNY) Buy with a composite score of 64/100 , based on 6 analysts with 67% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +10.91 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 — -9.09 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 primary driver is eps growing 31.7% yoy. Most analysts agree, and no major concerns are blocking a stronger rating.

Bull & Bear Case

Bull Case
  • Price-to-book of 0.0x is a discount to asset value — Value
  • EPS growing 31.7% YoY — Growth
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
  • Weekly RSI at 79 -- overbought on the larger timeframe too — 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 July 31, 2026
Overall Committee Score
64/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 14%
of 141 Financial Services peers
Value Analyst bullish
70 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 0.0x is a discount to asset value
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 31.7% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 26 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 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 65.3 to 64.1.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
51.9
Neutral
MACD Histogram
-0.771
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.54
Inside Bands
Price vs Moving Averages
EMA 9
$156.47 Below
EMA 21
$154.63 Above
EMA 50
$148.52 Above
EMA 200
$128.69 Above

Fundamental Analysis

Valuation
89
Growth
81
Profitability
0
Financial Health
93
Cash Flow
37
Valuation
P/E Ratio 18.1×
P/B Ratio 2.42×
PEG Ratio 1.16
Dividend Yield 0.01%
52W High $163.77
52W Low $98.40
Quality & Growth
ROE 12.5%
ROA 1.2%
Gross Margin 59.1%
Operating Margin 22.2%
Revenue Growth YoY
Debt / Equity 0.79
AI Fundamental Assessment
P/E ratio of 18.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.4x; PEG ratio of 1.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.2%; Gross margin of 0.6%; Current ratio of 40.62 (healthy short-term liquidity); Debt-to-equity of 0.79; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (3.90); 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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Explore BNY Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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