$BNY

Bank of New York Mellon Corp

AlphAI earnings read3Q26 · OCT 15 · NEXT JAN 15BNY Reports Third Quarter 2026 Earnings Per Common Share of $2.34Verdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

22
12
3
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$524K
Minaya Jose
100%
See all $BNY insider activity →

US stocks rebounded to start the week as AI concerns eased - Newsquawk Daily Asia-Pac Market Open

US stocks rebounded, led by AI-related names, with the Nasdaq 100 outperforming. The SPX rose 0.6% to 7,708, while the NDX gained 1.1% to 29,529. Treasury yields increased as T-notes settled lower. The DXY was slightly firmer, with AUD and CAD outperforming. Crude oil prices were choppy due to geopolitical tensions and sanctions easing. Walmart announced a CAD 3.5bln debt sale, and Bank of NY Mellon announced a dollar perpetual non-callable five.

China's Treasury Pile Is Shrinking on Paper. The Custody Data Tell a Different Story

China's U.S. Treasury holdings fell to $590.7B in August 2026, the lowest in 18 years, but some bonds may be held in other countries' custody accounts. Belgium and Canada's holdings rose, with a former Treasury official suggesting China may use multiple non-U.S. custodians. BNY Mellon and State Street reported Q3 earnings growth, with BNY up 0.41% and State Street down 5.28% last week. Long-term Treasury ETFs rose 2.65%, and CME Group saw record trading volumes, with shares up 4.74%.

BNY sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 37 news stories mentioning BNY (Bank of New York Mellon Corp). Coverage has skewed bullish: 22 bullish, 12 neutral, and 3 bearish.

Recent BNY coverage spans financial news, earnings and corporate actions.

In the last 30 days, BNY insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($524K). The most active reporter was Minaya Jose, Senior Executive VP, with 3 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving BNY

AlphAI scores every news story that mentions BNY with an AI model for sentiment and relevance, and aggregates insider trades from Bank of New York Mellon Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BNY

Score
$WMTLow

US stocks rebounded to start the week as AI concerns eased - Newsquawk Daily Asia-Pac Market Open

US stocks rebounded, led by AI-related names, with the Nasdaq 100 outperforming. The SPX rose 0.6% to 7,708, while the NDX gained 1.1% to 29,529. Treasury yields increased as T-notes settled lower. The DXY was slightly firmer, with AUD and CAD outperforming. Crude oil prices were choppy due to geopolitical tensions and sanctions easing. Walmart announced a CAD 3.5bln debt sale, and Bank of NY Mellon announced a dollar perpetual non-callable five.

$BNYMed

China's Treasury Pile Is Shrinking on Paper. The Custody Data Tell a Different Story

China's U.S. Treasury holdings fell to $590.7B in August 2026, the lowest in 18 years, but some bonds may be held in other countries' custody accounts. Belgium and Canada's holdings rose, with a former Treasury official suggesting China may use multiple non-U.S. custodians. BNY Mellon and State Street reported Q3 earnings growth, with BNY up 0.41% and State Street down 5.28% last week. Long-term Treasury ETFs rose 2.65%, and CME Group saw record trading volumes, with shares up 4.74%.

$BNYLow

Keefe Bruyette reiterates Bank of New York Mellon stock Outperform on AI potential

Keefe Bruyette & Woods reiterated an Outperform rating on Bank of New York Mellon (BNY) with a $182 price target, citing strong quarterly results and AI potential. BNY stock is up 24% year-to-date and 35% over the past year. The bank improved its 2026 guidance and issued $2.5 billion in senior medium-term notes. Analysts from Truist Securities and RBC Capital also raised their price targets.

While embedding AI 'everywhere,' BNY won't disclose costs

BNY Mellon (BK) disclosed plans to integrate AI across its business but did not specify AI-related costs. CEO Robin Vince emphasized AI's benefits, stating it generates returns and increases workforce capacity. The bank reported Q3 revenues of $5.7B, up 12% YoY, and EPS of $2.34, beating estimates. Net income rose 16% to $1.7B, with noninterest expenses increasing 8%.

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