Gradient Capital Advisors LLC Has $1.55 Million Holdings in Bank of New York Mellon Corporation $BNY

Posted by Brenda Bartman on May 23rd, 2026

Gradient Capital Advisors LLC lifted its position in Bank of New York Mellon Corporation (NYSE:BNY – Free Report) by 123.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 13,342 shares of the bank’s stock after acquiring an additional 7,381 shares during the period. Gradient Capital Advisors LLC’s holdings in Bank of New York Mellon were worth $1,549,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Ashton Thomas Private Wealth LLC grew its stake in shares of Bank of New York Mellon by 133.2% in the third quarter. Ashton Thomas Private Wealth LLC now owns 91,762 shares of the bank’s stock valued at $9,998,000 after buying an additional 52,412 shares in the last quarter. Jones Financial Companies Lllp grew its stake in shares of Bank of New York Mellon by 35.1% in the third quarter. Jones Financial Companies Lllp now owns 31,848 shares of the bank’s stock valued at $3,487,000 after buying an additional 8,277 shares in the last quarter. National Pension Service grew its stake in shares of Bank of New York Mellon by 3.1% in the third quarter. National Pension Service now owns 2,053,278 shares of the bank’s stock valued at $223,725,000 after buying an additional 61,718 shares in the last quarter. First National Bank of Omaha bought a new position in shares of Bank of New York Mellon in the third quarter valued at $3,044,000. Finally, Cullen Investment Group LTD. grew its stake in shares of Bank of New York Mellon by 1,691.4% in the fourth quarter. Cullen Investment Group LTD. now owns 38,730 shares of the bank’s stock valued at $4,610,000 after buying an additional 36,568 shares in the last quarter. 85.31% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on BNY. Weiss Ratings raised shares of Bank of New York Mellon from a “buy (a-)” rating to a “buy (a)” rating in a research note on Monday, May 4th. JPMorgan Chase & Co. lifted their price objective on shares of Bank of New York Mellon from $130.50 to $140.00 and gave the stock an “overweight” rating in a research report on Monday, May 11th. Truist Financial lifted their price objective on shares of Bank of New York Mellon from $140.00 to $148.00 and gave the stock a “buy” rating in a research report on Friday, April 17th. Wall Street Zen raised shares of Bank of New York Mellon to a “hold” rating in a research report on Saturday. Finally, Citigroup assumed coverage on shares of Bank of New York Mellon in a research report on Monday, February 23rd. They set a “neutral” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $138.08.

Check Out Our Latest Research Report on Bank of New York Mellon

Insider Buying and Selling at Bank of New York Mellon

In other news, EVP J Kevin Mccarthy sold 30,000 shares of the business’s stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $136.50, for a total value of $4,095,000.00. Following the completion of the sale, the executive vice president owned 50,238 shares of the company’s stock, valued at approximately $6,857,487. The trade was a 37.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Alejandro Perez sold 12,504 shares of the business’s stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $137.01, for a total transaction of $1,713,173.04. Following the completion of the sale, the executive vice president directly owned 62,613 shares of the company’s stock, valued at approximately $8,578,607.13. The trade was a 16.65% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 48,091 shares of company stock worth $6,568,423. Insiders own 0.17% of the company’s stock.

Bank of New York Mellon Trading Up 0.4%

BNY stock opened at $137.67 on Friday. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.75 and a quick ratio of 0.75. The company has a fifty day moving average price of $127.66 and a two-hundred day moving average price of $120.37. Bank of New York Mellon Corporation has a one year low of $87.41 and a one year high of $139.15. The stock has a market cap of $94.75 billion, a price-to-earnings ratio of 17.06, a price-to-earnings-growth ratio of 1.00 and a beta of 1.08.

Bank of New York Mellon (NYSE:BNY – Get Free Report) last released its quarterly earnings data on Thursday, April 16th. The bank reported $2.25 EPS for the quarter, topping analysts’ consensus estimates of $1.94 by $0.31. Bank of New York Mellon had a net margin of 14.60% and a return on equity of 15.29%. The firm had revenue of $5.41 billion during the quarter, compared to analysts’ expectations of $5.14 billion. During the same period in the previous year, the business posted $1.58 earnings per share. The company’s revenue for the quarter was up 12.9% compared to the same quarter last year. Equities analysts anticipate that Bank of New York Mellon Corporation will post 8.78 EPS for the current year.

Bank of New York Mellon Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 8th. Stockholders of record on Monday, April 27th were given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Monday, April 27th. Bank of New York Mellon’s payout ratio is presently 26.27%.

Bank of New York Mellon Company Profile

(Free Report)

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.