9,628 Bank of New York Mellon Corporation $BNY Shares Bought by Krilogy Financial LLC

Posted by Brian Himes on Oct 16th, 2026

Krilogy Financial LLC increased its holdings in shares of Bank of New York Mellon Corporation (NYSE:BNY – Free Report) by 201.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,398 shares of the bank’s stock after acquiring an additional 9,628 shares during the period. Krilogy Financial LLC’s holdings in Bank of New York Mellon were worth $2,082,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in Bank of New York Mellon in the second quarter worth about $8,321,111,000. Bank of America Corp DE bought a new position in Bank of New York Mellon during the second quarter worth about $2,499,438,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Bank of New York Mellon during the second quarter worth about $1,214,193,000. Wellington Management Group LLP acquired a new stake in Bank of New York Mellon during the second quarter valued at approximately $1,175,576,000. Finally, Amundi acquired a new stake in Bank of New York Mellon during the second quarter valued at approximately $985,533,000. Institutional investors own 85.31% of the company’s stock.

Key Stories Impacting Bank of New York Mellon

Here are the key news stories impacting Bank of New York Mellon this week:

Positive Sentiment: Quarterly earnings exceeded expectations. BNY reported third-quarter EPS of $2.37 versus the $2.26 consensus estimate, while revenue reached $5.68 billion, an 11.7% year-over-year increase. Net income attributable to shareholders rose to approximately $1.61 billion from $1.34 billion a year earlier. BNY Q3 Earnings and Revenues Beat Estimates
Positive Sentiment: Growth was broad-based. Higher fee revenue, net interest income and asset balances supported the results, while custody and administration assets reportedly climbed 10% to $63.4 trillion. Rising expenses were a partial offset. BNY Q3 Earnings Beat Estimates on Fee Income and NII Growth
Positive Sentiment: BNY maintained its shareholder-return appeal. The board declared a quarterly common-stock dividend of $0.63 per share, payable November 9 to eligible shareholders, along with dividends on several preferred series. BNY Declares Dividends
Positive Sentiment: Strategic and analyst support provided additional positives. BNY completed its first tokenized Treasury repo with Citadel Securities and was upgraded by at least one Seeking Alpha contributor; analysts elsewhere assigned a “Moderate Buy” view. BNY Completes First Tokenized Treasury Repo
Neutral Sentiment: BNY’s CEO said current 10-year Treasury yield levels are not unprecedented, offering reassurance about the interest-rate environment but no clear near-term earnings catalyst. US 10-year Treasury Yield Levels Not Unprecedented
Neutral Sentiment: Azerbaijan’s central bank discussed expanding cooperation with BNY, but the report provided no financial terms or measurable earnings impact. Azerbaijan’s CBA Discusses Expanding Cooperation with BNY Mellon
Negative Sentiment: Although the earnings beat was substantial, the shares fell, suggesting investors may have been taking profits or looking for stronger forward guidance and expense control. The stock remains below its 50-day moving average, indicating continued technical pressure.

Bank of New York Mellon Trading Up 3.4%

Shares of BNY stock opened at $142.29 on Friday. The company has a market capitalization of $96.54 billion, a P/E ratio of 16.56, a P/E/G ratio of 1.07 and a beta of 1.06. Bank of New York Mellon Corporation has a 12-month low of $103.11 and a 12-month high of $165.84. The company has a quick ratio of 0.72, a current ratio of 0.72 and a debt-to-equity ratio of 0.76. The firm has a 50-day moving average price of $154.99 and a 200 day moving average price of $146.38.

Bank of New York Mellon (NYSE:BNY – Get Free Report) last issued its quarterly earnings data on Thursday, October 15th. The bank reported $2.37 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.11. The firm had revenue of $5.68 billion for the quarter. Bank of New York Mellon had a net margin of 15.52% and a return on equity of 16.00%. The firm’s revenue for the quarter was up 11.7% compared to the same quarter last year. Research analysts forecast that Bank of New York Mellon Corporation will post 9.28 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO Dermot Mcdonogh sold 31,800 shares of Bank of New York Mellon stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $155.26, for a total value of $4,937,268.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Jose Minaya sold 3,520 shares of the business’s stock in a transaction that occurred on Monday, September 28th. The stock was sold at an average price of $148.79, for a total value of $523,740.80. Following the completion of the transaction, the vice president directly owned 176,824 shares in the company, valued at $26,309,642.96. The trade was a 1.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 38,840 shares of company stock valued at $6,033,502 in the last quarter. 0.17% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on BNY. Truist Financial lowered their price objective on Bank of New York Mellon from $178.00 to $172.00 and set a “buy” rating on the stock in a research note on Friday, September 25th. Royal Bank Of Canada boosted their price target on Bank of New York Mellon from $142.00 to $168.00 and gave the company a “sector perform” rating in a research note on Thursday, July 16th. Bank of America boosted their price target on Bank of New York Mellon from $165.00 to $175.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Keefe, Bruyette & Woods upped their price target on Bank of New York Mellon from $166.00 to $177.00 and gave the company an “outperform” rating in a research report on Thursday, July 16th. Finally, Zacks Research cut Bank of New York Mellon from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, Bank of New York Mellon presently has an average rating of “Moderate Buy” and an average price target of $162.38.

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

Bank of New York Mellon 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.