B+
Bull case
30%
Probability
Target price
$168.00
Analysis reference price unavailable
Analysis 2026-10-20 · RankAlpha Sentiment Codex
BNY
Bank of New York MellonBNYSE / Financial Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$151.00
Analysis reference price unavailable
Analysis 2026-10-20 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$122.00
Analysis reference price unavailable
Analysis 2026-10-20 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-10-20
Recent news sentiment (30D)
+2.9
Mixed
Company
-
Unavailable
Macro
+2.9
Mixed
Pulse
-
Unavailable
Weekly research (10D)
-20.0
Negative
Sentiment proxy
+61.1
Score
AI commentary
The earnings beat and higher RBC EPS estimates are positive, but reaction was mixed: packet coverage described a 1.58% premarket decline on October 15, while Benzinga reported a 0.78% gain in early October 16 trading. The October 19 anchor was $142.44; available evidence does not establish a sustained post-print rerating. Citi and Truist cut targets, Morgan Stanley raised its target marginally, and RBC held its target. Social, options, short-interest, and employee measures were not supplied; their zero placeholders are unavailable data, not neutral observations. Benzinga
RankAlpha Sentiment Codex - 2026-10-20
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-10-30catalystQ3 earnings digestion and mixed analyst revisionsMedium impact
BNY reported Q3 EPS of $2.34 and revenue of $5.676 billion, up 24% and 12% year over year; FactSet-based coverage put EPS consensus at $2.27 and revenue consensus at $5.55 billion. Revenue outgrew expense, but post-print target changes have been mixed, making acceptance of the beat the near-term test. [#8-K-2026-10-15] [#SEC-8K-2026-10-15] MT Newswires
2026-12-31eventCapital-return execution against a thinner capital cushionMedium impact
Q3 capital distributions totaled $1.4 billion, including $937 million of repurchases and $436 million of dividends. Further returns could support per-share growth, but the Tier 1 leverage ratio declined to 5.7% from 6.1% a year earlier, limiting confidence in the pace of buybacks. [#SEC-8K-2026-10-15]
2027-01-31catalystClient-asset and platform monetizationMedium impact
AUC/A reached $63.4 trillion, up 10% year over year, while fee revenue rose 12% to $4.078 billion. Management described healthy sales pipelines and a fifteenth consecutive quarter of year-over-year sales growth; sustained conversion into fee growth and operating leverage remains the longer-term test. [#SEC-8K-2026-10-15] [#EARNINGS-TRANSCRIPT-2026Q3]
Recommendation
N/A
No formal recommendation provided.
As of 2026-10-20 • Updated nightlySource: Internal modelMethodology