Truist cuts BNY Mellon stock rating, raises target to $97

Published 28/05/2025, 12:12
© Reuters.

On Wednesday, Truist Securities revised its stance on Bank of New York Mellon (NYSE:BK), downgrading the stock from Buy to Hold, while simultaneously increasing the price target from $87.00 to $97.00. According to InvestingPro analysis, BK currently trades at an attractive P/E ratio of 14.6x and shows signs of being undervalued based on its Fair Value estimate. The adjustment comes despite Truist’s positive long-term outlook for the company, citing its diversified business model and growth prospects in the Treasury market.

Truist Securities acknowledged the bank’s impressive performance, noting that Bank of New York Mellon’s stock has nearly doubled since 2022, consistently outperforming the bank index by approximately 15-20 percentage points annually, including roughly 17 points year-to-date. InvestingPro data confirms this strong momentum, showing a 58.9% return over the past year and an 18.8% gain year-to-date. The firm highlighted the bank’s successful management strategies that have promoted operating leverage through a balance of investment and efficiency.

The rationale behind the downgrade, as per Truist Securities, is attributed to a period of reassessment after the stock’s significant appreciation. Despite the bank’s recent turn to quality, which could warrant a premium compared to its historical performance and its peers, Truist suggests the current premium of 2.5-3 times over State Street (NYSE:STT) may not hold, particularly given the near-term market environment that seems more favorable for State Street.

In summary, while Truist Securities remains optimistic about Bank of New York Mellon’s continued success and its position as a quality compounder, the firm has decided to adopt a more cautious stance due to the stock’s substantial gains and current market valuations. The new price target reflects a modest increase from the previous target, suggesting that while upside potential may be limited, the stock retains value.

In other recent news, BNY Mellon Municipal Income, Inc. has announced a final distribution of $0.078 per share, set for June 16, 2025, as it prepares for its scheduled liquidation on June 20, 2025. This follows an earlier distribution of $0.019 per share in April, marking the end of regular payments to its common shareholders. Meanwhile, BNY Mellon High Yield Strategies Fund has maintained its monthly dividend payout at $0.0175 per share, consistent with the previous month, ensuring regular income for its investors.

Additionally, The Bank of New York Mellon Corporation concluded its annual shareholder meeting with the election of 11 directors and the approval of executive compensation for 2024, reflecting shareholder satisfaction with the company’s management. The appointment of KPMG LLP as the independent registered public accountants for the fiscal year ending December 31, 2025, was also ratified. In other developments, Graphex Group Ltd announced the distribution of proceeds from a rights issue to its American Depository Shares holders, following the sale of rights in the local market by BNY Mellon as the depositary.

These recent developments highlight the ongoing activities and strategic decisions within these companies, offering insights into their financial maneuvers and governance practices.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.