InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$143.24

2026-10-16

Market Cap

$97.2B

Volume

5.2M

52-Wk High

$165.84

52-Wk Low

$103.11

Trailing PE

21.3

P/S

3.14

Gross Margin

52.5%

Net Margin

16.3%

ROE

11%

ROIC

4%

Piotroski

4/9

Altman Z

0.2

1-Yr Return

+1435.4%

5-Yr Return

+1370.7%

The Bank of New York Mellon Corp. is a holding company, which engages in the provision of financial services. It operates through the following segments: Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other. The Securities Services segment includes the Asset Servicing business, which provides global custody, fund accounting, integrated middle-office solutions, transfer agency and data, and analytics solutions. The Market and Wealth Services segment consists of the Pershing, Clearance and Collateral Management, and Treasury Services businesses. The Investment and Wealth Management segment is involved in services to institutional and retail investors, as well as investment management, wealth, and estate planning. The Other segment refers to the leasing portfolio, corporate treasury activities, derivatives, and other trading activity. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

SectorFinancial ServicesIndustryInvestment - Banking & Investment ServicesExchangeNYSEMarket Cap$97.2BEmployees48,100 (SEC-filed)CEORobin Antony VinceIPO2007-07-01CountryUS

240 Greenwich Street, New York City, NY 10286 · Tel 212 495 1784 · bny.com

INSIDERSTREET SCORE54 / 100Street mean $164.88 (8 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$6M sold / 6 mo, zero open-market buys

INSIDERSTREET
SCORE54of 100

Score Breakdown

Profitability	63/100
Growth	78/100
Momentum	91/100
Quality	68/100
Earnings Quality	67/100
Balance Sheet	57/100
Value	64/100
Risk (safety)	15/100
Overall	54.3/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
IBKR	56
USB	59
ICE	59
MMC	47
CME	56
HOOD	31
BNY	54

IS Score Trend — quarterly

8 quarters, 23 Q2 to 26 Q2. Peak 63 in 25 Q4, latest 54 — -9 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

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1 Year vs S&P 500 · BNY +1435.4% · S&P 500 +15.9% · spread +1419.5pp

8 Years vs S&P 500 · BNY +1370.7% · S&P 500 +189.9% · spread +1180.9pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

BUSINESS QUALITY54 / 100IS Score 54.3 / 100 · -8.8 from peak of 63

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 30 / 100 · Power -40 · 7 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 54, price structure 30 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 54.3	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 43 → 63 → 49 → 54	the direction matters more than the level
Technical vote share back above 50%	now 36%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,769 → now 1,769	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Site Convergence Score1 of 4top 66% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)1355 up / 1316 downnet +39 funds

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,769 · latest 1,769 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q1	1,769	572.7M	$66.8B	82.9%
2025 Q4	1,765	589.4M	$67.2B	85.3%
2025 Q3	1,647	586.7M	$63.1B	84.9%
2025 Q2	1,561	598.7M	$54.0B	86.6%
2025 Q1	1,508	620.5M	$51.5B	89.8%
2024 Q4	1,443	622.6M	$47.3B	90.1%
2024 Q3	1,293	617.5M	$43.8B	89.3%
2024 Q2	1,253	627.6M	$36.8B	90.8%
2024 Q1	1,260	626.7M	$35.3B	90.7%
2023 Q4	1,172	642.5M	$32.8B	93.0%
2023 Q3	1,089	642.5M	$27.1B	93.0%
2023 Q2	1,084	649.7M	$28.6B	94.0%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Robinson Elizabeth	director	2026-10-01	A-Award	74	$0.01M	5,510
O'Connor Sandra	director	2026-10-01	A-Award	191	$0.03M	7,335
Goldstein Jeffrey A	director	2026-10-01	A-Award	287	$0.04M	43,220
Echevarria Joseph	director	2026-10-01	A-Award	625	$0.09M	67,575
Minaya Jose	Senior Executive VP	2026-09-28	SELL	1,843	$0.27M	178,501
Minaya Jose	Senior Executive VP	2026-09-28	SELL	1,655	$0.25M	176,846
Minaya Jose	Senior Executive VP	2026-09-28	SELL	22	$0.00M	176,824
Minaya Jose	Senior Executive VP	2026-08-27	SELL	2,590	$0.42M	181,274

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	9	38,840	$6.0M	Counted
G — Gifts	1	31,800	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$6.0M9 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

No congressional trades on record for BNY in STOCK Act filings — no political-trading signal is present in this name.

13F Filers (last complete Q)1,765

13F Shares589M85.3% of shares out

New / Closed236 / 78positions, QoQ

Increased / Reduced618 / 596positions, QoQ

Put/Call (13F)1.12option positions

Free Float99.7%677M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Artemis Investment Management Llp	900,732	$130M
Td Waterhouse Canada Inc.	646,844	$93M
Vontobel Holding Ltd.	266,633	$39M
Matthew Goff Investment Advisor, L	247,396	$36M
Fjarde Ap-Fonden /Fourth Swedish N	235,853	$34M
Cacti Asset Management Llc	230,426	$34M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$3.1B
VTSAX	0.1%	$3.1B
VTI	0.1%	$3.1B
VSMPX	0.1%	$3.1B
VFINX	0.1%	$2.6B
VFIAX	0.1%	$2.6B

13F Filers Holding BNY — quarterly

Institutional Put/Call — quarterly

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session21.0%2026-10-15

20-Day Avg25.1%50-day 42.5%

TrendFalling20d vs 50d

By Market CenterQ: 21% · N: 14% · B: 24%latest session

Weekly Notional ($B)

Where a dollar of Bank of New York Mellon Corp revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
UNITED STATES	$13.0B	48%
Non-US	$7.1B	26%
EMEA	$4.6B	17%
Asia Pacific	$1.4B	5%
Other Countries	$1.1B	4%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

BNY (live moat model)Peer median: IBKR · USB · ICE · MMC · CME

Component scores from the live moat model. Peer median illustrative.

Moat score 43/100 — Weak; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Robin Antony Vince	President, Chief Executive Officer & Chairman of the Board
Jose Manuel Minaya	Senior EVP and Global Head of BNY Investments & Wealth
Dermot William McDonogh	Senior Executive Vice President & Chief Financial Officer
J. Kevin McCarthy	Senior EVP & General Counsel

Revenue ($M)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)4 of 4recent quarters

Avg Surprise+8.8%

Next Report2027-01-15

Income QualityN/Mloss-making — OCF ÷ net income not meaningful

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

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Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+21.9%	+32.9%	-2.8%	-42.2%	+80.3%
Gross profit	+21.4%	+33.5%	-0.1%	-32.7%	+80.3%
Operating income	+21.1%	+34.4%	-0.3%	-35.2%	+50.8%
Net income	+138.7%	-405.7%	-97.3%	-836.6%	-318.4%

$M · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	15	20	20	11	20
Cost of revenue	3	3	3	0	0
Gross profit	13	17	17	11	20
R&D expense	0	-0	0	0	0
SG&A expense	3	4	3	1	4
Operating income	12	17	17	11	16
EBITDA	7	-11	-11	19	0
D&A	-12	-17	-17	0	-16
Pretax income	17	-53	-1	11	-23
Income tax	0	0	0	0	0
Net income	17	-53	-1	11	-23
Diluted EPS ($)	0.71	-2.16	-0.06	0.45	-0.97
Diluted shares (M)	25	25	24	24	24

Operating CF$20M

CapEx$0M

Free cash flow$20M

SBC$0M

Buybacks$47M

Net cash change$0M

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$M	FY22	FY23	FY24	FY25
Cash & equivalents	0.0	0.0	0.0	0.1
ST investments	0.0	10.0	0.0	0.0
Receivables (net)	5.5	4.8	4.5	9.1
Total current assets	6.8	4.8	5.1	10.0
PP&E (net)	0.0	0.0	0.0	0.0
Goodwill + intangibles	0.0	0.0	0.0	0.0
Total assets	536.2	480.5	476.1	435.8
Accounts payable	3.2	3.0	2.8	6.0
Short-term debt	0.0	0.0	0.0	44.6
Deferred revenue	-0.0	2.9	0.0	0.0
Total current liabilities	48.8	3.0	6.5	51.4
Long-term debt	0.0	0.0	179.1	131.7
Total liabilities	227.9	187.6	185.6	183.1
Shareholders' equity	308.3	293.0	290.6	252.7

Cash Flow Statement — Full

$M	FY22	FY23	FY24	FY25
Net income	(53.1)	(1.5)	10.8	(23.5)
D&A	0.0	0.0	0.0	0.0
Stock-based compensation	0.0	0.0	0.0	0.0
Working capital change	0.5	0.1	0.6	(0.1)
Operating cash flow	43.5	53.8	16.1	19.7
Capital expenditures	0.0	0.0	0.0	(0.0)
Investing cash flow	14.0	45.4	0.0	0.0
Buybacks	0.0	(3.2)	(2.0)	(47.4)
Dividends paid	(15.4)	(11.7)	(10.3)	(15.3)
Debt issuance / (repay)	0.0	0.0	0.0	(0.0)
Financing cash flow	(42.8)	(54.8)	(15.8)	(19.6)
Free cash flow	43.5	53.8	16.1	19.7

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	8.6%	-14.2%	-16.3%	3.1%	6.6%	11%
ROA	5.1%	-8.2%	-9.8%	1.8%	0.6%	1.0%
ROIC	3.3%	4.3%	9.3%	13.8%	-1.3%	4.0%
Gross margin	83.1%	83.4%	85.8%	100.0%	100.0%	52.5%
Operating margin	81.7%	82.6%	84.8%	95.1%	79.5%	19.8%
Net margin	114.6%	-263.6%	-7.5%	95.1%	-115.2%	16.3%
EBITDA margin	43.3%	-54.0%	-57.0%	165.6%	0.0%	24.2%
FCF margin	75.2%	99.7%	99.3%	84.7%	47.2%	—
VALUATION
P/E	12.54	-6.71	-4.08	25.74	4.87	21.3
P/B	0.82	0.78	0.76	0.82	0.16	2.3
P/S	11.20	6.79	5.60	6.25	0.71	3.14
P/FCF	14.89	6.81	5.64	7.37	1.50	61.0
EV/EBITDA	275.08	-5.26	-1.91	-22.37	-62.44	4.7
EV/Revenue	20.32	13.14	5.35	10.96	-14.83	1.1
Earnings yield	8.0%	-14.9%	-24.5%	3.9%	20.6%	5.08%
FCF yield	6.7%	14.7%	17.7%	13.6%	66.7%	1.64%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	4.11	0.14	1.60	0.78	0.70	0.87
Quick ratio	4.11	0.14	1.60	0.78	0.70	0.87
Debt / equity	0.67	0.73	0.00	0.62	0.76	1.52
Debt / assets	39.9%	41.8%	0.0%	37.9%	7.2%	13.4%
Net debt / EBITDA	123.44	-2.54	0.09	-9.62	-65.42	-8.29
Interest coverage	—	—	-6.55	1.89	0.38	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.06	0.08	0.07	0.08	0.04	0.06
Receivables turnover	6.14	8.08	7.55	7.66	14.02	21.0
DSO (days)	59	45	48	48	26	17
DPO (days)	163	61	65	114	808	—
Cash conversion cycle	-104	-16	-17	-66	-782	17
GROWTH (YoY)
Revenue growth	9.9%	40.8%	44.0%	8.4%	25297.2%	—
Net income growth	55.1%	-265.2%	-321.4%	126.0%	2790.2%	—
EPS growth	-18.2%	-187.0%	-324.1%	126.6%	192.8%	—
FCF growth	24.8%	127.5%	90.2%	-7.9%	11978.0%	—
PER SHARE ($)
EPS (diluted, TTM)	1.00	-1.45	-2.25	0.39	2.08	7.27
Book value / share	15.30	12.51	12.05	12.05	62.88	63.44
Revenue / share	1.12	1.43	1.63	1.59	14.32	44.53
FCF / share	0.84	1.43	1.62	1.35	6.77	2.29
Cash / share	0.00	0.00	0.41	0.00	270.58	503.06
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.0%	0.7%	1.5%	14.7%	3.10%
Altman Z-Score	132.54	0.14	0.07	1.03	-0.11	0.2
Piotroski F-Score	5	4	6	9	4	4/9
Beneish M-Score	-1.70	-2.38	-3.64	-3.05	929.94	1030.19

Model	Score	Zone	Note
Piotroski F-Score	4 / 9	Middling
Altman Z-Score	0.2	Distress (<1.81)	Distress
Income quality	N/M	Loss-making	OCF ÷ net income not meaningful with negative earnings; OCF itself is the signal
Beneish M-Score	1030.19	Elevated	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.79
Interest burden	1.00
Operating margin	20.3%
Asset turnover	0.11×
Financial leverage	11.69×
= ROE	22%

Growth Quality (live)	Value
Revenue stability	0.41
Earnings stability	0.42
Earnings persistence	0.50
Revenue CAGR 3y	962.9%
EPS CAGR 3y	60.9%
FCF CAGR 3y	485.0%

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Buyback Yield3.10%

Dividend Yield1.59%

Total Shareholder Return2.94%cash yield

SBC / Revenue0.0%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
IBKR	$145.3B	31.4	21%	10.6%	+15.8%	6/9	+20.8%
USB	$91.5B	11.4	13%	19.9%	+3.3%	8/9	+28.6%
ICE	$90.7B	22.7	14%	35.9%	-0.6%	8/9	+5.7%
MMC	$89.8B	21.8	27%	11.8%	+7.6%	5/9	-5.8%
CME	$105.7B	24.8	16%	61.1%	+5.1%	6/9	—
HOOD	$88.9B	42.8	24%	42.9%	+38.3%	3/9	—
PNC	$86.7B	11.6	13%	22.6%	+3.9%	4/9	—
MCO	$84.0B	30.7	80%	40.2%	+11.7%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

22 Analysts

Str Sell (0)Sell (0)Hold (12)Buy (10)Str Buy (0)

Mean Target (qtr)$164.888 targets

Target vs. Price+15.1%last-quarter mean

Next Report2027-01-15street $2.33

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$22.45B	$22.57B / $22.31B	$9.32	$9.42 / $9.12	6
FY2027	$23.65B	$24.05B / $23.11B	$10.32	$10.69 / $9.94	11
FY2028	$24.78B	$25.89B / $23.94B	$11.57	$12.08 / $10.81	5

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$163.50	+14.1%	6
Last Quarter	$164.88	+15.1%	8
Last Year	$152.57	+6.5%	30
All Time	$106.88	-25.4%	76

Rolling mean of published targets vs. last close $143.24. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

C

DCF

5/5

ROE

1/5

ROA

1/5

Debt/Eq

1/5

P/E

1/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

BNY +1435.4% vs S&P 500 +15.9% — spread +1419.5pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$145.33	-2.09	-1.44%	Below
SMA 50	$154.52	-11.28	-7.30%	Below
SMA 200	$87.95	+55.29	+62.87%	Above
EMA 9	$142.57	+0.67	+0.47%	Above
EMA 21	$145.92	-2.68	-1.84%	Below
EMA 50	$148.77	-5.53	-3.72%	Below
EMA 200	$104.72	+38.52	+36.78%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBEARISHPower Score -407 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%30

Momentum 25%30

Volume 20%31

Volatility 10%0

Patterns 15%50

This Week36% bullishof 11 price-based votes

4 Weeks Ago18%+18 pts since

12 Weeks Ago100%-64 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$145.33

Price vs SMA 50$154.52

Price vs SMA 200$87.95

EMA 9/21 Cross142.6/145.9

SMA 50/200Golden

ADX DirectionADX 36

Supertrend$146

Parabolic SAR$135

SMA Slope-0.530

RSI39.8

Stochastic K/D40/26

StochRSI K/D67/44

Williams %R-41

CCI-31

TSI vs Signal-40.2

CMO-20.4

ROC-1.48%

OBV SignalDistrib

Chaikin MF-0.040

MFI38

Force Index-0M

Elder Ray Bull0.03

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 26

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$139.95 / $144.77 / $147.45	S1 / S2	$137.27 / $132.45
Bollinger (20,2)	$137.64 – $153.03	Squeeze	Off
52-wk range	$9.11 – $165.84	Off 52-wk high	-13.6%
ATR (14)	$3.35 (2.3%)	Historical vol	20.3%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+2.6%Jan84%

-0.9%Feb53%

-0.9%Mar50%

+0.6%Apr65%

+0.2%May55%

+0.4%Jun55%

+0.8%Jul70%

+0.0%Aug50%

-0.8%Sep45%

-1.7%Oct30%

+1.1%Nov75%

-0.3%Dec50%

Sample: 19 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	BNY	S&P 500
Weekly volatility (σ, 1y)	172.42%	1.83%
Best / worst week (1y)	+1231.6% / -5.9%	—
Max drawdown (5y, monthly)	-35.7%	—
1-week VaR (95%)	-4.3%	—
Beta (5y)	1.05	1.00

BNY EQUITY WEATHER (LIVE)RAINY · -38

Trend-40

Momentum-18

Volume-49

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 1,518 stories, weekly buckets, −1 to +1.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-37.7-17.8 vs industry

Trend-40.1-15.3 vs industry

Momentum-18.3-7.5 vs industry

Volume-49.3-24.3 vs industry

Reading	BNY	Investment - Banking & Investment Services n=237	Financial Services n=24,134	All US symbols n=70,435
Overall	-37.7	-19.9	-16.3	-20.5
Trend	-40.1	-24.8	-12.5	-21.3
Momentum	-18.3	-10.9	-4.4	-15.8
Volume	-49.3	-25.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Anne Ackerley Age: 44	$0.0M	0% equity+incentive
Age: 43 Bartholomew A. Battista Age: 46 Hen	$0.0M	0% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	63
Social	65
Governance	66
Composite ESG	65

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	2 rows · 2026-07-15 to 2026-10-15
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	88 rows · 2004 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-07-29 to 2026-10-01
Proposed sales (Form 144)	edgar/form144	not present for this symbol
Beneficial ownership (13D/G)	edgar/13dg	not present for this symbol
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	not present for this symbol
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Bank of New York Mellon Corp (BNY)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

Institutions holding — 12 quarters

Bank of New York Mellon Corp (BNY)

Monthly Net Insider Flow (000 shares)

Signal Summary

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding BNY — quarterly

Institutional Put/Call — quarterly

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

3.8 · Employees (SEC filings)

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

Balance Sheet — Full

Cash Flow Statement — Full

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

Street Price Target — Trajectory

Third-Party Composite Rating

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

Family Scores (site weights)

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)

Bank of New York Mellon Corp (BNY)