How this company measures up on the fundamentals that matter
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading at $130 against a fair value of $192, a 32% discount. Moderate competitive position. Fails ethical screen (Business activity screen). Ranks better than 78% of screened stocks.
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-17 | PEREZ ALEJANDRO | Officer | 1,000 | — | |
| 2026-04-17 | MCCARTHY JOHN KEVIN | General Counsel | 30,000 | $4,094,919 | |
| 2026-04-17 | HOBBS SHANNON MARIE | Officer | 297 | $40,705 | |
| 2026-04-17 | PEREZ ALEJANDRO | Officer | 12,504 | $1,713,156 | |
| 2026-04-17 | KURIMSKY KURTIS R | Officer | 5,290 | $719,523 | |
| 2026-04-01 | O'CONNOR SANDRA | Director | 227 | $27,500 | |
| 2026-04-01 | GOLDSTEIN JEFFREY A. | Director | 340 | $41,250 | |
| 2026-04-01 | IZZO RALPH | Director | 227 | $27,500 | |
| 2026-04-01 | ROBINSON ELIZABETH E | Director | 87 | $10,625 | |
| 2026-04-01 | ECHEVARRIA JOSEPH J | Director | 743 | $90,000 |
Data sourced from public filings and market feeds. Not financial advice. Updated: