Dec 31, 2025 • MarketBeat
NEUTRAL
The Bank of New York Mellon Corporation $BK Shares Sold by VIRGINIA RETIREMENT SYSTEMS ET Al
VIRGINIA RETIREMENT SYSTEMS ET Al reduced its stake in The Bank of New York Mellon Corporation (NYSE:BK) by 27.7% in Q3, now owning 490,759 shares valued at $53.47 million. Other institutional investors also adjusted their positions in the bank. BNY Mellon reported Q3 EPS of $1.91 on $5.07 billion in revenue, carries a "Moderate Buy" consensus rating with an average target price of $111.86, and pays a quarterly dividend of $0.53.
Dec 31, 2025 • MarketBeat
NEUTRAL
Ameren Corporation $AEE Stake Cut by Pacer Advisors Inc.
Pacer Advisors Inc. significantly reduced its stake in Ameren Corporation (NYSE:AEE) by 42.0% in the third quarter, now holding 22,792 shares valued at approximately $2.379 million. Despite this, other major institutional investors like Vanguard, AllianceBernstein, JPMorgan, Invesco, and Franklin Resources increased their positions in the utility provider. Ameren reported strong Q3 earnings, beating analyst estimates, and provided positive FY2025 and FY2026 guidance, alongside an announced quarterly dividend.
Dec 30, 2025 • Stock Titan
NEUTRAL
Two BNY Mellon muni bond funds lock in January cash payouts
BNY Mellon Investment Adviser, Inc. announced monthly distributions for its BNY Mellon Strategic Municipal Bond Fund, Inc. (DSM) and BNY Mellon Strategic Municipals, Inc. (LEO) closed-end funds. Both funds will pay $0.023 per share, payable on January 30, 2026, to shareholders of record on January 14, 2026. BNY Investments, a division of BNY Mellon, manages these funds.
Dec 30, 2025 • Seeking Alpha
BULLISH
The Bank Of New York Mellon Remains A 'Buy' After 115% Rally (NYSE:BK)
The Bank Of New York Mellon (BK) maintains a "Buy" rating due to strong earnings growth and positive technical momentum, with management raising guidance through 2025. Despite shares trading near fair value, a 10-12% bottom-line growth and an attractive dividend yield justify continued ownership. Key risks include changes in banking conditions, digital asset exposure, and the execution of AI-driven cost efficiencies.
Dec 30, 2025 • Finviz
BULLISH
Bank Stocks Shine in 2025: 3 S&P 500 Plays to Watch for 2026
The S&P 500 expects another year of double-digit gains in 2025, with the Financial Services sector appreciating 14.5% due to Federal Reserve rate cuts and easing trade tensions. Banks, in particular, are in the spotlight as the S&P 500 Banks Industry Group Index gained 31.6%, positioning them for a strong 2026. Citigroup (C), BNY Mellon (BK), and Northern Trust (NTRS) are highlighted as top performers with significant catalysts for continued growth in the upcoming year.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About Northern Trust Corp.: Boring Bank Stock or Sleeper Power Play?
Northern Trust Corp. (NTRS) is examined as a potential long-term investment, contrasting its "boring" but reliable profile with high-flying meme stocks. The article highlights its steady dividends, focus on institutional clients and wealth management, and conservative risk culture as key attributes for investors seeking stability and long-term gains rather than quick profits. It concludes that NTRS is a strong "cop" for fundamental-driven investors comfortable with gradual growth, but a "drop" for those seeking viral excitement and rapid returns.