Investors interested in Finance stocks should always be looking to find the best-performing companies in the group. The Bank of New York Mellon Corporation (BK) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Finance sector should help us answer this question.The Bank of New York Mellon Corporation is one of 859 individual stocks ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Investors might want to bet on The Bank of New York Mellon Corporation (BK) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and ...

The Bank of New York Mellon Corporation (BK) stock looks like an attractive investment option now. The company’s global expansion efforts, robust assets under management (AUM) balance and a solid balance sheet are expected to aid revenues.Analysts seem optimistic regarding the company’s earnings growth prospects. Over the past 60 days, the Zacks Consensus Estimate for BK’s 2024 earnings has been revised 2.9% upward. Thus, BNY Mellon currently carries a Zacks Rank #2 (Buy).Looking at its price performance, B ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

公司财务表现 - 2024年第二季度，公司净利润为11.43亿美元，同比增长10.3%，每股基本收益为1.53美元，同比增长21.4%；总收入为45.97亿美元，同比增长1.5%[20] - 公司资产托管和/或管理规模达到49.5万亿美元[20] - 公司全职员工数量为52,000人[24] - 公司股东权益占总资产比率为9.5%，股价为59.89美元，市值为441.96亿美元[24] - 公司每股净资产为49.46美元[24] - CET1比率为11.5%，Tier 1资本比率为14.2%，总资本比率为15.0%[27] - 第二季度2024年，适用于普通股东的净收入为11.43亿美元，每股普通股为1.52美元[42] - 公司总收入增长2%，主要反映了费用收入增长4%[44] - 资产托管/管理总额为49.5万亿美元，同比增长6%[47] - 2024年第二季度普通股权益回报率为12.7%[45] - 公司在中国市场创下iPhone销售收入纪录为967.7亿美元[110] 财务数据 - 2024年上半年，The Bank of New York Mellon Corporation的平均资产余额为3498.83亿美元，利息收入为124.89亿美元，利息支出为104.18亿美元，净利润为20.7亿美元[84] - 2024年上半年，The Bank of New York Mellon Corporation的有效税率为23.4%，净利息收入率为1.17%[86] - 2024年上半年，The Bank of New York Mellon Corporation的全职员工数量为52000人，较去年同期减少2%[89] - 2024年上半年，The Bank of New York Mellon Corporation的非利息支出为62.46亿美元，较去年同期增长0.56%[88] - 2024年上半年，The Bank of New York Mellon Corporation的净新资产为负23亿美元[136] 业务部门表现 - 证券服务业务部门的投资服务费收入在2024年第二季度达到13.4亿美元，同比增长6%；总收入达到22.39亿美元，同比增长5%；税前营业利润为6.88亿美元，同比增长16%[106] - 资产服务业务部门的收入在2024年第二季度达到17亿美元，与去年同期持平，与今年第一季度相比增长1%[118] - 发行服务业务部门的收入在2024年第二季度达到5.52亿美元，与去年同期相比增长3%，与今年第一季度相比增长17%[119] - Pershing的营收为6.63亿美元，较2023年第二季度增长3%[135] - Treasury Services的营收为4.26亿美元，较2023年第二季度增长3%[137] - Clearance and Collateral Management的营收为4.46亿美元，较2023年第二季度增长12%[138] 资产情况 - 公司的证券投资组合在2024年6月30日的公允价值为1339亿美元，其中98%的证券被评为AAA/AA-；可供出售证券投资组合中的未实现损失为15亿美元[200] - 截至2024年6月30日，公司总的贷款相关风险暴露为1225亿美元，较2023年12月31日增长6%[210] - 2024年6月30日，金融机构和商业组合占据了公司总风险暴露的48%，金融机构组合的风险暴露为446亿美元，较去年同期增长12%[211] 其他信息 - 公司数字资产托管平台为美国机构客户提供比特币和以太币的托管和管理服务，数字资产基金服务为数字资产基金提供会计和管理、转让代理和ETF服务，预计将继续发展数字资产能力[113] - 德国、英国、巴西和俄罗斯在公司的国家风险暴露中占比分别为24.8亿美元、18.8亿美元、1.2亿美元和0.5亿美元[188][190]

Investors in The Bank of New York Mellon Corporation (BK) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 20, 2024 $27.5 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the o ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

财务数据和关键指标变化 - 报告的每股收益为1.52美元,同比增长16% [10] - 剔除特殊项目后,每股收益为1.51美元,同比增长9% [10][18] - 总收入46亿美元,同比增长2% [10] - 投资服务费收入增长5%,主要受益于结算和抵押品管理、资产托管和财资服务的持续强劲 [10][21][23] - 外汇收入增长16% [10][22] - 净利息收入下降6% [10][17][20] - 费用同比下降1%,剔除特殊项目后增长1% [10][18] - 税前利润率为33%,剔除特殊项目后为33% [10][18] - 普通股权一级资本充足率为11.4% [19] - 资本回报率为25%,剔除特殊项目后为24% [10][18] 各条业务线数据和关键指标变化 证券服务 - 总收入22亿美元,持平同比 [21] - 投资服务费收入增长3%,主要受益于资产托管业务 [21] - 托管资产规模超过2万亿美元,同比增长超过50% [21] - 托管基金数量同比增长超过20% [21] - 发行人服务投资服务费收入增长1% [22] - 外汇收入增长16%,净利息收入下降11% [22] - 税前利润增长7%,税前利润率为31% [22] 市场和财富服务 - 总收入15亿美元,同比增长6% [23] - 投资服务费收入增长7% [23] - 柏兴投资服务费收入增长2%,净新资产流出230亿美元 [23] - 结算和抵押品管理投资服务费收入增长15% [23] - 财资服务投资服务费收入增长10% [23] - 净利息收入下降1% [23] - 税前利润增长8%,税前利润率为46% [23] 投资和财富管理 - 总收入8.21亿美元,同比增长1% [24] - 资产管理业务收入下降1% [24] - 财富管理业务收入增长3% [24] - 费用下降2% [24] - 税前利润增长15%,税前利润率为18% [24] - 管理资产规模2万亿美元,同比增长7% [24] - 财富管理客户资产规模3080亿美元,同比增长8% [24] 各个市场数据和关键指标变化 - 美国、加拿大和墨西哥市场在5月实现T+1结算,公司在这一重大市场结构变革中发挥了关键作用 [12] 公司战略和发展方向及行业竞争 - 公司正在执行"更多为客户、更好运营公司、培养公司文化"三大战略支柱 [7][9][13][91][98] - 公司正在简化和现代化品牌,将公司名称缩短为BNY,以更好地传达公司的实力和所做的事情 [9] - 公司正在整合各业务线,提供一站式解决方案,满足客户全方位需求 [12][13][68][69] - 公司在财富管理平台Wove上推出多项新功能,获得行业认可 [13][67][68] - 公司正在大力投资人才,吸引优秀人才加入 [14][15] - 公司在关键市场结构变革中发挥重要作用,增强了客户的信任 [12] 管理层对经营环境和未来前景的评论 - 经营环境相对较为有利,市场预期政策利率将温和和缓慢下降,通胀压力有所缓解,投资者信心增强 [11] - 公司在年度压力测试中再次展现出业务模式的抗压能力 [12] - 公司对未来保持谦逊态度,认为不确定性仍存在,需要做好各种情况的准备 [88][89] 其他重要信息 - 公司宣布将季度普通股股息增加12%至每股0.47美元 [12] - 公司计划继续在现有股票回购计划下回购普通股,并将在2024年全年返还100%或更多的收益给股东 [25][26] 问答环节重要的提问和回答 问题1 **Ken Usdin 提问** 询问公司对2024年下半年净利息收入的预期,以及存款规模和构成的变化 [29][30][31][32] **Dermot McDonogh 回答** - 公司对2024年全年净利息收入下降10%的指引暂时保持不变 [25] - 公司上半年净利息收入表现优于预期,主要得益于存款增长和重新部署到收益更高的资产 [30][32] - 公司预计第三季度可能会出现季节性下降,保持谦逊态度 [30][32] 问题2 **Glenn Schorr 提问** 询问结算和抵押品管理业务的收入增长是否主要来自于客户活动增加,还是获得新业务 [35][36] **Dermot McDonogh 回答** - 结算和抵押品管理业务收入增长来自于两个方面:客户活动增加以及获得新业务 [36] - 公司在国内和国际市场持续创新,为客户提供新产品和解决方案,推动业务增长 [36] 问题3 **Ebrahim Poonawala 提问** 询问公司未来几年费用收入比的目标水平 [74][75][76][77][79] **Robin Vince 回答** - 公司目前关注的是实现正的营运杠杆,而不是具体的费用收入比目标 [79] - 公司正在努力提高收费业务的有机增长,并通过提供综合解决方案来实现 [73][74][75][76][77] - 公司将继续关注提高运营效率,并将投资与提高效率相结合,而不是简单追求费用控制 [82][97][98][99]

Leading independent broker-dealer & RIA with over $6B in assets under management expands and enhances its wealth management platform CHICAGO, July 12, 2024 /PRNewswire/ -- Arete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA), has announced the expansion of its clearing and multi-custodial wealth management platform via long-term clearing, custody, and technology agreements with BNY Pershing, a leading provider of global financial business solutions. As part of the a ...