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 ...

文章核心观点 - 预计The Bank of New York Mellon Corporation(BK)的季度收益将达到每股1.40美元,同比增长10.2% [1] - 预计收入将达到45.2亿美元,同比增长3.3% [1] - 过去30天内,分析师对该季度的EPS预估值上调了0.8% [1] 公司财务数据 收入分析 - 市场和财富服务总收入预计为14.7亿美元,同比增长2.1% [2] - 证券服务总费用及其他收入预计为16.2亿美元,同比增长8.9% [2] - 证券服务净利息收入预计为5.74亿美元,同比下降4.3% [2] - 证券服务总收入预计为22.0亿美元,同比增长5.1% [3] - 市场和财富服务净利息收入预计为3.96亿美元,同比下降1.4% [3] 资产负债分析 - 平均总生息资产预计为3,433.9亿美元,去年同期为3,390.4亿美元 [3] - 一级杠杆比率预计为6.0%,去年同期为6.1% [3] - 一级资本充足率(标准法)预计为13.9%,去年同期为15.2% [3] - 总资本充足率(标准法)预计为14.6%,去年同期为16.2% [4] - 管理资产总额预计为20,932.6亿美元,去年同期为18,210亿美元 [4] - 不良资产预计为28.38亿美元,去年同期为4.8亿美元 [4] - 不良贷款总额预计为28.33亿美元,去年同期为4.6亿美元 [4]

The market expects The Bank of New York Mellon Corporation (BK) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 11, 2024, might help the stock move h ...

文章核心观点 - 美国股市指数S&P 500在2024年前9个月内上涨21.4%,主要受益于利率前景明朗和经济增长强劲,以及通胀持续降温[1] - 金融服务板块是表现最好的四大板块之一,上涨近19.9%[1] - 银行业作为金融服务板块的主要成分,在联储降息的推动下,S&P 500银行业指数上涨近17.4%[1] 银行业表现亮眼的原因 - 联储决定降息50个基点,并预计今年还将再次降息,将联邦基金利率降至4.4%,这为银行业的盈利提供了支撑[3][4] - 经济增长前景良好,美国GDP增速从2022年的1.9%上升至2023年的2.5%,经济"软着陆"的可能性较大[3][4] - 上述有利因素推动了投资者对银行股的看好情绪[4] BNY Mellon - 净利息收入和净利差在2020-2021年下降后已经反弹,未来有望随着利率下降而进一步改善[6] - 正在积极拓展海外市场,非美国收入占比已达35%,有望持续提升[7] - 通过增加股息和回购计划回报股东,2023年股东回报率达123%[7] M&T Bank - 过去5年收入实现10.2%的复合年增长率,未来利息收入有望受益于有利的贷款环境和预期的利率下调[8] - 通过收购People's United拓展了地域覆盖,提升了产品和资产负债表的多元化[9] - 持续增加股息和回购计划,体现了公司的良好经营状况和充沛的流动性[9] 花旗集团 - 正在简化运营结构,退出部分亚洲和欧洲地区的消费者银行业务,以聚焦发展财富管理等高收益业务[10][11] - 通过提高股息和回购计划回报股东,体现了公司的信心[12] 摩根大通 - 通过收购陷入困境的第一共和银行进一步巩固了市场地位[13] - 正在大幅扩张网点布局,到2027年计划新开500家网点,并对1700家现有网点进行升级改造[13] - 在经济环境不确定的情况下,仍保持了较强的存贷款增长[14] - 提高股息和回购计划以回报股东[14] 第五三银行 - 通过一系列收购交易拓展了商业垂直领域,如医疗收入周期管理、嵌入式支付等[15][16] - 正在加大对现金管理和财富管理业务的投入,以提高非利息收入占比[16] - 持续增加股息和回购计划,提升股东回报[17]

Photo by Michael M. Santiago/Getty ImagesGetty ImagesThis week has historically been the most bearish one in the history of the S&P 500 and the DJIA. Since 1928. This week has seen a rising price only 35 times. If this time interval has been up in the past, the next week has been flat. Almost all market indicators are in bullish mode. The average low in any year has been October 27th, and that date is not far away. The best strategy is to accumulate stocks to hold into yearend. One helpful method is to simp ...

Hey there! My focus here is to provide you with insightful rating analysis on the world's leading financial firms to help you navigate and comprehend the latest investment opportunities while identifying potential pitfalls. My favorite picks are those that are tilted towards both the growth and quality factors. These are stocks that have a strong growth story combined with robust financial statements to support the growing narrative. My first investment was made seven years ago, and I have passed all CFA Pr ...

Shares of The Bank of New York Mellon Corporation (BK) , popularly known as BNY Mellon, have performed well this year. The stock touched its all-time high of $71.80 during Wednesday’s trading session as the Federal Reserve announced a cut of 50 basis points (bps) in interest rates. The BK stock finally closed yesterday’s session at $71.04, soaring 36.5% year to date. It has outperformed its industry, the S&P 500 Index and its close peers —Northern Trust (NTRS) and State Street (STT) — so far this year. Year ...

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 ...