Analysis: Bank of New York Mellon Corp

US:BNY

Why is Bank of New York Mellon Corp stock rising?

  • BNY raised its FY2026 outlook, now expecting total revenue up 10%-11% and NII up 12%-13%, with about 400bps of positive operating leverage.
  • BNY launched an expanded Circle partnership combining USDC reserve custody with mint-and-burn capabilities, creating a new digital-asset infrastructure offering.
  • Wealth Solutions is expected to deliver mid-single-digit net new asset growth over the coming years, supported by Archer integration and cleaner asset-flow comparisons.
  • PayPal selected BNY for institutional-grade digital asset custody supporting its digital payments wallets and global financial services.

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