Bny Mellon Strategic Stock Performance

LEO Stock  USD 6.50  0.02  0.31%   
BNY Mellon has a performance score of 13 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0135, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BNY Mellon's returns are expected to increase less than the market. However, during the bear market, the loss of holding BNY Mellon is expected to be smaller as well. BNY Mellon Strategic currently shows a risk of 0.47%. Please confirm BNY Mellon Strategic semi variance, as well as the relationship between the daily balance of power and period momentum indicator , to decide if BNY Mellon Strategic will be following its price patterns.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in BNY Mellon Strategic are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical and fundamental indicators, BNY Mellon is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more

Actual Historical Performance (%)

One Day Return
0.31
Year To Date Return
1.88
Ten Year Return
(26.55)
All Time Return
(33.33)
Forward Dividend Yield
0.0412
Payout Ratio
6.2682
Forward Dividend Rate
0.27
Dividend Date
2019-02-28
Ex Dividend Date
2026-02-12
1
Can BNY Mellon Strategic Municipal Bond stock sustain double digit ROE - Market Performance Summary Weekly Breakout Stock Alerts - newser.com
11/18/2025
 
BNY Mellon dividend paid on 1st of December 2025
12/01/2025
2
BNY Mellon High Yield Strategies Fund Stock Crosses Below Fifty Day Moving Average - Whats Next - MarketBeat
12/09/2025
3
Disposition of tradable shares by Comerica Bank of BNY Mellon at 25000.0 subject to Rule 16b-3
12/17/2025
4
Pope Leo appoints pro-migrant archbishop of New York, signaling Churchs more robust approach to Trump
12/18/2025
5
Gridiron Partners LLC Acquires 1,591,208 Shares of BNY Mellon Strategic Municipals, Inc. LEO
12/23/2025
 
BNY Mellon dividend paid on 31st of December 2025
12/31/2025
6
Disposition of 100 shares by Bank Of America Corp de of BNY Mellon at 6.78 subject to Rule 16b-3
01/05/2026
7
Hennion Walsh Asset Management Inc. Reduces Position in BNY Mellon Strategic Municipals, Inc. LEO - MarketBeat
01/07/2026
8
How Bny Mellon Strategic Municipals Inc. Affects Rotational Strategy Timing - Stock Traders Daily
01/12/2026
9
BNY Mellon Strategic Municipals, Inc. Short Interest Update
01/16/2026
10
Immfly to bring Eutelsats OneWeb LEO High-Speed connectivity to disconnected narrowbody LCCULCC fleets worldwide
01/22/2026
 
BNY Mellon dividend paid on 30th of January 2026
01/30/2026
Begin Period Cash Flow3.5 M
Total Cashflows From Investing Activities47.1 K

BNY Mellon Relative Risk vs. Return Landscape

If you would invest  620.00  in BNY Mellon Strategic on November 8, 2025 and sell it today you would earn a total of  30.00  from holding BNY Mellon Strategic or generate 4.84% return on investment over 90 days. BNY Mellon Strategic is generating 0.0799% of daily returns assuming volatility of 0.469% on return distribution over 90 days investment horizon. In other words, 4% of stocks are less volatile than BNY, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon BNY Mellon is expected to generate 0.61 times more return on investment than the market. However, the company is 1.63 times less risky than the market. It trades about 0.17 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

BNY Mellon Target Price Odds to finish over Current Price

The tendency of BNY Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 6.50 90 days 6.50 
roughly 2.28
Based on a normal probability distribution, the odds of BNY Mellon to move above the current price in 90 days from now is roughly 2.28 (This BNY Mellon Strategic probability density function shows the probability of BNY Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon BNY Mellon has a beta of 0.0135. This indicates as returns on the market go up, BNY Mellon average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding BNY Mellon Strategic will be expected to be much smaller as well. Additionally BNY Mellon Strategic has an alpha of 0.0549, implying that it can generate a 0.0549 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   BNY Mellon Price Density   
       Price  

Predictive Modules for BNY Mellon

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as BNY Mellon Strategic. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of BNY Mellon's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
6.036.506.97
Details
Intrinsic
Valuation
LowRealHigh
5.857.568.03
Details
Naive
Forecast
LowNextHigh
6.066.536.99
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.126.326.52
Details

BNY Mellon Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. BNY Mellon is not an exception. The market had few large corrections towards the BNY Mellon's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold BNY Mellon Strategic, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of BNY Mellon within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.05
β
Beta against Dow Jones0.01
σ
Overall volatility
0.10
Ir
Information ratio 0.04

BNY Mellon Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of BNY Mellon for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for BNY Mellon Strategic can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
BNY Mellon Strategic has 139.04 M in debt with debt to equity (D/E) ratio of 0.33, which is OK given its current industry classification. BNY Mellon Strategic has a current ratio of 0.12, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Nevertheless, prudent borrowing could serve as an effective mechanism for BNY to finance growth opportunities yielding strong returns.
Reported Net Loss for the year was (13.1 M) with profit before taxes, overhead, and interest of 29.97 M.
BNY Mellon Strategic has a strong financial position based on the latest SEC filings
On 30th of January 2026 BNY Mellon paid $ 0.023 per share dividend to its current shareholders
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BNY Mellon Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of BNY Stock often depends not only on the future outlook of the current and potential BNY Mellon's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. BNY Mellon's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding62.3 M
Cash And Short Term Investments106.6 K

BNY Mellon Fundamentals Growth

BNY Stock prices reflect investors' perceptions of the future prospects and financial health of BNY Mellon, and BNY Mellon fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BNY Stock performance.

About BNY Mellon Performance

By examining BNY Mellon's fundamental ratios, stakeholders can obtain critical insights into BNY Mellon's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that BNY Mellon is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 4.13  3.92 
Return On Tangible Assets(0.02)(0.02)
Return On Capital Employed(0.02)(0.02)
Return On Assets(0.02)(0.02)
Return On Equity(0.04)(0.03)

Things to note about BNY Mellon Strategic performance evaluation

Checking the ongoing alerts about BNY Mellon for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BNY Mellon Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
BNY Mellon Strategic has 139.04 M in debt with debt to equity (D/E) ratio of 0.33, which is OK given its current industry classification. BNY Mellon Strategic has a current ratio of 0.12, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Nevertheless, prudent borrowing could serve as an effective mechanism for BNY to finance growth opportunities yielding strong returns.
Reported Net Loss for the year was (13.1 M) with profit before taxes, overhead, and interest of 29.97 M.
BNY Mellon Strategic has a strong financial position based on the latest SEC filings
On 30th of January 2026 BNY Mellon paid $ 0.023 per share dividend to its current shareholders
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Evaluating BNY Mellon's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BNY Mellon's stock performance include:
  • Analyzing BNY Mellon's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BNY Mellon's stock is overvalued or undervalued compared to its peers.
  • Examining BNY Mellon's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating BNY Mellon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BNY Mellon's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of BNY Mellon's stock. These opinions can provide insight into BNY Mellon's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating BNY Mellon's stock performance is not an exact science, and many factors can impact BNY Mellon's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether BNY Mellon Strategic offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of BNY Mellon's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Bny Mellon Strategic Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Bny Mellon Strategic Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in BNY Mellon Strategic. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in services.
You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Will Asset Management & Custody Banks sector continue expanding? Could BNY diversify its offerings? Factors like these will boost the valuation of BNY Mellon. Expected growth trajectory for BNY significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every BNY Mellon data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
(0.67)
Dividend Share
0.244
Earnings Share
(0.21)
Revenue Per Share
0.481
Quarterly Revenue Growth
0.035
Investors evaluate BNY Mellon Strategic using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating BNY Mellon's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause BNY Mellon's market price to deviate significantly from intrinsic value.
Understanding that BNY Mellon's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether BNY Mellon represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, BNY Mellon's market price signifies the transaction level at which participants voluntarily complete trades.