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Bank of New York Mellon Corporation (BK) has paired a long-term partnership with the Williams F1 Team with fresh leadership appointments at the top of its markets and wealth businesses, giving investors two concrete developments to track.

See our latest analysis for Bank of New York Mellon.

Recent moves, including the Williams F1 partnership and leadership reshuffle, come as BNY trades at US$119.92, with a 90 day share price return of 10.98% and a five year total shareholder return of 228.54%. This indicates that momentum has built over time.

If these developments have you thinking about what else might be gaining traction, it could be a good moment to scan aerospace and defense stocks for other high profile partnerships and growth stories.

With Bank of New York Mellon Corporation trading at US$119.92, sitting about 11% below the average analyst price target and near its estimated intrinsic value, investors may ask whether there is still upside potential or if the recent growth is already reflected in the price.

On the most followed narrative, BNY’s fair value of $132.60 sits above the last close of $119.92, which puts fresh focus on its growth engines and capital returns.

The analysts have a consensus price target of $102.269 for Bank of New York Mellon based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $113.0, and the most bearish reporting a price target of just $85.0.

Read the complete narrative.

Curious what justifies a higher fair value than the analyst consensus target and the current price? The narrative leans on steady top line expansion, firmer margins and a lower future earnings multiple than many peers. Interested in how those ingredients interact over time and what they imply for long term earnings power?

Result: Fair Value of $132.60 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, you still need to weigh risks such as fee pressure from passive investing and the possibility that early digital asset bets do not convert into durable revenue.

Find out about the key risks to this Bank of New York Mellon narrative.

While the narrative fair value for BNY sits at $132.60, our DCF model points to a future cash flow value of $118.35, slightly below the current share price of $119.92. That suggests less obvious upside and puts more weight on whether future execution matches the narrative.

Look into how the SWS DCF model arrives at its fair value.

BK Discounted Cash Flow as at Feb 2026 BK Discounted Cash Flow as at Feb 2026

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Bank of New York Mellon for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 875 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.

If you see the numbers differently or prefer to stress test your own assumptions, you can build a complete Bank of New York Mellon Corporation view in just a few minutes, starting with Do it your way.

A good starting point is our analysis highlighting 5 key rewards investors are optimistic about regarding Bank of New York Mellon.

If BNY has sharpened your interest, do not stop here. Broaden your watchlist with focused stock ideas so you are not caught missing the next move.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BK.

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