AE Wealth Management LLC Boosts Stock Holdings in BNY $BK

Key Points

• AE Wealth Management increased its stake in BNY by 997.5% in Q4, adding 221,805 shares to hold 244,041 shares worth about $28.33 million.
• Q1 beat and stronger outlook: BNY reported roughly $2.24–$2.25 EPS and $5.41B revenue, topped estimates, raised 2026 revenue guidance to about $21.3B, and announced ~$10B in buybacks plus a $0.53 quarterly dividend.
• Market and analyst view: Consensus is a "Moderate Buy" with an average target of $132.50; the stock recently hit 52‑week highs and trades near $135 with a market cap around $92.7B.

AE Wealth Management LLC increased its position in shares of BNY (NYSE:BK - Free Report) by 997.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 244,041 shares of the bank's stock after buying an additional 221,805 shares during the period. AE Wealth Management LLC's holdings in BNY were worth $28,331,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in BK. Ashton Thomas Private Wealth LLC raised its position in BNY by 133.2% during the third quarter. Ashton Thomas Private Wealth LLC now owns 91,762 shares of the bank's stock worth $9,998,000 after acquiring an additional 52,412 shares during the period. Jones Financial Companies Lllp grew its position in shares of BNY by 35.1% in the third quarter. Jones Financial Companies Lllp now owns 31,848 shares of the bank's stock valued at $3,487,000 after purchasing an additional 8,277 shares during the period. First National Advisers LLC purchased a new stake in shares of BNY during the third quarter worth about $3,304,000. First Horizon Corp purchased a new stake in shares of BNY during the third quarter worth about $22,072,000. Finally, National Pension Service raised its position in shares of BNY by 3.1% during the 3rd quarter. National Pension Service now owns 2,053,278 shares of the bank's stock worth $223,725,000 after purchasing an additional 61,718 shares during the last quarter. Institutional investors and hedge funds own 85.31% of the company's stock.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Barclays raised their price target on shares of BNY from $120.00 to $143.00 and gave the company an "overweight" rating in a research note on Monday, January 5th. New Street Research set a $143.00 target price on BNY in a report on Wednesday, January 14th. Keefe, Bruyette & Woods raised their target price on BNY from $132.00 to $143.00 and gave the company an "outperform" rating in a research report on Wednesday, January 14th. Citigroup began coverage on BNY in a research note on Monday, February 23rd. They issued a "neutral" rating on the stock. Finally, Wells Fargo & Company boosted their price target on BNY from $119.00 to $122.00 and gave the stock an "equal weight" rating in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, BNY has an average rating of "Moderate Buy" and an average target price of $132.50.

Key Stories Impacting BNY

Here are the key news stories impacting BNY this week:

• Positive Sentiment: Q1 beat — BK reported EPS of $2.25 (vs. ~$1.91 consensus) and record revenue of $5.41B, showing broad-based strength in net interest income and fees; that outperformance drove investor optimism. Read More.
• Positive Sentiment: Raised revenue outlook — Management lifted 2026 revenue guidance to roughly $21.3B (about a 6% increase) and signaled ~10% growth in net interest income, supporting forward topline momentum. Read More.
• Positive Sentiment: Shareholder returns — The company announced substantial buyback capacity (reports cite a ~$10B program) and returned capital in the quarter, boosting EPS/valuation upside expectations. Read More.
• Positive Sentiment: Dividend declared — Board approved a $0.53 quarterly common dividend (payable May 8; ex-dividend Apr 27), adding predictable income for shareholders. Read More.
• Neutral Sentiment: Market reaction / technicals — Coverage notes BK hit 52-week / all-time highs as momentum and the beat fueled flows; this is a market response to the fundamentals above. Read More.
• Neutral Sentiment: Guidance nuance — Company published revenue guidance but the public update did not provide a clear FY26 EPS target in the release, leaving some forward EPS visibility limited. Read More.
• Negative Sentiment: Costs and capital metrics — Analysts flag rising expenses and slightly lower capital ratios that could temper margin expansion and limit upside to returns if costs persist. Read More.

BNY Stock Up 2.1%

Shares of NYSE BK opened at $134.69 on Friday. The stock has a market cap of $92.70 billion, a PE ratio of 18.18, a P/E/G ratio of 1.06 and a beta of 1.06. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 0.81. BNY has a 12-month low of $73.55 and a 12-month high of $135.80. The company has a 50-day moving average of $120.08 and a 200 day moving average of $115.70.

BNY (NYSE:BK - Get Free Report) last released its earnings results on Thursday, April 16th. The bank reported $2.24 earnings per share for the quarter, topping analysts' consensus estimates of $1.94 by $0.30. The business had revenue of $5.41 billion for the quarter, compared to analyst estimates of $5.14 billion. BNY had a net margin of 13.62% and a return on equity of 14.37%. The business's revenue was up 12.9% on a year-over-year basis. During the same period last year, the company posted $1.58 EPS. As a group, sell-side analysts predict that BNY will post 6.96 EPS for the current fiscal year.

BNY Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Monday, April 27th will be given a dividend of $0.53 per share. The ex-dividend date is Monday, April 27th. This represents a $2.12 dividend on an annualized basis and a yield of 1.6%. BNY's dividend payout ratio (DPR) is presently 28.61%.

BNY Company Profile

BNY, formerly known as BNY Mellon, is a global financial services company headquartered in New York City. Formed in 2007 through the merger of the Bank of New York and Mellon Financial Corporation, BNY traces its roots back to 1784, making it one of the oldest banking institutions in the United States. It was also the first company listed on the New York Stock Exchange.

BNY operates at the center of the world's capital markets, partnering with clients to help them operate more efficiently and accelerate growth.

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