BNY vs Barclays
This page compares BNY (Bank of New York Mellon Corp., The) and Barclays PLC to illustrate their business models, financial performance, and market context in a neutral, accessible way. It presents factual context to help you understand how each organisation operates and the environments they navigate. Educational content, not financial advice.
This page compares BNY (Bank of New York Mellon Corp., The) and Barclays PLC to illustrate their business models, financial performance, and market context in a neutral, accessible way. It presents fa...
Why It's Moving
BNY Mellon Stock Surges to New 52-Week High on Momentum and Rate Cut Signal.
- Shares climbed to $118.88 on December 10-11, outpacing analyst targets and signaling sustained demand for BNY's custody and asset management services.
- BNY lowered its prime lending rate by 25 basis points to 6.75% effective December 11, potentially easing borrowing costs and supporting client growth.
- Analysts raised price targets with a 'Moderate Buy' consensus, driven by solid earnings outlook and international revenue expansion.
Barclays wraps £1bn buyback and launches fresh £500m repurchase, fueling stock's 52-week high surge.
- Completed £1bn HY 2025 buyback by repurchasing 262m shares at an average 381.5p, reducing issued capital to 13.9bn shares and boosting per-share metrics.
- Launched Q3 2025 programme on track for up to £500m in buybacks, with 1.17bn shares eligible, underscoring robust balance sheet strength.
- Stock gained 1.57% to $24.19 on Dec 11 after touching 52-week high of $23.58, riding financial sector tailwinds.
BNY Mellon Stock Surges to New 52-Week High on Momentum and Rate Cut Signal.
- Shares climbed to $118.88 on December 10-11, outpacing analyst targets and signaling sustained demand for BNY's custody and asset management services.
- BNY lowered its prime lending rate by 25 basis points to 6.75% effective December 11, potentially easing borrowing costs and supporting client growth.
- Analysts raised price targets with a 'Moderate Buy' consensus, driven by solid earnings outlook and international revenue expansion.
Barclays wraps £1bn buyback and launches fresh £500m repurchase, fueling stock's 52-week high surge.
- Completed £1bn HY 2025 buyback by repurchasing 262m shares at an average 381.5p, reducing issued capital to 13.9bn shares and boosting per-share metrics.
- Launched Q3 2025 programme on track for up to £500m in buybacks, with 1.17bn shares eligible, underscoring robust balance sheet strength.
- Stock gained 1.57% to $24.19 on Dec 11 after touching 52-week high of $23.58, riding financial sector tailwinds.
Which Baskets Do They Appear In?
UK Banking Consolidation
Santander's £2.65 billion acquisition of TSB is reshaping the UK banking sector. This collection features companies positioned to benefit from this major consolidation, including direct competitors, potential M&A targets, and the investment banks facilitating these industry-changing deals.
Published: July 2, 2025
Explore BasketWhich Baskets Do They Appear In?
UK Banking Consolidation
Santander's £2.65 billion acquisition of TSB is reshaping the UK banking sector. This collection features companies positioned to benefit from this major consolidation, including direct competitors, potential M&A targets, and the investment banks facilitating these industry-changing deals.
Published: July 2, 2025
Explore BasketInvestment Analysis
BNY
BK
Pros
- BNY Mellon reported record third-quarter 2025 revenue of $5.1 billion, a 9% increase year-over-year, demonstrating robust growth across its business platforms.
- The company achieved a strong pre-tax margin of 36% and a return on tangible common equity (ROTCE) of 26%, reflecting high operational efficiency.
- BNY is actively leveraging AI with the launch of an enhanced AI platform, Eliza, boosting automation and operational capabilities across its workforce.
Considerations
- The company's quick ratio of 0.72 indicates potential challenges in meeting short-term liabilities, which could pressure liquidity in volatile markets.
- Stock price forecasts show some volatility and downtrend tendencies in several months of 2025, suggesting market sensitivity to macro or execution risks.
- Despite positive earnings growth, its price-to-earnings ratio near 16 suggests the stock may be moderately overvalued relative to earnings potential.
Barclays
BCS
Pros
- Barclays has a diversified global banking business with strong retail, corporate, and investment banking segments that provide multiple growth drivers.
- The bank has been focusing on strengthening its capital position and improving operational efficiency through cost-cutting and restructuring efforts.
- Continued digital transformation and adoption of technology innovations position Barclays well for future competitiveness in the evolving financial sector.
Considerations
- Barclays faces ongoing regulatory scrutiny and potential fines, which adds legal and compliance risks impacting profitability and reputation.
- The bank is exposed to macroeconomic uncertainties including interest rate fluctuations and geopolitical tensions affecting European markets.
- Barclays' earnings remain sensitive to credit cycles and economic downturns, reflecting its significant credit risk and cyclicality in lending businesses.
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