Zacks Investment Research
21 Aug 2026, 15:00 UTC · 7w ago
Impact · against what's priced in
BNY is showing strong momentum with double-digit NII growth guidance and record sales. As there is no prior pricing reconstruction to offset these gains, the combination of increasing deal sizes and consistent organic growth serves as a positive catalyst.
No priced-in read yet
What the story claims
4 claims · scored −1 bearish … +1 bullish
BNY management expects net interest income (NII) to increase by 12-13% year over year in 2026.
So whatSpecific, double-digit growth guidance for a primary revenue driver is a strong positive catalyst for the stock.
More positive than 93% of claims this week
BNY achieved record sales in the first and second quarters of 2026, driven by 14 consecutive quarters of year-over-year sales growth.
Continue reading
5 related stories
Management's expectation of 12-13% NII growth for 2026, coupled with 14 consecutive quarters of sales growth and a 20% increase in average deal size, provides concrete fundamental support for further upside.
Read from the article alone
Scored by the NIS engine · methodology.
Top 1 mover · tap to explore
More positive than 79% of claims this week
The average deal size for BNY rose more than 20% year over year in the first half of 2026.
So whatIncreasing deal size suggests better pricing power or a shift toward higher-value enterprise clients.
More positive than 67% of claims this week
BNY's stock has rallied 35.4% year-to-date, significantly outperforming the S&P 500's 12.3% growth.
More positive than 45% of claims this week
Which stocks this story touches
More positive than 95% of ticker scores this week
The company has shown remarkable stock performance, outperforming peers and the S&P 500, with strong net interest income growth and improving platform execution.
More positive than 51% of ticker scores this week
The stock has gained 3.7% year to date, though it has been outperformed by BNY.
More positive than 51% of ticker scores this week
The stock has appreciated 5.9% year to date, though it has been outperformed by BNY.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
Zacks Investment Research
2h ago
More positive than 33% of relationship scores this week
[mutual] The article identifies BKU as a peer to BNY in the banking industry.
More positive than 33% of relationship scores this week
[mutual] The article identifies KEY as a peer to BNY in the banking industry.
−9.0%
Price is moving against the score
$143.07 vs $157.24 close before publication (Aug 20) · not market-adjusted
BNY chart →
