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Why it's Better to Hold BNY Mellon (BK) in Your Portfolio

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On Jun 22, 2017, we issued an updated research report on The Bank of New York Mellon Corporation (BK - Free Report) . Efficient cost-saving initiatives, strong global presence and easing margin pressure position the company well for future growth. Moreover, with the passage of the Financial Choice Act, the company is likely to increase lending activities, thereby witnessing better revenues.

However, higher dependence on fee-based income as a source of revenue makes us a little apprehensive.

Notably, shares of the company have gained 30.4% in the last one year, underperforming the Zacks categorized Banks - Major Regional industry’s rally of 41.3%.



In the last 30 days, the Zacks Consensus Estimate for the current year have remained stable. As a result, the stock carries a Zacks Rank #3 (Hold).

The company’s cost-saving initiatives have been driving its bottom line. Non-interest expenses have declined at a CAGR of 7% over the last three years (2014-2016). Despite higher investment related expenses, the company remains well positioned to lower its overall cost.

Also, with improvement in interest rates, pressure on the company’s net interest margin (NIM) has been gradually easing. Notably, management expects any further rate hike to positively impact margins as well as net interest revenue.

Stocks to Consider

A few better-ranked stocks from the same space worth considering include Comerica Incorporated (CMA - Free Report) , KeyCorp (KEY - Free Report) and M&T Bank Corporation (MTB - Free Report) , each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Comerica witnessed a marginal upward earnings estimate revision for the current year in the last 60 days. Its share price increased 81.2% in the last one year.

KeyCorp’s shares gained 68.1% in the last one year and its Zacks Consensus Estimate has remained stable for the current year in the last 60 days.

M&T Bank’s earnings estimates were revised 1.1% upward for the current year in the last 60 days. Its share price increased nearly 44.5% in the last one year.

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