BNY Deepens Cross Border Role With Chilwa ADR And Williams F1 Deal
BNY Mellon has expanded its footprint by being appointed as the depositary bank for Chilwa Minerals' new ADR program, aiming for a Nasdaq listing, and forming a long-term partnership with the Williams F1 Team to boost branding and client engagement. These strategic moves highlight BNY's efforts to support issuers entering US capital markets and broaden its brand reach, following a period of significant stock price growth. While the ADR program is expected to generate fees and deepen issuer relationships, the F1 sponsorship aims to enhance brand visibility, with investors advised to monitor future disclosures for measurable impacts on earnings and valuation.
ProShare Advisors LLC Cuts Stock Position in United Airlines Holdings Inc $UAL
ProShare Advisors LLC significantly reduced its stake in United Airlines Holdings Inc. (UAL) by 17.8% in the third quarter, while several other institutional investors increased their positions. Notably, CEO J. Scott Kirby and President Brett J. Hart also sold substantial amounts of their personal shares. Despite these sales, analysts remain largely positive on UAL, with 15 "Buy" ratings, 2 "Hold" ratings, and a consensus price target of $135.97, supported by strong earnings and guidance.
BNY Mellon International Bond Fund Q4 2025 Commentary (DIBRX)
The BNY Mellon International Bond Fund's Class I shares returned -0.41% in Q4 2025, outperforming its benchmark, the Bloomberg Global Aggregate ex USD Index, which returned -0.47%. The commentary highlights continued subdued global economic conditions, easing inflation, and a deceleration in China's GDP growth. The outlook for 2026 anticipates sub-trend growth in developed markets, faster growth in emerging markets, and gradual rate cuts from central banks.
Cibc World Market Inc. Raises Holdings in The Bank of New York Mellon Corporation $BK
Cibc World Market Inc. increased its stake in The Bank of New York Mellon Corporation by 8.6% to 130,795 shares, valued at approximately $14.25 million, with institutional investors now owning 85.31% of the company. Analysts have issued a "Moderate Buy" consensus rating with a target price of $131.92, following several raised price targets and upgrades from brokerages. The Bank of New York Mellon recently traded near $114.92, has a market cap of $80.1 billion, a P/E ratio of 15.5, and pays a quarterly dividend of $0.53.
Illinois Municipal Retirement Fund Raises Stake in Packaging Corporation of America $PKG
The Illinois Municipal Retirement Fund increased its stake in Packaging Corporation of America (PKG) by 13.4% to 51,570 shares, valued at $11.24 million. Other major institutions like Vanguard, State Street, BNY Mellon, and American Century also significantly boosted their holdings, bringing institutional ownership to nearly 90%. Despite reporting Q1 2026 revenue and EPS below consensus, the company's stock shows a 2.0% dividend yield and a strong market cap.
12th Street Asset Management Company LLC Increases Stock Holdings in Brunswick Corporation $BC
12th Street Asset Management Company LLC significantly increased its stake in Brunswick Corporation (NYSE:BC) by 39.5% in the third quarter, now owning 363,381 shares valued at $22.98 million. Other institutional investors like Bank of New York Mellon Corp and AQR Capital Management LLC also boosted their holdings in Brunswick. Meanwhile, Brunswick's CEO and VP sold shares, and the company recently announced an increase in its quarterly dividend to $0.44 per share.
Norwegian Cruise Line Holdings Appoints John W. Chidsey as President and Chief Executive Officer
Norwegian Cruise Line Holdings (NCLH) has appointed John W. Chidsey as its new President and Chief Executive Officer, effective immediately. Chidsey, previously CEO of Subway Restaurants and a director on NCLH's board, succeeds Harry Sommer. The board expressed confidence that Chidsey's leadership will enhance execution, strengthen financial performance, reduce leverage, and drive long-term shareholder value.
Bank of New York Mellon Corp (BK) Shares Down 4.86% on Feb 12
Shares of Bank of New York Mellon Corp (BK) fell 4.86% on February 12, reaching an intraday low of $115.74. While analysts forecast an average target price of $132.71, indicating an upside, GuruFocus estimates a GF Value of $77.87, suggesting a potential downside of 32.75% from its current price. The stock is currently 10.07% below its 52-week high but 64.33% above its 52-week low.
The Bank of New York Mellon Corporation $BK is LSV Asset Management's 3rd Largest Position
LSV Asset Management reduced its stake in The Bank of New York Mellon Corporation (BK) by 9.4% in Q3, making it their 3rd largest holding at approximately $617.7 million. Several analysts issued "Buy" ratings and raised price targets for BK in January, contributing to a "Moderate Buy" consensus and an average target of $131.92. The company recently announced a quarterly dividend of $0.53 per share, yielding 1.7% annually.
Caprock Group LLC Buys New Stake in The Bank of New York Mellon Corporation $BK
Caprock Group LLC has acquired a new stake of 54,050 shares, valued at $5.71 million, in The Bank of New York Mellon Corporation (NYSE:BK) during the third quarter. The company maintains an average analyst rating of "Moderate Buy" with a target price of $131.92, and institutional investors collectively own 85.31% of its stock. BNY Mellon has a market cap of $84.85 billion, a trailing P/E of 16.4, and offers a quarterly dividend of $0.53, representing a 1.7% yield.
(BKMC) Price Dynamics and Execution-Aware Positioning
This article analyzes the price dynamics of BNY Mellon US Mid Cap Core Equity ETF (NASDAQ: BKMC), highlighting a near-term strong sentiment transitioning to a long-term positive bias. It presents three AI-generated trading strategies with specific entry, target, and stop-loss levels for different risk profiles. The analysis also details multi-timeframe signal strength, support, and resistance levels for BKMC.
Principal Financial Group Inc. Acquires 21,827 Shares of CorVel Corp. $CRVL
Principal Financial Group Inc. increased its stake in CorVel Corp. by 15.6% in the third quarter, acquiring an additional 21,827 shares, bringing its total holdings to 162,111 shares valued at approximately $12.55 million. Other institutional investors like State Street Corp, Geode Capital Management LLC, Thrivent Financial for Lutherans, Norges Bank, and Bank of New York Mellon Corp also adjusted their positions in CRVL. The stock currently has a consensus "Hold" rating from analysts, a market cap of $2.38 billion, and a P/E ratio of 22.82.
Restaurant Brands International Inc. Reports Fourth Quarter and Full Year 2025 Results
Restaurant Brands International Inc. (RBI) announced its financial results for the fourth quarter and full year ended December 31, 2025, showing consolidated system-wide sales growth of 5.8% in Q4 and 5.3% for the full year, along with comparable sales up 3.1% in Q4. The company met its 2025 targets for organic Adjusted Operating Income growth and net leverage, while returning approximately $1.1 billion to shareholders. RBI provided a 2026 financial outlook and reaffirmed its long-term growth algorithm for 2024-2028.
Fund Update: 65,271 $VOO shares added to FIRST FINANCIAL BANKSHARES INC portfolio
FIRST FINANCIAL BANKSHARES INC has increased its portfolio by adding 65,271 shares of $VOO, according to a recent SEC 13F filing for the 12-31-2025 report period. The article also details significant hedge fund activity in VOO, with 1,931 institutional investors increasing and 1,298 decreasing their positions in the most recent quarter. Notable changes include AFBI LP removing 39.8 million shares and CANERECTOR INC adding 27.6 million shares.
Illinois Municipal Retirement Fund Increases Stake in The Bank of New York Mellon Corporation $BK
The Illinois Municipal Retirement Fund significantly increased its stake in The Bank of New York Mellon Corporation (NYSE:BK) by 23.9% in the third quarter, acquiring an additional 70,324 shares and now owning 364,870 shares valued at $39.76 million. Other institutional investors also adjusted their positions, and Wall Street analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $131.92. The Bank of New York Mellon recently reported quarterly earnings of $1.91 EPS and declared a quarterly dividend of $0.53.
Caisse Des Depots ET Consignations Lowers Stock Holdings in The Bank of New York Mellon Corporation $BK
Caisse Des Depots ET Consignations reduced its stake in The Bank of New York Mellon Corporation by 42.6% in the third quarter, selling 32,012 shares and retaining 43,217 shares worth approximately $4.71 million. Despite this, analyst sentiment for BNY Mellon has strengthened, with a consensus rating of “Moderate Buy” and an average price target of $131.92. The company recently reported Q3 EPS of $1.91 on $5.07 billion in revenue and pays a quarterly dividend of $0.53, yielding about 1.7%.
Caprock Group LLC Purchases Shares of 8,500 Thermo Fisher Scientific Inc. $TMO
Caprock Group LLC recently acquired 8,500 shares of Thermo Fisher Scientific Inc. (NYSE:TMO) for approximately $4.19 million during the third quarter. This article details significant institutional investments, with Vanguard Group Inc. and Norges Bank among major holders, and outlines recent analyst ratings, including a "Moderate Buy" consensus. Additionally, it covers Thermo Fisher Scientific's recent earnings beat, a $5 billion share repurchase plan, and insider stock sales.
Short Interest in BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM) Declines By 67.2%
Short interest in BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM) decreased significantly by 67.2% to 34,313 shares as of January 30th. This translates to a low days-to-cover ratio of 0.3 days based on average daily volume and represents 0.1% of the company's stock sold short. The fund also increased its monthly dividend to $0.026 per share, resulting in an annualized yield of approximately 5.0%, and saw increased holdings from institutional investors and a major shareholder.
Wealthfront Advisers LLC Buys 2,425 Shares of Northrop Grumman Corporation $NOC
Wealthfront Advisers LLC increased its stake in Northrop Grumman Corporation by 15.6% during the third quarter, adding 2,425 shares to own a total of 17,942 shares valued at approximately $10.93 million. Northrop Grumman has demonstrated strong financial performance, beating EPS estimates and forecasting robust FY2026 EPS guidance, leading to a "Moderate Buy" consensus rating and a $693.60 price target from analysts. Despite recent insider selling, institutional investors hold a significant portion of the company's stock, and the company has declared a quarterly dividend.
Is It Time To Revisit SEI Investments (SEIC) After Recent Share Price Weakness?
SEI Investments (SEIC) has experienced recent share price weakness, with declines over the past week, month, and year-to-date, despite longer-term positive returns. Two valuation approaches, the Excess Returns model and Price vs Earnings, both suggest that SEIC is currently undervalued, with estimated discounts of 40.9% and a modest undervaluation, respectively. The article also introduces "Narratives"—bullish and bearish case scenarios—to help investors understand how different assumptions can impact the perceived fair value of the stock.
BlueChip Wealth Advisors LLC Invests $899,000 in Citigroup Inc. $C
BlueChip Wealth Advisors LLC made a new investment of $899,000 in Citigroup Inc. during the third quarter, acquiring 8,861 shares. Other institutional investors like Norges Bank and Bank of New York Mellon Corp also adjusted their holdings, bringing total institutional ownership to about 71.72%. Analyst sentiment for Citigroup is generally positive, with a "Moderate Buy" rating and an average price target of $126.19.
First National Trust Co Acquires 15,676 Shares of Bank of Nova Scotia (The) $BNS
First National Trust Co increased its stake in Bank of Nova Scotia (BNS) by 54.5%, adding 15,676 shares to own a total of 44,415 shares valued at $2,871,000. This move aligns with other institutional investors boosting their positions in Scotiabank, which reported strong Q3 earnings with $1.39 EPS and $6.99 billion in revenue. BNS offers a quarterly dividend of $1.10, yielding approximately 5.7%, and is currently trading near its 52-week high, with analysts maintaining a consensus "Hold" rating and an average price target of $97.00.
Impax Asset Management Group plc Sells 104,114 Shares of Clean Harbors, Inc. $CLH
Impax Asset Management Group plc reduced its stake in Clean Harbors, Inc. (NYSE:CLH) by 29.2% in the third quarter, selling over 104,000 shares. Despite this, institutional ownership remains high at 90.43%, with other major funds increasing positions. The article also notes an insider sale by CEO Eric W. Gerstenberg and provides an overview of analyst ratings, with a consensus of "Moderate Buy" and an average target price of $262.17.
Huntington Bank appoints former BNY exec Senthil Kumar as chief risk officer
Huntington Bank has appointed Senthil Kumar, formerly of BNY, as its new chief risk officer (CRO). Kumar will succeed Helga Houston, who has transitioned to a senior executive advisor role. With a rich background in risk leadership, including a long tenure at Citigroup, Kumar will join the bank on February 16, 2026, and officially assume his CRO duties on March 1, 2026.
Fund Update: New $362.9M $SFTX stock position opened by Bank of New York Mellon Corp
Bank of New York Mellon Corp has initiated a new position in SFTX, valued at $362.9 million, according to a recent SEC 13F filing for the reporting period ending December 31, 2025. This move indicates a significant institutional investment, with Horizon Investments, LLC also adding to its shares. Overall, two institutional investors have increased their holdings in SFTX, while none have decreased them in the most recent quarter.
Fund Update: New $81.8M $FRGN stock position opened by Bank of New York Mellon Corp
Bank of New York Mellon Corp has initiated a new position in FRGN stock, valued at $81.8 million, according to a recent SEC 13F filing for the 12-31-2025 reporting period. This move adds 3,190,139 shares to their portfolio. Two other institutional investors, Horizon Investments, LLC and UBS Group AG, also increased their holdings in FRGN during the same quarter.
Fund Update: New $105.9M $Q stock position opened by Bank of New York Mellon Corp
Bank of New York Mellon Corp has opened a new $105.9M position in $Q stock, as revealed by a recent SEC 13F filing for Q4 2025. This significant investment is part of a broader trend where 517 institutional investors increased their holdings in $Q, while none decreased theirs. The article also details recent insider trading activity for $Q and provides an overview of analyst ratings and price targets, with a median target of $105.0.
Are Wall Street Analysts Bullish on Bank of New York Mellon Stock?
Bank of New York Mellon Corporation (BK) has significantly outperformed the broader market and the banking industry over the past year, with its stock soaring 48.1%. The company reported strong Q4 2025 earnings, driven by higher net interest income and fee revenue, and analysts predict continued EPS growth for the current year. Despite improved price targets and a "Moderate Buy" consensus from analysts, the stock's mean price target only suggests a modest upside.
Oppenheimer & Co. Inc. Acquires 146,300 Shares of Antero Midstream Corporation $AM
Oppenheimer & Co. Inc. significantly increased its stake in Antero Midstream Corporation by 40.8% in Q3, acquiring an additional 146,300 shares, bringing its total holdings to 504,755 shares valued at approximately $9.81 million. Other major institutional investors like Bank of New York Mellon, Goldman Sachs, and Norges Bank also boosted their positions, with institutional ownership now nearing 53.97%. Antero Midstream recently announced a quarterly dividend of $0.225, equating to a 4.6% yield, while analysts maintain a consensus "Hold" rating with an average price target of $19.17.
Candriam S.C.A. Grows Stock Holdings in Mirum Pharmaceuticals, Inc. $MIRM
Candriam S.C.A. has increased its stake in Mirum Pharmaceuticals (NASDAQ:MIRM) by 8.0%, acquiring an additional 30,021 shares, bringing its total holdings to 403,026 shares valued at $29.55 million. Other institutional investors like Eventide, Geode, BNY Mellon, and JPMorgan also boosted their positions. Despite notable insider selling totaling $4.35 million over the past 90 days, Mirum Pharmaceuticals maintains a "Moderate Buy" consensus rating from analysts with an average target price of $107.25.
Midwest Trust Co Has $43.26 Million Position in Thermo Fisher Scientific Inc. $TMO
Midwest Trust Co increased its stake in Thermo Fisher Scientific Inc. by 4.1% to 89,198 shares, valued at $43.26 million, according to its latest SEC filing. Other major institutions like Norges Bank, Soundwatch Capital LLC, Flossbach Von Storch SE, and Bank of New York Mellon Corp also significantly increased their holdings, bringing institutional ownership to 89.23%. Thermo Fisher Scientific recently surpassed quarterly EPS and revenue estimates and announced a $5.0 billion share repurchase program.
Narrow Drawdown?
Equity volatility is increasing, but this is largely due to a decline in mega-cap technology stocks which are driving down the S&P 500. A market rotation is underway, with value and cyclical stocks gaining as investors broaden their portfolios beyond tech. This trend is expected to continue given the resilience of the U.S. economy, highlighting the importance of diversification.
Assessing Bank of New York Mellon Corporation (BK) Valuation After New FOMO Pay Cross-Border Payments Deal
Bank of New York Mellon (BK) is in focus after a new deal with FOMO Pay to support same-day cross-border payments, alongside recent marketing efforts and leadership changes. While its stock has seen significant short-term and long-term gains, analysts suggest it is currently undervalued by about 6.2% based on a narrative fair value of $132.60, primarily due to its leadership in digital assets and potential for future revenue growth. The article also notes that BK's P/E ratio is below its peer average, suggesting that market sentiment may still be catching up to its potential.
The Strength of Infrastructure
The article highlights global infrastructure as a strong investment in 2026, offering diversification, steady income streams, and a hedge against geopolitical risk and inflation. It is poised to benefit from long-term tailwinds like government spending and AI-driven demand for data centers. The asset class demonstrated lower volatility and solid gains in 2025 compared to other major indices.
Bank of New York Mellon stock hits all-time high at 125.89 USD By Investing.com
Bank of New York Mellon's stock reached an all-time high of $125.89, showcasing a 47.63% increase over the past year and strong short-term gains. The company's financial strength is supported by $20.11 billion in revenue and a healthy 8.43% revenue growth, with InvestingPro suggesting the stock is undervalued. Recent news includes a $1.55 billion senior medium-term notes issuance and increased price targets from RBC Capital and Keefe, Bruyette & Woods, maintaining investor confidence.
Bank of New York Mellon stock hits all-time high at 125.89 USD
Bank of New York Mellon's stock reached an all-time high of $125.89, showcasing a 47.63% increase over the past year. The company's strong financial performance, with $20.11 billion in revenue and 8.43% growth, alongside an undervalued stock according to InvestingPro, has driven investor confidence. Recent strategic moves include issuing $1.55 billion in senior notes and executive leadership changes, while analysts from RBC Capital and Keefe, Bruyette & Woods have raised price targets.
Assessing Bank of New York Mellon Corporation (BK) Valuation After New FOMO Pay Cross-Border Payments Deal
Bank of New York Mellon (BK) shares are gaining attention following a new partnership with FOMO Pay to use BNY’s Virtual Reference Number solution for same-day USD cross-border payments. The stock has seen significant short-term and long-term momentum, with shares up 49.28% over the past year. Despite trading below the average analyst target, suggesting it might be undervalued, the valuation is based on projected revenue growth, margin expansion, and leadership in digital assets.
Oppenheimer Asset Management Inc. Sells 3,458 Shares of IDEXX Laboratories, Inc. $IDXX
Oppenheimer Asset Management Inc. reduced its stake in IDEXX Laboratories by 10.3%, selling 3,458 shares and now holding 30,170 shares valued at $19.28 million. Meanwhile, several other institutional investors like Geode Capital Management and Bank of New York Mellon Corp significantly increased their positions in the company. IDEXX Laboratories recently exceeded Q4 earnings and revenue estimates and maintains a "Moderate Buy" consensus rating from analysts.
Envestnet Asset Management Inc. Purchases 25,326 Shares of BJ's Wholesale Club Holdings, Inc. $BJ
Envestnet Asset Management Inc. increased its stake in BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) by 3.9% in the third quarter, purchasing an additional 25,326 shares and bringing its total holdings to 670,052 shares valued at approximately $62.48 million. Several other institutional investors also adjusted their positions, resulting in institutional investors owning 98.60% of BJ's stock. Analysts currently hold a consensus "Hold" rating for BJ's, with an average price target of $107.63.
Columbia Banking System, Inc. (NASDAQ:COLB) Given Average Rating of "Hold" by Analysts
Columbia Banking System, Inc. (NASDAQ:COLB) has received an average "Hold" rating from fifteen brokerages, with an average 12-month target price of $31.88. The company recently reported a Q4 earnings beat with EPS of $0.82 and revenue of $715M, and increased its quarterly dividend to $0.37. Institutional investors hold a significant stake, while a director recently sold a portion of their shares.
18,436 Shares in The Bank of New York Mellon Corporation $BK Bought by Sunesis Advisors LLC
Sunesis Advisors LLC recently acquired 18,436 shares of The Bank of New York Mellon (NYSE:BK) worth approximately $2.01 million, making it their 18th-largest holding. Other institutional investors have also adjusted their positions in BNY Mellon, with institutional ownership standing at 85.31%. Analysts maintain a "Moderate Buy" rating for the stock with an average price target of $131.92.
Candriam S.C.A. Sells 68,922 Shares of The Bank of New York Mellon Corporation $BK
Candriam S.C.A. decreased its stake in The Bank of New York Mellon Corporation by 9.7% in the third quarter of 2025, selling 68,922 shares. The fund now owns 640,446 shares, valued at approximately $69.8 million. Other institutional investors have also adjusted their positions in BNY Mellon, which recently announced a quarterly dividend of $0.53 per share and has a "Moderate Buy" consensus rating from analysts with an average target price of $131.92.
Jones Financial Companies Lllp Acquires 8,277 Shares of The Bank of New York Mellon Corporation $BK
Jones Financial Companies Lllp recently increased its stake in The Bank of New York Mellon Corporation (NYSE:BK) by 35.1%, purchasing 8,277 additional shares to hold a total of 31,848 shares valued at $3.487 million. Institutional investors collectively own over 85% of the stock, which carries a "Moderate Buy" consensus rating and a target price of approximately $131.92. The Bank of New York Mellon also declared a quarterly dividend of $0.53 per share, contributing to an annualized yield of 1.7%.
Narrow Drawdown?
Equity market volatility has increased, but a deeper look reveals that mega-cap technology stocks are primarily driving the decline, with the average tech stock down 16%. Meanwhile, stocks outside the technology sector are performing well, with 64% showing positive returns averaging 11.4%. This indicates a market rotation from big tech towards cyclical and value stocks, a trend BNY Investments believes will continue given the resilient U.S. economy and broadening market participation.
The Truth About Bank of New York Mellon Corp: Is Wall Street’s ‘Boring’ Giant a Secret Power P
This article examines Bank of New York Mellon Corp (BK), describing it as a "boring" but crucial player in global finance, handling custody and asset servicing for large institutions. It suggests that while BK doesn't generate social media hype, its stability, dividend potential, and indispensable role in the financial system make it a strong long-term investment for a diversified portfolio. The author advises investors to verify live stock data and compare it with competitors like State Street before making any decisions.
The Truth About Bank of New York Mellon Corp: Is Wall Street’s ‘Boring’ Giant a Secret Power P
This article analyzes Bank of New York Mellon Corp (BK), positioning it as a "boring but strong" player in the financial industry. It emphasizes BK's crucial role in global finance as a custodian and asset servicing bank, highlighting its stability, dividend potential, and resilience over flashy, trend-driven stocks. The author suggests BK is a suitable long-term investment for those building a diversified portfolio, rather than for short-term speculative gains, and advises readers to verify real-time financial data before making investment decisions.
Fortune Brands Innovations, Inc. $FBIN Shares Sold by Diamond Hill Capital Management Inc.
Diamond Hill Capital Management Inc. reduced its stake in Fortune Brands Innovations (FBIN) by 11.3% in the third quarter, while several other institutional investors increased their holdings. The company recently raised its quarterly dividend to $0.26 per share, representing an annualized yield of 1.7%. Analysts have a consensus "Hold" rating on the stock with an average target price of $62.33.
Diamond Hill Capital Management Inc. Sells 92,443 Shares of Coterra Energy Inc. $CTRA
Diamond Hill Capital Management Inc. reduced its stake in Coterra Energy Inc. by 3.6% in the third quarter of (2025), selling 92,443 shares and retaining 2,466,844 shares valued at approximately $58.34 million. Despite this trimming, institutional ownership of Coterra Energy remains high at 87.92%, with major investors like Vanguard Group Inc. and Bank of New York Mellon Corp increasing their positions. Analysts maintain a "Moderate Buy" consensus rating for Coterra Energy, with an average price target of $33.40, reflecting cautious optimism for the company's stock which trades near $30.70.
Moloney Securities Asset Management LLC Has $959,000 Stock Holdings in GRAIL, Inc. $GRAL
Moloney Securities Asset Management LLC significantly reduced its stake in GRAIL, Inc. (NASDAQ:GRAL) by 59.6% in the third quarter, now holding 16,216 shares valued at $959,000. Despite this, several other institutional investors, including Geode Capital Management, Allianz Asset Management, and Invesco Ltd., substantially increased their holdings in GRAIL. Analysts currently give GRAIL an average "Hold" rating with an average target price of $105.00.
First Citizens (FCNCA): Balancing Growth Potential with Industry Challenges
First Citizens BancShares (FCNCA) is viewed by some analysts as a unique buying opportunity despite recent share declines following its Q4 2025 earnings report. Raymond James and TD Cowen both lowered price targets but maintained "Strong Buy" or "Buy" ratings, citing concerns over 2026 outlooks on net interest margin and operating expenses. Analysts adjusted EPS estimates due to a smaller projected balance sheet, tighter net interest margins, and increased noninterest income.
