Bank of New York Mellon Corp BK SPX
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.
READ MORE ›Market & Price
Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
PROS
- Excellent profit margin of 28.7%.
- Profit CAGR of 29.5% over 5 years.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BK Bank of New York Mellon Corp SPX | 139.43 | 17.02 | $94.14B | 0.02% | - | 13.47% | 6.87% | 29.48% |
| 2 | JPM JPMorgan Chase & Co. SPX | 299.31 | 14.33 | $802.00B | 2.00% | - | 16.47% | 12.50% | 14.83% |
| 3 | V Visa Inc. SPX | 326.36 | 28.48 | $620.65B | 0.82% | 38.38% | 60.35% | 10.92% | 10.28% |
| 4 | MA Mastercard Incorporated SPX | 493.98 | 28.57 | $436.47B | 0.70% | 61.47% | - | 13.82% | 14.66% |
| 5 | MS Morgan Stanley SPX | 208.00 | 18.84 | $328.08B | 1.92% | - | 16.39% | 9.52% | 15.20% |
| 6 | GS The Goldman Sachs Group, Inc. SPX | 1,025.56 | 18.73 | $302.55B | 1.76% | - | 14.55% | 7.16% | 15.11% |
| 7 | WFC Wells Fargo & Company SPX | 77.54 | 11.98 | $237.29B | 2.32% | - | 12.03% | 4.02% | 15.98% |
| 8 | BLK BlackRock, Inc. SPX | 1,046.88 | 26.32 | $162.51B | 2.19% | 4.89% | 11.90% | 10.65% | 2.36% |
| 9 | SCHW The Charles Schwab Corporation SPX | 87.35 | 17.37 | $151.91B | 1.47% | - | 19.08% | 4.83% | 7.21% |
Quarterly Results
Figures in USD.
| Metric | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | 2.98B | 2.89B | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 4.69B | 4.96B | 5.00B | 5.11B | 5.34B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 4.96B | 5.40B | 5.36B | 4.96B | 4.45B |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.52B | 1.84B | 1.85B | 1.84B | 2.02B |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 300.00M | 404.00M | 395.00M | 376.00M | 386.00M |
| Net Income | 873.00M | 987.00M | 870.00M | 922.00M | 975.00M | 1.02B | 1.18B | 1.17B | 1.10B | 1.11B | 881.00M | 946.00M | 1.02B | 1.04B | 1.44B | 980.00M | 950.00M | 937.00M | 750.00M | 927.00M | 1.02B | 947.00M | 863.00M | 773.00M | 869.00M | 388.00M | 543.00M | 982.00M | 1.07B | 1.04B | 208.00M | 1.02B | 1.17B | 1.18B | 1.16B | 1.22B | 1.42B | 1.45B | 1.46B | 1.63B |
| Diluted EPS | 0.75 | 0.90 | 0.77 | 0.83 | 0.88 | 0.94 | 1.08 | 1.10 | 1.03 | 1.06 | 0.84 | 0.94 | 1.01 | 1.07 | 1.52 | 1.05 | 1.01 | 0.98 | 0.79 | 0.97 | 1.13 | 1.04 | 1.01 | 0.86 | 1.03 | 0.39 | 0.62 | 1.13 | 1.31 | 1.23 | 0.21 | 1.25 | 1.52 | 1.50 | 1.54 | 1.58 | 1.93 | 1.88 | 2.02 | 2.24 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 13.57B | 7.65B | 13.82B | 14.68B | 14.53B | 14.97B | 15.61B | 15.13B | - | 15.54B | 16.39B | 16.46B | 15.81B | - | 16.19B | 17.34B | 18.26B | 19.76B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.61B | 16.30B | 21.30B | 20.68B |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.48B | 4.28B | 5.85B | 7.06B |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 937.00M | 979.00M | 1.30B | 1.48B |
| Net Income | 2.21B | 1.43B | -814.00M | 2.52B | 2.52B | 2.44B | 2.10B | 2.57B | 3.16B | 3.55B | 4.09B | 4.27B | 4.44B | 3.62B | - | 2.56B | 3.30B | 4.53B | 5.55B |
| Diluted EPS | 2.17 | 1.20 | -1.16 | 2.05 | 2.03 | 2.03 | 1.73 | 2.15 | 2.71 | 3.15 | 3.72 | 4.04 | 4.51 | 3.83 | - | 2.90 | 4.00 | 5.80 | 7.40 |
Compounded Sales Growth
| 5 Years: | 6.87% |
| 1 Year: | 13.40% |
Compounded Profit Growth
| 5 Years: | 29.48% |
| 1 Year: | 41.80% |
Stock Price Performance
| 1 Year: | +60.31% |
| 6 Months: | +28.84% |
| 3 Months: | +17.53% |
| 1 Month: | +5.41% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2006 | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 237.51B | 212.22B | 247.26B | 325.27B | 358.99B | 374.52B | 385.30B | 393.78B | 333.47B | 371.76B | 362.87B | 381.51B | 469.63B | - | 405.78B | 409.88B | 416.06B | 472.30B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Cash & Equivalents | 2.84B | 6.63B | 4.89B | 3.73B | 3.67B | 4.17B | 4.73B | 6.46B | 6.97B | 6.54B | 4.82B | 5.38B | 5.86B | 4.83B | 6.25B | - | 107.36B | 125.19B | 101.94B | 128.67B |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.78B | 7.72B | 6.22B | 6.26B |
| Total Liabilities | - | - | 209.42B | 183.22B | 214.10B | 291.06B | 321.55B | 336.01B | 346.60B | 354.81B | 293.89B | 330.01B | 322.00B | 339.78B | 423.51B | - | 364.93B | 368.97B | 374.30B | 427.49B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Long Term Debt | - | - | 15.87B | 17.23B | 16.52B | 19.93B | 18.53B | 19.86B | 20.26B | 21.55B | 24.46B | 27.98B | 29.16B | 27.50B | 25.98B | - | 30.86B | 31.74B | 31.08B | 32.30B |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 30.86B | 31.74B | 31.38B | 34.30B |
| Total Equity | - | - | 25.26B | 28.98B | 32.35B | 33.42B | 36.43B | 37.50B | 37.44B | 38.04B | 38.81B | 41.25B | 40.64B | 41.48B | 45.80B | - | 40.73B | 40.77B | 41.32B | 44.31B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.40B | 1.40B | 1.41B | 1.42B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 3.97B | 2.91B | 3.78B | 4.05B | 2.21B | 1.63B | -642.00M | 4.48B | 4.13B | 6.27B | 4.67B | 6.00B | 96.00M | 5.04B | - | 15.07B | 5.91B | 687.00M | 6.73B |
| Investing Cash Flow | -21.57B | -55.98B | 23.09B | -14.94B | -80.18B | -29.39B | -13.20B | -11.68B | -19.79B | 50.28B | -32.70B | 3.30B | -10.55B | -78.45B | - | 19.87B | -5.81B | -9.48B | -44.28B |
| Financing Cash Flow | 21.47B | 51.75B | -27.97B | 10.79B | 78.77B | 28.29B | 15.62B | 7.83B | 15.19B | -59.05B | 26.78B | -8.10B | 9.46B | 75.51B | - | -33.65B | -3.52B | 6.34B | 39.71B |
| Capital Expenditure | -313.00M | -303.00M | -318.00M | -230.00M | -642.00M | -652.00M | -609.00M | -791.00M | -601.00M | -825.00M | -1.20B | -1.11B | -1.21B | -1.22B | - | -1.35B | -1.22B | -1.47B | -1.55B |
| Free Cash Flow | 3.66B | 2.61B | 3.46B | 3.82B | 1.57B | 977.00M | -1.25B | 3.69B | 3.53B | 5.44B | 3.47B | 4.89B | -1.11B | 3.82B | - | 13.72B | 4.69B | -782.00M | 5.18B |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.29B | -3.42B | -2.45B | 2.16B |
| Share Buybacks | 113.00M | 308.00M | 28.00M | 41.00M | 873.00M | 1.15B | 1.03B | 1.67B | 2.35B | 2.40B | 2.69B | 3.27B | 3.33B | 989.00M | 4.57B | 124.00M | 2.60B | 3.06B | 3.54B |
Ratios (Annual)
Figures in %.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Margin % | - | 10.5% | -10.6% | 18.2% | 17.1% | 16.8% | 14.1% | 16.4% | 20.9% | - | 26.3% | 26.0% | 27.0% | 22.9% | - | 15.8% | 19.0% | 24.8% | 28.1% |
| ROE % | - | 5.7% | -2.8% | 7.8% | 7.5% | 6.7% | 5.6% | 6.9% | 8.3% | 9.1% | 9.9% | 10.5% | 10.7% | 7.9% | - | 6.3% | 8.1% | 11.0% | 12.5% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 8.95% | 61.61M | $8.45B |
| 2 | Vanguard Capital Management LLC | 6.49% | 44.67M | $6.13B |
| 3 | State Street Corporation | 4.61% | 31.76M | $4.36B |
| 4 | FMR, LLC | 3.97% | 27.33M | $3.75B |
| 5 | Dodge & Cox Inc. | 3.40% | 23.40M | $3.21B |
| 6 | Vanguard Portfolio Management LLC | 2.75% | 18.90M | $2.59B |
| 7 | Geode Capital Management, LLC | 2.72% | 18.70M | $2.56B |
| 8 | Bank of America Corporation | 2.42% | 16.66M | $2.29B |
| 9 | Artisan Partners Limited Partnership | 2.25% | 15.48M | $2.12B |
| 10 | JPMORGAN CHASE & CO | 2.16% | 14.89M | $2.04B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
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