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Bank of New York Mellon Corp BK SPX

Financial Services · Banks - Diversified · United States
https://www.bny.com
Company Profile ↓
$151.92
- 1Y
Mkt Cap$104.27B
P/E18.85
P/B2.39
Div. Yield0.02%
52W High$151.92
52W Low$151.92
Book Value$57.48
EPS (TTM)$8.06

Company Overview

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.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 29.5% per year over the last five years.

Healthy Margins

Maintains a net profit margin of 28.7%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $19.76B (+8.2% YoY); net profit $5.55B.
  • Trailing 12 Months Year-on-year growth — revenue +13.4%, earnings +41.8%.
  • 5-Year Trend Long-term compounding — revenue CAGR 6.9%, profit CAGR 29.5%.

Growth & Price Performance

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:-
6 Months:-
3 Months:-
1 Month:-

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot
Valuation vs Sector

P/E of 18.85 is above the sector median of 13.52 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 28.7%.
  • Profit CAGR of 29.5% over 5 years.
  • Generates positive free cash flow.

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
18.85
Industry PE
13.52
Forward P/E
15.76
PEG Ratio
1.48
Book Value
$57.48
Price to Book
2.39
P/S
4.54
EV/EBITDA
-
Dividend Yield
0.02%

Growth (CAGR)

Revenue 5Y
6.87%
Profit 5Y
29.48%
Revenue (YoY)
13.40%
Earnings (YoY)
41.80%

Profitability & Returns

ROCE
-
ROE
13.47%
ROA
1.20%
Profit Margin
28.72%
Op Margin
37.65%
Gross Margin
0.00%
EPS (Latest Qtr)
$2.24
EPS (TTM)
$8.06

Balance Sheet & Liquidity

Debt/Equity
0.77
Quick Ratio
-
Current Ratio
-
Debt
$80.38B
Total Assets
$561.52B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.24%
Chg in Prom Hold
-
FII / Inst Holding
87.86%
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$104.27B
Total Revenue (TTM)
$20.75B
EBITDA
-
Free Cash Flow
$5.18B
Operating Cash Flow
$3.30B
Shares Outstanding
686.38M
Gross Margin
0.00%
Payout Ratio
25.56%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 BK Bank of New York Mellon Corp SPX 151.92 18.85 $104.27B 0.02% - 13.47% 6.87% 29.48%
2 JPM JPMorgan Chase & Co. SPX 346.91 16.61 $929.55B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 488.35 14.54 $682.86B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 355.14 30.99 $589.43B 0.75% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 535.21 30.99 $469.40B 0.65% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 61.59 15.28 $432.24B 1.88% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 228.55 20.70 $360.49B 1.76% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,152.07 17.79 $339.87B 1.58% - 16.95% - 2.21%
9 WFC Wells Fargo & Company SPX 87.51 13.53 $267.80B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -------2.98B2.89B--------------------------4.69B4.96B5.00B5.11B5.34B
Cost of Revenue ----------------------------------------
Gross Profit ----------------------------------------
Operating Expenses ----------------------------------------
Operating Income ----------------------------------------
EBITDA ----------------------------------------
Interest Expense -----------------------------------4.96B5.40B5.36B4.96B4.45B
Pretax Income -----------------------------------1.52B1.84B1.85B1.84B2.02B
Tax Provision -----------------------------------300.00M404.00M395.00M376.00M386.00M
Net Income 873.00M987.00M870.00M922.00M975.00M1.02B1.18B1.17B1.10B1.11B881.00M946.00M1.02B1.04B1.44B980.00M950.00M937.00M750.00M927.00M1.02B947.00M863.00M773.00M869.00M388.00M543.00M982.00M1.07B1.04B208.00M1.02B1.17B1.18B1.16B1.22B1.42B1.45B1.46B1.63B
Diluted EPS 0.750.900.770.830.880.941.081.101.031.060.840.941.011.071.521.051.010.980.790.971.131.041.010.861.030.390.621.131.311.230.211.251.521.501.541.581.931.882.022.24

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue -13.57B7.65B13.82B14.68B14.53B14.97B15.61B15.13B-15.54B16.39B16.46B15.81B-16.19B17.34B18.26B19.76B
Cost of Revenue -------------------
Gross Profit -------------------
Operating Expenses -------------------
Operating Income -------------------
EBITDA -------------------
Interest Expense ---------------3.61B16.30B21.30B20.68B
Pretax Income ---------------3.48B4.28B5.85B7.06B
Tax Provision ---------------937.00M979.00M1.30B1.48B
Net Income 2.21B1.43B-814.00M2.52B2.52B2.44B2.10B2.57B3.16B3.55B4.09B4.27B4.44B3.62B-2.56B3.30B4.53B5.55B
Diluted EPS 2.171.20-1.162.052.032.031.732.152.713.153.724.044.513.83-2.904.005.807.40

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2006Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --237.51B212.22B247.26B325.27B358.99B374.52B385.30B393.78B333.47B371.76B362.87B381.51B469.63B-405.78B409.88B416.06B472.30B
Current Assets --------------------
Cash & Equivalents 2.84B6.63B4.89B3.73B3.67B4.17B4.73B6.46B6.97B6.54B4.82B5.38B5.86B4.83B6.25B-107.36B125.19B101.94B128.67B
Inventory --------------------
Receivables ----------------5.78B7.72B6.22B6.26B
Total Liabilities --209.42B183.22B214.10B291.06B321.55B336.01B346.60B354.81B293.89B330.01B322.00B339.78B423.51B-364.93B368.97B374.30B427.49B
Current Liabilities --------------------
Long Term Debt --15.87B17.23B16.52B19.93B18.53B19.86B20.26B21.55B24.46B27.98B29.16B27.50B25.98B-30.86B31.74B31.08B32.30B
Total Debt ----------------30.86B31.74B31.38B34.30B
Total Equity 11.60B29.59B25.26B28.98B32.35B33.42B36.43B37.50B37.44B38.04B38.81B41.25B40.64B41.48B45.80B-40.73B40.77B41.32B44.31B
Shares Outstanding ----------------1.40B1.40B1.41B1.42B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 3.97B2.91B3.78B4.05B2.21B1.63B-642.00M4.48B4.13B6.27B4.67B6.00B96.00M5.04B-15.07B5.91B687.00M6.73B
Investing Cash Flow -21.57B-55.98B23.09B-14.94B-80.18B-29.39B-13.20B-11.68B-19.79B50.28B-32.70B3.30B-10.55B-78.45B-19.87B-5.81B-9.48B-44.28B
Financing Cash Flow 21.47B51.75B-27.97B10.79B78.77B28.29B15.62B7.83B15.19B-59.05B26.78B-8.10B9.46B75.51B--33.65B-3.52B6.34B39.71B
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 3.66B2.61B3.46B3.82B1.57B977.00M-1.25B3.69B3.53B5.44B3.47B4.89B-1.11B3.82B-13.72B4.69B-782.00M5.18B
Net Change in Cash ---------------1.29B-3.42B-2.45B2.16B
Share Buybacks 113.00M308.00M28.00M41.00M873.00M1.15B1.03B1.67B2.35B2.40B2.69B3.27B3.33B989.00M4.57B124.00M2.60B3.06B3.54B

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 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 % 7.5%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

Insiders
0.24%
Institutions
87.86%
Public Float
88.07%

Top Institutional Holders

#Holder% HeldSharesValue
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

Loading analyst coverage…

Latest News

Recent headlines for BK

Yahoo Finance Fri, 10 Jul 2026

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Trump Accounts could attract more than $100 billion in additional private commitments over the next 12 months, according to Altimeter Capital founder and CEO Brad Gerstner, who said businesses and philanthropists are increasingly backing th…

Yahoo Finance Wed, 08 Jul 2026

AM Best Affirms Credit Ratings of BNY Trade Insurance, Ltd. and The Hamilton Insurance Corp.

OLDWICK, N.J., July 08, 2026--AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings of "a+" (Excellent) of BNY Trade Insurance, Ltd. (BNY Trade) (Hamilton, Bermuda) and The Hamilton Insu…

Yahoo Finance ue, 23 Jun 2026

Changes to BNY Pershing's fees are a sign of the times

BNY Pershing declined to state the size and fees of its clearing and custody business with RIAs and other wealth management firms. But that's hardly unique in a channel of the industry with shrinking margins.…

Yahoo Finance Mon, 25 May 2026

Q1 Earnings Highlights: BNY (NYSE:BK) Vs The Rest Of The Custody Bank Stocks

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how custody bank stocks fared in Q1, starting with BNY (NYSE:BK).…

Yahoo Finance Sun, 24 May 2026

Evaluating Bank of New York Mellon Corporation (BNY) As Recent Returns Highlight A Valuation Debate

Short term and longer term stock moves BNY stock has quietly posted a mix of short term and longer term returns that may catch your eye if you are tracking large US financials without a specific catalyst in mind. See our latest analysis for…

Yahoo Finance Sun, 24 May 2026

Should You Be Adding Bank of New York Mellon (NYSE:BNY) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

BK — Frequently Asked Questions

What is the current share price of Bank of New York Mellon Corp (BK)?

As of 2026-07-15 16:51 PDT, Bank of New York Mellon Corp (BK) trades at $151.92 on NYQ. Its 52-week range is $151.92 to $151.92.

What is the market capitalisation of BK?

Bank of New York Mellon Corp (BK) has a market capitalisation of $104.27B on NYQ.

What is the P/E ratio of BK?

BK trades at a trailing price-to-earnings (P/E) ratio of 18.85. The industry average P/E is 13.52. Its price-to-book (P/B) ratio is 2.39.

Does BK pay a dividend?

Bank of New York Mellon Corp (BK) currently offers a dividend yield of 0.02%.

What is the return on equity (ROE) of BK?

BK has a return on equity (ROE) of 13.47%.

Is BK a good stock to buy?

This page provides a data-driven analysis of Bank of New York Mellon Corp (BK), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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