Financials / Banks - DiversifiedUpdated 2026-05-10 22:07 UTC

BK stock hub

BK trades against a final fair-value range of $69.61-$123.17, with the midpoint set by the accepted valuation synthesis rather than earlier draft model outputs.

Read full analysis Valuation Archive

Fair value midpoint

$98.4

$69.6 - $123

Upside to midpoint

-24.8%

Based on latest report

Confidence

88/100

Data quality and model convergence

Market cap

$89.8B

NYSE

Our take

Research highlights

What our analysis says

Pulled from the latest published report. The full reasoning lives under /analysis.

Biggest opportunity

Bull case

Internal valuation cross-checks relies on inappropriate industrial-style DCF models.

Biggest risk

Severe Market Correction

12-24 months

Recommended action

Reduce

BK is rated Reduce at $130.85 versus the reconciled fair value midpoint of $98.39, implying -24.81% upside/downside. Confidence is separately disclosed at 88/100.

Market data

Live price

Current market quote for this ticker.

Current price

In the news

Latest news · BK

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Analysis map

Jump into the research surface

These links all point into /analysis/*, so a hub rollback leaves the report reader and legacy redirects live.

Forecast

Targets

Bull, base, and bear cases with expected-return framing.

Valuation

Models

Fair-value bridge, DCF, owner earnings, and peer multiples.

Sensitivity

Grid

Cost-of-equity and terminal-growth stress table.

Risks

Bear case

Kill scenarios, soft-pass flags, and downside catalysts.

Earnings

Decision tree

Next earnings setup and beat / inline / miss thresholds.

Position sizing

Checkpoints

Entry, exit, conviction, and quarterly monitoring rules.

Financials

History

Revenue, margins, cash flow, and balance-sheet context.

Peers

Comps

Relative valuation and profitability against the cohort.

Moat

Durability

Economic-profit evidence and competitive advantage risk.

Industry cycle

Context

Sector phase, capital cycle, and secular tailwinds.

Scorecard

Factors

Six-factor overlay and 9-category weighted scorecard.

Recommendation

Verdict

Final action, action steps, opportunity, and biggest risk.

Perspectives

Lenses

Growth, value, and income investor reads.

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E13.6

P25 8.8P50 10.4P75 13.1

Trailing P/E0

P25 10.9P50 14.7P75 36.2

ROE13.5

P25 4.9P50 10.4P75 15

ROICn/a

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Our take

Indicator catalog

All BK market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

242

Groups with data

Currency

USD

Showing 242 of 242 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001390777
Company name	The Bank of New York Mellon Corporation
Country	United States
Country code	US
Cusip	064058100
Employees	48,100
Employees Change	-3,700%
Employees Change Percent	-7.14
Enterprise value	$-77.8B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
In Index	SP500
Industry	Banks - Diversified
Isin	US0640581007
Last refreshed	2026-05-10
Market cap	$89.6B
Market cap category	Large-Cap
Price	$131
Price currency	USD
Rev Per Employee	431,476.09x
Sector	Financials
Sic	6022
Symbol	BK
Website	https://www.bny.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	6.38%
FCF yield	1.62%
Forward P/E	14.89x
P/B ratio	2.27x
P/E ratio	16.19x
P/S ratio	4.32x
PE Ratio10 Y	12.71x
PE Ratio3 Y	13.64x
PE Ratio5 Y	13.35x
PEG ratio	0.95x
PS Forward	4.04x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
FCF margin	7.01%
Gross Profit	$20.8B
Net Income	$5.7B
Net Income Growth	26.16%
Net Income Growth Q	33.77%
Net Income Growth Quarters	9%
Net Income Growth Years	3%
Net Income Growth3 Y	30.49%
Net Income Growth5 Y	11.4%
Pretax Margin	36.39%
Profit Margin	28.72%
Profit Per Employee	$118,898
Profitable Years	16
ROA	1.2
Roa5y	0.92
ROE	13.47
Roe5y	9.29

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	15.61%
Cagr15y	13.3%
Cagr1y	58.42%
Cagr20y	8.93%
Cagr3y	50.77%
Cagr5y	23.67%
Div CAGR10	12.04%
Div CAGR3	12.73%
Div CAGR5	11.32%
EPS Growth	31.41
EPS Growth Q	41.77
EPS Growth Quarters	9
EPS Growth Years	3
EPS Growth3 Y	36.53
EPS Growth5 Y	16.54
FCF Growth	-36.44%
FCF Growth3 Y	-50.64%
FCF Growth5 Y	-9.3%
OCF Growth	-12.54%
OCF Growth10 Y	-5.78%
OCF Growth3 Y	-37.34%
OCF Growth5 Y	-1.41%
Revenue Growth	10.26x
Revenue Growth Q	13.45x
Revenue Growth Quarters	19x
Revenue Growth Years	5x
Revenue Growth3 Y	7.3x
Revenue Growth5 Y	5.96x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Assets	$561.5B
Cash	$247.7B
Debt	$80.4B
Debt FCF	$55.25
Equity	$45.3B
Liabilities	$516.2B
Net Cash	$167.3B
Net Cash By Market Cap	$187
Net Cash Growth	69.78%
Net Debt Equity	$-3.69
Net Debt FCF	$-115
Tangible Book Value	$17.2B
Tangible Book Value Per Share	$25.06
WACC	5.33

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working Capital	$-214.4B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	4.05%
Dividend Growth	12.77%
Dividend Growth Years	15%
Dividend per share	$2.12
Dividend Years	56
Dividend Yield	1.62%
Ex Div Date	2026-04-27
Last Dividend	$0.53
Payout Frequency	Quarterly
Payout Ratio	26.3%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	326.36%
1Y total return	58.37%
200-day SMA	114.4
3Y total return	242.79%
50-day SMA	124.5
50-day SMA vs 200-day SMA	50over200
5Y total return	189.26%
All Time High	139.2
All Time High Change	-6.22%
All Time High Date	2026-04-21
All Time Low	0.97
All Time Low Change	13,330.07%
All Time Low Date	1974-09-13
ATR	2.68
Beta	1.07
Beta1y	0.82
Beta2y	0.94
Ch YTD	12.41
High	131.6
High52	139.2
High52 Date	2026-04-21
High52ch	-6.22%
Low	130.2
Low52	84.54
Low52 Date	2025-05-08
Low52ch	54.37%
Ma50ch	4.83%
Premarket Change Percent	0.66
Premarket Price	$132
Premarket Volume	343
Price vs 200-day SMA	14.05%
RSI	50.75
RSI Monthly	80
RSI Weekly	65.11
Sharpe ratio	2.23x
Sortino ratio	3.66
Total Return	5.68%
Tr YTD	13.36
Tr15y	550.63%
Tr1m	5.13%
Tr1w	-2.45%
Tr3m	5.39%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	13
Analyst Count Top	9
Analyst Price Target Top	$133
Analyst Ratings	Buy
Analyst Ratings Top	Buy
Earnings EPS Estimate	$1.93
Earnings EPS Estimate Growth	22.15
Earnings Revenue Estimate	5,175,982,274x
Earnings Revenue Estimate Growth	8.01x
Operating Income	$7.7B
Operating margin	37.15
Price target	$134
Price Target Change	$3
Price Target Change Top	$1.58

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	684,492,153%
Float Percent	99.73%
Net Borrowing	7,092,000,000
Shares Insiders	0.17%
Shares Institutions	87.69%
Shares Out	686,379,045
Shares Qo Q	-0.99%
Shares Yo Y	-4.05%
Short Float	0%
Short Shares	0

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$1.5B
Average Volume	3,968,163.25x
Bv Per Share	57.48
CAPEX	$-1.9B
Ch10y	230.1
Ch15y	356.5
Ch1m	4.72
Ch1w	-2.45
Ch1y	55.45
Ch20y	249.8
Ch3m	4.97
Ch3y	217
Ch5y	151.8
Ch6m	19.03
Change	-0.15%
Change From Open	-0.64
Close	130.7
Days Gap	0.5
Dollar Volume	506,540,839.5
Earnings Date	2026-04-16
Earnings Time	bmo
EPS	$8.06
F Score	3
FCF	$1.5B
FCF EV Yield	-1.87x
FCF Per Share	$2.12
Financing CF	106,917,000,000
Fiscal Year End	December
Founded	1,784
Goodwill	16,734,000,000
Graham Number	102.10081
Graham Upside	-21.76
Income Tax	$1.6B
Investing CF	-109,202,000,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-16
Last Report Date	2026-03-31
Last Split Date	2007-07-01
Last Split Type	Reverse
Last10k Filing Date	2026-02-25
Lynch Fair Value	$91.92
Lynch Upside	-29.57
Ma150	117.8
Ma150ch	10.81%
Ma20	133.4
Ma20ch	-2.16%
Net CF	1,075,000,000
Next Earnings Date	2026-07-14
Open	131.3
Optionable	Yes
P FCF Ratio	61.56
P OCF Ratio	27.1
Payment Date	2026-05-08
Position In Range	23.29
Post Close	130.5
Postmarket Change Percent	0.98
Postmarket Price	$132
Ppne	3,796,000,000
Pre Close	130.7
Price Date	2026-05-08
Ptbv Ratio	5.21
Relative Volume	0.98x
Revenue	20,754,000,000x
Tax By Revenue	7.52x
Tax Rate	20.67%
Tr20y	452.74%
Tr6m	20.03%
Us State	New York
Volume	3,881,539

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

9/10

Business quality stays separate from stock attractiveness.

Forward P/E

13.6x

Valuation uses the full report model stack, not a single multiple.

Next action

Reduce

Final action steps are kept in the recommendation tab.

Our take

Income

BK dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+1.6%

$2.12 annual per share

Payout ratio

+26.3%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+11.3%

15 consecutive years of growth

Total shareholder yield

+5.7%

Next ex-dividend date: 2026-04-27

Performance

BK stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns BK?

Insider, institutional, and short-interest positioning.

Institutional ownership

+87.7%

Float: +99.7% of shares outstanding

Insider ownership

+0.2%

Stake held by company insiders. Higher generally signals alignment.

Short interest

+0.0%

Float sold short by bearish positioning

Y/Y dilution

-4.1%

Negative means the company is buying back shares.

Technical

BK momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

50.8

Neutral momentum band

Price vs 200-day MA

+14.1%

50/200-day relationship not available

Beta (5Y)

1.07

Moves roughly with the market

Sharpe ratio

2.23

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

BK vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	घटाएँ
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	घटाएँ
BLK	BlackRock Inc.	176.7B	27.2x	6.9x	11.3%	+8.7%	+20.3%	बेचें
BRK.B	Berkshire Hathaway Inc. Class B	1T	14.2x	2.7x	18.0%	+8.6%	-8.2%	ख़रीद
BX	Blackstone Inc.	152.3B	31.8x	10.6x	16.2%	-0.3%	-5.8%	होल्ड
C	Citigroup Inc.	214.1B	15.6x	2.7x	—	+3.5%	+82.8%	बेचें

Questions

About BK

Hub-level FAQ points readers to the deeper analysis pages.

What is the current BK stock rating?

The Bank of New York Mellon Corporation is currently shown with Reduce in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full BK analysis?

The full report lives at /stocks/BK/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for BK?

The latest report frames BK around $70 to $123. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the BK page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.