The Bank of New York Mellon Corporation (BNY)

NYSE: BNY · USD

$149

+0.92 (+0.6%)· Recorded snapshot

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StockMarketAgent Research · Analyzed 2026-05-08

Our latest published analysis: BNY rated Sell

The Bank of New York Mellon Corporation's published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$98.4 / share

Potential value

$123 / share

Upside to FV

-24.8%

from $149

Moat

9/10

Wide

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$89.8B
Revenue (ttm)	22B
Net income (ttm)	6.3B
EPS (ttm)	$9.03
Shares out	672.9M
P/E (trailing)	16.4x
P/E (forward)	13.6x
Dividend	$2.52 (1.70%)
Volume	1,727,029
Beta	1.05

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 22B
Net income (ttm): 6.3B
EPS (ttm): $9.03
P/E (trailing): 16.4x
P/E (forward): 13.6x
Market cap: $89.8B

Item	P1	P2	P3	P4	P5	Trend
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$15.63B	$16.19B	$17.34B	$18.26B	$19.76B	+6.0%
Gross profit	—	—	—	—	—	—
Operating income	—	—	—	—	—	—
Net income	$3.76B	$2.56B	$3.30B	$4.53B	$5.55B	+10.2%
EPS (diluted)	—	$2.90	$4.00	$5.80	$7.40	+36.7%
EBITDA	—	—	—	—	—	—
R&D	—	—	—	—	—	—
SG&A	$6.34B	$6.80B	$7.10B	$6.89B	$6.95B	+2.3%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	Güçlü Al
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Güçlü Al
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Tut
AJG	Arthur J. Gallagher & Co.	66.7B	43.2x	4.4x	6.6%	+15.3%	-5.7%	Al
ALL	The Allstate Corporation	63.2B	5.0x	0.9x	32.6%	+8.5%	+31.8%	Güçlü Al
AMP	Ameriprise Financial, Inc.	43.1B	11.8x	2.2x	43.0%	+8.9%	+1.1%	Al

Base and Bull scenarios

Bull20%

Price target

$123.17

-5.9% from spot

Robust global asset growth and sustained high interest rates propel both fee and net interest income, while operational leverage drives significant EPS expansion.

Accelerated global asset gathering
Higher-for-longer interest rates
Successful technology integration driving margin expansion

Base55%

Price target

$98.39

-24.8% from spot

Steady execution of the core custody model delivers stable fee revenues, but structural capital charges and regulatory costs limit multiple expansion.

Steady mid-single-digit asset growth
Sustained net interest margins
Modest operational leverage

Sensitivity: Ke × terminal growth

Ke ↓ / g →	1.0%	1.5%	2.0%	2.5%	3.0%
6.0%	$157	$174	$196	$224	$229
7.0%	$131	$143	$157	$174	$196
8.0%	$112	$121	$131	$143	$157
9.0%	$98.3	$105	$112	$121	$131
10.0%	$87.4	$92.5	$98.3	$105	$112

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E13.6

P25 n/aP50 n/aP75 n/a

Trailing P/E16.2

P25 n/aP50 n/aP75 n/a

ROE14.9

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All BNY indicators

Market & fundamental data

Available fields

243

Groups with data

Currency

USD

Showing 243 of 243 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	USD
CIK code	0001390777
Company name	The Bank of New York Mellon Corporation
Country	United States
Country code	US
CUSIP number	064058100
Earnings date	2026-10-15
Earnings time	bmo
Employees	46,600
Employees change	-2,600
Employees growth	-5.28%
Enterprise value	$-8.5B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-07-12
Fiscal year end	December
Founded	1784
In index	SP500
Industry	Banks - Diversified
Is primary listing	Yes
Is SPAC	No
ISIN number	US0640581007
Last 10-K release date	2026-02-25
Last earnings date	2026-10-15
Last refreshed	2026-10-28
Last stock split date	2007-07-01
Last stock split type	Reverse
Market cap	$99.9B
Market cap category	Large-Cap
Next earnings date	2027-01-15
Options	Yes
Price	$148.50
Price currency	USD
Sector	Financials
SIC code	6022
Stock price date	2026-10-28
Symbol	BNY
U.S. state	New York
Website	https://www.bny.com

Valuation

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

Metric	Value
Adjusted P/E ratio	16.21x
Average P/E ratio (10Y)	12.83x
Average P/E ratio (3Y)	14.45x
Average P/E ratio (5Y)	13.65x
Earnings yield	6.08%
FCF / EV yield	-18.39%
FCF yield	1.6%
Forward P/E	14.7x
Forward P/S	4.27x
Graham number	108.94708
Graham upside	-26.55%
Industry forward P/E	11.89x
Industry P/E	13.42x
Lynch fair value	$116.57
Lynch upside	-21.4%
P/B ratio	2.53x
P/E ratio	16.45x
P/FCF ratio	62.69x
P/OCF ratio	27.96x
P/S ratio	4.54x
PEG ratio	0.91x
Price / tangible book value	5.04x
Sector forward P/E	13.63x
Sector P/E	15.65x

Profitability

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

Metric	Value
Effective tax rate	20.88%
FCF margin	7.43%
Operating margin	38.61%
Pretax margin	37.79%
Profit margin	29.74%
Profit per employee	$135,043
Profitable quarters	53
Profitable years	16
Revenue per employee	$472,146
ROA	1.39%
ROA (5Y)	0.92%
ROE	14.87%
ROE (5Y)	9.29%
Tax / revenue	7.89%

Growth

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

Metric	Value
EPS growth	30.34%
EPS growth (Q)	24.47%
EPS growth (QoQ)	-4.49%
EPS growth 10Y	11.82%
EPS growth 3Y	28.38%
EPS growth 5Y	18.13%
EPS growth quarters	10
EPS growth years	3
FCF growth	-33.11%
FCF growth 3Y	-42.78%
Net income growth	24.81%
Net income growth (Q)	16.96%
Net income growth (QoQ)	-5.19%
Net income growth 3Y	22.61%
Net income growth 5Y	12.91%
Net income growth quarters	10
Net income growth years	3
OCF growth	-7.2%
OCF growth 10Y	1.91%
OCF growth 3Y	-28.06%
Revenue growth	11.49%
Revenue growth (Q)	11.54%
Revenue growth (QoQ)	-0.54%
Revenue growth 10Y	3.89%
Revenue growth 3Y	8.55%
Revenue growth 5Y	6.63%
Revenue growth quarters	20
Revenue growth years	5

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-2B
EPS	$9.03
FCF per share	$2.37
Financing cash flow	$34.8B
Free cash flow	$1.6B
Gross profit	$22B
Income taxes	$1.7B
Investing cash flow	$-35.2B
Net borrowing	$14.9B
Net cash flow	$3.1B
Net income	$6.3B
Operating income	$8.5B
Revenue	$22B

Financial strength

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

Metric	Value
Book value per share	$58.43
Debt / equity	2.03
Debt / FCF	56.24
Goodwill	$16.7B
Net cash (debt)	$108.5B
Net cash / market cap	108.67%
Net cash growth	8.37%
Net debt / equity	-2.46
Net debt / FCF	-68.13
Piotroski F-Score	3
Property, plant and equipment	$4.1B
Shareholders' equity	$44.1B
Tangible book value	$19.8B
Tangible book value per share	$29.42
Total assets	$494B
Total cash	$198B
Total debt	$89.5B
Total liabilities	$449.9B
WACC	5.29%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	$-204.1B

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	3.81%
Dividend growth	16%
Dividend growth (10Y)	12.41%
Dividend growth (3Y)	13.66%
Dividend growth (5Y)	12.28%
Dividend growth years	15
Dividend payment date	2026-11-09
Dividend payment years	56
Dividend payout frequency	Quarterly
Dividend per share	$2.52
Dividend yield	1.7%
Ex-dividend date	2026-10-26
FCF payout ratio	98.06%
Last dividend	$0.63
Payout ratio	25.7%
Shareholder yield	5.51%

Performance and technicals

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

Metric	Value
10Y price change	239.82%
10Y return CAGR	15.98%
10Y total return	340.43%
150-day SMA	$145.84
15Y price change	563.24%
15Y return CAGR	16.13%
15Y total return	842.58%
1D price change	0.62%
1M price change	-1.1%
1M total return	-0.67%
1W price change	1.82%
1W total return	2.26%
1Y price change	38.04%
1Y return CAGR	40.39%
1Y total return	40.36%
20-day SMA	$143.96
200-day SMA	$139.13
20Y price change	307.73%
20Y return CAGR	9.74%
20Y total return	541.22%
3M price change	-5.88%
3M total return	-5.47%
3Y price change	256.71%
3Y return CAGR	56.24%
3Y total return	281.54%
50-day SMA	$151.97
50-day SMA vs 200-day SMA	50over200
52-week high	$165.84
52-week high date	2026-09-04
52-week low	$105.42
52-week low date	2025-11-21
5Y price change	154.06%
5Y return CAGR	23.93%
5Y total return	192.25%
6M price change	10.43%
6M total return	11.36%
All-time high	$165.84
All-time high date	2026-09-04
All-time low	$0.97
All-time low date	1974-09-13
Average true range (ATR)	$2.95
Average volume	3.7M
Beta (1Y)	0.71
Beta (2Y)	0.88
Beta (5Y)	1.05
Change from 52-week high	-10.46%
Change from 52-week low	40.87%
Change from all-time high	-10.46%
Change from all-time low	15,182.49%
Change from open	0.03%
Day's gap	0.59%
Dollar volume	$256.5M
High price	$149.03
Low price	$147.68
Monthly RSI	73.44
Open price	$148.45
Position in 52-week range	60.74%
Premarket change	0.41%
Premarket close	$147.58
Premarket price	$148.19
Premarket volume	680
Previous close	$147.58
Price vs 150-day SMA	1.83%
Price vs 20-day SMA	3.16%
Price vs 200-day SMA	6.74%
Price vs 50-day SMA	-2.28%
Relative volume	0.47
RSI	55.05
Sharpe ratio	1.49
Sharpe ratio (3Y)	2.05
Sharpe ratio (5Y)	0.83
Sortino ratio	2.51
Sortino ratio (3Y)	3.44
Sortino ratio (5Y)	1.43
Volume	1.7M
Weekly RSI	53.83
YTD price change	27.92%
YTD total return	30.07%

Ownership and float

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

Metric	Value
Float	671.2M
Float percentage	99.75%
Shares change (QoQ)	-0.77%
Shares change (YoY)	-3.81%
Shares held by insiders	0.14%
Shares held by institutions	87.8%
Shares outstanding	672.9M
Short % of float	1.25%
Short % of shares	1.25%
Short ratio	2.2 days

Deeper analysis on BNY

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

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

→

Sensitivity

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

→

Risks

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

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

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

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this BNY report

What is the latest published BNY stock rating?

The Bank of New York Mellon Corporation is shown with Sell in the latest published report, analyzed 2026-05-08. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full BNY analysis?

The full latest published report, analyzed 2026-05-08, lives at /stocks/BNY/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for BNY?

The latest published report analyzed 2026-05-08 gives BNY a fair value of USD 98 and a potential value of USD 123. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the BNY page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-05-08). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

SellBNY · Fair value $98.4-24.8%

Read full analysis →

The Bank of New York Mellon Corporation (BNY)

Our latest published analysis: BNY rated Sell

Price

Financial snapshot

Fair-value bridge

Latest news · BNY

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All BNY indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on BNY

Frequently asked questions

Derecelendirme geçmişi

Category	Score	Reading
Valuation	1.5
Management	6.3
Balance Sheet	5.0
Profitability	6.5
Revenue Growth	6.0
Risk Assessment	6.0
Competitive Moat	9.0
Earnings Quality	9.0
Capital Efficiency	4.0