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Company Profile: The Bank of New York Mellon Corporation (BK)

BK insider trades (13 months) →

$149.31 +1.04% vs. previous close · Market cap $100.47B

Today's multi-factor rank: 32 of 461 · see the ranking

Momentum
7.1/10
Value
5.1/10
Growth
6.7/10
Quality
4.5/10
Multifactor
5.8/10

Market and Valuation

Price & Market

Prev Close Price:$147.78
Open:$148.11
Day's Low:$147.93
Day's High:$150.53
Bid / Ask:-
Market Cap:100.47B
Enterprise Value:1.00B

52-Week Range

52-Week Low:$105.42
52-Week High:$165.84
Current position in 52-week range
52w Low-52w High
50-Day Avg:$151.35
200-Day Avg:$139.49

Volume

Volume Today:3,915,962
Avg Volume (3m):3,354,604
Avg Volume (10d):2,996,960
52-Week Change:+36.83%
vs S&P 500, 52 weeks:-
Beta:1.01

Valuation Multiples

P/E (trailing):16.52

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 30, 2026. The P/E is the price divided by that EPS.

P/E (forward):14.30
PEG Ratio:1.08
Price / Book:2.56
Price / Sales (TTM):4.57
EV / Revenue:0.05
EV / EBITDA:-

Dividends

Current yield:1.57%
Annual Dividend Rate:$2.32
Dividend Trailing:$2.22
Yield Trailing:1.50%
5-Year Avg Yield:2.33%
Payout Ratio:24.58%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):22.00B
Gross Profit:22.00B
EBITDA:-
Net Income (TTM):6.29B
Rev Growth (YoY):+11.50%
Earnings Growth (YoY):+24.50%
Quarterly earnings growth (YoY):+17.00%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$9.04

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 30, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$10.44
Revenue Per Share:$31.94
Cash Per Share:-
Book Value:$58.43
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:195.75B
Total Debt:92.50B
Net Debt (Debt - Cash):−103.26B (net cash)
Debt / Equity:-
Current Ratio:-
Quick Ratio:-

Cash Flows

Operating Cash Flow:9.37B
Free Cash Flow (FCF):-
FCF Yield (FCF / Market Cap):-
Enterprise Value:1.00B
EV / Revenue:0.05
EV / EBITDA:-

Profitability

ROE (Return on Equity):14.87%
ROA (Return on Assets):1.39%
P/E (trailing):16.52
P/E (forward):14.30
Price / Book:2.56
PEG Ratio:1.08
52-Week Change:+36.83%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$9.04

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 30, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$10.44
P/E (forward):14.30
PEG Ratio:1.08

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$31.94
Cash Per Share:-
Book Value:$58.43

Cash Flows (TTM)

Free Cash Flow:-
Operating Cash Flow:9.37B
EBITDA:-
Total Revenue (TTM):22.00B
Net Income (TTM):6.29B
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:672,898,490
Float (free shares):671,249,889
Short interest (shares):48,923
Short % of float:-
Short Ratio (days to cover):0.01
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

The Bank of New York Mellon Corporation (BK) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
10-Q2026-10-30View filing ↗
8-K2026-10-28View filing ↗
8-K/A2026-10-16View filing ↗
8-K2026-10-15View filing ↗
N-CEN2026-10-14View filing ↗
8-K2026-09-22View filing ↗
N-PX2026-08-26View filing ↗
8-K2026-08-20View filing ↗
N-PX2026-08-19View filing ↗
8-K2026-08-13View filing ↗

Company and Executive Profile

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.

General Information

Headquarters:United States
City:New York
Employees:46,600
Industry:Banks - Diversified
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. Robin Antony VincePresident, CEO & Chairman of the Board5411.03M
Mr. Dermot William McDonoghSenior Executive VP & CFO616.21M
Mr. Jose Manuel MinayaSenior EVP and Global Head of BNY Investments & Wealth5310.56M
Mr. J. Kevin McCarthy J.D.General Counsel603.10M
Ms. Jayee Xu KoffeySenior EVP & Chief Global Affairs Officer442.35M
Mr. Alejandro PerezChief Operating Officer53-
Ms. Leigh-Ann RussellChief Information Officer & Global Head of Engineering50-
Mr. Marius MerzHead of Investor Relations & Corporate Development and Co-Head of Business Finance--

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The Bank of New York Mellon Corporation (BK): Quantitative Analysis

The Bank of New York Mellon Corporation (BK) — Financial Services — Banks - Diversified. BK is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, BK has returned +30.7% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

BK ranks 32 of 461 on today's multifactor score, and 4 of the 58 Financial Services companies that score. Its strongest factor is momentum (Z 1.25, ranked 48 of 494); its weakest is quality (Z -0.32, ranked 326 of 468). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Multifactor0.49732 of 461 ↓3
Momentum1.24548 of 494 ↓5
Value0.060183 of 489
Quality-0.317326 of 468
Growth1.00040 of 489

Market data

MetricValue
Price$149.31
Market Cap100.47B
P/E16.52
Revenue (last 12 months)22.00B
Price / book2.56
Book value per share$58.43
52-week range$105.42 – $165.84
Dividend yield1.57%
Beta1.01
Average volume3,354,604
Shares outstanding672.90M
Short interest (% of float)0.01% (as of Oct 15, 2026)

When does BK report earnings? 12 of its last 12, before the open →

What are BK insiders doing? 67 transactions filed with the SEC, of them 10 sells, the last one on Oct 27, 2026 →

BK latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All BK filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about Bank of New York Mellon (BK)

When does Bank of New York Mellon report earnings?

Bank of New York Mellon has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 15, 2026). BK earnings dates and times, quarter by quarter →

What is Bank of New York Mellon's P/E ratio?

Bank of New York Mellon's P/E (price over earnings per share for the last twelve months) is 16.5 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: Bank of New York Mellon is above its sector median. Financial Services stocks, company by company →

Where does Bank of New York Mellon rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, Bank of New York Mellon ranks 32 of 461, and 4 of the 58 Financial Services companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have Bank of New York Mellon insiders bought or sold shares?

SEC Form 4 shows no open-market purchase of Bank of New York Mellon shares from August 2025 through Nov 3, 2026. The latest sale was on Oct 27, 2026, by a director who is also an officer, for $1.4M. In total, from August 2025 through Nov 3, 2026: 0 purchases and 10 sales by directors, officers and large shareholders. All BK insider trades →

Does Bank of New York Mellon pay a dividend?

Yes. Its dividend yield is 1.57% at the Nov 3, 2026 close (annual dividend of $2.32 per share). The latest recorded ex-dividend date is Oct 26, 2026.

What sector is Bank of New York Mellon in, and which index?

Bank of New York Mellon is classified in the Financial Services sector (industry: Banks - Diversified), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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