Bank of New York Mellon Corp (BK): price, analyst ratings, earnings and fundamentals
Updated 16 September 2026, 08:02 ET
Bank of New York Mellon Corp (BK) closed at $137.16 on 20 May 2026, up 0.6%. The stock is down 0.6% over one month and up 51.8% over one year. It trades 1.4% below its 52-week high of $139.15.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open BK in FundSpec.
Analyst ratings
No analyst action on BK was recorded in the last 90 days; the most recent is from 11 May 2026. The most recent targets from 7 firms range from $136 to $150, with a median of $142, 3.5% above the last close.
| Date | Firm | Action | Price target |
|---|---|---|---|
| 11 May 2026 | JP Morgan | Maintains Overweight | $130.50 to $140.00 |
| 17 Apr 2026 | Barclays | Maintains Overweight | $143.00 to $149.00 |
| 17 Apr 2026 | Morgan Stanley | Maintains Equal-Weight | $135.00 to $139.00 |
| 17 Apr 2026 | RBC Capital | Maintains Sector Perform | $130.00 to $142.00 |
| 17 Apr 2026 | Truist Securities | Maintains Buy | $140.00 to $148.00 |
| 17 Apr 2026 | Evercore ISI Group | Maintains In-Line | $119.00 to $136.00 |
| 17 Apr 2026 | Keefe, Bruyette & Woods | Maintains Outperform | $143.00 to $150.00 |
| 7 Apr 2026 | JP Morgan | Maintains Overweight | $128.50 to $130.50 |
| 1 Apr 2026 | Truist Securities | Maintains Buy | $136.00 to $140.00 |
| 31 Mar 2026 | Morgan Stanley | Maintains Equal-Weight | $147.00 to $135.00 |
A price target is one firm's twelve-month view, and the median across firms is a steadier reading than any single call. Upgrades and downgrades matter more when they change a rating, not only a target. Read the guide: What analyst ratings and price targets actually tell you.
Every action with the firm's history is in Analyst Ratings.
Fundamentals
For the period ended 30 June 2026, Bank of New York Mellon Corp reported revenue of $10.2 billion and net income of $1.8 billion. On a trailing twelve month basis the company shows revenue growth of -50.80%, a gross margin of N.A., an operating margin of N.A. and a return on equity of 14.22%.
Income statement
| Line | Amount |
|---|---|
| Revenue | $10,192,000,000 |
| Depreciation & Amortization | $398,000,000 |
| Pre-tax Income | $2,236,000,000 |
| Income Tax Expense | $475,000,000 |
| Net Income | $1,761,000,000 |
Cash flow
| Line | Amount |
|---|---|
| Cash from Operating Activities | $2,462,000,000 |
| Cash from Investing Activities | $38,211,000,000 |
| Capital Expenditures | $487,000,000 |
| Cash from Financing Activities | -$38,782,000,000 |
| Dividends Paid | $453,000,000 |
| Share Repurchases | $1,103,000,000 |
| Free Cash Flow | $1,975,000,000 |
Assets
| Line | Amount |
|---|---|
| Cash & Cash Equivalents | $7,483,000,000 |
| Restricted Cash | $3,901,000,000 |
| Plant, Property & Equipment, Net | $3,910,000,000 |
| Operating Lease Right-of-Use Assets | $1,126,000,000 |
| Goodwill Intangible Assets, Net | $19,531,000,000 |
| Total Assets | $525,019,000,000 |
Liabilities and equity
| Line | Amount |
|---|---|
| Total Short-term Debt | $4,816,000,000 |
| Long-term Debt | $30,368,000,000 |
| Operating Lease Liabilities, Long-term | $1,443,000,000 |
| Minority Interest | $600,000,000 |
| Other Borrowings | $401,000,000 |
| Total Liabilities | $479,671,000,000 |
| Preferred Stock | $4,754,000,000 |
| Additional Paid In Capital | $30,348,000,000 |
| Retained Earnings | $48,907,000,000 |
| Treasury Stock | -$35,904,000,000 |
| Other Accumulated Comprehensive Income | -$3,455,000,000 |
| Total Stockholders Equity | $44,664,000,000 |
| Total Liability & Stockholders Equity | $525,019,000,000 |
Figures as filed with the SEC for the period ended 30 June 2026, in US dollars.
FundSpec fundamental metrics
Each metric is computed from the company's filings and ranked against every company FundSpec covers; the percentile is the share of covered companies with a lower value.
Leverage
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Debt/Assets | 0.07 | 53rd | Calculated as the ratio of Short-Term Debt + Long-Term Debt / Total Assets. The higher the ratio, the higher the degree of leverage, and consequently, financial risk |
| Debt/Equity | 0.79 | 71st | Calculated as the ratio of Total Liabilities / Shareholders' Equity. The ratio indicates how much debt a company is using to finance its assets relative to the amount of value represented in shareholders’ equity |
| Long Term Debt/Long Term Capital | 0.40 | 51st | Calculated as Long-Term Debt / (Long-Term Debt + Shareholders' Equity). The ratio is an indicator of the company's leverage |
| Long Term Debt/Total Capital | 0.38 | 52nd | Calculated as (Short-Term Debt + Long-Term Debt / (Short-Term Debt + Long-Term Debt + Shareholders' Equity). The ratio is an indicator of the company's leverage |
Profitability
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Free Cashflow Margin Pct | 8.0% | 61st | Calculated as the ratio of Free Cashflow from Operating Activities / Net Sales. It measures how much per dollar of revenue the company is able to convert into free cash flow. |
| PreTax Margin Pct | 39.8% | 92nd | Calculated as the ratio of (Gross profit - (Operating Expense + Interest Expense)) / Revenue. The pretax profit margin enables profitability to be compared across companies with significant differences in size, scale, capital structure and tax rates. |
| Return on Assets Pct | 1.2% | 60th | Calculated as the ratio of Net Income / Total Assets. It is an indicator of how efficient the company is at using its assets to generate earnings. |
| Return on Equity Pct | 14.2% | 77th | Calculated as the ratio of Net Income / Shareholders' equity. It is a measure of how much profit a company generates with the money shareholders have invested. |
Cashflow
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| FCF Pct Growth | -33.1% | 21st | The Free Cash Flow growth rate over the trailing twelve months (TTM) |
| FCF Pct Growth 3 year CAGR | -81.3% | 6th | The Free Cash Flow compound annual growth rate (CAGR) over the past 3 years |
| FCF Return on Assets Pct | 0.3% | 45th | Calculated as the ratio of Cashflow from Operations / Total Assets. A high cash return on assets means a company is generating more cash flow from every asset dollar |
| Operating Cashflow Pct Growth | -7.2% | 37th | The Operating Cashflow growth rate over the trailing twelve months (TTM) |
| Operating Cashflow Pct Growth 3 year CAGR (FY) | -28.1% | 15th | The Operating Cashflow compound annual growth rate (CAGR) over the past 3 years |
Earnings Growth (Net Income)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Net Income Pct Growth | 26.5% | 62nd | The Net Income growth rate over the trailing twelve months (TTM) |
| Net Income Pct Growth 3 year CAGR | 28.3% | 82nd | The Net Income compound annual growth rate (CAGR) over the past 3 years |
| Net Income Pct Growth 5 year CAGR | 11.6% | 68th | The Net Income compound annual growth rate (CAGR) over the past 5 years |
Top Line Growth
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Revenue Pct Growth | -50.8% | 5th | The Revenue (Sales) growth rate over the trailing twelve months (TTM) |
| Revenue Pct Growth 3 year CAGR | -9.9% | 16th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 3 years |
| Revenue Pct Growth 5 year CAGR | 4.6% | 40th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 5 years |
Taxes
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Effective Tax Rate Pct | 20.6% | 68th | The effective tax rate of the company over the trailing twelve months (TTM). |
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open BK in FundSpec.
Insider activity
No insider transaction was filed in the last 90 days; the most recent is from 1 April 2026.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 1 Apr 2026 | Joseph Echevarria | Director | Acquisition | 744 | $120.97 | $90K |
| 1 Apr 2026 | Jeffrey A Goldstein | Director | Acquisition | 341 | $120.97 | $41K |
| 1 Apr 2026 | Ralph Izzo | Director | Acquisition | 227 | $120.97 | $27K |
| 1 Apr 2026 | Sandra O'Connor | Director | Acquisition | 227 | $120.97 | $27K |
| 1 Apr 2026 | Elizabeth Robinson | Director | Acquisition | 88 | $120.97 | $11K |
| 28 Feb 2026 | Jose Minaya | Senior Executive VP | Disposal | 45,584 | $119.10 | $5.4M |
| 28 Feb 2026 | Dermot Mcdonogh | Chief Financial Officer | Disposal | 27,684 | $119.10 | $3.3M |
| 28 Feb 2026 | Rajashree Datta | Senior Executive VP | Disposal | 6,541 | $119.10 | $779K |
| 28 Feb 2026 | Dermot Mcdonogh | Chief Financial Officer | Disposal | 5,109 | $119.10 | $608K |
| 28 Feb 2026 | Rajashree Datta | Senior Executive VP | Disposal | 1,900 | $119.10 | $226K |
| 23 Feb 2026 | Robin A. Vince | Director, Chairman & CEO | Disposal | 101,619 | $115.54 | $11.7M |
| 23 Feb 2026 | Dermot Mcdonogh | Chief Financial Officer | Disposal | 31,421 | $115.54 | $3.6M |
| 23 Feb 2026 | J Kevin Mccarthy | SEVP & General Counsel | Disposal | 29,034 | $115.54 | $3.4M |
| 23 Feb 2026 | Robin A. Vince | Director, Chairman & CEO | Acquisition | 183,759 | ||
| 23 Feb 2026 | Dermot Mcdonogh | Chief Financial Officer | Acquisition | 56,818 |
Insider filings record what officers and directors did with their own shares. Disposals are often planned sales or tax related, so a pattern across several insiders says more than one filing.
SEC filings
The latest filing is a 10-Q from 31 July 2026.
| Filed | Form | Document |
|---|---|---|
| 31 Jul 2026 | 10-Q | View on sec.gov |
| 1 May 2026 | 10-Q | View on sec.gov |
| 25 Feb 2026 | 10-K | View on sec.gov |
| 31 Oct 2025 | 10-Q | View on sec.gov |
| 1 Aug 2025 | 10-Q | View on sec.gov |
| 2 May 2025 | 10-Q | View on sec.gov |
| 27 Feb 2025 | 10-K | View on sec.gov |
| 1 Nov 2024 | 10-Q | View on sec.gov |
| 2 Aug 2024 | 10-Q | View on sec.gov |
| 3 May 2024 | 10-Q | View on sec.gov |
Company profile
- Exchange
- NYSE
- Sector
- Banks
- Industry
- Banking
- Headquarters
- New York, New York
- Chief executive
- Robin Vince
- Employees
- 51,700
- Website
- bnymellon.com
- SEC CIK
- 0001390777
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.
Sector and peers
Bank of New York Mellon Corp is part of the Banks sector, which FundSpec tracks across 315 companies.
Companies in the same industry by market capitalization:
RY Royal Bank Of CanadaMUFG Mitsubishi Ufj Financial Group Inc.SAN Banco Santander, S.A.TD Toronto Dominion BankSMFG Sumitomo Mitsui Financial Group, Inc.BBVA Banco Bilbao Vizcaya Argentaria, S.A.MFG Mizuho Financial Group Inc.BMO Bank Of Montreal /Can/
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for BK are available to subscribers, with the same screen in the iOS and Android apps.
Open BK in FundSpec