BNY
NYSE · USDBank of New York Mellon Corp
Financial Services · Investment - Banking & Investment Services
CEO Robin Antony Vince
Employees 48,100
R&D / revenue 0.0%
Last price
$143.24+0.81%last session
Market cap
$97.2B
P/E (TTM)
21.3x
From 52w high
−13.6%
From 52w low
+38.9%
1-year return
+1,435.4%
RSI 14 · vs SMA200
39.8 · +62.9%
IS score
54.3/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)
One year, rebased to 100
BNY SPY XLF (sector ETF) · weekly closesScore DNA
Each bar is a 0-100 score within the scored universe63Profitability
78Growth
64Value
91Momentum
15Risk (safety)
68Quality
57Balance sheet
67Earnings quality
Flags
Strengths
✓ Net cash
Warnings
▲ Share count rising
Observations
Moat model: Weak, Efficient ScalePiotroski 5 / 9Beta 1.051 of 4 smart-money sources active
Smart-money strip
Each disclosure source on its own window. Filings coinciding is not coordination.INSForm 4 · 180 days
Insider open-market buys
0
9 open-market sales, $6.0M
No Form 144 notices in 12 months
CONGSTOCK Act · 180 days
Congressional purchases
0
No disclosed purchases
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-03-31
Net change in institutional holders
+4
132 new holders, 96 closed
1,769 filers hold 82.9% · 660 added, 654 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+55
1,348 funds adding shares
1,293 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
21.0%
20-day avg 25.1%, 50-day avg 42.5%
Latest 4.1 pp under its 20-day average · a flow, not short interest
Key financials · FY2025
USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.Income statement
Revenue$20.4M
Revenue growth YoY+80.3%
Gross margin100.0%
Operating income$16.2M
Operating margin79.5%
Net income−$23.5M
Net margin-115.2%
EPS (diluted)$-0.97
Cash flow
Operating cash flow$19.7M
Capital expenditure$4
Free cash flow$19.7M
FCF conversion (FCF / OCF)100.0%
Stock-based compensation$0
FCF less SBC$19.7M
Buybacks$47.4M
Dividends$15.3M
Balance sheet & returns
Cash & short-term investments$104,118
Total debt$176.3M
Net debt$176.2M
Shareholders' equity$252.7M
Goodwill & intangibles$0
Debt / equity1.52
ROE (TTM)11.4%
ROIC (TTM)4.0%
Operating margin by fiscal year
Revenue $15.2M (FY2021) to $20.4M (FY2025), a 7.7% CAGR.
Valuation
P/E (TTM)21.3x
EV / EBITDA4.7x
Price / sales3.14x
Price / FCF61.0x
FCF yield1.64%
Buyback yield0.05%
SBC / revenue0.0%
Price / book2.29x
Forward P/E FY202615.4x
Forward P/E FY202713.9x
Forward P/E FY202812.4x
Forward multiples divide today's price by Street EPS estimates. Street mean target $164.88 across 8 analysts last quarter is theirs, not ours.
BNY vs industry median
29 companies in Investment - Banking & Investment Services
BNY (TTM)Industry median
Asset turnover 0.06 vs industry 0.12 · financial leverage 11.34
Earnings delivery
Next report 2027-01-15 · consensus EPS $2.33100%
beat rate, 2 of 2 quarters
+7.4%
median EPS surprise
2
longest beat streak
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2026-07-15 to 2026-10-15. Bars cap at ±60%.
Peers
Market-cap band, not the industry cohort above| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | 12m return |
|---|---|---|---|---|---|---|
| BNY Bank of New York Mellon Corp | $97.2B | 21.3x | 11.4% | 16.3% | +80.3% | +1,435.4% |
| IBKR Interactive Brokers Group, I | $145.3B | 31.4x | 21.0% | 10.6% | +15.8% | +20.8% |
| USB U.S. Bancorp | $91.5B | 11.4x | 12.7% | 19.9% | +3.3% | +28.6% |
| ICE Intercontinental Exchange, I | $90.7B | 22.7x | 13.9% | 35.9% | −0.6% | +5.7% |
| MMC Marsh & McLennan Companies, | $89.8B | 21.8x | 26.9% | 11.8% | +7.6% | −5.9% |
| CME CME Group Inc. | $105.7B | 24.8x | 15.7% | 61.1% | +5.1% | — |
| HOOD Robinhood Markets, Inc. | $88.9B | 42.8x | 23.6% | 42.9% | +38.3% | — |
| PNC The PNC Financial Services G | $86.7B | 11.6x | 12.5% | 22.6% | +3.9% | — |
12-month window: SPY +15.9%, sector ETF XLF +7.2%. Past returns describe history only.
Recent 8-K filings
No 8-K filings on file.
Context
Shares outstanding678,504,142
Free float99.7%
Institutional ownership82.9%
Beta1.05
Dividend yield1.59%
Last dividend$0.63 on 2026-10-26
50 / 200-day average$154.83 / $137.94
Large-cap Financial Services median P/E14.0x
Full factsheet
The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (Weak).
Read it in the browser Download (PDF)All fundamentals · 140 measures in 13 categories
Percentile = where BNY sits among 5 scored companies in Investment - Banking & Investment Services (0 = lowest value, 100 = highest). It is a position, not a grade. Balance-sheet ratios built for operating companies are n/a for lenders and insurers.ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)
Valuation
| Measure | BNY | Industry percentile |
|---|---|---|
| P/E (TTM) | 20.0x | 50th |
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.33 | |
| Price / sales | 3.2x | 50th |
| Price / book | 2.2x | 0th |
| Price / tangible book | 4.0x | 0th |
| Price / free cash flow | n/a | |
| Price / operating cash flow | n/a | |
| Enterprise value | n/a | |
| EV / sales | n/a | |
| EV / EBITDA | n/a | |
| EV / EBIT | n/a | |
| EV / free cash flow | n/a | |
| Earnings yield | 5.0% | 50th |
| FCF yield | n/a | |
| Operating cash flow yield | n/a | |
| Graham number (per share) | $100.01 | 100th |
Profitability (TTM)
| Measure | BNY | Industry percentile |
|---|---|---|
| Gross margin | n/a | |
| EBITDA margin | n/a | |
| Operating margin | 20.3% | 0th |
| EBIT margin | 20.3% | 0th |
| Net margin | 16.1% | 100th |
| NOPAT margin | 16.2% | 25th |
| FCF margin | n/a | |
| Operating cash flow margin | n/a | |
| R&D / revenue | 0.0% | 0th |
| SG&A / revenue | 24.8% | 100th |
| Stock comp / revenue | 0.0% | 0th |
| Effective tax rate | 20.2% | 50th |
Returns on capital
| Measure | BNY | Industry percentile |
|---|---|---|
| ROE (on average equity) | 21.6% | 50th |
| ROA | 1.8% | 25th |
| ROIC | n/a | |
| ROCE | n/a | |
| Return on tangible assets | 2.3% | 0th |
| Cash ROIC (OCF / invested capital) | n/a | |
| Gross profitability (GP / assets) | n/a | |
| ROIC, 3-yr average | n/a | |
| ROIC, 5-yr average | n/a | |
| ROE, 5-yr average | 2.6% | 0th |
| Incremental ROIC | n/a |
Growth
| Measure | BNY | Industry percentile |
|---|---|---|
| Revenue growth (TTM YoY) | — | |
| Revenue growth (QoQ) | 3.3% | 25th |
| Revenue CAGR, 3 yr | 962.9% | 100th |
| Revenue CAGR, 5 yr | 307.5% | 100th |
| Gross profit CAGR, 3 yr | n/a | |
| Operating income CAGR, 3 yr | 566.2% | 100th |
| Net income growth (TTM YoY) | — | |
| Net income CAGR, 3 yr | 507.5% | 100th |
| EPS growth (TTM YoY) | 1,703.2% | 100th |
| EPS CAGR, 3 yr | 60.9% | 100th |
| EPS CAGR, 5 yr | 19.2% | 75th |
| FCF growth (TTM YoY) | n/a | |
| FCF CAGR, 3 yr | n/a | |
| Operating cash flow CAGR, 3 yr | n/a | |
| Book value CAGR, 3 yr | 61.8% | 100th |
| Dividend CAGR, 3 yr | 3.4% | 75th |
| Sustainable growth rate | 15.8% | 50th |
Margin history & stability
| Measure | BNY | Industry percentile |
|---|---|---|
| Gross margin, 3-yr average | n/a | |
| Operating margin, 3-yr average | 62.0% | 75th |
| Net margin, 3-yr average | -20.3% | 0th |
| FCF margin, 3-yr average | n/a | |
| Revenue stability (0-1) | 0.41 | 25th |
| Earnings stability (0-1) | 0.42 | 50th |
| Margin stability (0-1) | 0.76 | 0th |
Liquidity (latest quarter)
| Measure | BNY | Industry percentile |
|---|---|---|
| Cash & short-term investments | n/a | |
| Net cash (− = net debt) | n/a | |
| Working capital | n/a | |
| Current ratio | n/a | |
| Quick ratio | n/a | |
| Cash ratio (cash + ST investments / current liabilities) | n/a | |
| Defensive interval (days) | n/a |
Leverage & solvency (latest quarter)
| Measure | BNY | Industry percentile |
|---|---|---|
| Total debt | n/a | |
| Debt / equity | n/a | |
| Net debt / equity | n/a | |
| Debt / assets | n/a | |
| Debt / capital | n/a | |
| Debt / EBITDA | n/a | |
| Net debt / EBITDA | n/a | |
| Interest coverage (EBIT / interest) | n/a | |
| Cash interest coverage | n/a | |
| Debt payback (years of OCF) | n/a | |
| Liabilities / assets | 91.4% | 100th |
| IS credit model rating | B+ | |
| Implied credit spread (bps) | 650 | 100th |
Efficiency
| Measure | BNY | Industry percentile |
|---|---|---|
| Asset turnover | n/a | |
| Fixed asset turnover | n/a | |
| Inventory turnover | n/a | |
| Receivables turnover | n/a | |
| Days sales outstanding | n/a | |
| Days inventory outstanding | n/a | |
| Days payables outstanding | n/a | |
| Cash conversion cycle (days) | n/a | |
| Capex / revenue | n/a | |
| Capex / depreciation | n/a | |
| Operating expense ratio | n/a |
Cash flow & earnings quality
| Measure | BNY | Industry percentile |
|---|---|---|
| Operating cash flow / net income | n/a | |
| FCF / net income | n/a | |
| FCF / operating cash flow | n/a | |
| Capex / operating cash flow | n/a | |
| Accruals ratio | n/a | |
| Sloan accruals ratio | n/a | |
| Earnings quality score (0-1) | n/a |
Scores & forensic checks
| Measure | BNY | Industry percentile |
|---|---|---|
| IS score | 54 | 0th |
| IS profitability | 63 | 50th |
| IS growth | 78 | 50th |
| IS value | 64 | 75th |
| IS momentum | 91 | 25th |
| IS risk (safety) | 15 | 0th |
| IS quality | 68 | 25th |
| IS balance sheet | 57 | 25th |
| IS earnings quality | 67 | 50th |
| IS cash flow | 56 | 0th |
| Piotroski F-score (0-9) | 5 | 25th |
| Altman Z-score | — | |
| Beneish M-score | — | |
| Ohlson O-score | −7.87 | 100th |
| IS credit score | 33 | 0th |
Size (TTM)
| Measure | BNY | Industry percentile |
|---|---|---|
| Market cap | $97.2B | 75th |
| Revenue | $30.1B | 100th |
| EBITDA | $7.5B | 75th |
| Net income | $4.9B | 100th |
| Free cash flow | n/a | |
| Total assets | $525.0B | 100th |
| Shareholders' equity | $44.7B | 100th |
| Employees | 46,500 | 100th |
Insider transactions, last 6 months
Form 4 · most recent 12| Date | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2026-10-01 | Robinson Elizabeth Director |
Award / grant | 74 | $143.92 | $10,625 | 5,510 |
| 2026-10-01 | O'Connor Sandra Director |
Award / grant | 191 | $143.92 | $27,500 | 7,335 |
| 2026-10-01 | Goldstein Jeffrey A Director |
Award / grant | 287 | $143.92 | $41,250 | 43,220 |
| 2026-10-01 | Echevarria Joseph Director |
Award / grant | 625 | $143.92 | $90,000 | 67,575 |
| 2026-09-28 | Minaya Jose Senior Executive VP |
Open-market sale | 1,843 | $148.34 | $273,389 | 178,501 |
| 2026-09-28 | Minaya Jose Senior Executive VP |
Open-market sale | 1,655 | $149.27 | $247,048 | 176,846 |
| 2026-09-28 | Minaya Jose Senior Executive VP |
Open-market sale | 22 | $149.87 | $3,297 | 176,824 |
| 2026-08-27 | Minaya Jose Senior Executive VP |
Open-market sale | 2,590 | $162.45 | $420,742 | 181,274 |
| 2026-08-27 | Minaya Jose Senior Executive VP |
Open-market sale | 930 | $163.17 | $151,747 | 180,344 |
| 2026-08-05 | Mccarthy J Kevin SEVP & General Counsel |
Gift | 249 | — | — | 49,989 |
| 2026-07-29 | Mcdonogh Dermot Chief Financial Officer |
Gift | 31,800 | — | — | 248,727 |
| 2026-07-29 | Mcdonogh Dermot Chief Financial Officer |
Gift | 31,800 | — | — | 31,800 |
Shares acquired vs disposed, by month
acquired disposed · all Form 4 typesBy transaction type, 6 months
| Type | Direction | Filings | Shares | Value |
|---|---|---|---|---|
| Award / grant | Acquired | 8 | 2,337 | $338,750 |
| Gift | Disposed | 2 | 32,049 | — |
| Gift | Acquired | 1 | 31,800 | — |
| Open-market sale | Disposed | 9 | 38,840 | $6.0M |
| Other | Acquired | 1 | 24,833 | $4.0M |
| Other | Disposed | 1 | 24,833 | $4.0M |
| — | Disposed | 1 | 0 | — |
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.
Form 144 notices
| Filed | Filer | Shares proposed | Est. proceeds |
|---|---|---|---|
| None on file. | |||
A Form 144 is notice of a proposed sale, not a confirmed one.
Congress trades
12 months: House 0 trades (0 purchases) · Senate 0 (0 purchases)| Traded | Member | Chamber | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| None on file. | |||||
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.
Largest 13F holders
Quarter to 2026-06-30, the latest most managers have filed| Manager | Shares | Value | % of shares out |
|---|---|---|---|
| BlackRock, Inc. | 57,541,743 | $8.3B | 8.48% |
| VANGUARD CAPITAL MANAGEMENT LLC | 44,809,159 | $6.5B | 6.60% |
| STATE STREET CORP | 31,781,330 | $4.6B | 4.68% |
| FMR LLC | 25,913,108 | $3.7B | 3.82% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,652,500 | $2.6B | 2.60% |
| BANK OF AMERICA CORP /DE/ | 17,283,991 | $2.5B | 2.55% |
| DODGE & COX | 16,608,370 | $2.4B | 2.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 15,777,525 | $2.3B | 2.33% |
| AMERIPRISE FINANCIAL INC | 14,552,355 | $2.1B | 2.14% |
| JPMORGAN CHASE & CO | 14,400,004 | $2.1B | 2.12% |
| Artisan Partners Limited Partnership | 13,687,258 | $2.0B | 2.02% |
| NORGES BANK | 11,751,724 | $1.7B | 1.73% |
| First Eagle Investment Management, LLC | 9,266,915 | $1.3B | 1.37% |
| WELLS FARGO & COMPANY/MN | 8,969,455 | $1.3B | 1.32% |
| WELLINGTON MANAGEMENT GROUP LLP | 8,129,285 | $1.2B | 1.20% |
Institutional ownership by quarter
% of shares held by 13F filers
Number of 13F filers holding
Holder changes by quarter
| Quarter | Holders | Ownership | New | Increased | Reduced | Closed |
|---|---|---|---|---|---|---|
| 2026-03-31 | 1,769 | 82.9% | 132 | 660 | 654 | 96 |
| 2025-12-31 | 1,765 | 85.3% | 236 | 618 | 596 | 78 |
| 2025-09-30 | 1,647 | 84.9% | 208 | 576 | 594 | 100 |
| 2025-06-30 | 1,561 | 86.6% | 173 | 523 | 586 | 96 |
| 2025-03-31 | 1,508 | 89.8% | 172 | 532 | 558 | 89 |
| 2024-12-31 | 1,443 | 90.1% | 238 | 470 | 491 | 57 |
| 2024-09-30 | 1,293 | 89.3% | 141 | 429 | 482 | 85 |
| 2024-06-30 | 1,253 | 90.8% | 105 | 449 | 452 | 94 |
| 2024-03-31 | 1,260 | 90.7% | 165 | 406 | 469 | 61 |
| 2023-12-31 | 1,172 | 93.0% | 178 | 364 | 433 | 75 |
| 2023-09-30 | 1,089 | 93.0% | 88 | 383 | 396 | 66 |
| 2023-06-30 | 1,084 | 94.0% | 73 | 368 | 443 | 118 |
Schedule 13D / 13G filers
| Filed | Form | Filer | % of class | Shares |
|---|---|---|---|---|
| None on file. | ||||
Required above 5% of a class; 13G is the passive form.
ETFs with the largest holding
| ETF | Weight in fund | Holding value |
|---|---|---|
| VITSX | 0.13% | $3.1B |
| VTSAX | 0.13% | $3.1B |
| VTI | 0.13% | $3.1B |
| VSMPX | 0.13% | $3.1B |
| VFINX | 0.15% | $2.6B |
| VFIAX | 0.15% | $2.6B |
Share structure
Shares outstanding678,504,142
Float676,801,097
Free float99.7%
Income statement
Fiscal years, USD| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $15.2M | $20.2M | $19.6M | $11.3M | $20.4M |
| Cost of revenue | $2.6M | $3.3M | $2.8M | $0 | $0 |
| Gross profit | $12.6M | $16.8M | $16.8M | $11.3M | $20.4M |
| R&D | $1 | −$3 | $0 | $0 | $0 |
| SG&A | $2.8M | $3.5M | $3.0M | $620,845 | $4.2M |
| Operating income | $12.4M | $16.7M | $16.6M | $10.8M | $16.2M |
| EBITDA | $6.6M | −$10.9M | −$11.2M | $18.7M | $0 |
| Pretax income | $17.4M | −$53.1M | −$1.5M | $10.8M | −$23.5M |
| Income tax | $0 | $0 | $0 | $0 | $0 |
| Net income | $17.4M | −$53.1M | −$1.5M | $10.8M | −$23.5M |
| EPS, diluted | $0.71 | $-2.16 | $-0.06 | $0.45 | $-0.97 |
| Diluted shares | 24.6M | 24.6M | 24.3M | 24.1M | 24.1M |
Balance sheet
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Cash & short-term investments | $17,705 | $585 | $10.0M | $0 | $104,118 |
| Receivables | $5.8M | $5.5M | $4.8M | $4.5M | $9.1M |
| Inventory | $0 | $0 | $0 | $0 | $0 |
| Total current assets | $5.8M | $6.8M | $4.8M | $5.1M | $10.0M |
| PP&E, net | $0 | $0 | $0 | $0 | $0 |
| Goodwill & intangibles | $0 | $0 | $0 | $0 | $0 |
| Total assets | $630.4M | $536.2M | $480.5M | $476.1M | $435.8M |
| Accounts payable | $1.4M | $3.2M | $3.0M | $2.8M | $6.0M |
| Total current liabilities | $1.4M | $48.8M | $3.0M | $6.5M | $51.4M |
| Long-term debt | $251.7M | $0 | $41,876 | $179.1M | $131.7M |
| Total liabilities | $1.4M | $227.9M | $187.6M | $185.6M | $183.1M |
| Shareholders' equity | $629.0M | $308.3M | $293.0M | $290.6M | $252.7M |
Cash flow statement
Outflows are negative| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Net income | $17.4M | −$53.1M | −$1.5M | $10.8M | −$23.5M |
| Depreciation & amortization | $0 | $0 | $0 | $0 | $0 |
| Stock-based compensation | $0 | $0 | $0 | $0 | $0 |
| Change in working capital | $768,694 | $524,860 | $138,718 | $573,062 | −$110,086 |
| Operating cash flow | $20.2M | $43.5M | $53.8M | $16.1M | $19.7M |
| Capital expenditure | $0 | $0 | $0 | $0 | −$4 |
| Free cash flow | $20.2M | $43.5M | $53.8M | $16.1M | $19.7M |
| Investing cash flow | $14.8M | $14.0M | $45.4M | $0 | $0 |
| Net debt issued / repaid | −$23,334 | $0 | $41,876 | $0 | −$7,582 |
| Buybacks | −$129 | $0 | −$3.2M | −$2.0M | −$47.4M |
| Dividends paid | −$11.9M | −$15.4M | −$11.7M | −$10.3M | −$15.3M |
Ratio history
Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Gross margin | 66.6% | 66.7% | 69.1% | 75.0% | 51.1% |
| Operating margin | 82.0% | 82.2% | 83.7% | 83.5% | 18.4% |
| Net margin | 89.3% | -101.2% | -137.4% | 24.3% | 14.6% |
| FCF margin | 75.2% | 99.7% | 99.3% | 84.7% | 47.2% |
| ROE | 8.6% | -14.2% | -16.3% | 3.1% | 6.6% |
| ROIC | 3.3% | 4.3% | 9.3% | 13.8% | -1.3% |
| ROA | 5.1% | -8.2% | -9.8% | 1.8% | 0.6% |
| Debt / equity | 0.67 | 0.73 | 0.00 | 0.62 | 0.76 |
| Interest coverage | — | — | n/m | 1.9x | 0.4x |
| Current ratio | 4.11 | 0.14 | 1.60 | 0.78 | 0.70 |
| Revenue growth | +9.9% | +40.8% | +44.0% | +8.4% | +25,297.2% |
| EPS growth | −18.2% | −187.0% | −324.1% | +126.6% | +192.8% |
| P/E at year end | 12.5x | n/m | n/m | 25.7x | 4.9x |
| EV / EBITDA at year end | 275.1x | n/m | n/m | n/m | n/m |
| FCF yield at year end | 6.71% | 14.68% | 17.72% | 13.56% | 66.72% |
| Dividend payout | 77.5% | — | — | 236.7% | 29.5% |
Revenue by segment
| FY2021 | FY2022 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Financial Service | $8.2B | $8.5B | $9.3B | $10.1B |
| Investment Advisory, Management and Administrative Service | $3.6B | $3.3B | $3.1B | $3.1B |
| Distribution and Shareholder Service | $112.0M | $130.0M | $158.0M | $146.0M |
Revenue by region · FY2025
UNITED STATES$13.0B · 48%
Non-US$7.1B · 26%
EMEA$4.6B · 17%
Asia Pacific$1.4B · 5%
Other Countries$1.1B · 4%
Street estimates by fiscal year
Next report 2027-01-15 · consensus EPS $2.33 · these are analysts' numbers, not ours| Fiscal year | Revenue (mean) | Revenue range | EPS (mean) | EPS range | Analysts | P/E on mean EPS |
|---|---|---|---|---|---|---|
| 2026 | $22.5B | $22.3B – $22.6B | $9.32 | $9.12 – $9.42 | 6 | 15.4x |
| 2027 | $23.6B | $23.1B – $24.1B | $10.32 | $9.94 – $10.69 | 11 | 13.9x |
| 2028 | $24.8B | $23.9B – $25.9B | $11.57 | $10.81 – $12.08 | 5 | 12.4x |
Reported vs expected, every quarter on file
| Reported | EPS expected | EPS actual | EPS surprise | Revenue expected | Revenue actual | Revenue surprise |
|---|---|---|---|---|---|---|
| 2026-10-15 | $2.27 | $2.37 | +4.4% | $5.5B | $5.7B | +2.3% |
| 2026-07-15 | $2.23 | $2.46 | +10.3% | $5.4B | $5.7B | +5.6% |
Off-exchange (dark pool) volume, weekly
FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)| Week of | Notional | Shares | Trades |
|---|---|---|---|
| 2026-08-31 | $408.1M | 2,511,339 | 64,478 |
| 2026-08-24 | $380.8M | 2,340,948 | 67,249 |
| 2026-08-17 | $389.3M | 2,410,168 | 62,865 |
| 2026-08-10 | $333.6M | 2,068,204 | 62,457 |
| 2026-08-03 | $441.3M | 2,795,642 | 71,541 |
| 2026-07-27 | $516.0M | 3,307,845 | 78,447 |
Short-sale share of off-exchange volume
daily 20-day average| Date | Short share | Short volume | Total volume |
|---|---|---|---|
| 2026-10-15 | 21.0% | 509,287 | 2,422,900 |
| 2026-10-14 | 15.4% | 451,416 | 2,927,221 |
| 2026-10-13 | 26.4% | 314,113 | 1,191,596 |
| 2026-10-12 | 36.5% | 267,735 | 732,937 |
| 2026-10-09 | 36.0% | 262,656 | 728,979 |
| 2026-10-08 | 27.0% | 425,340 | 1,574,100 |
| 2026-10-07 | 20.3% | 177,842 | 875,162 |
| 2026-10-06 | 31.6% | 290,680 | 920,313 |
| 2026-10-05 | 31.3% | 399,878 | 1,278,049 |
| 2026-10-02 | 33.2% | 299,402 | 901,877 |
A daily flow measure from FINRA, not short interest.
Seasonality
Average return by calendar month| Month | Avg return | Up years | Years |
|---|---|---|---|
| Jan | +2.6% | 84% | 19 |
| Feb | −0.9% | 53% | 19 |
| Mar | −0.9% | 50% | 20 |
| Apr | +0.6% | 65% | 20 |
| May | +0.2% | 55% | 20 |
| Jun | +0.4% | 55% | 20 |
| Jul | +0.8% | 70% | 20 |
| Aug | +0.0% | 50% | 20 |
| Sep | −0.8% | 45% | 20 |
| Oct | −1.7% | 30% | 20 |
| Nov | +1.1% | 75% | 20 |
| Dec | −0.3% | 50% | 20 |
History, not a forecast.
Indicators
as of 2026-10-16RSI 1439.8
MFI37.5
ADX36.2
Stochastic %K / %D40.5 / 25.6
Williams %R-40.6
CCI-31
TSI / signal-40.2 / -39.1
Chaikin money flow-0.04
ATR$3.35
Bollinger width10.6%
Volume vs 20-day avg0.77x
SupertrendDown
Moving averages and bands
level (price vs level)SMA 20$145.33 (−1.4%)
SMA 50$154.52 (−7.3%)
SMA 200$87.95 (+62.9%)
EMA 21$145.92 (−1.8%)
EMA 50$148.77 (−3.7%)
EMA 200$104.72 (+36.8%)
Bollinger upper$153.03 (−6.4%)
Bollinger lower$137.64 (+4.1%)
Parabolic SAR$135.13 (+6.0%)
Open the live chart, 110+ indicatorsAbout Bank of New York Mellon Corp
The Bank of New York Mellon Corp. is a holding company, which engages in the provision of financial services. It operates through the following segments: Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other. The Securities Services segment includes the Asset Servicing business, which provides global custody, fund accounting, integrated middle-office solutions, transfer agency and data, and analytics solutions. The Market and Wealth Services segment consists of the Pershing, Clearance and Collateral Management, and Treasury Services businesses. The Investment and Wealth Management segment is involved in services to institutional and retail investors, as well as investment management, wealth, and estate planning. The Other segment refers to the leasing portfolio, corporate treasury activities, derivatives, and other trading activity. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.
https://www.bny.com
Key executives
| Name | Title | Pay | Born |
|---|---|---|---|
| Robin Antony Vince | President, Chief Executive Officer & Chairman of the Board | $11.0M | 1971 |
| Jose Manuel Minaya | Senior EVP and Global Head of BNY Investments & Wealth | $10.6M | 1972 |
| Dermot William McDonogh | Senior Executive Vice President & Chief Financial Officer | $6.2M | 1964 |
| J. Kevin McCarthy | Senior EVP & General Counsel | $3.1M | 1965 |
| Leigh-Ann Russell | Chief Information Officer & Global Head of Engineering | $3.0M | 1975 |
| Jayee Xu Koffey | Senior EVP & Chief Global Affairs Officer | $2.4M | 1981 |
| Brian A. Ruane | Senior EVice President & Global Head of Clearance and Collateral Management, Credit Services & Corporate Trust | — | — |
| John Roy | Executive Vice President & Chief Operating Officer of Corporation Treasury | — | — |
Executive pay, latest proxy
| Executive | Year | Salary | Stock awards | Incentive | Total |
|---|---|---|---|---|---|
| Anne Ackerley Age: 44 | 2000 | $0 | $0 | $0 | $0 |
| Age: 43 Bartholomew A. Battista Age: 46 Henry Gabbay Age: 57 Jeff Gary Age: 42 Brian P. Kindelan Age: 45 Kevin Klingert James Kong | 2000 | $0 | $0 | $0 | $0 |
Employees
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| 2026-10-26 | $0.63 | 2026-11-09 |
| 2026-07-27 | $0.63 | 2026-08-07 |
| 2026-04-27 | $0.53 | 2026-05-08 |
| 2026-02-06 | $0.051 | 2026-03-02 |
| 2026-01-20 | $0.051 | 2026-02-02 |
| 2025-12-22 | $0.051 | 2025-12-31 |
| 2025-11-14 | $0.051 | 2025-12-01 |
| 2025-10-15 | $0.051 | 2025-11-03 |
Moat model
Weak · Efficient Scale · 2026-06-30Cost advantage40
Intangibles39
Switching costs22
Network effect55
Efficient scale75
Our component scores (0-100) and overall 42.8; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17