Highlights
- Market Cap
- $83.60B
- Enterprise Value
- -$12.04B
- EPS (TTM)
- $7.82
- PE Ratio
- 15.18
- PEG Ratio
- 0.98
- Total Revenue (TTM)
- $39.24B
- Gross Profit (TTM)
- $19.86B
- EBITDA (TTM)
- $8.36B
- Year Range
- $70.46 - $128.76
- Target Price
- $124.33
- ROA (TTM)
- 1.17%
- ROE (TTM)
- 12.52%
Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in The Bank of New York Mellon Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Loading graphics...
Returns By Period
The Bank of New York Mellon Corporation (BK) has returned 2.64% so far this year and 44.42% over the past 12 months. Looking at the last ten years, BK has achieved an annualized return of 15.29%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
The Bank of New York Mellon Corporation
- 1D
- 3.00%
- 1M
- -0.39%
- YTD
- 2.64%
- 6M
- 9.90%
- 1Y
- 44.42%
- 3Y*
- 41.57%
- 5Y*
- 23.54%
- 10Y*
- 15.29%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 3, 1973, BK's average daily return is +0.06%, while the average monthly return is +1.19%. At this rate, your investment would double in approximately 4.9 years.
Historically, 56% of months were positive and 44% were negative. The best month was Apr 2003 with a return of +30.1%, while the worst month was Sep 1990 at -25.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.
On a daily basis, BK closed higher 46% of trading days. The best single day was Nov 24, 2008 with a return of +24.8%, while the worst single day was Sep 29, 2008 at -27.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.76% | -0.68% | -0.39% | 2.64% | |||||||||
| 2025 | 12.46% | 3.51% | -5.71% | -3.53% | 10.20% | 2.82% | 11.94% | 4.09% | 3.18% | -0.46% | 3.86% | 3.56% | 54.45% |
| 2024 | 7.38% | 1.14% | 2.73% | -1.25% | 5.52% | 0.47% | 9.47% | 4.84% | 5.34% | 5.52% | 8.64% | -6.16% | 51.90% |
| 2023 | 11.94% | 0.61% | -10.69% | -5.43% | -5.61% | 10.75% | 2.83% | -1.08% | -4.95% | 0.66% | 13.69% | 7.72% | 18.52% |
| 2022 | 2.63% | -10.31% | -6.62% | -14.58% | 10.82% | -10.51% | 5.09% | -4.44% | -7.25% | 10.30% | 9.00% | -0.83% | -19.14% |
| 2021 | -5.43% | 5.85% | 12.17% | 6.16% | 4.41% | -1.63% | 0.88% | 7.58% | -6.12% | 14.85% | -7.45% | 6.00% | 40.55% |
Benchmark Metrics
The Bank of New York Mellon Corporation has an annualized alpha of 5.59%, beta of 1.10, and R² of 0.36 versus S&P 500 Index. Calculated based on daily prices since May 04, 1973.
- This stock captured 127.55% of S&P 500 Index gains and 110.74% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.36 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 5.59%
- Beta
- 1.10
- R²
- 0.36
- Upside Capture
- 127.55%
- Downside Capture
- 110.74%
Return for Risk
Risk / Return Rank
BK ranks 88 for risk / return — in the top 88% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for The Bank of New York Mellon Corporation (BK) and compare them to a chosen benchmark (S&P 500 Index).
| BK | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 0.90 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.37 | 1.39 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.21 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.59 | 1.40 | +2.19 |
Martin ratioReturn relative to average drawdown | 11.09 | 6.61 | +4.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BK risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
The Bank of New York Mellon Corporation provided a 1.74% dividend yield over the last twelve months, with an annual payout of $2.06 per share. The company has been increasing its dividends for 15 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.06 | $2.00 | $1.78 | $1.58 | $1.42 | $1.30 | $1.24 | $1.18 | $1.04 | $0.86 | $0.72 | $0.68 |
Dividend yield | 1.74% | 1.72% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% |
Monthly Dividends
The table displays the monthly dividend distributions for The Bank of New York Mellon Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.53 | $0.00 | $0.00 | $0.53 | |||||||||
| 2025 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $2.00 |
| 2024 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $1.78 |
| 2023 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $1.58 |
| 2022 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $1.42 |
| 2021 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $1.30 |
Dividend Yield & Payout
Dividend Yield
The Bank of New York Mellon Corporation has a dividend yield of 1.74%, which is quite average when compared to the overall market.
Payout Ratio
The Bank of New York Mellon Corporation has a payout ratio of 29.61%, which is quite average when compared to the overall market. This suggests that The Bank of New York Mellon Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the The Bank of New York Mellon Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The Bank of New York Mellon Corporation was 72.28%, occurring on Oct 30, 1990. Recovery took 496 trading sessions.
The current The Bank of New York Mellon Corporation drawdown is 7.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.28% | Aug 2, 1989 | 316 | Oct 30, 1990 | 496 | Oct 15, 1992 | 812 |
| -64.26% | Nov 8, 2000 | 584 | Mar 12, 2003 | 1194 | Dec 6, 2007 | 1778 |
| -62.43% | Dec 26, 2007 | 302 | Mar 9, 2009 | 1549 | May 4, 2015 | 1851 |
| -50.49% | Feb 27, 2018 | 521 | Mar 23, 2020 | 347 | Aug 6, 2021 | 868 |
| -45.35% | Aug 15, 1986 | 338 | Dec 15, 1987 | 298 | Feb 17, 1989 | 636 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...
Financials
Financial Performance
The chart below illustrates the trends in the financial health of The Bank of New York Mellon Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how The Bank of New York Mellon Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BK, comparing it with other companies in the Asset Management industry. Currently, BK has a P/E ratio of 15.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BK compared to other companies in the Asset Management industry. BK currently has a PEG ratio of 1.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BK relative to other companies in the Asset Management industry. Currently, BK has a P/S ratio of 2.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BK in comparison with other companies in the Asset Management industry. Currently, BK has a P/B value of 2.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |