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ISIN
US0640581007
CUSIP
064058100

Highlights

Market Cap
$100.52B
Enterprise Value
-$12.75B
EPS (TTM)
$8.43
PE Ratio
17.07
PEG Ratio
0.84
Total Revenue (TTM)
$40.65B
Gross Profit (TTM)
$20.54B
EBITDA (TTM)
$8.96B
Year Range
$87.41 - $145.02
Target Price
$139.86
ROA (TTM)
1.06%
ROE (TTM)
13.31%

Share Price Chart


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Performance

BNY Performance Chart

The Bank of New York Mellon Corporation (BNY) is up 25.1% since the beginning of the year. At $144 per share, BNY is trading just below its 52-week high of $145. Investors who bought $1,000 worth of BNY shares 5 years ago would now be looking at an investment worth $3,280.


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S&P 500 Index

Returns By Period

The Bank of New York Mellon Corporation (BNY) has returned 25.07% so far this year and 65.56% over the past 12 months. Looking at the last ten years, BNY has achieved an annualized return of 16.57%, outperforming the S&P 500 Index benchmark, which averaged 13.61% per year.


The Bank of New York Mellon Corporation

1D
1.33%
1M
6.64%
YTD
25.07%
6M
24.06%
1Y
65.56%
3Y*
52.23%
5Y*
26.82%
10Y*
16.57%

Benchmark (S&P 500 Index)

1D
0.50%
1M
0.31%
YTD
8.56%
6M
8.85%
1Y
24.33%
3Y*
19.37%
5Y*
11.84%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNY Monthly Returns History

Based on dividend-adjusted daily data since May 3, 1973, BNY's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, an investment would double in approximately 4.8 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, BNY closed higher 47% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.76%-0.68%-0.39%13.72%3.77%3.26%25.07%
202512.46%3.51%-5.71%-3.53%10.20%2.82%11.94%4.09%3.18%-0.46%3.86%3.56%54.45%
20247.38%1.14%2.73%-1.25%5.52%0.47%9.47%4.84%5.34%5.52%8.64%-6.16%51.90%
202311.94%0.61%-10.69%-5.43%-5.61%10.75%2.83%-1.08%-4.95%0.66%13.69%7.72%18.52%
20222.63%-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 5.67%, beta of 1.10, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since May 03, 1973.

  • This stock captured 127.43% of S&P 500 Index gains and 111.20% 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
5.67%
Beta
1.10
0.36
Upside Capture
127.43%
Downside Capture
111.20%

Return for Risk

Risk / Return Rank

BNY ranks 95 for risk / return — in the top 95% 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.


BNY Risk / Return Rank: 9595
Overall Rank
BNY Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
BNY Sortino Ratio Rank: 9595
Sortino Ratio Rank
BNY Omega Ratio Rank: 9494
Omega Ratio Rank
BNY Calmar Ratio Rank: 9595
Calmar Ratio Rank
BNY Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for The Bank of New York Mellon Corporation (BNY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BNYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.31

Sortino ratioReturn per unit of downside risk

+1.33

Omega ratioGain probability vs. loss probability

1.51

1.34

+0.17

Calmar ratioReturn relative to maximum drawdown

6.29

2.53

+3.76

Martin ratioReturn relative to average drawdown

17.79

11.37

+6.42

Dividends

Dividend History

The Bank of New York Mellon Corporation provided a 1.47% dividend yield over the last twelve months, with an annual payout of $2.12 per share. The company has been increasing its dividends for 15 consecutive years.


1.50%2.00%2.50%3.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.12$2.00$1.78$1.58$1.42$1.30$1.24$1.18$1.04$0.86$0.72$0.68

Dividend yield

1.47%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.53$0.00$0.00$0.53$0.00$0.00$1.06
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 1.47%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

The Bank of New York Mellon Corporation has a payout ratio of 28.60%, 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.


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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 0.03%.


Related event

Drawdown

Fall

Recovery

Underwater

1990 bear market1990
-72.28%Oct 1990
1y 2mo1y 11mo
3y 2moAug 1989 - Oct 1992
2003 bear market2003
-64.26%Mar 2003
2y 4mo4y 9mo
7y 29dNov 2000 - Dec 2007
Financial crisis2007–2009
-62.43%Mar 2009
1y 2mo6y 1mo
7y 4moDec 2007 - May 2015
COVID crash2020
-50.49%Mar 2020
2y 25d1y 4mo
3y 5moFeb 2018 - Aug 2021
Black Monday1987
-45.35%Dec 1987
1y 4mo1y 2mo
2y 6moAug 1986 - Feb 1989

Drawdown Indicators


BNYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-72.28%

-56.78%

-15.50%

Max Drawdown (1Y)

Largest decline over 1 year

-10.15%

-9.10%

-1.05%

Max Drawdown (3Y)

Largest decline over 3 years

-17.58%

-18.90%

+1.32%

Max Drawdown (5Y)

Largest decline over 5 years

-40.45%

-25.43%

-15.02%

Max Drawdown (10Y)

Largest decline over 10 years

-50.49%

-33.92%

-16.57%

Current Drawdown

Current decline from peak

-0.03%

-2.34%

+2.31%

Average Drawdown

Average peak-to-trough decline

-18.71%

-10.72%

-7.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.58%

2.02%

+1.56%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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.


Annual
Quarterly

0.0

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 Banks - Diversified 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 BNY, comparing it with other companies in the Banks - Diversified industry. Currently, BNY has a P/E ratio of 17.1. 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 BNY compared to other companies in the Banks - Diversified industry. BNY currently has a PEG ratio of 0.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BNY relative to other companies in the Banks - Diversified industry. Currently, BNY has a P/S ratio of 2.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BNY in comparison with other companies in the Banks - Diversified industry. Currently, BNY has a P/B value of 2.5. 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

Values in undefined except per share items
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