← Back to Screener
ScreenerNewsCompareWatchlist
VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemesNewsCompareWatchlist
AnalyzeValuationTotal ReturnDCA CalculatorInsider Activity

BK logoThe Bank of New York Mellon Corporation(BK)Earnings, Financials & Key Ratios

BK•NYSE•Banking & Credit
$133.64
$91.98B mkt cap·23.0× P/E·Price updated May 6, 2026
SectorFinancial ServicesIndustryAsset ManagementSub-IndustryAsset servicing and custody banks
AboutThe Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company 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, prime brokerage, 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; and clearance and collateral management services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing and payables management, and trade finance and processing services. The Investment and Wealth Management segment offers investment management strategies and distribution of investment products, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment engages in the provision of leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit services. It serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The company was founded in 1784 and is headquartered in New York, New York.Show more
  • Net Interest Income$4.31B-0.8%
  • Total Revenue$39.55B+17.1%
  • Net Income$4.53B+37.2%
  • Return on Equity10.96%+35.7%
  • Net Interest Margin1.04%-2.2%
  • Efficiency Ratio31.2%-19.4%
  • ROA1.1%+35.5%
  • Equity / Assets10.04%+0.6%
  • Book Value per Share55.83+7.5%
  • Tangible BV/Share26.25+6.8%
  • Debt/Equity1.09-3.7%
Analysis→Technical→

BK Key Insights

The Bank of New York Mellon Corporation (BK) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Efficient operations: 31.2% efficiency ratio
  • ✓14 consecutive years of dividend growth
  • ✓Well capitalized: 10.0% equity/assets
  • ✓Share count reduced 5.0% through buybacks
  • ✓Diversified revenue: 35.3% from non-interest income
  • ✓Trading near 52-week high

✗Weaknesses

  • ✗Weak NIM of 1.0%

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

BK Price & Volume

The Bank of New York Mellon Corporation (BK) stock price & volume — 10-year historical chart

Loading chart...

BK Growth Metrics

The Bank of New York Mellon Corporation (BK) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years10.34%
5 Years14.11%
3 Years35.61%
TTM-

Profit CAGR

10 Years5.84%
5 Years0.4%
3 Years6.42%
TTM46.45%

EPS CAGR

10 Years10.43%
5 Years5.16%
3 Years11.8%
TTM55.03%

Return on Capital

10 Years5.52%
5 Years5.13%
3 Years5.08%
Last Year6.47%

BK Recent Earnings

The Bank of New York Mellon Corporation (BK) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 9/12 qtrs (82%)
Q2 2026Latest
Apr 16, 2026
EPS
$2.25
Est $1.96
+14.8%
Revenue
$5.4B
Est $5.2B
+4.4%
Q1 2026
Jan 21, 2026
EPS
$1.72
Est $1.95
-11.8%
Revenue
$8.9B
Q1 2026
Jan 13, 2026
EPS
$2.02
Est $1.91
+5.8%
Revenue
$5.2B
Est $5.1B
+0.7%
Q4 2025
Oct 16, 2025
EPS
$1.91
Est $1.76
+8.5%
Revenue
$10.4B
Est $5.0B
+108.3%
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 16, 2026
$2.25vs $1.96+14.8%
$5.4Bvs $5.2B+4.4%
Q1 2026Jan 21, 2026
$1.72vs $1.95-11.8%
$8.9B
Q1 2026Jan 13, 2026
$2.02vs $1.91+5.8%
$5.2Bvs $5.1B+0.7%
Q4 2025Oct 16, 2025
$1.91vs $1.76+8.5%
$10.4Bvs $5.0B+108.3%
Based on last 12 quarters of dataView full earnings history →

BK Peer Comparison

The Bank of New York Mellon Corporation (BK) competitors in Asset servicing and custody banks — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
STT logoSTTState Street CorporationDirect Competitor42.68B151.2418.4219.64%10.78%1.45
NTRS logoNTRSNorthern Trust CorporationDirect Competitor30.26B163.2818.68-9.93%13.45%1.27
BEN logoBENFranklin Resources, Inc.Direct Competitor16.19B31.1634.243.45%5.64%0.94
IVZ logoIVZInvesco Ltd.Direct Competitor12.15B27.35-17.095.11%-1.74%0.78
TROW logoTROWT. Rowe Price Group, Inc.Direct Competitor23.09B106.1311.473.12%17.56%0.07
JPM logoJPMJPMorgan Chase & Co.Product Competitor849.03B314.9015.9414.61%16.11%2.18
C logoCCitigroup Inc.Product Competitor222.93B127.5721.449.86%6.87%2.82
GS logoGSThe Goldman Sachs Group, Inc.Product Competitor291.19B937.3523.1217%12.59%5.06

Compare BK vs Peers

The Bank of New York Mellon Corporation (BK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs STT

Most directly comparable listed peer for BK.

Scale Benchmark

vs JPM

Larger-name benchmark to compare BK against a more recognizable public peer.

Peer Set

Compare Top 5

vs STT, NTRS, BEN, IVZ

BK Income Statement

The Bank of New York Mellon Corporation (BK) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
Line itemDec'16Dec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24TTM
Net Interest Income3.14B3.31B3.61B3.19B2.98B2.62B3.5B4.34B4.31B4.79B
NII Growth %3.7%5.42%9.16%-11.71%-6.62%-12.06%33.84%24%-0.76%54.62%
Net Interest Margin %0.94%0.89%1%0.84%0.63%0.59%0.86%1.06%1.04%1.05%
Interest Income3.58B4.38B6.43B7.55B4.11B2.85B7.12B20.65B25.61B25.79B
Interest Expense437M1.07B2.82B4.36B1.13B227M3.61B16.3B21.3B20.99B
Loan Loss Provision-11M-24M-11M-25M336M-231M39M119M70M14M
Non-Interest Income11.69B11.82B12.38B12.9B12.49B13.02B12.68B13.14B13.95B14.62B
Non-Interest Income %76.59%72.95%65.8%63.09%75.25%82.06%64.05%38.89%35.26%36.18%
Total Revenue
15.27B▲ 0%
16.2B▲ 6.1%
18.81B▲ 16.1%
20.45B▲ 8.7%
16.6B▼ 18.8%
15.86B▼ 4.5%
19.8B▲ 24.8%
33.79B▲ 70.7%
39.55B▲ 17.1%
40.41B▲ 0%
Revenue Growth %1.03%6.08%16.11%8.73%-18.8%-4.48%24.84%70.66%17.05%17.37%
Non-Interest Expense10.12B10.54B10.8B10.53B10.67B11.22B12.67B13.09B12.34B12.71B
Efficiency Ratio66.26%65.06%57.45%51.48%64.25%70.72%63.97%38.73%31.2%31.46%
Operating Income
4.72B▲ 0%
4.61B▼ 2.4%
5.19B▲ 12.6%
5.59B▲ 7.6%
4.47B▼ 20.0%
4.65B▲ 4.0%
3.48B▼ 25.1%
4.28B▲ 23.1%
5.85B▲ 36.5%
6.68B▲ 0%
Operating Margin %30.95%28.46%27.61%27.32%26.91%29.31%17.58%12.67%14.79%16.54%
Operating Income Growth %11.57%-2.43%12.62%7.61%-20.03%4.03%-25.13%23.07%36.54%-
Pretax Income
4.72B▲ 0%
4.61B▼ 2.4%
5.19B▲ 12.6%
5.59B▲ 7.6%
4.47B▼ 20.0%
4.65B▲ 4.0%
3.48B▼ 25.1%
4.28B▲ 23.1%
5.85B▲ 36.5%
6.68B▲ 0%
Pretax Margin %30.95%28.46%27.61%27.32%26.91%29.31%17.58%12.67%14.79%16.54%
Income Tax1.18B496M938M1.12B842M877M937M979M1.3B1.41B
Effective Tax Rate %24.91%10.76%18.07%20.05%18.85%18.87%26.93%22.86%22.32%21.15%
Net Income
3.55B▲ 0%
4.09B▲ 15.3%
4.27B▲ 4.3%
4.44B▲ 4.1%
3.62B▼ 18.6%
3.76B▲ 3.9%
2.56B▼ 32.0%
3.3B▲ 29.2%
4.53B▲ 37.2%
5.24B▲ 0%
Net Margin %23.23%25.25%22.68%21.72%21.78%23.7%12.91%9.77%11.45%12.98%
Net Income Growth %12.32%15.31%4.3%4.1%-18.55%3.93%-32%29.19%37.19%46.45%
Net Income (Continuing)3.55B4.11B4.25B4.47B3.63B3.77B2.54B3.3B4.54B5.27B
EPS (Diluted)
3.15▲ 0%
3.72▲ 18.1%
4.04▲ 8.6%
4.51▲ 11.6%
3.83▼ 15.1%
4.15▲ 8.4%
2.90▼ 30.1%
3.89▲ 34.1%
5.80▲ 49.1%
7.44▲ 0%
EPS Growth %16.24%18.1%8.6%11.63%-15.08%8.36%-30.12%34.14%49.1%55.03%
EPS (Basic)3.163.744.064.533.844.172.913.915.84-
Diluted Shares Outstanding1.07B1.04B1.04B943.11M892.51M856.36M814.79M787.8M748.1M704.74M

BK Balance Sheet

The Bank of New York Mellon Corporation (BK) balance sheet — assets, liabilities & shareholders' equity

Line itemDec'16Dec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24TTM
Cash & Short Term Investments179.82B219.8B225.11B243.76B313.01B266.75B225.56B238.93B200.61B723.8B
Cash & Due from Banks77.95B108.87B88B114.68B162.16B121.34B107.36B125.19B101.94B119.86B
Short Term Investments101.88B110.93B137.11B129.08B150.85B145.41B118.2B113.74B98.67B48.55B
Total Investments214.27B219.29B233.01B224.16B262.53B276.54B246.84B236.43B268.94B231.69B
Investments Growth %-1.49%2.34%6.26%-3.8%17.12%5.33%-10.74%-4.22%13.75%-29.72%
Long-Term Investments112.39B108.36B95.89B95.08B111.68B131.13B128.64B122.69B170.27B685.34B
Accounts Receivables4.63B5.2B4.36B4.43B4.13B4.63B5.78B7.72B6.22B6.61B
Goodwill & Intangibles22.36B22.47B22.22B22.08B22.39B22.6B21.31B21.55B22.13B22.31B
Goodwill17.32B17.56B17.35B17.39B17.5B17.51B16.15B16.26B16.6B16.77B
Intangible Assets5.05B4.91B4.87B4.7B4.9B5.09B5.16B5.28B5.53B5.53B
PP&E (Net)1.3B1.63B1.83B3.63B3.6B3.43B3.26B3.16B3.27B3.55B
Other Assets8.8B9.65B9.33B9.08B11.2B12.21B17.69B12.41B9.94B67.58B
Total Current Assets188.61B229.65B233.6B251.64B320.76B275.07B234.89B250.07B210.46B178.74B
Total Non-Current Assets144.86B142.11B129.28B129.86B148.88B169.37B170.89B159.81B205.6B276.58B
Total Assets
333.47B▲ 0%
371.76B▲ 11.5%
362.87B▼ 2.4%
381.51B▲ 5.1%
469.63B▲ 23.1%
444.44B▼ 5.4%
405.78B▼ 8.7%
409.88B▲ 1.0%
416.06B▲ 1.5%
455.31B▲ 0%
Asset Growth %-15.32%11.48%-2.39%5.14%23.1%-5.36%-8.7%1.01%1.51%22.75%
Return on Assets (ROA)0.98%1.16%1.16%1.19%0.85%0.82%0.6%0.81%1.1%1.15%
Accounts Payable20.99B20.18B19.73B18.76B25.09B25.15B23.43B18.39B20.07B23.64B
Total Debt35.96B49.24B48.57B43.46B37.64B38.25B43.19B46.24B45.44B51.52B
Net Debt-41.99B-59.63B-39.43B-71.22B-124.52B-83.09B-64.17B-78.95B-56.49B-68.34B
Long-Term Debt25.22B31.01B32.39B28.1B26.33B26.68B30.86B31.74B31.08B32.57B
Short-Term Debt10.74B18.24B16.18B15.36B11.3B11.57B12.34B14.51B14.37B18.95B
Other Liabilities14.59B15.05B13.72B16.44B16.91B15.42B16.77B18.12B17.26B18.48B
Total Current Liabilities254.09B283.95B275.89B295.24B380.27B358.95B317.31B319.11B325.96B359.9B
Total Non-Current Liabilities39.8B46.06B46.12B44.54B43.24B42.1B47.62B49.86B48.34B51.05B
Total Liabilities293.89B330.01B322B339.78B423.51B401.05B364.93B368.97B374.3B410.95B
Total Equity
39.58B▲ 0%
41.75B▲ 5.5%
40.87B▼ 2.1%
41.73B▲ 2.1%
46.12B▲ 10.5%
43.39B▼ 5.9%
40.85B▼ 5.9%
40.91B▲ 0.1%
41.76B▲ 2.1%
44.36B▲ 0%
Equity Growth %1.55%5.47%-2.1%2.1%10.53%-5.92%-5.86%0.13%2.1%22.08%
Equity / Assets (Capital Ratio)11.87%11.23%11.26%10.94%9.82%9.76%10.07%9.98%10.04%9.74%
Return on Equity (ROE)9.03%10.06%10.33%10.75%8.23%8.4%6.07%8.08%10.96%11.82%
Book Value per Share36.9240.1339.2944.2551.6750.6750.1451.9255.8362.95
Tangible BV per Share16.0618.5317.9220.8326.5924.2823.9824.5726.2531.29
Common Stock13M14M14M14M14M14M14M14M14M14M
Additional Paid-in Capital25.96B26.66B27.12B27.52B27.82B28.13B28.51B28.91B29.32B29.8B
Retained Earnings22.62B25.64B28.65B31.89B34.24B36.67B37.86B39.55B42.54B45.35B
Accumulated OCI-3.77B-2.36B-3.17B-2.64B-985M-2.21B-5.97B-4.89B-4.66B-3.36B
Treasury Stock-9.56B-12.25B-15.52B-18.84B-19.83B-24.4B-24.52B-27.15B-30.24B-32.75B
Preferred Stock3.54B3.54B3.54B3.54B4.54B4.84B4.84B4.34B4.34B4.84B

BK Cash Flow Statement

The Bank of New York Mellon Corporation (BK) cash flow — operating, investing & free cash flow history

Line itemDec'16Dec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24TTM
Cash from Operations6.25B4.67B6B96M5.04B2.84B15.07B5.91B687M687M
Operating CF Growth %51.34%-25.28%28.48%-98.4%5147.92%-43.67%430.94%-60.76%-88.38%52.49%
Net Income3.55B4.09B4.27B4.44B3.62B3.76B2.57B3.29B4.53B5.24B
Depreciation & Amortization1.5B1.47B1.34B1.31B1.63B1.87B1.64B1.89B1.8B1.73B
Deferred Taxes-126M133M-525M-69M-193M257M155M-383M-345M-117M
Other Non-Cash Items-77M-141M-18M-358M47M-566M790M197M150M125M
Working Capital Changes1.04B-889M934M-5.54B-294M-2.8B9.55B925M-5.45B-3.88B
Cash from Investing51.2B-31.05B3.3B-10.55B-78.45B19.67B19.87B-5.81B-9.48B-21.89B
Purchase of Investments-34.26B-34.6B-37.4B-55.26B-98.08B-63.16B-34.83B-23.76B-48.15B-42.9B
Sale/Maturity of Investments1000K1000K1000K1000K1000K1000K1000K1000K1000K4M
Net Investment Activity-34.26B-34.6B-37.4B-55.26B-98.08B-63.16B-34.83B-23.76B-48.15B-42.89B
Acquisitions-37M-24.93B84M-9.48B-46.21B-162M446M000
Other Investing49.92B-207M6.03B676M-728M27.29B14.99B-22.14B1.34B-16.8B
Cash from Financing-59.05B26.78B-8.1B9.46B75.51B-21.96B-33.65B-3.52B6.34B18.58B
Dividends Paid-900M-1.08B-1.22B-1.29B-1.3B-1.32B-1.38B-1.49B-1.54B-1.64B
Share Repurchases-2.4B-2.69B-3.27B-3.33B-989M-4.57B-124M-3.1B-3.06B-3.24B
Stock Issued27M34M40M21M12M13M14M16M17M18M
Net Stock Activity-2.37B-2.65B-3.23B-3.31B-977M-4.55B-110M-3.09B-3.05B-3.22B
Debt Issuance (Net)-1000K1000K1000K-1000K-1000K1000K1000K1000K-1000K0
Other Financing-54.35B21.92B-4.17B19.79B83.55B-17.77B-37.74B555M11.09B22.11B
Net Change in Cash
-1.72B▲ 0%
560M▲ 132.7%
1.13B▲ 100.9%
-991M▼ 188.1%
2.15B▲ 317.2%
464M▼ 78.4%
1.65B▲ 254.7%
-3.19B▼ 293.6%
-2.77B▲ 13.2%
-199M▲ 0%
Exchange Rate Effect-1000K1000K-1000K1000K1000K-1000K1000K1000K-1000K0
Cash at Beginning6.54B4.82B7.13B8.26B7.27B9.42B9.88B11.53B8.34B8.31B
Cash at End4.82B5.38B8.26B7.27B9.42B9.88B11.53B8.34B5.58B7.64B
Interest Paid406M1.03B2.71B4.4B1.24B233M3.31B16.02B21.37B20.97B
Income Taxes Paid1.01B498M983M989M1.34B473M449M882M1.28B1.25B
Free Cash Flow
5.42B▲ 0%
3.44B▼ 36.5%
4.89B▲ 41.9%
-1.11B▼ 122.8%
3.82B▲ 442.5%
1.62B▼ 57.5%
13.72B▲ 745.5%
4.69B▼ 65.8%
-782M▼ 116.7%
1.56B▲ 0%
FCF Growth %53.74%-36.47%41.93%-122.79%442.55%-57.47%745.47%-65.81%-116.67%136.77%

BK Banking Ratios

The Bank of New York Mellon Corporation (BK) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric201620172018201920202021202220232024TTM
Return on Equity (ROE)9.03%10.06%10.33%10.75%8.23%8.4%6.07%8.08%10.96%11.82%
Return on Assets (ROA)0.98%1.16%1.16%1.19%0.85%0.82%0.6%0.81%1.1%1.15%
Net Interest Margin0.94%0.89%1%0.84%0.63%0.59%0.86%1.06%1.04%1.05%
Efficiency Ratio66.26%65.06%57.45%51.48%64.25%70.72%63.97%38.73%31.2%31.46%
Equity / Assets11.87%11.23%11.26%10.94%9.82%9.76%10.07%9.98%10.04%9.74%
Book Value / Share36.9240.1339.2944.2551.6750.6750.1451.9255.8362.95
NII Growth3.7%5.42%9.16%-11.71%-6.62%-12.06%33.84%24%-0.76%13.58%
Dividend Payout21.93%22.03%24.66%25.22%30.88%29.95%45.58%38.22%29.76%27.06%

BK SEC Filings & Documents

The Bank of New York Mellon Corporation (BK) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Apr 16, 2026·SEC

Material company update

Mar 5, 2026·SEC

Material company update

Feb 26, 2026·SEC

10-K Annual Reports

1
FY 2026

Feb 25, 2026·SEC

10-Q Quarterly Reports

3
FY 2025

Oct 31, 2025·SEC

FY 2025

Aug 1, 2025·SEC

FY 2025

May 2, 2025·SEC

BK Frequently Asked Questions

The Bank of New York Mellon Corporation (BK) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

The Bank of New York Mellon Corporation (BK) grew revenue by 17.1% over the past year. This is strong growth.

Yes, The Bank of New York Mellon Corporation (BK) is profitable, generating $5.24B in net income for fiscal year 2024 (11.5% net margin).

Dividend & Returns

Yes, The Bank of New York Mellon Corporation (BK) pays a dividend with a yield of 1.35%. This makes it attractive for income-focused investors.

The Bank of New York Mellon Corporation (BK) has a return on equity (ROE) of 11.0%. This is reasonable for most industries.

Industry Metrics

The Bank of New York Mellon Corporation (BK) has a net interest margin (NIM) of 1.0%. NIM has been under pressure due to interest rate environment.

The Bank of New York Mellon Corporation (BK) has an efficiency ratio of 31.2%. This is excellent, indicating strong cost control.

Explore More BK

The Bank of New York Mellon Corporation (BK) financial analysis — history, returns, DCA and operating performance tools

Full BK Stock Analysis

Analyst verdict, bull/bear case, risk factors and peer comparison

→

Total Return Calculator

Historical returns with dividends reinvested

→

DCA Calculator

Dollar cost averaging vs lump sum

→

Dividend History

Yield, growth, payout safety & DRIP

→

Earnings History

EPS trends, net income & profitability

→

Price History

Long-term charts & historical price data

→

Revenue History

Sales growth patterns & revenue breakdown

→

Financial Ratios

30 years of market, efficiency and balance-sheet ratios

→

Valuation

DCF intrinsic value, peer multiples & estimates

→
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Patterns find ideas. Fundamentals build conviction.

Data updated daily

Quick Links

  • Home
  • Screener
  • Themes
  • Market Valuation
  • Valuation
  • Compare
  • Total Return
  • DCA Calculator
  • News
  • Insights
  • Methodology
  • How It Works
  • Profile

Popular Screens

  • VCP Hot
  • VCP Warm
  • Value Screens
  • Growth Screens
  • Momentum Screens
  • Technical Screens
  • Quality Screens

Community

  • Follow @VCPScanner on X

Get weekly stock ideas — free

© 2026 VCP Scanner. All rights reserved.
About·Privacy Policy·Terms of Service
Not financial advice. Do your own research.