BNYfinancial servicesnyseupdated 3:01:09 PM

BNBank of New York Mellon

Bank of New York Mellon (BNY) is a financial services company operating in asset management. Rate cycles, credit quality, and capital returns usually drive relative performance. This analysis page tracks valuation context, trend strength, and downside risk over time.

Price

$143.14

+0.30% today

Risk

Medium

16.0% vol · 30d

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Key facts, as of

As of October 12, 2026, Bank of New York Mellon (BNY) trades at $143.14, up 36.9% over the past year. Its 52-week range runs from $103.11 to $165.84; the price is 13.7% below that high. It is 13.7% below its all-time high of $165.84, reached in September 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +368.4%, against +312.9% for the S&P 500 (SPY). It sits 4.0% above its 200-day average of $137.60, the usual sign of a long-term uptrend. Its 30-day volatility is 16.0% annualized, which we rate medium risk. It has a trailing P/E of 16.7 and a dividend yield of 1.56%.

Cite: Portfolio Terminal, "Bank of New York Mellon (BNY) stock analysis", 2026-10-12. https://portfolio-terminal.com/analyse/bny

01Market

Where it trades today

Market cap

$97.12B

Price / earnings

16.7x

Beta

1.05

swings more than the market

Dividend yield

1.56%

Volume

447.3K

avg 3.39M

50-day average

$155.86

200-day average

$137.60

30-day trend

bearish

52-week range13.7% below the high
low $103.11$143.14high $165.84

trading 64% of the way up its 52-week range

02Price

How the price has moved

30-day price-12.00%
30 days ago$162.66 → $143.13today
1-year performance+35.1%
$119$137$155OctNovDecJanFebMarAprMayJunJulAugSep
BNY · 52 weeks$105.98 → $143.13
03History

How far it is from its record

All-time high

$165.84

Sep 2026, intraday

From the high

−13.7%

+15.9% to regain it

History from

Jan 1985

monthly, Yahoo Finance

10 years

+368.4%

SPY +312.9%

Bank of New York Mellon (BNY) is 13.7% below its all-time high of $165.84, reached in September 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +368.4%, against +312.9% for the S&P 500 (SPY).

BNY since Jan 1985−13.7% from the high
$43$86$143.14$165.84 · Sep 20261990200020102020
Month-end closes, split-adjusted · dashed: today
04Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
  • BNY trades at 16.7x earnings, well above the financial services average of 12.5x, so the market is already pricing in above-consensus execution.
  • Recent realized volatility sits near 16.0%, below the sector norm of 24.0%, which supports a steadier role inside a diversified portfolio.
  • BNY remains in a bearish short-term trend and sits 13.7% below its high, which raises the bar for any thesis that depends on fast multiple expansion.

Portfolio Use Case

  • BNY is more useful for investors comparing conviction names inside financial services than for someone looking for a passive “set and forget” holding.
  • The risk profile looks balanced enough for a diversified core-plus portfolio, provided the position size reflects sector concentration.
  • The stock becomes more useful when paired with an explicit catalyst watchlist, because sector sentiment can shift quickly around policy, rates, or pipeline news.

What Would Change the View

  • A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in BNY.
  • A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
  • The view would need revisiting if peers such as JPM, BAC, WFC start winning the marginal flow or posting cleaner operating momentum.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for BNY come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for Financial Services so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as JPM, BAC, WFC.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for BNY. Last refresh: Oct 12, 2026, 3:01 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as JPM, BAC, WFC.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 10/12/2026, 3:01:09 PM. Built for research and portfolio monitoring, not personalized investment advice.
05About

What Bank of New York Mellon does

profile

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, foreign exchange, securities lending, liquidity/lending services, 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…

Employees

46,500

Industry

Banks - Diversified

Headquarters

New York, United States

06Analyst Consensus

What analysts expect

BNY carries a buy consensus from 15 analysts, with an average price target of $163.47 versus $143.13 today (+14.2%). Targets are estimates and can move quickly after earnings.

Consensus

Buy

Average target

$163.47

$135.00 to $182.00

Upside to target

+14.2%

Analysts covering

15

Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.

07Financial Strength

How the business is doing

BNY generated $21.42B in trailing revenue (13.1% year over year), with a 29.4% net margin, supported by $131.49B of net cash.

Revenue (TTM)

$21.42B

Net margin

29.4%

Revenue growth

13.1%

Free cash flow

N/A

Gross margin

0.0%

Operating margin

40.0%

Return on equity

14.1%

Total cash

$221.60B

Total debt

$90.12B

Earnings growth

26.9%

08Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2025$19.76B——$5.55B$7.47$5.18B
2024$18.26B——$4.53B$5.84-$782.00M
2023$17.34B——$3.30B$4.01$4.69B
2022$16.19B——$2.56B$2.91$13.72B
Company filings via Yahoo Finance. Refreshed 10/12/2026.
09Next Earnings

When it reports next

Next report

Oct 15, 2026

EPS estimate

$2.26

Revenue estimate

$5.56B

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

10ETFs

Which ETFs hold it

BNY is in 8 of the 30 ETFs we track. It weighs most in XLF: 1.32% of the fund, holding #17 of 76.

etfs holding it8 of 30 funds
XLF1.32%#17 of 76VIG0.47%#51 of 333VYM0.44%#55 of 603VTV0.40%#66 of 306VOO0.17%#107 of 505IVV0.15%#111 of 503SPY0.15%#111 of 504VTI0.15%#107 of 3,503
11Sector

How it sits in financial services

Sector covering banks, insurance, asset management, and fintech companies.

versus the sectorBNY vs average
metricBNYsectorverdict
price / earnings16.7x12.5x↑ 34%
beta1.051.10less volatile
dividend yield1.56%2.50%below average
30-day volatility16.0%24%lower risk
12Peers

The companies it competes with

BNY beside the financial services names it is usually measured against.

competitors4 companies
companypricemarket cap
BNBNY$143.14$97.12B
JPMorgan Chase & Co. logoJPM$334.28$888.58BBank of America logoBAC$54.43$380.62BWells Fargo & Company logoWFC$83.77$253.32B
Any row opens that company's own analysis.
13Technicals

What the chart is saying

Slipped under its 50-day average inside a longer uptrend.

weakening
bny · daily
50-day 156200-day 138resistancesupport
1201507030RSI 14 · 29volR 165R 158S 137S 130143MayJunJulAugSepOct
Daily candles · BNYLevels are zones where the price turned at least twice in the last year. Last close $143.13 on 2026-10-12.

RSI (14)

29

oversold

vs 50-day

−8.2%

avg $155.86

vs 200-day

+4.0%

avg $137.60

From 1-year high

−13.7%

high $165.84 · 2026-09-04

levels and the read16% annualized vol · 30d
resistance$165.10turned here 3×+15.3%
resistance$158.28turned here 2×+10.6%
support$136.72turned here 2×−4.5%
support$129.94turned here 3×−9.2%
  • Price is 8.2% below its 50-day average and 4.0% above its 200-day.
  • RSI at 29 is oversold: selling has been one-sided.
  • The nearest ceiling is $158.28 (+10.6%), the nearest floor $136.72 (-4.5%).

A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.

14Questions

Questions people ask about it

questions8 answered

Is BNY a good investment in 2026?

Bank of New York Mellon trades at a P/E ratio of 16.7, with medium volatility (16.0% annualized). Recent trend shows weakness.

What is the risk level of BNY?

Based on 30-day volatility of 16.0%, BNY has MEDIUM risk. Beta of 1.05 indicates higher sensitivity to market movements than average.

Does BNY pay dividends?

Yes, Bank of New York Mellon has a dividend yield of 1.56%.

How far is BNY from its all-time high?

Bank of New York Mellon is 13.7% below its all-time high of $165.84, reached in September 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +368.4%, against +312.9% for the S&P 500 (SPY).

Which ETFs hold BNY?

8 of the 30 popular ETFs we track hold Bank of New York Mellon. The largest weights: XLF (1.32%), VIG (0.47%), VYM (0.44%), VTV (0.40%) and VOO (0.17%). Measured on each issuer's full holdings file, dated August 31 to September 24, 2026.

How much of VOO is BNY?

0.17%, as of August 31, 2026: BNY is holding #107 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $1.67 in Bank of New York Mellon.

What is the analyst price target for BNY?

The average analyst price target for Bank of New York Mellon (BNY) is $163.47 based on 15 analyst estimates, about 14.2% above the current price of $143.13. The published range runs from $135.00 to $182.00.

How much revenue does BNY generate?

Bank of New York Mellon reported $21.42B in trailing twelve-month revenue. Revenue growth is running at 13.1% year over year. Net margin sits at 29.4%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.

Compare BNY with anything

Five years side by side: what $10,000 became, how far each fell, whether they move together.

BN