# The Bank of New York Mellon Corporation (BNY)

> Source: Nexqual · https://nexqual.com/BNY · data as of 2026-10-22 20:02 UTC · cite as "Nexqual, The Bank of New York Mellon Corporation (BNY), nexqual.com/BNY" · informational, not investment advice.

**Price:** USD 145.32 (-0.36% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 145.85 · day 143.02–146.23 · 52w 105.42–165.84 · market cap $98.6B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $21.4B, net income $6.30B (29.5% margin) (SEC filings).
- Valuation: P/E 15.7x (avg 13.4x at the last 3 fiscal year-ends).
- 10 of 80 tracked superinvestors hold BNY (13F, Q2 2026 (1 investor on Q3 2026, filed early)): 1 new, 0 added, 7 reduced, 2 unchanged.
- Analysts: Buy (mean 2.29 on a 1–5 scale) (17 analysts), mean target USD 162.63 (range 135–182).
- Total return with dividends: 1Y +38.7% vs S&P 500 +14.9%; 5Y +179.0% vs S&P 500 +80.3%.
- Next earnings: 2027-01-15, EPS estimate USD 2.35, revenue estimate $5.74B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $15.9B | $16.5B | $17.7B | $18.6B | $20.1B | $21.4B |
| Net income | $3.76B | $2.56B | $3.30B | $4.53B | $5.55B | $6.30B |
| EPS (diluted) | $4.14 | $2.88 | $3.89 | $5.80 | $7.40 | — |
| Free cash flow | $1.62B | $13.7B | $4.69B | -$782M | $5.18B | $1.59B |
| Net margin | 23.6% | 15.5% | 18.7% | 24.3% | 27.6% | 29.5% |
| Revenue growth | +0.8% | +3.8% | +7.1% | +5.2% | +7.8% | — |
| Cash + short-term investments | $6.06B | $5.03B | $4.92B | $4.18B | $5.11B | — |
| Total debt | $25.9B | $30.5B | $31.3B | $31.2B | $33.9B | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 15.7x · P/S 4.6x · P/FCF 61.9x · P/B 2.2x · FCF yield 1.61% · Earnings yield 6.39% · Dividend yield (paid, TTM) 1.56% · Buyback yield (TTM) 4.04%
P/E at fiscal year-ends: Dec 2025 15.0x, Dec 2024 12.7x, Dec 2023 12.4x.

## Superinvestors (SEC 13F-HR, Q2 2026)
10 of 80 tracked investors hold BNY (1 investor on Q3 2026, filed early). Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change | Quarter |
|---|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 2.24% | $1.34B | Reduced -6.1% | Q2 2026 |
| David Katz | Matrix Asset Advisors | 1.90% | $23.0M | Reduced -9.0% | Q3 2026 |
| Dodge & Cox Funds | Dodge & Cox | 1.26% | $2.40B | Reduced -29.0% | Q2 2026 |
| Tweedy Browne |  | 1.12% | $14.8M | Reduced -6.2% | Q2 2026 |
| Christopher Davis | Davis Advisors | 0.23% | $53.0M | Reduced -30.2% | Q2 2026 |
| Thomas Gayner | Markel Group | 0.14% | $18.0M | Unchanged | Q2 2026 |
| Yacktman Asset Management |  | 0.12% | $9.3M | Reduced -82.0% | Q2 2026 |
| Torray Funds |  | 0.03% | $229K | New position | Q2 2026 |
| Bill Nygren | Oakmark Funds | 0.01% | $6.1M | Reduced -1.3% | Q2 2026 |
| Mairs & Power | Mairs & Power Funds | 0.01% | $851K | Unchanged | Q2 2026 |

## Analysts
Consensus Buy (mean 2.29 on a 1–5 scale), 17 analysts; mean target USD 162.63 (low 135, high 182).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Citigroup | Target lowered | Neutral | $160 → $157 |
| 2026-10-16 | Truist Securities | Target lowered | Buy | $172 → $165 |
| 2026-10-05 | Citigroup | Target lowered | Neutral | $172 → $160 |
| 2026-10-02 | JP Morgan | Target raised | Overweight | $159 → $161 |
| 2026-10-01 | Evercore ISI Group | Target lowered | In-Line | $158 → $150 |
| 2026-09-25 | Truist Securities | Target lowered | Buy | $178 → $172 |
| 2026-08-04 | JP Morgan | Target raised | Overweight | $149 → $159 |
| 2026-07-22 | Argus Research | Target raised | Buy | $153 → $180 |
| 2026-07-20 | Citigroup | Target raised | Neutral | $167 → $172 |
| 2026-07-20 | B of A Securities | Target raised | Buy | $165 → $175 |
| 2026-07-20 | Evercore ISI Group | Target raised | In-Line | $145 → $158 |
| 2026-07-16 | Truist Securities | Target raised | Buy | $160 → $178 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +38.7% | +179.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +38.9% | +22.7% |
| Volatility (annualized) | 21.7% | 23.9% |
| Max drawdown | -16.5% (Sep 2026→Oct 2026) | -38.3% (Jan 2022→Oct 2022) |

## Peers (Banks - Diversified)
CM (Canadian Imperial Bank of Comme) USD 115.03 +0.02% · ING (ING Group, N.V.) USD 32.44 -2.93% · BNS (Bank Nova Scotia Halifax Pfd 3) USD 93.41 -0.63% · BMO (Bank Of Montreal) USD 170.44 -0.01% · BCS (Barclays PLC) USD 22.01 -2.61% · BBVA (Banco Bilbao Vizcaya Argentaria) USD 25.03 -2.95%

## More
Full page: https://nexqual.com/BNY · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name BNY in their own reports (relationship from BNY's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | VOC Energy Trust (VOC) | 10-K 2026-03-24 | "VOC Energy Trust (the "Trust") is a statutory trust formed on November 3, 2010 (capitalized on December 17, 2010) under the Delaware Statutory Trust Act pursuant to a trust agreement dated November 3,…" |
| partner | TrueBlue, Inc. (TBI) | 10-K 2026-02-18 | "We have an agreement with American International Group, Inc. and the Bank of New York Mellon Corporation creating a trust ("Trust"), which holds the majority of our collateral obligations under existi…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-12-31) | $2.35 | $2.29 | +2.8% | $5.74B | 13 |
| Next quarter (ends 2027-03-31) | $2.44 | $2.41 | +1.0% | $5.73B | 10 |
| Current fiscal year (ends 2026-12-31) | $9.43 | $9.24 | +2.0% | $22.48B | 12 |
| Next fiscal year (ends 2027-12-31) | $10.42 | $10.23 | +1.9% | $23.61B | 15 |