# The Bank of New York Mellon Corporation (BNY) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Financial Services / Capital Markets. Price $149.31, market value $100.5 billion.

## Valuation
- **P/E (trailing): 16.5×** (5-yr avg 13.5×, 3-yr avg 13.6×). The Bank of New York Mellon Corporation trades at 16.5× trailing earnings, well above its own five-year average of 13.5×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 14.3×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.52**. A PEG of 0.52 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 5.0×**. Each dollar of revenue is priced at 5.0×.
- **Price / book: 2.6×**. The shares trade at 2.6× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: 7.1%** (5-yr avg 12.4%). Free cash flow equals 7.1% of the market value, below its five-year average of 12.4%, so the shares are pricier on cash than usual. Above 5% is generally attractive.
- **Earnings yield: 6.0%**. The inverse of the P/E: 6.0% of the price is earned each year.

## Profitability
- **Net margin: 27.6%**. 27.6% of each dollar of sales reaches the bottom line.
- **Return on equity: 12.5%**. 12.5% on shareholders' equity is solid.
- **Return on assets: 1.2%**. Each dollar of assets produces 1.2% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 7.8%** (3-yr 6.7%/yr, 5-yr 4.9%/yr). Revenue grew 7.8% over the last year, against 4.9% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 27.6%** (3-yr 37.0%/yr, 5-yr 14.1%/yr). Earnings per share rose 27.6%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): -27.7%/yr**. Free cash flow has compounded at -27.7% a year over three years, lagging earnings: check whether profits are turning into cash.

## Financial health
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.
- **Cash and short-term investments: $5.1 billion**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 1.55%** ($2.22 per share, trailing). The Bank of New York Mellon Corporation yields 1.55%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 26%** (25% of free cash flow). 26% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 3**. 3 straight years of increases.
- **Dividend growth (5 yr): 7.2%/yr** (1-yr 12.6%). The dividend has grown 7.2% a year over five years.

## Analyst view
- **Analyst consensus: buy** (15 analysts). 15 analysts cover The Bank of New York Mellon Corporation; the consensus is buy, with an average price target of $163.70 (+10% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 38.6%** (YTD 28.9%, 3-mo -5.4%). The shares are up 38.6% over twelve months including dividends.
- **From 52-week high: -10.0%** (41.6% above the low). Trading 10% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 52**. An RSI of 52 is neutral.
- **Beta (1 yr): 0.76** (volatility 22%). Beta of 0.76 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=BNY · Page: https://foliofundamentals.com/stocks/bny

Not investment advice.