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BNY · Bank of New York Mellon Corp

$158.73 +1.91 (+1.22%)
Market Cap
$107.95B
Shares
678.50M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$156.82 Open$157.29 Day$156.71–158.96 52W$97.96–163.12 Avg vol 30d4.2M Short int7.5M · 1.1% float · 1.9d Short vol49% Last earningsJul 15, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 15, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 31, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Neutral Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol Very Low
      Market backdrop VIX 16.5 · calm Equity put/call 0.46
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +24%
      above
      Price vs 50-day avg +5%
      above
      RSI (14) 57
      neutral
      MACD trend Negative
      52-week position 90%
      near high
      Volume (OBV) Bearish div.
      distributing
      Momentum
      relative strength
      Very Strong
      1-month return +3%
      trailing
      6-month return +25%
      trailing
      YTD return +37%
      this year
      Relative strength +14%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $149 › 200d $127 — 50d above 200d
      Institutional flow Accumulating
      940 of 1,759 funds reported for Jun 30 · net +2.1M sh shares · +96 new
      Insider flow Distributing
      Net -$4.9M over 90 days · 100% sells
      Short interest Falling
      1.10% of float · ▼ -1.0% MoM · 1.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,759 holders — near 3-yr high, broad support
      Squeeze score 41
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +8%
      Y/Y
      EPS growth +28%
      Y/Y
      Free cash flow $5.2B
      Valuation P/E 18.5
      in line
      Buyback $2.8B
      remaining
      Balance sheet $26.8B
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 21%
      annualized · 1-yr
      Max drawdown −10%
      past year
      ATR 2.2%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Mar 31, 2026
      Expense growth, excluding notable items · full year 2026 Non-GAAP Initiated 3% – 4%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      2 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +24% Bullish
      Price vs 50-day avg
      +5% Bullish
      RSI (14)
      57 Neutral
      MACD trend
      Negative Bearish
      52-week position
      90% Bullish
      Volume (OBV)
      Bearish div. Bearish
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $149 › 200d $127 — 50d above 200d
      Institutional flow Accumulating
      940 of 1,759 funds reported for Jun 30 · net +2.1M sh shares · +96 new
      Insider flow Distributing
      Net -$4.9M over 90 days · 100% sells
      Short interest Falling
      1.10% of float · ▼ -1.0% MoM · 1.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,759 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $98 Now $157 · 90% 52-wk high $163
      vs 200-day avg +24% vs 50-day avg +5%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Tier 1 leverage ratio 5.9% 2Q26
      Adjusted diluted earnings per common share non-GAAP $2.25 1Q26
      Adjusted noninterest expense non-GAAP $3,386M 1Q26
      Adjusted total revenue non-GAAP $5,409M 1Q26
      Total payout ratio 87% 1Q26
      Adjusted ROE non-GAAP 14.9% 4Q25
      Adjusted ROTCE non-GAAP 27.4% 4Q25
      Book value per common share $57.36 4Q25
      CET1 ratio 11.9% 4Q25
      Common dividend payout ratio 26% 4Q25
      Full-time employees 48,100 4Q25
      Tangible book value per common share non-GAAP $31.64 4Q25

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Banks - Diversified — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BNY
      Bank of New York Mellon Corp
      this stock
      $107.95B +36.8% +7.8% 18.5 1.1%
      JPM
      Jpmorgan Chase & Co
      $964.74B +12.5% +22.9% 17.2 1.1%
      BAC
      Bank Of America Corp /De/
      $442.96B +15.6% +6.8% 14.6 1.4%
      HSBC
      Hsbc Holdings PLC
      $351.95B +39.4% 0.2%
      RY
      Royal Bank Of Canada
      $292.48B +23.9% 0.7%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      1,816
      % held
      82.6%
      Reported
      940 of 1,759
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      958
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      7.5M
      Days to cover
      1.9d
      Change
      -77.7K sh
      View
      Short Volume
      Short vol %
      49%
      As of
      Aug 4, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      263
      Value
      $40.0K
      As of
      Jul 10, 2026
      View
      Off-Exchange
      Off-exchange %
      48.9%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$4.9M
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      Congressional Trades Buy
      Member
      Jonathan Jackson
      Amount
      $1.0K–$15.0K
      Traded
      Feb 17, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $20.1B
      Net income (FY)
      $5.5B
      EPS diluted
      $7.40
      View
      Buybacks
      Authorized
      $10.0B
      Remaining
      $2.8B
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Jul 31, 2026
      This year
      16
      View
      Proposed Sales
      Value
      $40.7K
      Shares
      297
      Filed
      Apr 17, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 15, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      BNY +0.2% +3.0% +25.0% +0.3% +36.8%
      SPY +4.1% +3.2% +11.4% +3.3% +13.1%
      vs SPY -3.9% -0.2% +13.6% -2.9% +23.7%

      Capital returns

      Latest dividend
      $0.63 / share · ex Jul 27, 2026
      Raised 18.9%
      Paid (TTM)
      $2.22 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.42%
      Buyback program · as of Dec 31, 2021
      Authorized
      $10.00B
      Spent (derived)
      $7.25B
      Remaining
      $2.75B
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1390777 CUSIP 064058100 13F (30d) 925 filings 891 filers Visit website Investor relations