BK
BULLISH
$131.96
Live
The Bank of New York Mellon Corporation · NYSE
Target $132.68
(+0.5%)
$73.55
52W Range
$132.35
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 16, 2026
Market cap
$92.02B
P/E
17.83
ROE
12.9%
Profit margin
27.7%
Debt/Equity
N/A
Dividend yield
1.62%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
BK exhibits stable financial health with a Piotroski F-Score of 4/9 and an exceptional operational track record, beating earnings estimates in nearly every quarter over the last 25 periods. While the current price of $131.96 trades at a premium to the Graham Number ($97.73), it remains significantly discounted relative to its growth-based intrinsic value of $218.3. Strong YoY earnings growth of 30.5% and a conservative dividend payout ratio of 27.03% suggest sustainable long-term expansion. The primary divergence is a bearish technical trend score despite strong recent price performance.
Key Strengths
Exceptional earnings consistency with 25 consecutive quarters of beats
Strong YoY earnings growth of 30.5% and Q/Q growth of 26.5%
Significant upside potential relative to intrinsic value ($218.3)
Conservative dividend payout ratio (27.03%) providing ample capital flexibility
Robust 5-year price appreciation of 229.8%
Key Risks
Bearish technical trend score (10/100) suggesting potential short-term momentum loss
Current price is 34% above the defensive Graham Number ($97.73)
Low dividend yield (1.62%) compared to traditional banking sector expectations
Low insider sentiment score (40/100) and lack of recent insider buying
Piotroski F-Score of 4/9 indicates only 'stable' rather than 'strong' financial health
AI Fair Value Estimate
Based on comprehensive analysis
$162.5
+23.1% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
73
Strong
65
92
98
50
60
AI Verdict
Strong Fundamental Growth
Key drivers: Consistent EPS surprises, High intrinsic value gap, Strong earnings growth
Confidence
90%
Value
65/100
Ref P/E 17.83, PEG 1.41, Graham Number $97.73
Positives
- Forward P/E (13.95) is lower than current P/E
- Trades well below intrinsic value
Watchpoints
- Price exceeds Graham Number
- P/B ratio of 2.30 is moderate
Future
92/100
Ref Growth rates and EPS progression
Positives
- 30.5% YoY earnings growth
- Consistent upward trajectory in quarterly EPS
Watchpoints
- Technical trend score is currently bearish
Past
98/100
Ref Historical earnings track record and price performance
Positives
- 25 quarters of earnings beats
- Strong 1Y (+73.2%) and 5Y (+229.8%) returns
Watchpoints
No urgent risks highlighted.
Health
50/100
Ref Piotroski F-Score 4/9
Positives
- Piotroski score in the 'Stable' range
Watchpoints
- F-Score of 4/9 is not in the 'Strong' category
Dividend
60/100
Ref Yield 1.62%, Payout 27.03%
Positives
- Very low payout ratio (27.03%) ensures safety
Watchpoints
- Low yield (1.62%) for a diversified bank
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$131.96
Analyst Target
$132.68
Upside/Downside
+0.5%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BK and closest competitors.
Updated 2026-04-15
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BK
The Bank of New York Mellon Corporation
Primary
|
+229.8% | +224.2% | +73.2% | +22.3% | +14.4% | +3.1% |
|
BNS
The Bank of Nova Scotia
Peer
|
+76.6% | +68.7% | +49.2% | +32.2% | +1.1% | +1.9% |
|
BCS
Barclays PLC
Peer
|
+313.1% | +229.8% | +82.1% | +34.6% | +2.2% | +0.1% |
|
MMC
Marsh & McLennan Companies, Inc.
Peer
|
+70.2% | +16.8% | -16.1% | -20.3% | -10.3% | +1.5% |
|
USB
U.S. Bancorp
Peer
|
+21.0% | +82.1% | +52.1% | +23.8% | +11.3% | +1.8% |
BK
The Bank of New York Mellon Corporation
Primary
5Y
+229.8%
3Y
+224.2%
1Y
+73.2%
6M
+22.3%
1M
+14.4%
1W
+3.1%
BNS
The Bank of Nova Scotia
Peer
5Y
+76.6%
3Y
+68.7%
1Y
+49.2%
6M
+32.2%
1M
+1.1%
1W
+1.9%
BCS
Barclays PLC
Peer
5Y
+313.1%
3Y
+229.8%
1Y
+82.1%
6M
+34.6%
1M
+2.2%
1W
+0.1%
MMC
Marsh & McLennan Companies, Inc.
Peer
5Y
+70.2%
3Y
+16.8%
1Y
-16.1%
6M
-20.3%
1M
-10.3%
1W
+1.5%
USB
U.S. Bancorp
Peer
5Y
+21.0%
3Y
+82.1%
1Y
+52.1%
6M
+23.8%
1M
+11.3%
1W
+1.8%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
17.83
Forward P/E
13.95
PEG Ratio
1.41
P/B Ratio
2.3
P/S Ratio
4.6
EV/Revenue
-0.7
EV/EBITDA
N/A
Market Cap
$92.02B
Profitability
Profit margins and return metrics
Profit Margin
27.74%
Operating Margin
37.32%
Gross Margin
N/A
ROE
12.9%
ROA
1.26%
Growth
Revenue and earnings growth rates
Revenue Growth
+7.8%
Earnings Growth
+30.5%
Q/Q Revenue Growth
+7.27%
Q/Q Earnings Growth
+26.5%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
N/A
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$273.97
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$5.1B
Net Margin
28.6%
Total Assets
$472.3B
Liabilities
$427.5B
Equity
$44.3B
Debt/Equity
9.65x
Operating CF
$5.2B
CapEx
$-0.4B
Free Cash Flow
$4.7B
FCF Yield
92%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-16
$N/A
2026-01-13
$2.08
+4.9% surprise
2025-10-16
$1.91
+8.1% surprise
2025-07-15
$1.94
+10.1% surprise
Financial Services Sector Comparison
Comparing BK against 820 companies in the Financial Services sector
(141 bullish, 351 neutral, 328 bearish)
P/E Ratio
17.83
This Stock
vs
36.01
Sector Avg
-50.5%
(Discount)
Return on Equity (ROE)
12.9%
This Stock
vs
-0.73%
Sector Avg
-1860.2%
(Below Avg)
Profit Margin
27.74%
This Stock
vs
91.62%
Sector Avg
-69.7%
(Weaker)
Revenue Growth
7.8%
This Stock
vs
35.27%
Sector Avg
-77.9%
(Slower)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BK
The Bank of New York...
|
BULLISH | $92.02B | 17.83 | 12.9% | 27.7% | $131.96 | |
|
BNS
The Bank of Nova Scotia
|
NEUTRAL | $93.29B | 18.17 | 9.0% | 24.6% | $74.87 | Compare |
|
BCS
Barclays PLC
|
BEARISH | $90.49B | 12.02 | 9.4% | 26.6% | $26.2 | Compare |
|
MMC
Marsh & McLennan Companies, Inc.
|
NEUTRAL | $90.07B | 21.92 | 28.7% | 15.6% | $182.81 | Compare |
|
USB
U.S. Bancorp
|
BULLISH | $87.58B | 12.2 | 12.2% | 28.7% | $56.37 | Compare |
BK
The Bank of New...
BULLISH
Mkt Cap
$92.0B
P/E
17.8
ROE
12.9%
Price
$131.96
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-01 | ECHEVARRIA JOSEPH J | Director | Stock Award | 743 | $90,000 |
| 2026-04-01 | IZZO RALPH | Director | Stock Award | 227 | $27,500 |
| 2026-04-01 | GOLDSTEIN JEFFREY A. | Director | Stock Award | 340 | $41,250 |
| 2026-04-01 | ROBINSON ELIZABETH E | Director | Stock Award | 87 | $10,625 |
| 2026-04-01 | O'CONNOR SANDRA | Director | Stock Award | 227 | $27,500 |
| 2026-02-23 | MCCARTHY JOHN KEVIN | General Counsel | Stock Award | 52,501 | - |
| 2026-02-23 | VINCE ROBIN A. | Chief Executive Officer | Stock Award | 183,758 | - |
| 2026-02-23 | MCDONOGH DERMOT WILLIAM | Chief Financial Officer | Stock Award | 56,818 | - |
| 2026-02-02 | MCCARTHY JOHN KEVIN | General Counsel | Stock Award | 16,652 | - |
| 2026-02-02 | ECHEVARRIA JOSEPH J | Director | Stock Award | 688 | $83,712 |
| 2026-02-02 | KURIMSKY KURTIS R | Officer | Stock Award | 6,990 | - |
| 2026-02-02 | IZZO RALPH | Director | Stock Award | 328 | $39,982 |
| 2026-02-02 | GOLDSTEIN JEFFREY A. | Director | Stock Award | 339 | $41,231 |
| 2026-02-02 | ROBINSON ELIZABETH E | Director | Stock Award | 87 | $10,620 |
| 2026-02-02 | O'CONNOR SANDRA | Director | Stock Award | 226 | $27,488 |
ECHEVARRIA JOSEPH J
Director
2026-04-01
743 shares
·
$90,000
IZZO RALPH
Director
2026-04-01
227 shares
·
$27,500
GOLDSTEIN JEFFREY A.
Director
2026-04-01
340 shares
·
$41,250
ROBINSON ELIZABETH E
Director
2026-04-01
87 shares
·
$10,625
O'CONNOR SANDRA
Director
2026-04-01
227 shares
·
$27,500
MCCARTHY JOHN KEVIN
General Counsel
2026-02-23
52,501 shares
VINCE ROBIN A.
Chief Executive Officer
2026-02-23
183,758 shares
MCDONOGH DERMOT WILLIAM
Chief Financial Officer
2026-02-23
56,818 shares
MCCARTHY JOHN KEVIN
General Counsel
2026-02-02
16,652 shares
ECHEVARRIA JOSEPH J
Director
2026-02-02
688 shares
·
$83,712
KURIMSKY KURTIS R
Officer
2026-02-02
6,990 shares
IZZO RALPH
Director
2026-02-02
328 shares
·
$39,982
GOLDSTEIN JEFFREY A.
Director
2026-02-02
339 shares
·
$41,231
ROBINSON ELIZABETH E
Director
2026-02-02
87 shares
·
$10,620
O'CONNOR SANDRA
Director
2026-02-02
226 shares
·
$27,488
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
14 analysts
JP Morgan
2026-04-07
Overweight
Overweight
Truist Securities
2026-04-01
Buy
Buy
Morgan Stanley
2026-03-31
Equal-Weight
Equal-Weight
Citigroup
2026-01-14
Neutral
Neutral
Morgan Stanley
2026-01-14
Overweight
Overweight
Wells Fargo
2026-01-14
Equal-Weight
Equal-Weight
RBC Capital
2026-01-14
Sector Perform
Sector Perform
Keefe, Bruyette & Woods
2026-01-14
Outperform
Outperform
TD Cowen
2026-01-07
Buy
Buy
Truist Securities
2026-01-07
Hold
Buy
Past News Coverage
Recent headlines mentioning BK from our newsroom.
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