BNY, formerly Bank of New York Mellon, is a US bank dating back to 1784. It holds and services securities for funds, insurers and pension funds, processes payments and securities transactions and offers asset management. Retail banking plays almost no role. As of Oct 13, 2026
As of Oct 13, 2026Fact sheet (from the annual report)Regional commercial banks · New York, USAfull fact sheet
BNY is a global financial services company headquartered in New York and, together with its subsidiaries, has been in business since 1784. The business is divided into the divisions Securities Services, Market and Wealth Services, and Investment and Wealth Management. The two main US bank subsidiaries are active in trust and custody, wealth management, banking and various securities businesses. The main bank subsidiary in continental Europe is headquartered in Brussels and focuses on global custody, asset servicing and collateral management. Deposits of the US bank subsidiaries are insured by the federal deposit insurance within the statutory limits.
Our own calculation from the exchange’s daily candles, as of Oct 26, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.
Gap with volume · Analysis method
The price of BNY is currently in no zone of this method. The check runs daily after the market close.
Whether a price will soon reach a zone, you see from Watcher. Plans and pricing
How the zone is formed
What is this? After strong news, usually earnings, the price opened above the previous day’s high and closed much higher on heavy volume. Such moves often continue for a few more days.
Buy zone: from the start of the gap to the close of the gap day. Stop: just below the low of the gap day. Targets: 3 and 5 ATR (normal daily ranges) above the close of the gap day.
The pattern is valid for at most 15 trading days and expires if the price falls below the stop. This is a calculated analysis, not a forecast and not a call to buy. Risk notice and investment advice
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SEC filing (10-K, 10-Q)Required reports of listed companies to the US Securities and Exchange Commission (SEC): 10-K is the annual report, 10-Q the quarterly report, 20-F the annual report of foreign companies. We show the figures of the first filing.Example: 10-K for the fiscal year ending Sep 27, 2025, filed on Oct 31, 2025.More in the Academy: Lesson revenue, profit and margin
BNY Mellon · Sector Financials · amounts in USD
Information only – does not affect our buy zones, not investment advice. Source: SEC filings, As of Feb 25, 2026.
In short
Light yellow: Revenue grew over 5 years (+4.9% per year), more slowly than the sector median.
Light yellow: Net income (total) grew over 5 years (+8.9% per year), more slowly than the sector median; per share +14.1% per year.
Light green: Net margin 27.6%, above the sector median (19.4%).
Light yellow: Debt higher than usual in the sector.
Light green: Profit in each of the last 10 fiscal years.
Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.
RevenueNet incomeNet margin (below)in USD
010B20B30B
2016Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue not available · Net income 3.5B USD · Net margin not available
2017Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 15.5B USD · Net income 4.1B USD · Net margin 26.3%
2018Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 16.4B USD · Net income 4.3B USD · Net margin 26.0%
2019Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 16.5B USD · Net income 4.4B USD · Net margin 27.0%
2020Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 15.8B USD · Net income 3.6B USD · Net margin 22.9%
2021Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 15.9B USD · Net income 3.8B USD · Net margin 23.6%
2022Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 16.4B USD · Net income 2.6B USD · Net margin 15.7%
2023Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 17.5B USD · Net income 3.3B USD · Net margin 18.8%
2024Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 18.6B USD · Net income 4.5B USD · Net margin 24.3%
2025Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 20.1B USD · Net income 5.5B USD · Net margin 27.6%
Margin
26%26%27%23%24%16%19%24%28%
RevenueNet incomein USD
0500M1B1.5B2B
Q3/23Quarter Q3/23 (Jul 1, 2023 – Sep 30, 2023): Revenue not available · Net income 1.0B USD · Net margin not available
Q4/23Quarter Q4/23 (Oct 1, 2023 – Dec 31, 2023): Revenue not available · Net income 208.0M USD · Net margin not available
Q1/24Quarter Q1/24 (Jan 1, 2024 – Mar 31, 2024): Revenue not available · Net income 1.0B USD · Net margin not available
Q2/24Quarter Q2/24 (Apr 1, 2024 – Jun 30, 2024): Revenue not available · Net income 1.2B USD · Net margin not available
Q3/24Quarter Q3/24 (Jul 1, 2024 – Sep 30, 2024): Revenue not available · Net income 1.2B USD · Net margin not available
Q4/24Quarter Q4/24 (Oct 1, 2024 – Dec 31, 2024): Revenue not available · Net income 1.2B USD · Net margin not available
Q1/25Quarter Q1/25 (Jan 1, 2025 – Mar 31, 2025): Revenue not available · Net income 1.2B USD · Net margin not available
Q2/25Quarter Q2/25 (Apr 1, 2025 – Jun 30, 2025): Revenue not available · Net income 1.4B USD · Net margin not available
Q3/25Quarter Q3/25 (Jul 1, 2025 – Sep 30, 2025): Revenue not available · Net income 1.4B USD · Net margin not available
Q4/25Quarter Q4/25 (Oct 1, 2025 – Dec 31, 2025): Revenue not available · Net income 1.5B USD · Net margin not available · Q4 derived (year minus 9 months), may be distorted by restatements
Q1/26Quarter Q1/26 (Jan 1, 2026 – Mar 31, 2026): Revenue not available · Net income 1.6B USD · Net margin not available
Q2/26Quarter Q2/26 (Apr 1, 2026 – Jun 30, 2026): Revenue not available · Net income 1.8B USD · Net margin not available
Earnings per shareUSD per share
02.004.006.008.00
2016Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Earnings per share 3.15 USD
2017Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Earnings per share 3.72 USD
2018Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Earnings per share 4.04 USD
2019Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Earnings per share 4.51 USD
2020Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Earnings per share 3.83 USD
2021Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Earnings per share 4.14 USD
2022Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Earnings per share 2.90 USD
2023Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Earnings per share 3.87 USD
2024Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Earnings per share 5.80 USD
2025Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Earnings per share 7.40 USD
Q4/25Quarter Q4/25 (Oct 1, 2025 – Dec 31, 2025): Earnings per share not reported separately for Q4
Q1/26Quarter Q1/26 (Jan 1, 2026 – Mar 31, 2026): Earnings per share 2.24 USD
Q2/26Quarter Q2/26 (Apr 1, 2026 – Jun 30, 2026): Earnings per share 2.45 USD
Dividend per sharePayout ratio (below)USD per share
00.501.001.502.00
2016Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Dividend per share 0.72 USD · Payout ratio 22.9%
2017Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Dividend per share 0.86 USD · Payout ratio 23.1%
2018Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Dividend per share 1.04 USD · Payout ratio 25.7%
2019Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Dividend per share 1.18 USD · Payout ratio 26.2%
2020Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Dividend per share 1.24 USD · Payout ratio 32.4%
2021Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Dividend per share 1.30 USD · Payout ratio 31.4%
2022Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Dividend per share 1.42 USD · Payout ratio 49.0%
2023Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Dividend per share 1.58 USD · Payout ratio 40.8%
2024Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Dividend per share 1.78 USD · Payout ratio 30.7%
2025Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Dividend per share 2.00 USD · Payout ratio 27.0%
Ratio
23%23%26%26%32%31%49%41%31%27%
Dividend per sharePayout ratio (below)USD per share
00.200.400.60
Q3/23Quarter Q3/23 (Jul 1, 2023 – Sep 30, 2023): Dividend per share 0.42 USD · Payout ratio 34.4%
Q4/23Quarter Q4/23 (Oct 1, 2023 – Dec 31, 2023): Dividend per share 0.42 USD · Payout ratio 200.0%
Q1/24Quarter Q1/24 (Jan 1, 2024 – Mar 31, 2024): Dividend per share 0.42 USD · Payout ratio 33.6%
Q2/24Quarter Q2/24 (Apr 1, 2024 – Jun 30, 2024): Dividend per share 0.42 USD · Payout ratio 27.6%
Q3/24Quarter Q3/24 (Jul 1, 2024 – Sep 30, 2024): Dividend per share 0.47 USD · Payout ratio 31.3%
Q4/24Quarter Q4/24 (Oct 1, 2024 – Dec 31, 2024): Dividend per share 0.47 USD · Payout ratio 30.5%
Q1/25Quarter Q1/25 (Jan 1, 2025 – Mar 31, 2025): Dividend per share 0.47 USD · Payout ratio 29.7%
Q2/25Quarter Q2/25 (Apr 1, 2025 – Jun 30, 2025): Dividend per share 0.47 USD · Payout ratio 24.4%
Q3/25Quarter Q3/25 (Jul 1, 2025 – Sep 30, 2025): Dividend per share 0.53 USD · Payout ratio 28.2%
Q4/25Quarter Q4/25 (Oct 1, 2025 – Dec 31, 2025): Dividend per share 0.53 USD · Payout ratio not available · Q4 derived (year minus 9 months), may be distorted by restatements
Q1/26Quarter Q1/26 (Jan 1, 2026 – Mar 31, 2026): Dividend per share 0.53 USD · Payout ratio 23.7%
Q2/26Quarter Q2/26 (Apr 1, 2026 – Jun 30, 2026): Dividend per share 0.53 USD · Payout ratio 21.6%
Ratio
34%200%34%28%31%31%30%24%28%24%22%
Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 20.1B USD · Net income 5.5B USD · Net margin 27.6%
Key figures with traffic lights
Each light follows a simple, disclosed rule. The comparison is with the sector median Sector medianThe middle value of all companies in a sector: half are above it, half below. Unlike the average, single outliers hardly distort it.Example: Margins 4%, 8%, 10%, 12%, 60% → median 10%, average 18.8%.More in the Academy: Lesson putting the P/E in context of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).
Revenue growth
Growth per year (CAGR)The average annual growth rate over several years, as if the value had grown equally strongly every year. Individual good or bad years even out in it.Example: Revenue €100m → €161m in 5 years → (161 ÷ 100) to the power of 1/5 − 1 = 10% per year.More in the Academy: Lesson debt, dividends and growth
Light yellow: below sector
+4.9%per year, last 5 years
Sector Financials: median +8.8% (73 symbols)
What does this mean? Revenue: over 5 years it grew by 4.9% per year on average, but more slowly than the median company in the sector (+8.8%).
Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.
Net income (total)
Growth per year (CAGR)The average annual growth rate over several years, as if the value had grown equally strongly every year. Individual good or bad years even out in it.Example: Revenue €100m → €161m in 5 years → (161 ÷ 100) to the power of 1/5 − 1 = 10% per year.More in the Academy: Lesson debt, dividends and growth
Light yellow: below sector
+8.9%per year, last 5 years
Sector Financials: median +13.8% (71 symbols)
per share: +14.1% per year (5 years, split-adjusted)
What does this mean? Total net income: over 5 years it grew by 8.9% per year on average, but more slowly than the median company in the sector (+13.8%).
Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.
What does this mean? Of every 100 USD in revenue, 27.63 USD remained as profit – at least as much as the median company in the sector (19.4%). Five years ago the margin was 22.9%.
Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.
Debt / equity
Debt-to-equity ratioFinancial debt (loans, bonds) divided by equity. A high value amplifies good and bad years alike. The key figures bar in the chart only uses long-term financial debt.Example: Financial debt €300m, equity €500m → 0.6.More in the Academy: Lesson debt, dividends and growth
Light yellow: higher than sector
0.68latest balance sheet
Sector Financials: median 0.63 (47 symbols)
What does this mean? For every 1 USD of equity there is 0.68 USD of financial debt – more than the median company in the sector (0.63). For banks and insurers, debt is part of the business – so the comparison is only with their own sector.
Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.
Payout ratio
Payout ratioThe share of profit that a company pays out as a dividend. Above 100% it pays out more than it earns.Example: Dividend €1, earnings per share €2.50 → payout ratio 40%.More in the Academy: Lesson debt, dividends and growth
Light green: covered
27%Dividend / earnings per share
Sector Financials: median 34% (58 symbols)
What does this mean? Of every 1 USD of earnings per share, 0.27 USD went to shareholders as a dividend. The rest stays in the company. Median company in the sector: 34%.
Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.
Profitable years
Profitable yearsHow many of the last fiscal years ended with a profit rather than a loss on the bottom line. The figure shows how consistently a company earns.Example: Profit in 9 of 10 years → one loss year.More in the Academy: Lesson revenue, profit and margin
Light green: profit every year
10 of 10fiscal years with a profit
What does this mean? In 10 of the last 10 fiscal years the bottom line showed a profit. There were no losses in this period.
Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).
Last fiscal year and 13F
Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
20.1B USD
Revenue vs. prior year
+7.8%
Net income (FY)
5.5B USD
Net income vs. prior year
+22.5%
EPS (FY)
7.40 USD
13F funds with a position
2 of 9
Funds vs. prior quarter
±0
Shares held vs. prior quarter
−55.4%
Fiscal year to Dec 31, 2025 · 10-K filed Feb 25, 2026 · Balance sheet Jun 30, 2026 (filed Jul 31, 2026) · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term).13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
Year
End
Revenue
Net income
Margin
Earnings per share
Dividend per share
Payout
2025
Dec 31, 2025
20.1B
5.5B
27.6%
7.40
2.00
27%
2024
Dec 31, 2024
18.6B
4.5B
24.3%
5.80
1.78
31%
2023
Dec 31, 2023
17.5B
3.3B
18.8%
3.87
1.58
41%
2022
Dec 31, 2022
16.4B
2.6B
15.7%
2.90
1.42
49%
2021
Dec 31, 2021
15.9B
3.8B
23.6%
4.14
1.30
31%
2020
Dec 31, 2020
15.8B
3.6B
22.9%
3.83
1.24
32%
2019
Dec 31, 2019
16.5B
4.4B
27.0%
4.51
1.18
26%
2018
Dec 31, 2018
16.4B
4.3B
26.0%
4.04
1.04
26%
2017
Dec 31, 2017
15.5B
4.1B
26.3%
3.72
0.86
23%
2016
Dec 31, 2016
–
3.5B
–
3.15
0.72
23%
Quarters (amounts in USD, per share in USD)
Quarter
End
Revenue
Net income
Margin
Earnings per share
Dividend per share
Payout
Q2/26
Jun 30, 2026
–
1.8B
–
2.45
0.53
22%
Q1/26
Mar 31, 2026
–
1.6B
–
2.24
0.53
24%
Q4/25*
Dec 31, 2025
–
1.5B
–
–
0.53
–
Q3/25
Sep 30, 2025
–
1.4B
–
1.88
0.53
28%
Q2/25
Jun 30, 2025
–
1.4B
–
1.93
0.47
24%
Q1/25
Mar 31, 2025
–
1.2B
–
1.58
0.47
30%
Q4/24
Dec 31, 2024
–
1.2B
–
1.54
0.47
31%
Q3/24
Sep 30, 2024
–
1.2B
–
1.50
0.47
31%
Q2/24
Jun 30, 2024
–
1.2B
–
1.52
0.42
28%
Q1/24
Mar 31, 2024
–
1.0B
–
1.25
0.42
34%
Q4/23
Dec 31, 2023
–
208.0M
–
0.21
0.42
200%
Q3/23
Sep 30, 2023
–
1.0B
–
1.22
0.42
34%
* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.
How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year Growth per year (CAGR)The average annual growth rate over several years, as if the value had grown equally strongly every year. Individual good or bad years even out in it.Example: Revenue €100m → €161m in 5 years → (161 ÷ 100) to the power of 1/5 − 1 = 10% per year.More in the Academy: Lesson debt, dividends and growth over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.
Insiders
Insider transactionsExecutives, directors and major shareholders (over 10%) of US companies report their own transactions in their company’s stock to the SEC within two business days (Form 4). Purchases in the market count as more meaningful than sales (often taxes, estate planning).Example: Three executives acquire stock worth a total of 2 million USD within two weeks → “purchases by several insiders”.More in the Academy: Glossary
Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.
Trend score +0
Price vs. EMA 50-15
Price vs. EMA 200+15
EMA 50 vs. EMA 200+20
ADX (trend strength)+15
Highs and lows-20
Relative strength-15
Volatility and trend strength
ADX 14 (trend strength)26.4
Rel. strength 60 d−8.1%
ATR ATR (Average True Range)The average range per trading day over the last 14 days. It makes distances comparable, whether a stock costs 10 or 1,000.Example: ATR 2.50 at a price of 100: 0.4 ATR is 1.00, i.e. 1%.More in the Academy: Lesson ATR and moving averages as price values only when logged in.