Bank of New York Mellon Corp

BNY, BNY-PK · State Commercial Banks · 686.4M shares · -4%/yr ↓ buyback · EDGAR filings ↗

Net buyback after stock comp: $2.6B (gross $2.6B)

Reference price $137.01 · est. market cap ~$94.0B — last insider sale, 2026-04-17 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B80

BNY Mellon — dominant global custody and asset-servicing bank.

Strengths

ROE 12.5% (81st pct); free cash flow and cash both ~99th
Sticky custody/treasury-services franchise

Risks

High leverage (96th pct, structural for custody)
Fee and rate sensitivity

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Strong balance sheetStrong balance sheet — $5.1B cash & investments
Buying back stockNet buyback — share count -4%/yr over 4y
Insider sellingInsider selling — 4 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$7M, last 6mo) Form 4 ↗

Quarterly revenue

2015-06-30 · $3.8B2015-09-30 · $3.8B2015-12-31 · $3.7B2016-03-31 · $3.7B

Last 4 quarters · from SEC filings.

Key metrics

Net margin

27.6%

Return on equity

12.5%

Return on assets

1.2%

Revenue growth (QoQ)

0.4%

Net-income growth

22.5%

Debt / equity

0.7×

Free cash flow

$5.2B

Tangible book value

$24.7B

Cash & investments

$5.1B

Stock comp / revenue

0.0%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-04-17	Perez Alejandro	Gift	1.0K	—
2026-04-17	Perez Alejandro	Sell	13K	$137.01
2026-04-17	Kurimsky Kurtis R.	Sell	5.3K	$136.02
2026-04-17	McCarthy J Kevin	Sell	30K	$136.50
2026-04-17	Hobbs Shannon Marie	Sell	297	$137.05
2026-04-01	Robinson Elizabeth	Grant	88	$120.97
2026-04-01	O'CONNOR SANDRA	Grant	227	$120.97
2026-04-01	IZZO RALPH	Grant	227	$120.97
2026-04-01	Goldstein Jeffrey A	Grant	341	$120.97
2026-04-01	Echevarria Joseph	Grant	744	$120.97
2026-02-28	Datta Rajashree	Tax withheld	1.9K	$119.10
2026-02-28	Datta Rajashree	Tax withheld	6.5K	$119.10
2026-02-28	McDonogh Dermot	Tax withheld	5.1K	$119.10
2026-02-28	McDonogh Dermot	Tax withheld	28K	$119.10
2026-02-28	Minaya Jose	Tax withheld	46K	$119.10
2026-02-23	Vince Robin A.	Grant	184K	—
2026-02-23	Vince Robin A.	Tax withheld	102K	$115.54
2026-02-23	McDonogh Dermot	Grant	57K	—
2026-02-23	McDonogh Dermot	Tax withheld	31K	$115.54
2026-02-23	McCarthy J Kevin	Grant	53K	—
2026-02-23	McCarthy J Kevin	Tax withheld	29K	$115.54
2026-02-15	Vince Robin A.	Tax withheld	13K	$117.74
2026-02-15	Vince Robin A.	Tax withheld	18K	$117.74
2026-02-15	Vince Robin A.	Tax withheld	12K	$117.74
2026-02-15	Koffey Jayee	Tax withheld	3.4K	$117.74
2026-02-15	Koffey Jayee	Tax withheld	3.1K	$117.74
2026-02-15	Koffey Jayee	Tax withheld	2.0K	$117.74
2026-02-15	Datta Rajashree	Tax withheld	4.6K	$117.74
2026-02-15	Minaya Jose	Tax withheld	6.7K	$117.74
2026-02-15	Hobbs Shannon Marie	Tax withheld	1.2K	$117.74
2026-02-15	McCarthy J Kevin	Tax withheld	5.4K	$117.74
2026-02-15	McCarthy J Kevin	Tax withheld	5.2K	$117.74
2026-02-15	McCarthy J Kevin	Tax withheld	3.5K	$117.74
2026-02-15	Kurimsky Kurtis R.	Tax withheld	2.3K	$117.74
2026-02-15	Kurimsky Kurtis R.	Tax withheld	2.1K	$117.74
2026-02-15	Kurimsky Kurtis R.	Tax withheld	1.7K	$117.74
2026-02-15	McDonogh Dermot	Tax withheld	5.9K	$117.74
2026-02-15	McDonogh Dermot	Tax withheld	9.2K	$117.74
2026-02-15	McDonogh Dermot	Tax withheld	6.8K	$117.74
2026-02-02	Datta Rajashree	Grant	21K	—
2026-02-02	Koffey Jayee	Grant	12K	—
2026-02-02	Minaya Jose	Grant	36K	—
2026-02-02	McDonogh Dermot	Grant	38K	—
2026-02-02	McCarthy J Kevin	Grant	17K	—
2026-02-02	Kurimsky Kurtis R.	Grant	7.0K	—
2026-02-02	Hobbs Shannon Marie	Grant	9.5K	—
2026-02-02	Vince Robin A.	Grant	78K	—
2026-02-02	Robinson Elizabeth	Grant	87	$121.61
2026-02-02	O'CONNOR SANDRA	Grant	226	$121.61
2026-02-02	IZZO RALPH	Grant	329	$121.61
2026-02-02	Goldstein Jeffrey A	Grant	339	$121.61
2026-02-02	Echevarria Joseph	Grant	688	$121.61
2025-12-09	Vince Robin A.	Grant	216K	—
2025-11-06	Koffey Jayee	Gift	925	—
2025-10-31	McDonogh Dermot	Gift	937	—
2025-10-01	Robinson Elizabeth	Grant	99	$106.83
2025-10-01	O'CONNOR SANDRA	Grant	257	$106.83
2025-10-01	IZZO RALPH	Grant	374	$106.83
2025-10-01	Goldstein Jeffrey A	Grant	386	$106.83
2025-10-01	Echevarria Joseph	Grant	784	$106.83
2025-07-22	McCarthy J Kevin	Sell	20K	$98.45
2025-07-01	IZZO RALPH	Grant	441	$90.65
2025-07-01	Robinson Elizabeth	Grant	117	$90.65
2025-07-01	O'CONNOR SANDRA	Grant	303	$90.65
2025-07-01	Echevarria Joseph	Grant	924	$90.65
2025-07-01	Goldstein Jeffrey A	Grant	455	$90.65
2025-04-29	McCarthy J Kevin	Sell	30K	$79.03
2025-04-14	Kurimsky Kurtis R.	Sell	5.6K	$77.50
2025-04-14	Keating Catherine	Sell	65K	$77.31
2025-04-01	IZZO RALPH	Grant	477	$83.77
2025-04-01	Goldstein Jeffrey A	Grant	492	$83.77
2025-04-01	Robinson Elizabeth	Grant	127	$83.77
2025-04-01	O'CONNOR SANDRA	Grant	328	$83.77
2025-04-01	Echevarria Joseph	Grant	1,000	$83.77
2025-02-28	Koffey Jayee	Tax withheld	1.1K	$88.95
2025-02-28	McDonogh Dermot	Tax withheld	5.1K	$88.95
2025-02-28	McDonogh Dermot	Tax withheld	34K	$88.95
2025-02-26	McCarthy J Kevin	Grant	44K	—
2025-02-26	McCarthy J Kevin	Tax withheld	21K	$86.34
2025-02-26	Santhanakrishnan Senthilkumar	Grant	46K	—
2025-02-26	Santhanakrishnan Senthilkumar	Tax withheld	22K	$86.34
2025-02-26	Vince Robin A.	Grant	92K	—
2025-02-26	Vince Robin A.	Tax withheld	51K	$86.34
2025-02-26	Keating Catherine	Grant	50K	—
2025-02-26	Keating Catherine	Tax withheld	19K	$86.34
2025-02-15	McCarthy J Kevin	Tax withheld	3.3K	$87.84
2025-02-15	McCarthy J Kevin	Tax withheld	5.0K	$87.84
2025-02-15	McCarthy J Kevin	Tax withheld	4.8K	$87.84
2025-02-15	Santhanakrishnan Senthilkumar	Tax withheld	3.5K	$87.84
2025-02-15	Santhanakrishnan Senthilkumar	Tax withheld	6.1K	$87.84
2025-02-15	Santhanakrishnan Senthilkumar	Tax withheld	6.0K	$87.84
2025-02-15	Kurimsky Kurtis R.	Tax withheld	1.9K	$87.84
2025-02-15	Kurimsky Kurtis R.	Tax withheld	1.9K	$87.84
2025-02-15	Kurimsky Kurtis R.	Tax withheld	2.3K	$87.84
2025-02-15	Koffey Jayee	Tax withheld	3.4K	$87.84
2025-02-15	Koffey Jayee	Tax withheld	3.5K	$87.84
2025-02-15	Vince Robin A.	Tax withheld	13K	$87.84
2025-02-15	Vince Robin A.	Tax withheld	18K	$87.84
2025-02-15	Vince Robin A.	Tax withheld	7.5K	$87.84
2025-02-15	McDonogh Dermot	Tax withheld	5.9K	$87.84
2025-02-15	McDonogh Dermot	Tax withheld	9.2K	$87.84
2025-02-15	Keating Catherine	Tax withheld	2.9K	$87.84
2025-02-15	Keating Catherine	Tax withheld	4.5K	$87.84
2025-02-15	Keating Catherine	Tax withheld	4.2K	$87.84
2025-02-03	Kurimsky Kurtis R.	Grant	9.1K	—
2025-02-03	Vince Robin A.	Grant	66K	—
2025-02-03	O'CONNOR SANDRA	Grant	323	$85.19
2025-02-03	Robinson Elizabeth	Grant	110	$85.19
2025-02-03	Santhanakrishnan Senthilkumar	Grant	23K	—
2025-02-03	Koffey Jayee	Grant	15K	—
2025-02-03	McDonogh Dermot	Grant	37K	—
2025-02-03	Keating Catherine	Grant	55K	—
2025-02-03	IZZO RALPH	Grant	440	$85.19
2025-02-03	Goldstein Jeffrey A	Grant	455	$85.19
2025-02-03	Echevarria Joseph	Grant	880	$85.19
2025-02-03	Minaya Jose	Grant	36K	—
2025-02-03	Hobbs Shannon Marie	Grant	7.3K	—
2025-02-03	McCarthy J Kevin	Grant	19K	—

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

Date	Items
2026-06-24	Other	filing ↗
2026-06-23	5.03Exhibits	filing ↗
2026-06-12	OtherExhibits	filing ↗
2026-04-23	OtherExhibits	filing ↗
2026-04-17	Exec/director changeShareholder vote	filing ↗
2026-04-16	ResultsReg FDExhibits	filing ↗
2026-03-05	3.035.03OtherExhibits	filing ↗
2026-02-26	Other	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-06-24	2026-06-24	0001193125-26-281160 ↗
8-K	2026-06-23	2026-06-23	0001193125-26-279476 ↗
8-K	2026-06-12	2026-06-12	0001193125-26-269610 ↗
10-Q	2026-05-01	2026-03-31	0001390777-26-000060 ↗
8-K	2026-04-23	2026-04-23	0001193125-26-173843 ↗
8-K/A	2026-04-17	2025-12-09	0001193125-26-161599 ↗
8-K	2026-04-16	2026-04-16	0001390777-26-000042 ↗
8-K	2026-03-05	2026-03-04	0001193125-26-094111 ↗
8-K	2026-02-26	2026-02-26	0001193125-26-073612 ↗
10-K	2026-02-25	2025-12-31	0001390777-26-000033 ↗
8-K	2026-01-22	2026-01-22	0001193125-26-019554 ↗
8-K	2026-01-13	2026-01-13	0001390777-26-000004 ↗