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Bank of New York Mellon Corp (BK-PK) Stock Fundamental Analysis & AI Rating 2026

BK-PK NYSE State Commercial Banks DE CIK: 0001390777
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
78% Conf

📊 BK-PK Key Takeaways

Revenue: $20.1B
Net Margin: 27.6%
Free Cash Flow: $5.2B
Current Ratio: N/A
Debt/Equity: 0.72x
EPS: $7.40
AI Rating: HOLD with 62% confidence
Bank of New York Mellon Corp (BK-PK) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $20.1B, net profit margin of 27.6%, and return on equity (ROE) of 12.5%, Bank of New York Mellon Corp demonstrates mixed fundamentals in the Finance sector. Below is our complete BK-PK stock analysis for 2026.

Is Bank of New York Mellon Corp (BK-PK) a Good Investment?

Claude

BK demonstrates solid profitability with strong net margins (27.6%) and healthy free cash flow generation ($5.2B), but faces significant headwinds from declining revenue (-21.6% YoY) and concerningly low interest coverage (0.4x). The company maintains adequate financial health with reasonable leverage (0.72x D/E) and positive operating cash flow, warranting a cautious stance pending revenue stabilization.

ChatGPT

Bank of New York Mellon shows solid core profitability, with 27.6% net margin, 12.5% ROE, 1.2% ROA, and strong free cash flow generation despite a sharp revenue decline. Net income still grew 4.6% year over year, which suggests resilient fee-based and balance-sheet economics, but the large top-line contraction and weak operating margin indicate mixed growth quality rather than a clear acceleration. Overall, the fundamentals support a stable, financially sound franchise, but not an unambiguously strong growth profile.

Why Buy Bank of New York Mellon Corp Stock? BK-PK Key Strengths

Claude
  • + Exceptional net profit margin of 27.6% demonstrates strong bottom-line efficiency despite revenue decline
  • + Robust free cash flow of $5.2B (25.8% FCF margin) provides substantial capital for operations and shareholder returns
  • + Moderate leverage ratio of 0.72x D/E with $44.3B equity base maintains financial stability
  • + Positive operating cash flow of $6.7B indicates core business cash generation capability
ChatGPT
  • + Strong bottom-line profitability with 27.6% net margin and positive net income growth
  • + Healthy capital base with $44.31B of equity and manageable 0.72x debt-to-equity
  • + Robust cash generation with $6.73B operating cash flow and $5.18B free cash flow

BK-PK Stock Risks: Bank of New York Mellon Corp Investment Risks

Claude
  • ! Sharp revenue decline of 21.6% YoY signals significant business contraction or market headwinds in banking operations
  • ! Critical interest coverage ratio of 0.4x indicates potential difficulty servicing debt obligations from operating income
  • ! Low ROA of 1.2% suggests inefficient asset utilization for a financial services company with $472.3B in assets
  • ! Operating margin compression may indicate rising operational costs relative to shrinking revenues
ChatGPT
  • ! Revenue fell 21.6% year over year, signaling meaningful top-line pressure
  • ! Operating margin of 11.3% is modest relative to net margin, suggesting limited operating leverage
  • ! EPS growth of 27.6% materially exceeded net income growth, raising questions about the sustainability and quality of per-share growth

Key Metrics to Watch

Claude
  • * Revenue trajectory - need to confirm stabilization or recovery from 21.6% decline
  • * Interest coverage ratio improvement - current 0.4x level requires monitoring and improvement
  • * Asset quality and loan performance metrics - critical for understanding revenue decline drivers
  • * Net interest margin trends and deposit composition shifts
  • * Capital adequacy ratios and regulatory compliance metrics
ChatGPT
  • * Revenue growth stabilization or reacceleration
  • * ROE and operating margin trend

Bank of New York Mellon Corp (BK-PK) Financial Metrics & Key Ratios

Revenue
$20.1B
Net Income
$5.5B
EPS (Diluted)
$7.40
Free Cash Flow
$5.2B
Total Assets
$472.3B
Cash Position
$5.1B

💡 AI Analyst Insight

The 25.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

BK-PK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 11.3%
Net Margin 27.6%
ROE 12.5%
ROA 1.2%
FCF Margin 25.8%

BK-PK vs Finance Sector: How Bank of New York Mellon Corp Compares

How Bank of New York Mellon Corp compares to Finance sector averages

Net Margin
BK-PK 27.6%
vs
Sector Avg 25.0%
BK-PK Sector
ROE
BK-PK 12.5%
vs
Sector Avg 12.0%
BK-PK Sector
Current Ratio
BK-PK 0.0x
vs
Sector Avg 1.2x
BK-PK Sector
Debt/Equity
BK-PK 0.7x
vs
Sector Avg 2.0x
BK-PK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Bank of New York Mellon Corp Stock Overvalued? BK-PK Valuation Analysis 2026

Based on fundamental analysis, Bank of New York Mellon Corp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
12.5%
Sector avg: 12%
Net Profit Margin
27.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.72x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Bank of New York Mellon Corp Balance Sheet: BK-PK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.72x
Debt/Assets
90.5%
Interest Coverage
0.45x
Long-term Debt
$31.9B

BK-PK Revenue & Earnings Growth: 5-Year Financial Trend

BK-PK 5-year financial data: Year 2021: Revenue $16.5B, Net Income $4.4B, EPS $4.51. Year 2022: Revenue $16.4B, Net Income $3.6B, EPS $3.83. Year 2023: Revenue $17.5B, Net Income $3.8B, EPS $4.14. Year 2024: Revenue $18.6B, Net Income $2.6B, EPS $2.88. Year 2025: Revenue $20.1B, Net Income $3.3B, EPS $3.89.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bank of New York Mellon Corp's revenue has grown significantly by 22% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.89 reflects profitable operations.

BK-PK Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
25.8%
Free cash flow / Revenue

BK-PK Quarterly Earnings & Performance

Quarterly financial performance data for Bank of New York Mellon Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2018 $2.9B $651.0M $0.88
Q1 2018 $3.0B $880.0M $0.83
Q2 2016 $3.7B $711.0M $0.73
Q1 2016 $3.7B $231.0M $0.57
Q3 2015 $3.8B $569.0M $0.73
Q2 2015 $3.7B $231.0M $0.48
Q1 2015 $3.6B $209.0M $0.18
Q3 2014 $3.7B $554.0M $0.48

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Bank of New York Mellon Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$6.7B
Cash generated from operations
Stock Buybacks
$3.5B
Shares repurchased (TTM)
Capital Expenditures
$1.6B
Investment in assets
Dividends Paid
$1.4B
Returned to shareholders

BK-PK SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Bank of New York Mellon Corp (CIK: 0001390777)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 8-K bk-20260416.htm View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about BK-PK

What is the AI rating for BK-PK?

Bank of New York Mellon Corp (BK-PK) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BK-PK's key strengths?

Claude: Exceptional net profit margin of 27.6% demonstrates strong bottom-line efficiency despite revenue decline. Robust free cash flow of $5.2B (25.8% FCF margin) provides substantial capital for operations and shareholder returns. ChatGPT: Strong bottom-line profitability with 27.6% net margin and positive net income growth. Healthy capital base with $44.31B of equity and manageable 0.72x debt-to-equity.

What are the risks of investing in BK-PK?

Claude: Sharp revenue decline of 21.6% YoY signals significant business contraction or market headwinds in banking operations. Critical interest coverage ratio of 0.4x indicates potential difficulty servicing debt obligations from operating income. ChatGPT: Revenue fell 21.6% year over year, signaling meaningful top-line pressure. Operating margin of 11.3% is modest relative to net margin, suggesting limited operating leverage.

What is BK-PK's revenue and growth?

Bank of New York Mellon Corp reported revenue of $20.1B.

Does BK-PK pay dividends?

Bank of New York Mellon Corp pays dividends, with $1,447.0M distributed to shareholders in the trailing twelve months.

Where can I find BK-PK SEC filings?

Official SEC filings for Bank of New York Mellon Corp (CIK: 0001390777) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BK-PK's EPS?

Bank of New York Mellon Corp has a diluted EPS of $7.40.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BK-PK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Bank of New York Mellon Corp has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BK-PK stock overvalued or undervalued?

Valuation metrics for BK-PK: ROE of 12.5% (sector avg: 12%), net margin of 27.6% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy BK-PK stock in 2026?

Our dual AI analysis gives Bank of New York Mellon Corp a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is BK-PK's free cash flow?

Bank of New York Mellon Corp's operating cash flow is $6.7B, with capital expenditures of $1.6B. FCF margin is 25.8%.

How does BK-PK compare to other Finance stocks?

Vs Finance sector averages: Net margin 27.6% (avg: 25%), ROE 12.5% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI