BNY Mellon (BNY)
Financials · Asset servicing and custody banking
A 240-year-old global financial infrastructure company that safeguards and manages $61.5 trillion in assets through custody, investment management, and payments services for institutional clients worldwide.
What BNY Mellon does
BNY Mellon is a global financial services platform headquartered in New York that provides custody, asset servicing, investment management, payments, and collateral management services. As of end of 2025, the company manages $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. The company operates through three principal segments: Securities Services (asset servicing and issuer services), Market and Wealth Services (payments, trade, clearance, and collateral management), and Investment and Wealth Management.
Themes: ["custody and asset servicing","investment management","payments infrastructure","wealth management","collateral management","institutional financial services","capital markets infrastructure"]
Fundamentals
- Price$152.26 as of 2026-07-09 close
- Market cap$105.2B as of 2026-07-10
- 1-year return+62.0% as of 2026-07-09 close
- P/E18.95 as of 2026-07-10
- ROE+12.5% as of 2026-07-10
- Debt / equity1.19 as of 2026-07-10
- Revenue CAGR (3y)+6.7% SEC XBRL
- Beta1.06 as of 2026-07-10
Dividend: yield +1.4%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Regulatory changes in banking and securities services across multiple jurisdictions could impact operations and profitability","Competitive pressures from fintech, alternative asset managers, and larger financial institutions could reduce market share and fee revenue","Concentration risk in asset servicing revenue and dependence on global capital markets activity and valuations"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.