BNY Mellon (BNY) is a asset management & custody banks company in the Financials sector. Listed on the NASDAQ, BNY Mellon is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $139.75.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $139.75 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 26.32% |
| Risk / Std Dev (Annualized) | 24.61% |
| Sharpe Ratio (rf=4.5%) | 0.89 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Asset Management & Custody Banks
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 26.32% with an annualized volatility of 24.61%. The Sharpe ratio of 0.89 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 95.92B |
| Enterprise Value | -65.55B |
| Trailing P/E | 17.34 |
| Forward P/E | 14.46 |
| Price to Book | 2.43 |
| Price to Sales | 4.62 |
| EV/Revenue | -3.16 |
| Profitability | | | Profit Margin | 28.72% | | Operating Margin | 37.65% | | ROE | 13.47% | | ROA | 1.2% |
| Growth | | | Revenue Growth | 13.4% | | Earnings Growth | 41.8% |
| Dividend | | | Dividend Yield | 152.0% | | Payout Ratio | 25.56% | | 5Y Avg Yield | 261.0% |
| Financial Health | | | Total Revenue | 20.75B | | Total Debt | 80.38B | | Total Cash | 247.72B | | Operating Cash Flow | 3.3B |
| Price & Technical | | | 52W High | $144.98$ | | 52W Low | $87.41$ | | 50-Day Avg | $133.87$ | | 200-Day Avg | $118.33$ | | Beta | 1.06 | | Shares Outstanding | 0.69B | | Float Shares | 0.68B | | Insider Holdings | 0.24% | | Institutional Holdings | 87.61% | | Short Ratio | 0.01 | | Short % of Float | 0.01% |
| Analyst Targets | | | Target High | $156.0$ | | Target Low | $120.0$ | | Target Mean | $142.85$ | | Target Median | $147.0$ | | # of Analysts | 13 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.