# Bank of New York Mellon Returns

NYSE: BNY · Reporting currency: USD

[Interactive page](https://beanvest.com/stock/bny/returns) · [JSON with these options](https://beanvest.com/stock/bny/returns.json?range=5Y&deductSbc=false&limit=200&offset=0&frequency=quarterly&wacc=7.7) · [Raw filing inputs](https://beanvest.com/api/v2/financials/bny)

Frequency: quarterly. Newest first. Retrieved: 2026-10-23T14:01:07.708Z.
Coverage: 2009-06-30 to 2026-06-30. Rows 1–69 of 69.
Snapshot checked: 2026-10-19T21:59:30.430Z. Last validated: 2026-10-24T01:26:24.432Z.

## Definitions

- **ROIC** (`roic`, percent): NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- **ROCE** (`roce`, percent): Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- **ROIIC** (`roiic`, percent): Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- **ROE** (`roe`, percent): Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- **ROA** (`roa`, percent): Net income / average total assets × 100, using period end and one year earlier.
- **ROIC − WACC** (`roic_wacc`, percentage_points): ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.

## Values

| Period | End date | ROIC (percent) | ROCE (percent) | ROIIC (percent) | ROE (percent) | ROA (percent) | ROIC − WACC (percentage_points) |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 2026-Q2 | 2026-06-30 | Unavailable | Unavailable | Unavailable | 13.596045771548514 | 1.2463395330431342 | Unavailable |
| 2026-Q1 | 2026-03-31 | Unavailable | Unavailable | Unavailable | 13.012218152032945 | 1.1895734218844791 | Unavailable |
| 2025-Q4 | 2025-12-31 | Unavailable | Unavailable | Unavailable | 12.39270824818115 | 1.2492626896182195 | Unavailable |
| 2025-Q3 | 2025-09-30 | Unavailable | Unavailable | Unavailable | 11.666336714373886 | 1.187847838572317 | Unavailable |
| 2025-Q2 | 2025-06-30 | Unavailable | Unavailable | Unavailable | 11.274515585012914 | 1.089334149969376 | Unavailable |
| 2025-Q1 | 2025-03-31 | Unavailable | Unavailable | Unavailable | 10.830704521556257 | 1.079483081815679 | Unavailable |
| 2024-Q4 | 2024-12-31 | Unavailable | Unavailable | Unavailable | 10.55090519758614 | 1.0968297262647138 | Unavailable |
| 2024-Q3 | 2024-09-30 | Unavailable | Unavailable | Unavailable | 8.119771450613564 | 0.8605647350995366 | Unavailable |
| 2024-Q2 | 2024-06-30 | Unavailable | Unavailable | Unavailable | 7.860496967325377 | 0.8007721315464402 | Unavailable |
| 2024-Q1 | 2024-03-31 | Unavailable | Unavailable | Unavailable | 7.640111818528872 | 0.7764235206550056 | Unavailable |
| 2023-Q4 | 2023-12-31 | Unavailable | Unavailable | Unavailable | 7.477208116851289 | 0.8056528092422058 | Unavailable |
| 2023-Q3 | 2023-09-30 | Unavailable | Unavailable | Unavailable | 8.428435126327399 | 0.8698981398246042 | Unavailable |
| 2023-Q2 | 2023-06-30 | Unavailable | Unavailable | Unavailable | 6.748294004907407 | 0.67361039543467 | Unavailable |
| 2023-Q1 | 2023-03-31 | Unavailable | Unavailable | Unavailable | 6.230514478424903 | 0.6176279837093944 | Unavailable |
| 2022-Q4 | 2022-12-31 | Unavailable | Unavailable | Unavailable | 5.639384968006876 | 0.6052543985622562 | Unavailable |
| 2022-Q3 | 2022-09-30 | Unavailable | Unavailable | Unavailable | 6.419640500131993 | 0.6439721932228215 | Unavailable |
| 2022-Q2 | 2022-06-30 | Unavailable | Unavailable | Unavailable | 7.504781777082246 | 0.7507742631450742 | Unavailable |
| 2022-Q1 | 2022-03-31 | Unavailable | Unavailable | Unavailable | 7.822207877537377 | 0.7680057946623065 | Unavailable |
| 2021-Q4 | 2021-12-31 | Unavailable | Unavailable | Unavailable | 7.99684808915405 | 0.8224744029730733 | Unavailable |
| 2021-Q3 | 2021-09-30 | Unavailable | Unavailable | Unavailable | 7.754355046431234 | 0.8111857306066873 | Unavailable |
| 2021-Q2 | 2021-06-30 | Unavailable | Unavailable | Unavailable | 7.703027714715997 | 0.7997545307875801 | Unavailable |
| 2021-Q1 | 2021-03-31 | Unavailable | Unavailable | Unavailable | 7.75154182975412 | 0.7638733350551205 | Unavailable |
| 2020-Q4 | 2020-12-31 | Unavailable | Unavailable | Unavailable | 7.843361899088035 | 0.8499179336913625 | Unavailable |
| 2020-Q3 | 2020-09-30 | Unavailable | Unavailable | Unavailable | 9.558678243081465 | 1.0746463797117143 | Unavailable |
| 2020-Q2 | 2020-06-30 | Unavailable | Unavailable | Unavailable | 9.944855097970198 | 1.0705733201859418 | Unavailable |
| 2020-Q1 | 2020-03-31 | Unavailable | Unavailable | Unavailable | 10.455262838412043 | 1.0991210715632205 | Unavailable |
| 2019-Q4 | 2019-12-31 | Unavailable | Unavailable | Unavailable | 10.4041597155417 | 1.1932061672718675 | Unavailable |
| 2019-Q3 | 2019-09-30 | Unavailable | Unavailable | Unavailable | 8.981615868408321 | 1.0739510165463704 | Unavailable |
| 2019-Q2 | 2019-06-30 | Unavailable | Unavailable | Unavailable | 9.118716732098557 | 1.077515747259214 | Unavailable |
| 2019-Q1 | 2019-03-31 | Unavailable | Unavailable | Unavailable | 9.335406796619774 | 1.1229226556106535 | Unavailable |
| 2018-Q4 | 2018-12-31 | Unavailable | Unavailable | Unavailable | 10.006227942702928 | 1.1613993964316778 | Unavailable |
| 2018-Q3 | 2018-09-30 | Unavailable | Unavailable | Unavailable | 10.69892669614902 | 1.295147315906596 | Unavailable |
| 2018-Q2 | 2018-06-30 | Unavailable | Unavailable | Unavailable | 10.552412278010285 | 1.2623226227599567 | Unavailable |
| 2018-Q1 | 2018-03-31 | Unavailable | Unavailable | Unavailable | 10.313357900724656 | 1.2203061874501675 | Unavailable |
| 2017-Q4 | 2017-12-31 | Unavailable | Unavailable | Unavailable | 9.779920561564786 | 1.1599102133072046 | Unavailable |
| 2017-Q3 | 2017-09-30 | Unavailable | Unavailable | Unavailable | 9.002966915156199 | 1.0391057925000446 | Unavailable |
| 2017-Q2 | 2017-06-30 | Unavailable | Unavailable | Unavailable | 9.173213808208015 | 1.032501519598001 | Unavailable |
| 2017-Q1 | 2017-03-31 | Unavailable | Unavailable | Unavailable | 9.02354472466719 | 1.028144469500539 | Unavailable |
| 2016-Q4 | 2016-12-31 | Unavailable | Unavailable | Unavailable | 8.913699770976473 | 0.9754568242788921 | Unavailable |
| 2016-Q3 | 2016-09-30 | Unavailable | Unavailable | Unavailable | 8.322095935272587 | 0.8968908228374486 | Unavailable |
| 2016-Q2 | 2016-06-30 | Unavailable | Unavailable | Unavailable | 8.03342487862656 | 0.8379309670989636 | Unavailable |
| 2016-Q1 | 2016-03-31 | Unavailable | Unavailable | Unavailable | 8.157071793315476 | 0.8280243225667718 | Unavailable |
| 2015-Q4 | 2015-12-31 | Unavailable | Unavailable | Unavailable | 8.08977450382893 | 0.8106966780176181 | Unavailable |
| 2015-Q3 | 2015-09-30 | Unavailable | Unavailable | Unavailable | 6.851907440518917 | 0.7065906998731122 | Unavailable |
| 2015-Q2 | 2015-06-30 | Unavailable | Unavailable | Unavailable | 7.506919421379707 | 0.740709100822368 | Unavailable |
| 2015-Q1 | 2015-03-31 | Unavailable | Unavailable | Unavailable | 6.901771251029025 | 0.6964418130945136 | Unavailable |
| 2014-Q4 | 2014-12-31 | Unavailable | Unavailable | Unavailable | 6.6540380459432775 | 0.6758704761503556 | Unavailable |
| 2014-Q3 | 2014-09-30 | Unavailable | Unavailable | Unavailable | 7.420766476594616 | 0.7577995589833406 | Unavailable |
| 2014-Q2 | 2014-06-30 | Unavailable | Unavailable | Unavailable | 7.263367830961622 | 0.7277551905102825 | Unavailable |
| 2014-Q1 | 2014-03-31 | Unavailable | Unavailable | Unavailable | 8.073185297790324 | 0.8390144480055456 | Unavailable |
| 2013-Q4 | 2013-12-31 | Unavailable | Unavailable | Unavailable | 5.536023366508005 | 0.5757534433383336 | Unavailable |
| 2013-Q3 | 2013-09-30 | Unavailable | Unavailable | Unavailable | 5.892561870533091 | 0.6200343870452987 | Unavailable |
| 2013-Q2 | 2013-06-30 | Unavailable | Unavailable | Unavailable | 5.422140168998083 | 0.5651516818473975 | Unavailable |
| 2013-Q1 | 2013-03-31 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2012-Q4 | 2012-12-31 | Unavailable | Unavailable | Unavailable | 6.949375787424121 | 0.7146448112986952 | Unavailable |
| 2012-Q3 | 2012-09-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2012-Q2 | 2012-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2012-Q1 | 2012-03-31 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2011-Q4 | 2011-12-31 | Unavailable | Unavailable | Unavailable | 7.6507883413662565 | 0.8974280599100475 | Unavailable |
| 2011-Q3 | 2011-09-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2011-Q2 | 2011-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2011-Q1 | 2011-03-31 | Unavailable | Unavailable | Unavailable | 8.210864142609745 | 1.0858427704596556 | Unavailable |
| 2010-Q4 | 2010-12-31 | Unavailable | Unavailable | Unavailable | 8.211181947139293 | 1.1234365580445849 | Unavailable |
| 2010-Q3 | 2010-09-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2010-Q2 | 2010-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2010-Q1 | 2010-03-31 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2009-Q4 | 2009-12-31 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2009-Q3 | 2009-09-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2009-Q2 | 2009-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |

## Unavailable values

- roic: Not applicable to banks and insurers: these ratios use an industrial-company capital model.
- roce: Not applicable to banks and insurers: these ratios use an industrial-company capital model.
- roiic: Not applicable to banks and insurers: these ratios use an industrial-company capital model.
- roic_wacc: Not applicable to banks and insurers: these ratios use an industrial-company capital model.
- roe: A complete trailing 12-month reporting basis is unavailable.
- roa: A complete trailing 12-month reporting basis is unavailable.
- roe: The matching period one year earlier is unavailable.
- roa: The matching period one year earlier is unavailable.

WACC scenario: 7.7%. Default: 7.7% (US nonfinancial market · generic proxy). [NYU Stern · January 2026](https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/wacc.html).

## Sources

- [sec-0001390777-81c31f13c1ef](https://data.sec.gov/api/xbrl/companyfacts/CIK0001390777.json) · Retrieved 2026-10-23T14:01:07.708Z · SHA-256 81c31f13c1efe0fb81830397bbfcd747ea47c61e5645c238aa87201cec55b096
- [inline-0001390777-2877c40d5b57](https://www.sec.gov/Archives/edgar/data/1390777/000139077726000033/bk-20251231.htm) · Retrieved 2026-10-21T06:17:09.363Z · SHA-256 2877c40d5b57d804241e3d1b6b7a657d87141e1fb62c140888dc34ea7359d78a
- [inline-0001390777-d4acbf729513](https://www.sec.gov/Archives/edgar/data/1390777/000139077726000033/bk-20251231_d2.htm) · Retrieved 2026-10-21T06:17:09.363Z · SHA-256 d4acbf729513b1063329cdcd4194a6980e56210b634322271f3e683d4fe26658
- [inline-0001390777-f001445bcfa6](https://www.sec.gov/Archives/edgar/data/1390777/000139077724000051/bk-20231231.htm) · Retrieved 2026-10-21T06:17:09.363Z · SHA-256 f001445bcfa6e2933bb788eb4f7978899fc5cf38f39e0e2285a16bf9fac297d3
- [inline-0001390777-1053bfd748c7](https://www.sec.gov/Archives/edgar/data/1390777/000139077724000051/bk-20231231_d2.htm) · Retrieved 2026-10-21T06:17:09.363Z · SHA-256 1053bfd748c7df30c9e4344735f38563611badb440122c7183f69902e9721958
- [inline-0001390777-8bcf716f784c](https://www.sec.gov/Archives/edgar/data/1390777/000139077726000086/bk-20260630.htm) · Retrieved 2026-10-21T06:17:09.363Z · SHA-256 8bcf716f784c9c10e57c1834fe4c3a32e9ee2c8ff74076aa07872c08187d59ca
- [inline-0001390777-3c5f502394b9](https://www.sec.gov/Archives/edgar/data/1390777/000139077722000043/bk-20211231_d2.htm) · Retrieved 2026-10-19T09:46:18.030Z · SHA-256 3c5f502394b9c2f54535ac91665ceafbe2f16098d386ede4c8574dd4fbf05afc
- [inline-0001390777-0473e73ac0ea](https://www.sec.gov/Archives/edgar/data/1390777/000139077722000043/bk-20211231.htm) · Retrieved 2026-10-19T09:46:18.030Z · SHA-256 0473e73ac0eadc68c8ac60c761637454f8c67b20f0edadcc0d6b8cb6acc730f3

## Data conventions

- Null means an unavailable input or undefined calculation, never zero. Values are unrounded; money and shares are in millions unless a column states otherwise.
- Fiscal periods use actual reporting start/end dates. Annual reported values are not constructed by adding quarterly EPS or weighted share counts. Partial years are labelled.
- FCF uses operating cash flow minus reported cash capital investment, preferring PPE purchases. The productive-assets fallback can also include software and intangibles. Acquisitions and noncash leases are excluded. Deduct SBC is an optional economic-cost scenario; missing SBC remains unavailable.
- SBC / FCF and SBC / OCF compare amounts from the same fiscal period. SBC / FCF always uses FCF before SBC deduction; nonpositive denominators are undefined and values above 100% remain valid.
- Capital allocation percentages describe available tracked cash uses, not all company spending or a fraction of OCF. Missing categories remain null, negative payments are excluded and SBC is noncash. Annual shares use reported annual amounts.
- Valuation uses completed, split-adjusted closes without dividend adjustment and a complete trailing year. Financial bases become eligible after publication; selected facts can contain later restatements. This is not a vintage-filings backtest.
- Mean and median use all valid observations in the selected date range before pagination. Historical pricing labels compare the latest positive value with its own median and do not estimate intrinsic fair value.
- Reporting currencies are retained without conversion. USD market capitalization, where available, is a separate dated Nasdaq snapshot.
- WACC is an editable US industry scenario across history, not a historical company cost of capital. Industry exclusions, missing inputs and pending filings remain explicit.