Bank of New York Mellon (BNY) Return on Invested Capital [ROIC] (2009 - 2026)
Bank of New York Mellon (BNY) posted Return on Invested Capital [ROIC] of 27.12% for Q2 2026, down 0.58 percentage points from 27.70% a year earlier and down 0.72 percentage points from the prior quarter.
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Analysis
Bank of New York Mellon (BNY) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Bank of New York Mellon's Return on Invested Capital [ROIC] came in at 28.86%, down 0.10 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of +22.63 percentage points (FY2020 to FY2025).
- In prior years, Bank of New York Mellon's Return on Invested Capital [ROIC] was 28.96% in FY2024 (+6.91 pp), 22.05% in FY2023 (+14.71 pp), 7.34% in FY2022 (+1.77 pp) and 5.57% in FY2021 (-0.66 pp).
- The Q2 2026 figure stands as the lowest quarterly Return on Invested Capital [ROIC] since Q3 2024.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined in each of the last three quarters, with an average year-over-year change of +2.30 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q4 2023, with a gain of 14.49 percentage points; the weakest was Q3 2021, with a drop of 2.56 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 27.84% (Q1 2026), 27.74% (Q4 2025) and 27.33% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | 11.69% |
| 2 | Bank of New York Mellon | 103.23 Bn | 37.32 Bn | - | 25.25% |
| 3 | Intercontinental Exchange | 99.60 Bn | 93.42 Bn | 1.22 Bn | 8.54% |
| 4 | Robinhood Markets | 70.15 Bn | 49.76 Bn | - | 20.43% |
| 5 | Nasdaq | 60.57 Bn | 58.01 Bn | 1.48 Bn | 10.50% |
| 6 | State Street | 47.32 Bn | 43.94 Bn | - | 17.41% |
| 7 | Cboe Global Markets | 39.19 Bn | 29.68 Bn | 712.20 Mn | 19.52% |
| 8 | Interactive Brokers | 37.06 Bn | 20.72 Bn | - | 38.59% |
| 9 | Northern Trust | 32.28 Bn | 32.28 Bn | - | 25.43% |
| 10 | Tradeweb Markets | 30.81 Bn | 23.33 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 25.25% |
| Jun 30, 2026 | 27.12% |
| Mar 31, 2026 | 27.84% |
| Dec 31, 2025 | 27.74% |
| Sep 30, 2025 | 27.33% |
| Jun 30, 2025 | 27.70% |
| Mar 31, 2025 | 28.60% |
| Dec 31, 2024 | 28.26% |
| Sep 30, 2024 | 26.50% |
| Jun 30, 2024 | 25.68% |
| Mar 31, 2024 | 24.30% |
| Dec 31, 2023 | 22.15% |
| Sep 30, 2023 | 19.49% |
| Jun 30, 2023 | 14.25% |
| Mar 31, 2023 | 10.40% |
| Dec 31, 2022 | 7.66% |
| Sep 30, 2022 | 5.94% |
| Jun 30, 2022 | 5.65% |
| Mar 31, 2022 | 5.51% |
| Dec 31, 2021 | 5.64% |
API Access
Bank of New York Mellon Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BNY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BNY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BNY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();