The Bank of New York Mellon Corporation

The Bank of New York Mellon Corporation Earnings Recaps

BK Financials 2 recaps
Q1 2026 Apr 16, 2026

The Bank of New York Mellon delivered a strong Q1 with 42% EPS growth and record revenue fueled by broad-based business expansion and strategic investments in AI, technology, and talent.

Key takeaways
  • EPS of $2.24 increased 42% YoY, supported by robust operating leverage and margin expansion to 37%.
  • Revenue hit a record $5.4 billion, up 13% YoY, driven by growth across Securities Services, Markets, and Wealth Services.
  • Strategic client wins include digital asset custody for PayPal, operational support for Allianz GI, and managing the US Treasury’s Trump accounts, demonstrating deepening integrated platform offerings.
  • The firm continues to heavily leverage AI, deploying 200+ solutions across workflows to boost efficiency, innovation, and client outcomes, with enterprise-wide adoption supported by a dedicated AI hub and advanced training.
  • Return on tangible common equity improved to 29%, underscoring the company's profitable growth trajectory amid evolving market complexities.
Q3 2025 Oct 16, 2025

The Bank of New York Mellon Corporation reported record revenue of $5.1 billion in Q3 2025, reflecting a 9% year-over-year increase, alongside a significant rise in earnings per share of 25% to $1.88.

Key takeaways
  • Strong performance across Security Services and Market and Wealth Services, with double-digit revenue growth in key segments.
  • Improved pretax margin to 36% and return on tangible common equity of 26%.
  • Ongoing transformation initiatives yielding positive results, with over 70% of staff transitioned to the new operating model.
  • New digital innovations announced, including partnerships in asset tokenization and blockchain for money market funds.
  • AI collaboration with Carnegie Mellon University to drive research and responsible deployment of AI initiatives within the organization.