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Bank of New York reported 15 consecutive quarters of year-over-year sales growth through Q3, a 24% investment and wealth management margin in Q3, and a billion-pound UK Insight mandate.
BNY reported third quarter 2026 net income applicable to common shareholders of $1.6 billion, or $2.34 per diluted common share, and total revenue increased 12%. The board approved a 19% quarterly dividend increase from $0.53 to $0.63 per share, paid Aug. 7, 2026.
The Bank of New York Mellon Corporation issued 1,250,000 depositary shares for Series O preferred stock, each representing a 1/100th interest; missed preferred dividends restrict common-stock dividends and junior-stock repurchases.
On October 13, 2026, The Bank of New York Mellon Corporation appointed Vikram Malhotra to its Risk Committee and Finance Committee, effective immediately.
BNY reported third-quarter revenue of $5.7 billion, up 12% year-over-year, and earnings per share of $2.34, up 24%, while raising its 2026 outlook to nearly 500 basis points of positive operating leverage.
Useful current figures from the complete screener profile.
TL;DR. BNY reported strong Q3 2026 results with revenue up 12% YoY to $5.7 billion and EPS up 24% to $2.34, and raised full-year operating leverage guidance to ~500 bps (from 400 bps) while also raising expense growth guidance by 100 bps due to higher revenue-related expenses.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average borrowings across these lines | 1M | the third quarter of 2026 filing | — |
| Average consolidated LCR | 111% | the third quarter of 2026 filing | — |
| Average daily U.S. dollar payment volumes | $257.35B | 3Q26 filing | — |
| Average price per common share repurchased | $160.51 | the third quarter of 2026 filing | — |
| Average price per share of open market repurchases | $160.53 | third quarter of 2026 filing | — |
| Beginning balance of AUM | $2.23T | 3Q26 filing | — |
| Cash and due from banks | 6.61B | 3Q26 filing | — |
| Commercial | 97% | Quarter ended Sept. 30, 2026 filing | — |
| Common shares repurchased | 5.8M | the third quarter of 2026 filing | — |
| Common stock dividends | -$436M | 3Q26 filing | — |
| Common stock repurchases | -$937M | 3Q26 filing | — |
| Consolidated HQLA after adjustments | 140B | the third quarter of 2026 filing | — |
| Equity | $180B | 3Q26 filing | — |
| Federal funds sold and securities purchased under resale agreements | 46.76B | 3Q26 filing | — |
| Fee revenue representing total revenue | 72% | the third quarter of 2026 filing | — |
| Financial institutions | 96% | Quarter ended Sept. 30, 2026 filing | — |
| Fixed income | $269B | 3Q26 filing | — |
| Index | $556B | 3Q26 filing | — |
| Interest-bearing deposits with banks | 11.79B | 3Q26 filing | — |
| Interest-bearing deposits with the Federal Reserve and other central banks | 87.82B | 3Q26 filing | — |
| Liability-driven investments | $502B | 3Q26 filing | — |
| Maximum approximate dollar value of shares that may yet be purchased under the publicly announce | 8.77B | third quarter of 2026 filing | — |
| Multi-asset and alternative investments | $192B | 3Q26 filing | — |
| net (accretion) | -160M | the third quarter of 2026 filing | — |
| Net adjustments | 16M | 3Q26 filing | — |
| Net amortization (accretion) | -117M | 3Q26 filing | — |
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| Net market impact | -$27B | 3Q26 filing | — |
| Net purchase premium (discount) that is amortizable (accretable) | -2.94B | 3Q26 filing | — |
| Pre-tax operating margin (a) | 35.8% | 3Q26 filing | — |
| Pre-tax operating margin (b) - Investment and Wealth Management | 23.9% | For the quarter ended Sept. 30, 2026 filing | — |
| Pre-tax operating margin (b) - Market and Wealth Services | 51.4% | For the quarter ended Sept. 30, 2026 filing | — |
| Pre-tax operating margin (b) - Securities Services | 35.8% | For the quarter ended Sept. 30, 2026 filing | — |
| Provision for credit losses | 1M | Quarter ended Sept. 30, 2026 filing | — |
| Purchase price | $14M | third quarter of 2026 filing | — |
| Return on common shareholders’ equity (“ROE”) | 16% | third quarter of 2026 filing | — |
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| Tax credits and other tax benefits | 146M | 3Q26 filing | — |
| Total available funds | 152.98B | 3Q26 filing | — |
| Total available funds as a percentage of total assets | 33% | 3Q26 filing | — |
| Total consolidated HQLA – average | 199B | the third quarter of 2026 filing | — |
| Total cost of common shares repurchased | $937M | the third quarter of 2026 filing | — |
| Total shares repurchased | 87K | third quarter of 2026 filing | — |
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| Total shares repurchased as part of a publicly announced plan or program | 5.84M | third quarter of 2026 filing | — |
| Upward adjustments | 16M | 3Q26 filing | — |
| Adjusted diluted earnings per common share non-GAAP | $2.37 | 3Q26 | — |
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| Adjusted investment management and performance fees – Non-GAAP non-GAAP | $803M | 3Q26 | — |
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| Adjusted net income applicable to common shareholders of The Bank of New York Mellon Corporation non-GAAP | $1.63B | 3Q26 | — |
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| Adjusted noninterest expense non-GAAP | $3.47B | 3Q26 | — |
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| Adjusted operating leverage non-GAAP | -144 | 3Q26 vs. 2Q26 | — |
| Adjusted operating leverage – Non-GAAP non-GAAP | -144 | 3Q26 | — |
| Adjusted operating leverage, excluding notable items – Non-GAAP non-GAAP | -144 | 3Q26 | — |
| Adjusted pre-tax margin non-GAAP | 38.9% | 3Q26 | — |
| Adjusted pre-tax operating margin – Non-GAAP non-GAAP | 38.9% | 3Q26 | — |
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| Adjusted pre-tax operating margin, excluding notable items – Non-GAAP non-GAAP | 38.9% | 3Q26 | — |
| Adjusted return on common equity – Non-GAAP non-GAAP | 16.2% | 3Q26 | — |
| Adjusted ROTCE non-GAAP | 29.3% | 3Q26 | — |
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| Adjusted total revenue non-GAAP | $5.68B | 3Q26 | — |
| Allowance for credit losses – end of period | $340M | 3Q26 | — |
| Assets under custody and/or administration ("AUC/A") (in trillions) | 63.4T | 3Q26 | — |
| AUC/A at period end (in trillions) | 45.9T | 3Q26 | — |
| AUC/A at period end (in trillions) (current period is preliminary) | 63.4T | 3Q26 | — |
| AUC/A at period end (Market and Wealth Services segment, in trillions) | 17.1T | 3Q26 | — |
| AUC/A at period end (Securities Services segment, in trillions) | 45.9T | 3Q26 | — |
| AUM at period end (in trillions) (current period is preliminary) | 2.2T | 3Q26 | — |
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| Average active clearing accounts (in thousands) | 8.83M | 3Q26 | — |
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| Average collateral balances | $8.26B | 3Q26 | — |
| Average collateral balances (in billions) | 8.26T | 3Q26 | — |
| Average liquidity coverage ratio | 111% | 3Q26 | — |
| Average liquidity coverage ratio (LCR) | 111% | 3Q26 | — |
| Average tangible common shareholders' equity – Non-GAAP non-GAAP | $22.07B | 3Q26 | — |
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| Cash dividends per common share | $0.63 | 3Q26 | — |
| CET1 ratio | 10.9% | 3Q26 | — |
| Common dividend payout ratio | 27% | 3Q26 | — |
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| Common Equity Tier 1 ("CET1") ratio | 10.9% | 3Q26 | — |
| Common shares outstanding (in thousands) | 672.9M | Sept. 30, 2026 | — |
| Daily average revenue trades ("DARTs") (U.S. platform) (in thousands) | 299K | 3Q26 | — |
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| Dividends to common shareholders | $436M | 3Q26 | — |
| Full-time employees | 46,600 | 3Q26 | — |
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| Investment management and performance fees, constant currency change non-GAAP | 3% | 3Q26 | — |
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| Liquidity coverage ratio ("LCR") | 111% | 3Q26 | — |
| Long-term active strategies net flows | $6B | 3Q26 | — |
| Market value of securities on loan at period end (in billions) | $630B | 3Q26 | — |
| Net interest income, on a fully taxable equivalent ("FTE") basis – Non-GAAP non-GAAP | $1.42B | 3Q26 | — |
GAAP → non-GAAP reconciliationGAAP Net interest income 1.42B
+1M Tax equivalent adjustment
= Net interest income, on a fully taxable equivalent ("FTE") basis – Non-GAAP 1.42B
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| Net interest margin | 1.43% | 3Q26 | — |
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| Net interest margin (FTE) – Non-GAAP non-GAAP | 1.43% | 3Q26 | — |
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| Net new assets (U.S. platform) (in billions) | 48B | 3Q26 | — |
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| Net stable funding ratio ("NSFR") | 129% | 3Q26 | — |
| Nonperforming assets | $37M | 3Q26 | — |
| Number of Depositary Receipts programs at period end | 1,670 | 3Q26 | — |
| Operating leverage | -184 | 3Q26 vs. 2Q26 | — |
| Pre-tax margin - Investment and Wealth Management | 23.9% | 3Q26 | — |
| Pre-tax margin - Market and Wealth Services | 51.4% | 3Q26 | — |
| Pre-tax margin - Securities Services | 35.8% | 3Q26 | — |
| Pre-tax operating margin – GAAP | 38.5% | 3Q26 | — |
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| ROTCE non-GAAP | 29% | 3Q26 | — |
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| Securities lending revenue | $92M | 3Q26 | — |
| Share repurchases | $937M | 3Q26 | — |
| Short-term strategies net flows | -$22B | 3Q26 | — |
| Supplementary leverage ratio ("SLR") | 6% | 3Q26 | — |
| Tangible book value per common share – Non-GAAP non-GAAP | $32.22 | 3Q26 | — |
| Tier 1 leverage ratio | 5.7% | 3Q26 | — |
| Total debt serviced at period end (in trillions) | 15.4T | 3Q26 | — |
| Total payout ratio | 85% | 3Q26 | — |
| U.S. dollar payment volumes (daily average) | 257,345 | 3Q26 | — |
| Wealth Management client assets (in billions) | 354B | 3Q26 | — |
| Wealth Solutions AUC/A at period end (in trillions) | 3.6T | 3Q26 | — |
| Adjusted income before taxes, excluding notable items – Non-GAAP non-GAAP | $2.28B | the quarter ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Income before taxes – GAAP $2.27B
+$8M Impact of notable items
= Adjusted income before taxes, excluding notable items – Non-GAAP $2.28B
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| Adjusted return on common shareholders’ equity – Non-GAAP non-GAAP | 17.3% | the quarter ended June 30, 2026 filing | — |
| Allowance for loan losses as a percentage of total loans | 0.25% | quarter ended June 30, 2026 filing | — |
| Assets under custody and/or administration ("AUC/A") at period end (in trillions) (c) | 62.6T | the quarter ended June 30, 2026 filing | — |
| Average consolidated NSFR | 130% | the second quarter of 2026 filing | — |
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| Investment grade percentage, Commercial | 97% | quarter ended June 30, 2026 filing | — |
| Net interest income (FTE) – Non-GAAP non-GAAP | 1.45B | the second quarter of 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net interest income 1.45B
+0M Tax equivalent adjustment
= Net interest income (FTE) – Non-GAAP 1.45B
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| Net long-term strategy outflows | 21B | the second quarter of 2026 filing | — |
| Non-U.S. revenue as a percentage of total revenue | 37% | the quarter ended June 30, 2026 filing | — |
| Performance fees | 3M | the second quarter of 2026 filing | — |
| Pre-tax operating margin - Investment and Wealth Management | 21.1% | the quarter ended June 30, 2026 filing | — |
| Pre-tax operating margin - Market and Wealth Services | 52% | the quarter ended June 30, 2026 filing | — |
| Pre-tax operating margin - Securities Services | 39.3% | the quarter ended June 30, 2026 filing | — |
| Shares repurchased | 8M | the second quarter of 2026 filing | — |
| Short-term strategy inflows | 24B | the second quarter of 2026 filing | — |
| Wealth Management client assets (billions) | 348B | 2Q26 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BNY
this stock
Bank of New York Mellon Corp
|
$103.23B | +32.1% | +7.8% | 17.0 | 1.5% |
|
JPM
Jpmorgan Chase & Co
|
$919.35B | +7.4% | +2.8% | 14.5 | 0.9% |
|
BAC
Bank Of America Corp
|
$352.05B | -7.2% | +6.8% | 12.1 | 1.2% |
|
HSBC
Hsbc Holdings PLC
|
$306.35B | +13.9% | — | — | 0.1% |
|
RY
Royal Bank Of Canada
|
$280.08B | +18.7% | — | — | 0.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Bank of New York reported 15 consecutive quarters of year-over-year sales growth through Q3, a 24% investment and wealth management margin in Q3, and a billion-pound UK Insight mandate.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BNY | +3.9% | +7.1% | +8.8% | +4.3% | +32.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +1.3% | +8.2% | +8.3% | +4.5% | +21.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
