The Bank of New York Mellon Corporation's Stock Analysis

BNY Mellon Reports 13% Revenue Growth and Increased Capital Returns

The Bank of New York Mellon Corporation reported its financial results for the second quarter of 2026, showcasing total revenue of $5.7 billion, a 13% increase compared to the previous year. The company also noted a diluted earnings per share (EPS) of $2.45, reflecting a 27% year-over-year growth. Noninterest expenses rose to $3.4 billion, up 7%, primarily driven by revenue-related expenses and employee salary increases. The pre-tax operating margin improved to 39.8%, and the return on tangible common equity (ROTCE) reached 31.3%. Average deposits increased by 5% year-over-year, although they saw a slight decrease sequentially.

BNY Mellon returned $1.5 billion to common shareholders during the quarter, which included $371 million in dividends and $1.1 billion in share repurchases, resulting in a total payout ratio of 87% year-to-date. As of June 30, 2026, the company's Common Equity Tier 1 (CET1) ratio stood at 11.0%, and the Tier 1 leverage ratio was 5.9%. The report also highlighted a 12% increase in assets under custody and/or administration, totaling $62.6 trillion, and a 6% rise in assets under management, amounting to $2.2 trillion.

Jul 15, 2026 06:30:21

Bank of New York Mellon Plans 19% Dividend Increase

The Bank of New York Mellon Corporation announced plans to increase its quarterly cash dividend on common shares from $0.53 to $0.63, effective as early as the third quarter of 2026, pending Board approval. This decision follows the recent Federal Reserve stress test results, which confirmed the Company's Stress Capital Buffer requirement at the 2.5% floor since 2020.

Additionally, the Company remains authorized to repurchase common shares under its existing share repurchase program. These repurchases may occur through various methods, including open market purchases and structured transactions, with the timing and amount influenced by the Company's capital position and market conditions.

Jun 24, 2026 16:35:46

Bank of New York Mellon Eliminates Series H Preferred Stock

On June 23, 2026, The Bank of New York Mellon Corporation filed a Certificate of Elimination to remove all provisions related to its Series H Noncumulative Perpetual Preferred Stock from its Restated Certificate of Incorporation. This action was effective immediately upon filing.

Additionally, all outstanding shares of the Series H Preferred Stock were redeemed on June 20, 2026. The Certificate of Elimination is documented in Exhibit 3.1 of the Current Report on Form 8-K.

Jun 23, 2026 16:19:20

BNY Mellon to Redeem Series H Preferred Stock and Depositary Shares

The Bank of New York Mellon Corporation announced the redemption of all outstanding shares of its Series H Noncumulative Perpetual Preferred Stock and corresponding depositary shares, totaling 5,825 shares and 582,500 depositary shares, respectively. The redemption will occur on June 20, 2026, with the payment of the redemption amount scheduled for June 22, 2026. The redemption price is set at $1,000 per depositary share, which is equivalent to $100,000 per share of Series H Preferred Stock.

Following the redemption date, the Series H Preferred Stock and the depositary shares will no longer be considered outstanding, and dividends on the Series H Preferred Stock will cease to accrue. Investors holding these depositary shares are advised to contact their bank or broker for details on receiving the redemption payment. BNY Mellon manages significant assets, overseeing $59.4 trillion in assets under custody and $2.1 trillion in assets under management as of March 31, 2026.

Jun 12, 2026 16:49:00

BNY Mellon Issues $1.5 Billion in Callable Senior Notes

The Bank of New York Mellon Corporation has issued a total of $1.5 billion in callable senior medium-term notes. This includes $750 million of 4.540% notes due in 2032 and $750 million of 5.085% notes due in 2037. The notes are registered under the Securities Act of 1933 and are part of a larger registration statement.

The issuance of these notes is part of the company's ongoing financing strategy. The details regarding the notes, including their interest rates and due dates, are expected to be relevant for investors considering the company's capital structure and future financial obligations.

Apr 23, 2026 16:33:00

BNY Mellon Reports Strong First Quarter 2026 Financial Results

The Bank of New York Mellon Corporation reported its financial results for the first quarter of 2026, showing total revenue of $5.4 billion, a 13% increase compared to the previous year. The company achieved a diluted earnings per share (EPS) of $2.24, reflecting a 42% rise year-over-year. Noninterest expenses were $3.4 billion, up 5%, while the pre-tax operating margin improved to 37%. The return on common equity (ROE) was reported at 16.1%, and the return on tangible common equity (ROTCE) stood at 29.3%. BNY also returned $1.4 billion to shareholders through dividends and share repurchases, with a total payout ratio of 87% and a new $10 billion share repurchase program authorized by the Board of Directors.

The company reported average deposits of $318 billion, a 13% increase year-over-year, while its assets under custody and administration (AUC/A) rose by 12% to $59.4 trillion. The capital ratios showed a Common Equity Tier 1 (CET1) ratio of 11.0% and a Tier 1 leverage ratio of 6.0%. The net interest income increased by 18%, driven by higher yields from investment securities and balance sheet growth, despite some deposit margin compression. BNY Mellon continues to demonstrate solid financial health and operational efficiency, positioning itself favorably in the financial services market.

Apr 16, 2026 06:30:21

Bank of New York Mellon Issues Series M Preferred Stock

The Bank of New York Mellon has issued Series M Noncumulative Perpetual Preferred Stock with a liquidation preference of $100,000 per share. This issuance, effective March 5, 2026, includes restrictions on declaring or paying dividends on common stock or junior shares if dividends on the Series M Preferred Stock are not declared and paid for the previous period. The terms and conditions of the Series M Preferred Stock are detailed in the Certificate of Designations filed with the Delaware Secretary of State.

On February 26, 2026, the bank entered into an underwriting agreement for a public offering of 500,000 depositary shares, each representing a 1/100th interest in a share of the Series M Preferred Stock. The underwriting was conducted by several financial institutions, including Barclays Capital and Citigroup. This offering is part of the bank's registration statement, and related legal opinions and agreements have been filed as exhibits to the current report.

Mar 05, 2026 16:39:31

Bank of New York Mellon Announces Public Offering of Shares

The Bank of New York Mellon Corporation announced a proposed public offering of depositary shares, representing a 1/100th interest in its new Series M Noncumulative Perpetual Preferred Stock. The offering's pricing is pending, and the net proceeds are intended for general corporate purposes, which may include redeeming its Series F and Series H Noncumulative Perpetual Preferred Stock.

The Company has indicated that the redemption of the Series F Preferred Stock is planned for September 2026, while the Series H Preferred Stock may be redeemed in March 2026, contingent on market conditions. There is no guarantee that the offering will close or that the redemptions will occur as anticipated. Any decisions regarding redemption will be communicated through press releases and appropriate notices.

Feb 26, 2026 08:43:52

BNY Mellon Issues $1.55 Billion in Senior Medium-Term Notes

On January 22, 2026, The Bank of New York Mellon Corporation issued a total of $1.55 billion in senior medium-term notes. This includes $1.25 billion of 4.026% fixed rate/floating rate callable notes and $300 million of floating rate callable notes, both due in 2030.

The notes were registered under the Securities Act of 1933 and are part of a registration statement on Form S-3. Relevant exhibits related to this issuance have been filed as part of the current report.

Jan 22, 2026 16:44:10

BNY Mellon Reports Fourth Quarter and Full-Year 2025 Financial Results

The Bank of New York Mellon Corporation reported its financial results for the fourth quarter of 2025, highlighting a total revenue of $5.2 billion, which represents a 7% increase compared to the previous year. The diluted earnings per share (EPS) for the quarter was $2.02, marking a 31% increase year-over-year. The company also announced a total capital return of $1.4 billion to shareholders, comprising $377 million in dividends and $1.0 billion in share repurchases. Average deposits rose to $310 billion, an 8% increase from the prior year, while the Tier 1 leverage ratio stood at 6.0%.

For the full year 2025, BNY Mellon reported total revenue of $20.5 billion, an 8% increase from 2024. The return on common equity (ROE) was 13.9%, with a return on tangible common equity (ROTCE) of 26.1%. The company experienced a benefit from credit losses amounting to $32 million, largely due to improvements in commercial real estate exposure. Noninterest expenses rose by 3% year-over-year, reflecting higher investments and employee merit increases. The common equity tier 1 (CET1) capital ratio was reported at 11.9%, indicating a stable capital position.

Jan 13, 2026 06:30:39