The Bank of New York Mellon Corporation's Stock Analysis

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

BNY Mellon Board Elects New Director and CEO Compensation Award

The Bank of New York Mellon Corporation has elected Charles F. Lowrey as an independent member of its Board of Directors, effective February 15, 2026. With this addition, the Board will comprise 12 directors, 11 of whom are independent. Mr. Lowrey brings extensive experience from his previous leadership roles at Prudential Financial and J.P. Morgan, which the company believes will be beneficial in advancing its strategic objectives.

Additionally, the Human Resources and Compensation Committee has awarded CEO Robin Vince an equity compensation package valued at $25 million, which includes Restricted Stock Units and stock options. This award aims to align his interests with those of shareholders and is contingent upon his continued employment. The Board emphasized the importance of leadership continuity and the positive impact of Mr. Vince's vision on the company's performance and culture.

Dec 11, 2025 16:15:42

BNY Mellon Reports Strong Q3 2025 Financial Results

The Bank of New York Mellon Corporation reported a total revenue of $5.1 billion for the third quarter of 2025, reflecting a 9% increase compared to the same period last year. The company's diluted earnings per share rose by 25% to $1.88, driven by a significant increase in net interest income, which grew by 18% due to higher yields from maturing investment securities and balance sheet growth. The pre-tax operating margin improved to 36%, and the return on tangible common equity (ROTCE) reached 25.6%.

In terms of capital distribution, BNY returned $1.2 billion to common shareholders, which included $381 million in dividends and $849 million in share repurchases, resulting in a total year-to-date payout ratio of 92%. The bank's average deposits stood at $299 billion, showing a 5% year-over-year increase. Additionally, the Common Equity Tier 1 (CET1) capital totaled $20.6 billion, with a CET1 ratio of 11.7%, indicating a solid capital position relative to regulatory requirements.

Oct 16, 2025 06:15:04

Bank of New York Mellon Eliminates Series G Preferred Stock

On September 23, 2025, The Bank of New York Mellon Corporation filed a Certificate of Elimination with the Delaware Secretary of State, which removed all references to its Series G Noncumulative Perpetual Preferred Stock from its Restated Certificate of Incorporation. This action was effective immediately upon filing.

Additionally, all outstanding shares of the Series G Preferred Stock were redeemed on September 20, 2025. The Certificate of Elimination related to this preferred stock is included as Exhibit 3.1 in the current report.

Sep 23, 2025 16:19:51

BNY Mellon Announces Redemption of Series G Preferred Stock

The Bank of New York Mellon Corporation will redeem 10,000 shares of its Series G Noncumulative Perpetual Preferred Stock and 1,000,000 corresponding Depositary Shares on September 20, 2025. The redemption price will be $1,000 per Depositary Share, with payment made on September 22, 2025. After the redemption date, these shares will no longer be outstanding, and dividends will cease to accrue.

Investors holding the Depositary Shares are advised to contact their banks or brokers for details on obtaining the Redemption Payment. The Bank of New York Mellon oversees $55.8 trillion in assets under custody and administration and $2.1 trillion in assets under management as of June 30, 2025.

Sep 11, 2025 09:13:52

Bank of New York Mellon Issues Series L Preferred Stock

The Bank of New York Mellon has issued Series L Noncumulative Perpetual Preferred Stock with a liquidation preference of $100,000 per share. This issuance is subject to restrictions on declaring or paying dividends on common stock if dividends on the Series L Preferred Stock are not declared and paid for the preceding period. The terms and conditions of this preferred stock are detailed in the Certificate of Designations filed with the Secretary of State of Delaware.

On September 3, 2025, the company entered into an underwriting agreement with several financial institutions for a public offering of 500,000 depositary shares, each representing a 1/100th interest in a share of the Series L Preferred Stock. The offering is part of the company's registration statement and is governed by a Deposit Agreement with Computershare Inc. and Computershare Trust Company, N.A. The legal opinion regarding the issuance and sale of the depositary shares has also been included in the filing.

Sep 10, 2025 16:13:12

Bank of New York Mellon Announces Public Offering of Preferred Stock

The Bank of New York Mellon Corporation has announced a proposed public offering of depositary shares representing interests in its new Series L Noncumulative Perpetual Preferred Stock. The offering is still subject to pricing and market conditions, with the proceeds intended for general corporate purposes, including the potential redemption of existing Series G and Series H Preferred Stock.

The Company has not yet determined the pricing of the offering or the timing of any redemptions of the Series G and Series H Preferred Stock. Any decision to redeem these preferred stocks will be communicated through a press release and appropriate notices. The preliminary prospectus supplement detailing the offering has been filed with the Securities and Exchange Commission.

Sep 03, 2025 08:41:52

The Bank of New York Mellon Reports Second Quarter 2025 Earnings

The Bank of New York Mellon Corporation reported its financial results for the second quarter of 2025, revealing total revenue of $5.0 billion, which represents a 9% increase compared to the same period last year. The company's diluted earnings per share (EPS) rose to $1.93, reflecting a 27% year-over-year increase. Noninterest expense was recorded at $3.2 billion, up 4% from the previous year. The firm also reported a pre-tax operating margin of 37% and a return on tangible common equity (ROTCE) of 27.8%. Average deposits increased to $300 billion, marking a 5% year-over-year rise, while assets under custody and administration grew to $55.8 trillion, up 13% year-over-year.

In terms of capital distribution, BNY Mellon returned $1.2 billion to common shareholders, including $346 million in dividends and $895 million in share repurchases, achieving a total payout ratio of 92% year-to-date. The company's capital ratios remained strong, with a common equity tier 1 (CET1) ratio of 11.5% and a tier 1 leverage ratio of 6.1%. The financial performance was supported by net interest income increasing 17% due to reinvestment of maturing investment securities at higher yields, despite a mixed deposit environment. The results indicate a solid financial position, which could influence investor sentiment and stock performance.

Jul 15, 2025 06:30:17

Robin Vince Elected Chairman of BNY's Board of Directors

The Bank of New York Mellon Corporation announced that Robin Vince, currently the Chief Executive Officer, has been unanimously elected as Chairman of the Board of Directors, effective September 1, 2025. Joe Echevarria, the current Chairman, will transition to the role of lead independent director. Vince, who has been CEO since August 2022, will utilize his understanding of the company to guide the board's agenda and continue the firm's strategic transformation.

In his new role, Vince aims to leverage the company's capabilities to drive strategy and manage risk, while Echevarria will facilitate communication between independent directors and the Chairman. BNY Mellon, which oversees $53.1 trillion in assets under custody and administration, has a long history of supporting major corporations and governments, and continues to focus on creating value for shareholders and clients.

Jun 12, 2025 16:36:55

BNY Reports 6% Revenue Growth and 26% EPS Increase

The Bank of New York Mellon Corporation reported a total revenue of $4.8 billion for the first quarter of 2025, marking a 6% increase from the previous year. The company's diluted earnings per share (EPS) rose to $1.58, reflecting a 26% year-over-year increase. Positive financial metrics included a pre-tax operating margin of 32% and a return on tangible common equity (ROTCE) of 24.2%. Additionally, the bank returned $1.1 billion to common shareholders through dividends and share repurchases, indicating a strong capital distribution strategy.

However, the bank experienced a decline in total fee revenue, which decreased by 3% year-over-year, and net interest income also fell by 3%. Noninterest expenses increased by 2%, attributed to higher investments and employee merit increases. Furthermore, assets under management (AUM) saw a slight decline of 1%, despite a 9% increase in assets under custody and/or administration (AUC/A). The provision for credit losses was recorded at $18 million, primarily related to commercial real estate exposure.

Apr 11, 2025 06:30:12