Skip to content
AnalystLens

Bank of New York Mellon CorpBK

Sector
Financial Services
Industry
State Commercial Banks
Exchange
NYSE

Stock Price $BK

Latest filings

You are hereFinancials · no market cap on file, so not ranked

Filing record · 2016–202610-K1110-Q328-K189

BK filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 189 current reports (8-K) between 2016 and 2026.

  1. FY2018 annual report10-K · Feb ’19Feb ’19
  2. Leadership change8-K · Mar ’22Mar ’22
  3. Leadership change8-K · Dec ’25Dec ’25

01—Key figures

Share Class
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  17. $20.08B
YoY changeLargest recent move+7.1%in FY23Latest +7.8%

2 older moves run past ±10% (largest +80.5%); point at, tap or drag across the bars to read one.

Latest bar from 10-KFY2025Click a bar to open its SEC filing

View full history →
All BK Financial Metrics46 metrics

Income Statement10

Balance Sheet17

Cash Flow14

Per Share5

02—Overview

Bank of New York Mellon Corp Financial Overview 2021–2025

Updated Jul 10, 2026

BNY Mellon's net income surged 36% year-over-year in Q1 2026 to reach $1.56 billiona, demonstrating how effectively the bank monetizes its expanding balance sheet. The core investment thesis rests on the firm's entrenched position as essential global financial infrastructure, allowing it to leverage higher interest rates to drive steady revenue growth and direct capital returns to shareholders.

This structural advantage is anchored by its core custody business. Assets under custody and administration expanded from $46.7 trillion in FY2021 to $59.3 trillionb by the close of FY2025. That growing footprint directly supported a 13% jump in total revenue to $5.41 billion in Q1 2026, fueled by an 18% surge in net interest income from higher yields on reinvested securities. The bank consistently pairs this top-line momentum with heavy capital distributions. Management returned $1.4 billion via buybacks and dividends during Q1 2026 alone, and proposed a 19% dividend hike to $0.63 per share slated for Q3 2026.

Despite higher risk-weighted assets slightly compressing its Common Equity Tier 1 ratio to 11.0% in early 2026, the balance sheet remains highly liquid and well-capitalized. The market has rewarded this combination of sticky custodial assets, disciplined cost management, and reliable shareholder payouts, valuing the stock at a closing price of $116.09c per share at the end of FY2025.

Recent Developments (Q4 2025 and Q1 2026)

BNY Mellon recorded an 11% increase in fee revenue during Q1 2026, driving broad momentum alongside a 6% expansion in assets under management to $2.1 trilliond. The firm actively optimized its capital structure, completing $3.05 billion in Senior Medium-Term Notes issuances across early 2026 and replacing its Series H preferred shares with a new Series M offering. Operationally, Alejandro Perez took over as Chief Operating Officer to guide technological and efficiency initiatives.

Bulls argue the firm's confirmed 2.5% Stress Capital Buffer floor through 2027 provides massive flexibility for continued aggressive share repurchases. Conversely, bears caution that a notable 44.44% shareholder vote against the executive compensation plan signals underlying friction with institutional investors. Following recent price appreciation, the stock traded at 23.1x earnings as of May 1, 2026.

What to watch: margin improvements driven by the new Chief Operating Officer; board responses to the substantial protest vote on executive pay.

03—Filings

Recent SEC Filings

  1. 8-KBank of New York Mellon Corp 8-K/A Report, Executive Changes (Oct 16, 2026)This 8-K filing from The Bank of New York Mellon Corporation (BK) serves as an amendment to a previous filing, primarily to detail committee assignments for a newly elected director. Vikram Malhotra, who was elected to the Board of Directors effective October 1, 2026, has now been appointed to both the Risk Committee and the Finance Committee. These appointments are effective immediately as of October 13, 2026. For investors, this filing is largely administrative and confirms the integration of Mr. Malhotra into the Board's governance structure. The specific committee assignments indicate a focus on key areas of oversight for a financial institution like BNY Mellon, namely risk management and financial strategy. Investors should view these appointments as a normal part of the board's functioning and ongoing oversight responsibilities.
  2. 8-KBank of New York Mellon Corp 8-K Report, Financial Results (Oct 15, 2026)BNY (The Bank of New York Mellon Corporation) reported third-quarter 2026 results that showed solid top-line and earnings growth alongside some pressure on capital and margins. Total revenue rose 12% year-over-year to $5.7 billion, fee revenue grew 12% to $4.1 billion, and net interest income increased 15% to $1.4 billion, driven by reinvestment of securities at higher yields and balance sheet growth. Diluted EPS was $2.34, up 24% year-over-year, though down 4% sequentially. Pre-tax operating margin was 38.5% and ROTCE was 29.0%, both lower sequentially but strong in absolute terms. Noninterest expense rose 8% to $3.5 billion, with management attributing most of the increase to revenue-related costs. Adjusted diluted EPS excluding notable items was $2.37. Capital ratios declined during the quarter. The CET1 ratio fell to 10.9% from 11.0% sequentially and 11.7% a year earlier, and the Tier 1 leverage ratio fell to 5.7% from 5.9% sequentially and 6.1% a year earlier. Management attributed the decline to capital returns of $1.4 billion (including $937 million of buybacks and $436 million of dividends), a decline in accumulated other comprehensive income, and a preferred stock redemption. Average deposits were $311 billion, up 4% year-over-year but down 1% sequentially. Assets under custody and/or administration reached a record $63.4 trillion, up 10% year-over-year. The filing is a routine earnings disclosure under Items 2.02 and 7.01, with the earnings release and financial supplement furnished as exhibits. The 8-K itself contains no new material agreements or events beyond the quarterly results and the associated conference call on October 15, 2026. Investors will likely focus on the sequential softening in margins and capital ratios, the sustainability of net interest income gains as deposit balances decline, and the pace of capital return relative to capital generation.
  3. 8-KBank of New York Mellon Corp 8-K Report, Bylaw Amendment (Sep 22, 2026)The Bank of New York Mellon Corporation (BK) has filed a Certificate of Elimination with the State of Delaware on September 22, 2026. This filing formally removes all provisions related to its Series F Noncumulative Perpetual Preferred Stock from its Restated Certificate of Incorporation. This action is a consequence of the complete redemption of all outstanding shares of the Series F Preferred Stock, which occurred on September 20, 2026. For investors, this development signifies the closure of the Series F Preferred Stock as a class of equity. The elimination from the charter means that the rights and terms associated with this specific preferred stock series no longer exist as part of BK's corporate structure. Investors holding or previously holding this series should take note of its complete extinguishment. The company has provided the Certificate of Elimination as an exhibit to this filing.
  4. 8-KBank of New York Mellon Corp 8-K Report, Corporate Update (Aug 20, 2026)On August 20, 2026, The Bank of New York Mellon Corporation (BNY, NYSE: BNY) announced it will fully redeem its Series F Noncumulative Perpetual Preferred Stock and all corresponding Depositary Shares. The filing states there are 10,000 preferred shares and 1,000,000 Depositary Shares outstanding, each Depositary Share representing a 1/100th interest in a preferred share. The redemption date is September 20, 2026, the dividend payment date, and the redemption payment is scheduled for September 21, 2026. The redemption price is $1,000 per Depositary Share, or $100,000 per preferred share. Based on those figures, the aggregate redemption payment is approximately $1.0 billion, excluding any dividend payable on the Payment Date to holders of record. For investors, this is primarily a capital-structure event rather than an operating one. The filing does not discuss the reason for the redemption, the dividend rate, the original issue date, or the expected effect on capital ratios or the cost of capital. Those details would typically be found in the company's earnings materials, capital plan disclosures, or the original preferred stock prospectus. Holders of the Depositary Shares will stop accruing dividends on the Redemption Date and should expect cash payment through DTC and their brokers. Holders should also note that the redemption payment does not include the dividend payable on the Payment Date. The filing is brief and contains a minor internal inconsistency: Item 8.01 and the press release headline refer to 10,000 shares, while the exhibit's headline and body emphasize the 1,000,000 Depositary Shares. The two figures are consistent with each other at the 100:1 ratio. The filing is a routine, pre-announced redemption notice, and it does not, on its own, indicate any change in BNY's broader financial condition or strategy.
  5. 8-KBank of New York Mellon Corp 8-K Report, Executive Changes (Aug 13, 2026)The Bank of New York Mellon Corporation (NYSE: BNY) filed an 8-K on August 13, 2026 to disclose that its Board of Directors elected Vikram "Vik" Malhotra as an independent director, effective October 1, 2026. The appointment expands the Board to 12 directors, 11 of whom will be independent. This is a routine governance event rather than a financial disclosure, and the filing contains no financial results, guidance, or material operational changes. Mr. Malhotra is a senior partner at McKinsey & Company, where he has worked since 1986 and has held leadership roles including Chairman of the Americas and membership on McKinsey's Shareholders Council. His banking and financial services experience and global perspective are the stated rationale for his appointment, according to Chairman and CEO Robin Vince. He will receive standard non-management director compensation, as described in the company's March 5, 2026 proxy statement, so the filing does not indicate any incremental or unusual pay arrangement. For investors, the key takeaway is that BNY is strengthening its board with an experienced strategy and organizational advisor, which may support the company's stated "reimagining BNY" agenda. The announcement carries limited direct valuation impact. Investors may still want to monitor future board committee assignments and any related-party relationships, which the filing does not address.
View all 8-K filings →
View all filings (10-K, 10-Q, 8-K, proxy & more) →

04—See also

Related Companies

Annual revenue over each company’s last eight fiscal years, each strip on its own scale from zero.