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Bank of New York Mellon Corp 8-K Report, Corporate Update (Jun 10, 2025)

Filed June 10, 2025For Securities:BKBK-PKBNYBNY-PK

Summary

The Bank of New York Mellon Corporation (BK) announced a significant capital raise through the issuance of senior medium-term notes totaling $2 billion. This issuance comprises three tranches: $750 million of 4.441% Fixed Rate/Floating Rate Callable Senior Medium-Term Notes Series J due 2028, $500 million of Floating Rate Callable Senior Medium-Term Notes Series J due 2028, and $750 million of 5.316% Fixed Rate/Floating Rate Callable Senior Medium-Term Notes Series J due 2036. The notes were registered under the Securities Act of 1933 via a Form S-3 registration statement, indicating a pre-established shelf offering. Legal opinions and consents from Sullivan & Cromwell LLP are filed as supporting exhibits.

Key Highlights

  • 1BK issued a total of $2 billion in senior medium-term notes across three series.
  • 2The new debt includes a mix of fixed and floating rate notes with maturities in 2028 and 2036.
  • 3The largest tranche is $750 million of 4.441% Fixed Rate/Floating Rate Callable Senior Medium-Term Notes Series J due 2028.
  • 4Another $750 million was raised through 5.316% Fixed Rate/Floating Rate Callable Senior Medium-Term Notes Series J due 2036.
  • 5An additional $500 million consists of Floating Rate Callable Senior Medium-Term Notes Series J due 2028.
  • 6The issuance was registered under a Form S-3 registration statement, suggesting it was part of an ongoing shelf registration.
  • 7Key legal documentation, including an opinion from Sullivan & Cromwell LLP, has been filed.

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