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BNYBNY

Legal name
The Bank of New York Mellon Corporation
Sector
Financial Services
Industry
State Commercial Banks

Stock Price $BNY

Latest filings

You are here#20 of 76 in Financials by market cap

Filing record · 2016–202610-K1110-Q338-K190

BNY filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 190 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

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All BNY Financial Metrics46 metrics

Income Statement10

Balance Sheet17

Cash Flow14

Per Share5

02—Overview

BNY Financial Overview 2021–2025

Updated Nov 2, 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 (Q2 and Q3 2026)

Top-line growth persisted through mid-year. Total revenue reached $5.7 billiond in both Q2 2026 and Q3 2026, representing 13% and 12% year-over-year gains. Pre-tax operating margin expanded to 39.8% in Q2 2026 before settling at 38.5% in Q3 2026. Assets under custody and administration climbed to $63.4 trillion. BNY actively managed its capital structure, redeeming roughly $1.6 billion in legacy preferred stock while issuing $2.5 billion in medium-term notes. Management appointed Vikram Malhotra to the board of directors in October 2026.

Bulls emphasize the 24%e year-over-year earnings per share growth in Q3 2026, backed by upgraded full-year revenue guidance of 10-11%. Bears warn that year-over-year net interest income growth decelerated from 20% to 15% between the second and third quarters. Trading at 19.9x earnings as of October 30, 2026, the stock appears fully valued against this recent operational execution.

What to watch: net interest margin trajectory amid rate shifts; expense control against targeted 6-7% full-year growth.

03—Filings

Recent SEC Filings

  1. 8-KBNY 8-K Report, Rights Modification (Oct 28, 2026)Bank of New York Mellon Corporation (BK) has filed an 8-K to report the issuance of its Series O Noncumulative Perpetual Preferred Stock. This issuance, which comprises 1,250,000 depositary shares each representing a 1/100th interest in a share of the Series O Preferred Stock, introduces specific dividend restrictions on the company's common stock and other junior securities. These restrictions are triggered if dividends on the Series O Preferred Stock are not declared and paid (or set aside) for the preceding dividend period. The company entered into an Underwriting Agreement with several major financial institutions for the public offering of these depositary shares. The Certificate of Designations, outlining the terms, preferences, and limitations of the Series O Preferred Stock, was filed with the Delaware Secretary of State and became effective on October 27, 2026. Investors should note that the details of this preferred stock issuance, including the associated dividend covenants and their potential impact on common stock dividends, are crucial for understanding the implications for equity holders.
  2. 8-KBNY 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.
  3. 8-KBNY 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.
  4. 8-KBNY 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.
  5. 8-KBNY 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.
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04—See also

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