{"filings":[{"id":92574,"accession_number":"0001193125-26-173843","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY Mellon issues $1.5B in senior notes: $750M at 4.540% (2032) and $750M at 5.085% (2037)","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M of 4.540% Fixed Rate/Floating Rate Callable Senior Notes due 2032 on April 23, 2026.","Issued $750M of 5.085% Fixed Rate/Floating Rate Callable Senior Notes due 2037 on the same date.","Notes are callable senior medium-term terms, registered under an existing S-3 shelf registration.","Proceeds are for general corporate purposes; legal opinion and consent of Sullivan & Cromwell filed.","The issuance increases BNY Mellon's long-term debt outstanding by $1.5 billion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92572,"accession_number":"0001193125-26-161599","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K/A","filed_at":"2026-04-17T23:59:59+00:00","items":["5.07","5.02"],"status":"ready","headline":"BNY annual meeting elects all 11 directors; 55.6% approve exec comp","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; new director Charles F. Lowrey appointed to Risk and Corporate Governance committees.","Advisory vote on named executive officer compensation passed with 55.56% for, 44.44% against.","Ratification of KPMG as independent auditor for 2026 approved with 98.11% of votes cast.","Annual meeting held April 14, 2026; broker non-votes of ~50.7M shares on director and advisory proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92573,"accession_number":"0001390777-26-000042","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY reports Q1 EPS $2.24 (+42% YoY); record revenue $5.4B; new $10B buyback authorized.","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $5.4B (+13% YoY); diluted EPS $2.24 (+42% YoY); net income $1.56B (+36% YoY).","Pre-tax margin 37% (up 6ppt YoY); ROTCE 29.3% (up 5.1ppt YoY); ROE 16.1% (up 3.5ppt YoY).","Returned $1.4B to shareholders ($376M dividends, $983M buybacks); board authorized a new $10B repurchase program.","AUC/A $59.4T (+12% YoY); AUM $2.1T (+6% YoY); average deposits $318B (+13% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103513,"accession_number":"0001193125-26-094111","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"BNY Mellon issues 500,000 depositary shares of Series M preferred stock under $500M offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed Certificate of Designations for Series M Noncumulative Perpetual Preferred Stock, liquidation preference $100,000 per share.","Underwriting agreement with Barclays, BofA, Citigroup, Deutsche Bank, BNY Mellon Capital Markets for 500,000 depositary shares (each representing 1/100th interest).","Dividend restrictions on common stock and junior shares apply if Series M dividends not declared for prior period.","Offering closed March 5, 2026; proceeds not specified but typical for capital and regulatory purposes.","Deposit agreement with Computershare as depositary; legal opinion from Sullivan & Cromwell filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103512,"accession_number":"0001193125-26-073612","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"BNY Mellon launches proposed Series M preferred depositary shares offering; may redeem Series F and H preferred","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposed public offering of depositary shares each representing a 1/100th interest in a share of new Series M Noncumulative Perpetual Preferred Stock.","Net proceeds intended for general corporate purposes, including possible redemption of Series F Preferred Stock ($100,000 liquidation preference) in September 2026.","Company expects, but is not obligated, to redeem some or all of Series H Preferred Stock ($100,000 liquidation preference) in March 2026.","Offering subject to market conditions; no assurance it will price and close."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103511,"accession_number":"0001193125-26-019554","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY Mellon issues $1.55B in senior medium-term notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.25B of 4.026% Fixed Rate/Floating Rate Callable Senior Notes due 2030.","Issued $300M of Floating Rate Callable Senior Notes due 2030.","Combined aggregate principal amount of $1.55B.","Notes are registered under the Securities Act of 1933; filed with SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103510,"accession_number":"0001390777-26-000004","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2026-01-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY reports Q4 EPS $2.02 (adj $2.08); full-year record revenue $20.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 diluted EPS $2.02 (adjusted $2.08), up 31% YoY; net income $1.427B, up 26%.","Full-year 2025 record revenue $20.1B (+8% YoY), record net income $5.3B (+22%), EPS $7.40 (+28%).","Q4 pre-tax margin 36% (+5pp YoY); ROTCE 26.6% (+3.3pp); positive operating leverage 8th consecutive quarter.","Returned $1.4B to shareholders in Q4: $1.0B buybacks, $377M dividends; FY total payout ratio 94%.","CEO says raising medium-term financial targets after exceeding prior targets; 2026 momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":7.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":20080000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119766,"accession_number":"0001193125-25-315973","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BNY elects Charles Lowrey to board, grants CEO Robin Vince $25M RSUs + 869K options","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Charles F. Lowrey elected independent director effective Feb 15, 2026; board expands to 12 directors.","Lowrey is Executive Chairman of Prudential Financial; brings banking and investment management expertise.","CEO Robin Vince awarded $25.0M in RSUs and 869,263 stock options, vesting in two installments on years 5 and 6.","Options subject to two-year holding period after exercise; award aligns with long-term shareholder value.","Grant made at all-time high closing price; board cites leadership continuity amid competitive talent landscape."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119765,"accession_number":"0001390777-25-000144","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY Q3 EPS $1.88 (+25% YoY); record revenue $5.1B up 9% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.88 (+25% YoY); adjusted EPS $1.91 (+26% YoY).","Total revenue $5.1B (+9% YoY); net interest income $1.236B (+18% YoY).","Pre-tax margin 36% (+3pp YoY); ROTCE 25.6% (+2.8pp YoY).","Returned $1.2B to shareholders: $381M dividends, $849M share repurchases.","Securities Services revenue +11% YoY; AUC/A $57.8T (+11% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":5.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136336,"accession_number":"0001193125-25-213396","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"BNY Mellon files Certificate of Elimination for Series G Preferred Stock after full redemption","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Certificate of Elimination filed September 23, 2025 with Delaware Secretary of State.","Eliminates all Series G Noncumulative Perpetual Preferred Stock designation from charter.","All outstanding Series G Preferred Stock shares were redeemed on September 20, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136335,"accession_number":"0001193125-25-200823","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY Mellon to redeem all 1,000,000 depositary shares of Series G Preferred on Sept 20, 2025 at $1,000 each","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Redemption covers 10,000 shares of Series G Preferred and 1,000,000 depositary shares outstanding.","Redemption price per depositary share is $1,000 (total ~$1B); payment on Sept 22, 2025.","Dividends will cease after the redemption date of September 20, 2025.","Depositary shares are held in book-entry through DTC; beneficial holders must contact their bank or broker."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136334,"accession_number":"0001193125-25-200101","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-09-10T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"Bank of New York Mellon issues 500K depositary shares of Series L preferred stock, raising $500M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Public offering of 500,000 depositary shares, each representing 1/100th interest in a share of Series L Noncumulative Perpetual Preferred Stock with $100K liquidation preference per share.","Underwriters include Barclays, BofA Securities, Citigroup, J.P. Morgan, and BNY Mellon Capital Markets.","Restrictions: If Series L dividends are not declared and paid, BK cannot pay dividends on or redeem common stock or junior shares.","Certificate of Designations for Series L filed with Delaware Secretary of State on September 9, 2025, effective same day.","Deposit Agreement with Computershare Inc. and Computershare Trust Company, N.A. as depositary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136333,"accession_number":"0001193125-25-194557","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"BNY Mellon launches proposed Series L preferred depositary share offering; may redeem Series G/H preferred","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offers depositary shares each representing a 1/100th interest in new Series L Noncumulative Perpetual Preferred Stock.","Net proceeds intended for general corporate purposes, including potential redemption of Series H Preferred in March 2026.","Company expects but is not obligated to redeem some or all Series G Preferred in September 2025.","Offering subject to pricing, market conditions; no assurance of completion or any redemption.","Preliminary prospectus supplement filed September 3, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136332,"accession_number":"0001390777-25-000100","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY Q2 2025 EPS $1.93 beats; revenue $5.03B (+9% YoY); div increase 13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.93 (+27% YoY); adjusted EPS $1.94 (+28% YoY); total revenue $5.03B first above $5B.","Net interest income $1.20B (+17% YoY) on deposit growth; NIM 1.27% (+12 bps YoY).","Pre-tax margin 37% (up 4 ppts YoY); ROTCE 27.8% (up 3.2 ppts YoY); returned $1.2B to shareholders.","AUC/A $55.8T (+13% YoY); AUM $2.1T (+3% YoY); record sales in 1H25.","Declared 13% increase in quarterly common stock dividend for Q3 2025; updated 2025 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":3.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136331,"accession_number":"0001193125-25-154128","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"BNY Mellon announces 13% dividend increase to $0.53/share, SCB stays at 2.5% floor","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Intends to raise quarterly common dividend by 13% from $0.47 to $0.53 per share, starting Q3 2025 subject to Board approval.","Federal Reserve notified that preliminary SCB requirement will remain at 2.5% regulatory floor, effective Oct 1, 2025 to Sep 30, 2026.","Existing share repurchase program remains authorized; timing and amount subject to capital position and market conditions.","Company anticipates Federal Reserve's proposed capital plan rule revision will not impact its SCB requirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153455,"accession_number":"0001193125-25-139989","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY CEO Robin Vince to become Chairman on Sept 1, 2025; Echevarria named lead independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robin Vince, CEO since Aug 2022, unanimously elected to additional role of Chairman, effective Sept 1, 2025.","Current Chairman Joseph J. Echevarria will transition to lead independent director on the same date.","Echevarria previously served as lead independent director from 2016 to 2019."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153454,"accession_number":"0001193125-25-138504","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY Mellon issues $2.0B in senior medium-term notes across three tranches","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M of 4.441% Fixed/Floating Rate Callable Senior Notes due 2028.","Issued $500M of Floating Rate Callable Senior Notes due 2028.","Issued $750M of 5.316% Fixed/Floating Rate Callable Senior Notes due 2036.","Notes were issued under an existing shelf registration statement on Form S-3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153453,"accession_number":"0001193125-25-082955","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-04-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BNY annual meeting: all director nominees elected, say-on-pay and KPMG ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; votes for ranged from 576M to 589M, against less than 15M each.","Advisory vote on 2024 executive compensation approved: 557M for, 33M against, 1.8M abstain.","Ratification of KPMG as auditor for fiscal 2025 approved: 632.3M for, 12.5M against.","Broker non-votes of ~53.6M shares on director election and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153452,"accession_number":"0001390777-25-000056","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY Q1 EPS $1.58 (+26% YoY); revenue $4.79B (+6%); pre-tax margin 32%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.58, up 26% YoY; adjusted EPS also $1.58, up 22% ex-notables.","Total revenue $4.79B, up 6% YoY; net interest income $1.16B (+11%).","Pre-tax margin improved to 32% (from 29% YoY); ROTCE 24.2% (from 20.7%).","AUC/A $53.1T (+9% YoY); AUM $2.0T flat; Tier 1 leverage ratio 6.2%.","Returned $1.1B to shareholders ($343M dividends, $746M buybacks)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172202,"accession_number":"0001193125-25-054816","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-03-14T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"BNY Mellon closes $500M Series K Preferred offering via 20M depositary shares at 6.244%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 20,000,000 depositary shares, each representing 1/4,000th interest in Series K Noncumulative Perpetual Preferred Stock.","Series K carries a 6.244% fixed-to-floating rate; liquidation preference $100,000 per preferred share.","Underwriters include Morgan Stanley, UBS, Deutsche Bank, Goldman Sachs, RBC, and BNY Mellon Capital Markets.","Common dividend and share repurchase restrictions apply if Series K dividends are not declared and paid.","Certificate of Designations for Series K filed with Delaware Secretary of State on March 13, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172201,"accession_number":"0001193125-25-051003","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"BNY Mellon issues 500,000 depositary shares for Series J Preferred, raising ~$500M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed Certificate of Designations for Series J Noncumulative Perpetual Preferred Stock, effective March 7, 2025.","On March 10, 2025, issued 500,000 depositary shares (each 1/100th interest) representing 5,000 shares of Series J Preferred with $100,000 liquidation preference per share, raising ~$500M.","Underwriting agreement with Deutsche Bank, Goldman Sachs, Morgan Stanley, RBC, UBS, BNY Mellon Capital Markets for the offering signed March 3, 2025.","If Series J dividends not paid for last preceding period, restrictions apply on common stock dividends and repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172200,"accession_number":"0001193125-25-043535","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"BNY Mellon launches proposed offering of Series J preferred depositary shares; may redeem Series G preferred","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposed offering of depositary shares representing 1/100th interest in new Series J Non-Cumulative Perpetual Preferred Stock, subject to market conditions.","Net proceeds expected to be used for general corporate purposes, including possible redemption of Series G Preferred Stock in September 2025.","Offering not yet priced; no assurance of completion or redemption of Series G.","The Series G Preferred stock has a $100,000 liquidation preference per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172199,"accession_number":"0001193125-25-024378","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY Mellon issues $1.25B of 4.942% senior notes due 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1,250,000,000 aggregate principal of 4.942% Fixed/Floating Rate Callable Senior Medium-Term Notes Series J due 2031.","Notes are callable at BNY Mellon's option; interest rate may convert to floating after initial fixed period.","Issued under existing shelf registration statement (File No. 333-282710); proceeds not specified.","Legal opinion and consent from Sullivan & Cromwell LLP filed as exhibits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172198,"accession_number":"0001390777-25-000015","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY reports record FY2024 net income $4.3B, revenue $18.6B; Q4 EPS $1.54 adj $1.72","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2024 EPS $5.80 GAAP ($6.03 adj), up 49% YoY; record net income $4.3B, record revenue $18.6B.","Q4 rev $4.85B (+11% YoY); NII $1.19B (+8%); fee rev $3.51B (+9%); deposits $286B (+5% YoY).","Q4 adjusted pre-tax margin 34%; ROTCE 26.1%; CET1 11.2%; Tier1 leverage 5.7%; returned $1.1B capital in Q4.","FY2024 operating leverage 968 bps; expenses down 4% YoY; total payout ratio 102%; quarterly dividend raised 12% in Q3.","Strategic: Archer acquisition closed; Wove revenue $29M in 2024, exit rate ~$75M; ~25% employees in new platform model."],"consensus_eps_estimate":null,"consensus_eps_actual":5.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":18619000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172197,"accession_number":"0001193125-25-003516","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2025-01-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BNY Mellon Global Head of Wealth Management Catherine Keating to retire April 30, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Catherine Keating, Senior EVP and Global Head of Wealth Management, announced retirement effective April 30, 2025.","Keating is a named executive officer; no successor named in the filing.","Departure is a planned retirement, not an abrupt resignation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189175,"accession_number":"0001193125-24-271502","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BNY Mellon names Rajashree Datta Deputy CRO, succeeding Senthil Kumar as CRO in H1 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rajashree Datta joins as Deputy CRO on Dec 15, 2024; will succeed Senthil Kumar as CRO in first half of 2025.","Senthil Kumar to step down as Chief Risk Officer; departure terms consistent with company policies.","Datta's appointment is effective Dec 15, 2024, with CRO transition expected in H1 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189174,"accession_number":"0001193125-24-262579","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY Mellon issues $750M of 5.225% Fixed/Floating Rate Senior Notes due 2035","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M aggregate principal of 5.225% Fixed Rate / Floating Rate Callable Senior Medium-Term Notes Series J due 2035.","Notes are callable at the issuer's option.","Issued under BNY Mellon's existing shelf registration statement (File No. 333-261575).","Legal opinion and consent from Sullivan & Cromwell LLP filed as exhibits to the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189173,"accession_number":"0001390777-24-000115","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-10-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY reports Q3 EPS $1.50 (adj. $1.52), revenue up 5% YoY; AUC/A tops $50T for first time","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.50, up 22% YoY; adjusted EPS $1.52, up 20% YoY.","Total revenue $4.648B (+5% YoY); net interest income $1.048B (+3% YoY).","AUC/A $52.1T (+14% YoY), exceeding $50T for first time; AUM $2.1T (+18% YoY).","Pre-tax operating margin 33%; ROTCE 22.8%; returned $1.078B to shareholders ($725M buybacks)."],"consensus_eps_estimate":null,"consensus_eps_actual":4.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205662,"accession_number":"0001193125-24-182287","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-07-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY Mellon issues $2.5B in senior notes across four tranches","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M of 4.890% Fixed/Floating Rate Callable Senior Notes due 2028 issued.","$300M Floating Rate Callable Senior Notes due 2028 issued.","$1.1B of 5.060% Fixed/Floating Rate Callable Senior Notes due 2032 issued.","$500M of 5.606% Fixed/Floating Rate Callable Senior Subordinated Notes due 2039 issued."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205661,"accession_number":"0001390777-24-000091","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-07-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY Q2 EPS $1.52, up 16% YoY; revenue $4.6B; dividend raised 12% to $0.47","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.52 GAAP ($1.51 adjusted), up 16% YoY; revenue $4.6B (+2% YoY).","Net interest income $1,030M (-6% YoY); fee revenue $3,398M (+4% YoY).","Q2 pre-tax margin 33%; ROTCE 24.6%; average deposits $285B (+3% YoY).","Quarterly dividend raised 12% to $0.47/share effective 3Q24; returned $923M in Q2.","CET1 ratio 11.4% (up 59 bps QoQ); maintained strong capital position."],"consensus_eps_estimate":null,"consensus_eps_actual":2.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222596,"accession_number":"0001193125-24-172396","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"BNY Mellon intends to raise quarterly dividend 12% to $0.47; SCB remains at 2.5% floor","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Plans to increase quarterly common dividend by 12% to $0.47 per share, subject to Board approval, as early as Q3 2024.","Federal Reserve confirms preliminary Stress Capital Buffer stays at 2.5% (regulatory floor), effective Oct 2024–Sep 2025.","Share repurchase program continues under existing authorizations from Jan 2023 and Apr 2024.","Repurchases may be executed via open market, private transactions, 10b5-1 plans, or structured transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222595,"accession_number":"0001193125-24-163414","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Bank of New York Mellon names Leigh-Ann Russell as CIO, succeeding Bridget Engle","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Leigh-Ann Russell to become Chief Information Officer and Global Head of Engineering effective Sept 15, 2024.","Russell succeeds Bridget Engle, a named executive officer; departure terms were determined on June 12, 2024.","Russell will lead the company's technology and engineering functions globally."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222594,"accession_number":"0001390777-24-000061","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-04-16T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BNY Mellon Q1 EPS $1.29 adj, up 14% YoY; revenue $4.5B +3%; approves $6B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $1.25, adj EPS $1.29 (+14% YoY); revenue $4.527B +3% YoY.","Pre-tax margin 29% (adj 30%); ROTCE 20.7% (adj 21.3%); net income $953M.","Returned $1.3B to shareholders via dividends ($324M) and buybacks ($988M); new $6B buyback program.","Avg deposits $279B (+2% YoY); Tier 1 leverage 5.9%; CET1 10.8%.","AUC/A $48.8T (+5% YoY); AUM $2.0T (+6% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222593,"accession_number":"0001193125-24-091966","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-04-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BNY Mellon stockholders elect 11 directors and approve compensation and auditor at 2024 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees elected with majority support; votes ranged from 604.6M to 615.9M for, with 50.8M broker non-votes.","Advisory vote on 2023 executive compensation approved with 585.7M for, 31.9M against, 2.4M abstentions.","Ratification of KPMG as independent auditor for 2024 approved with 656.0M for, 13.7M against, 0.9M abstained.","Stockholder proposal on lobbying transparency defeated: 234.6M for, 376.9M against, 8.3M abstained.","Stockholder proposal on de-banking risks report defeated: 19.5M for, 588.7M against, 11.8M abstained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242118,"accession_number":"0001390777-24-000055","cik":1390777,"company_name":"Bank of New York Mellon Corp","ticker":"BK","form_type":"8-K","filed_at":"2024-03-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BNY Mellon adopts ASU 2023-02 for renewable energy tax credits, realigns segment reporting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Adopted ASU 2023-02 on Jan. 1, 2024, retrospectively for renewable energy investments.","Revised historical segment data for Q4 2022 through 2023 and full years 2022-2023.","Business realignments of similar products/services effective Q1 2024; no impact on consolidated results.","ASU 2023-02 affected investment revenue and income tax provision but not material to net income or EPS.","Exhibit 99.1 provides restated quarterly and annual financial supplements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}