earnings
confidence high
sentiment positive
materiality 0.80
BNY Q2 2026 EPS $2.45 beats; revenue record $5.7B up 13% YoY; dividend raised 19%
Bank of New York Mellon Corp
- EPS $2.45, up 27% YoY; total revenue $5.698B (record), up 13% YoY.
- Pre-tax margin 39.8% (up 3.2pp YoY); ROTCE 31.3% (up 3.5pp YoY).
- Net interest income $1.446B, up 20% YoY; NIM 1.45% (up 18bps YoY).
- Returned $1.5B to shareholders ($1.1B buybacks, $371M dividends); declared 19% dividend increase for Q3.
- Updated 2026 outlook: revenue up ~5% YoY, expenses up 3-4% YoY, positive operating leverage >100bps.