earnings
confidence high
sentiment positive
materiality 0.75
BNY Q3 2026 EPS $2.34 up 24% YoY; revenue $5.7B up 12%; dividend raised to $0.63/share
Bank of New York Mellon Corp
- Diluted EPS $2.34, up 24% YoY and down 4% QoQ; adjusted EPS $2.37. Net income applicable to common shareholders $1,608M, up 20% YoY.
- Total revenue $5,676M, up 12% YoY; fee revenue $4,078M (+12%); net interest income $1,423M (+15%); pre-tax operating margin 38.5%, ROTCE 29.0%.
- Returned $1.4B to common shareholders: $436M dividends and $937M buybacks; 86% YTD payout ratio. Quarterly common dividend $0.63/share, up from $0.53 in 2Q26 and 3Q25.
- Securities Services revenue $2,820M (+15% YoY); Market and Wealth Services $1,984M (+12%); Investment and Wealth Management $857M (+4%). AUC/A $63.4T (+10%); AUM $2.2T (+2%).
- Average deposits $311B, up 4% YoY; CET1 ratio 10.9%, Tier 1 leverage ratio 5.7%; operating leverage 389 bps YoY.