BNY Mellon (BK)
NYSEFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-09-04
$15.01+0.33%
Close 2026-06-10 · 1-day change
NYSEFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 4 guided quarters · 9.9% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on broad-based growth across Securities Services and Market and Wealth Services segments through client activity, net new business, and market value increases.
Stated as a priority in 7 of last 7 quarters. Revenue grew from $4.8 billion in 2025-Q1 to $5.4 billion in 2026-Q1, a 13% increase, driven by broad-based growth in Securities Services and Market and Wealth Services. Assets under custody and/or administration increased 14% year-over-year by 4Q25, and assets under management grew 7%. The trajectory matches management's stated focus on growth and is delivering.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 62% for the rest of the cohort, n=10246).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Record revenue of $5.4 billion in 1Q26, up 13% YoY, reflecting broad-based growth across Securities Services and Market and Wealth Services businesses.”
“2025 was another successful year for BNY... We expect to realize greater scale and growth opportunities across our platforms.”
“Record revenue of $5.1 billion was up 9% YoY on broad-based growth across Securities Services and Market and Wealth Services segments.”
“Total revenue was up 9% YoY, exceeding $5 billion for the first time, driven by strong fee growth and client activity.”
“Total revenue of $4.8 billion, up 6% YoY, reflecting net new business and higher market values.”
“Record net income on record revenue, with growth driven by higher market values, net new business and client activity.”
“Strong results reflecting growth across three business segments and assets under custody exceeding $50 trillion.”
Continue to improve operating leverage and efficiency through expense discipline, investments in technology, and workforce management.
Stated as a priority in 7 of last 7 quarters. Operating leverage improved from 194 basis points in 2025-Q1 to 325 basis points in 2026-Q1, with pre-tax operating margin rising from 32% to 37%. Noninterest expense increased modestly by 5% year-over-year in 1Q26, reflecting investments balanced with efficiency savings. The trajectory is delivering consistent improvement in operating leverage and efficiency.
“Delivered over 800 basis points of positive operating leverage while investing in new products, capabilities, AI, and our people and culture.”
“Eight consecutive quarters of positive operating leverage, with pre-tax margin expansion.”
“Significant positive operating leverage resulted in improved pre-tax margin of 36%.”
“Generated another quarter of significant positive operating leverage resulting in improved pre-tax margin of 37%.”
“Significant positive operating leverage resulted in improved pre-tax margin of 32%.”
“Significant positive operating leverage resulted in pre-tax margin and profitability expansion.”
“Consistent execution against strategic priorities with positive operating leverage.”
Maintain disciplined capital allocation with dividends and share repurchases, supported by strong earnings and capital ratios.
Stated as a priority in 7 of last 7 quarters. Capital returned to shareholders totaled $1.4 billion in 2026-Q1 and $5.0 billion in full-year 2025, including dividends and share repurchases. The company has maintained disciplined capital returns supported by strong earnings and capital ratios, delivering on its stated capital allocation commitments.
“Returned $1.4 billion of capital to common shareholders, including $376 million of dividends and $983 million of share repurchases.”
“Returned $5.0 billion of capital to shareholders in 2025, including $1.4 billion dividends and $3.5 billion share repurchases.”
“Returned $1.2 billion of capital to common shareholders, including $381 million dividends and $849 million share repurchases.”
“Returned $1.2 billion of capital to common shareholders, including $346 million dividends and $895 million share repurchases.”
“Returned $1.1 billion of capital to common shareholders, including $343 million dividends and $746 million share repurchases.”
“Returned $1.1 billion of capital to common shareholders, including $349 million dividends and $750 million share repurchases.”
“Returned $1.1 billion of capital to common shareholders, including $353 million dividends and $725 million share repurchases.”
Over the trailing year it converted -1.80x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 61% for the rest of the cohort, n=6844).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated neutral grew net income 56% of the time over the next year (vs 58% for the rest of the cohort, n=3751).
Not investment advice. As of 2026-09-04.