BNY Mellon (BK)
NYSEFinancialsBanks - DiversifiedSnapshot 2026-07-08
$15.01+0.33%
Close 2026-06-10 · 1-day change
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Track BK free→Intact: The reason to own it still holds.
BNY Mellon grew revenue 13% year over year in Q1 2026. Profit margins improved by 8 points in Q1 2026. The company returned $1.4 billion to shareholders in Q1 2026.
Analysts expect revenue to fall about 25% next year. Profit margins could shrink if costs rise. Capital returns might slow if cash flow weakens.
The market expects about 25% revenue decline. Our view is more optimistic on growth and margins.
Breaks if: capital returned falls below $1 billion in any quarter
Focus on returning capital to shareholders through dividends and share repurchases.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 6 of last 6 quarters. Returned $1.4 billion of capital to shareholders in 2026-Q1, including $376 million in dividends and $983 million in share repurchases. The company is delivering on its priority to increase capital returns to shareholders.
“CEO: 'Returned $1.4 billion of capital to common shareholders, including $376 million of dividends and $983 million of share repurchases.'”
“CEO: 'Returned $1.4 billion of capital to common shareholders.'”
“CEO: 'Returned $1.2 billion of capital to common shareholders.'”
“CEO: 'Returned $1.2 billion of capital to common shareholders.'”
“CEO: 'Returned $1.1 billion of capital to common shareholders.'”
“CEO: 'Returned $1.1 billion of capital to common shareholders.'”
Breaks if: operating leverage improvement falls below 0% next quarter
Continue to improve operating leverage and efficiency through cost management and strategic investments.
Stated in 6 of last 6 quarters. Operating leverage improved by 800 basis points in 2026-Q1, indicating progress in enhancing efficiency. The company is delivering on its commitment to improve operating leverage and efficiency.
“CEO: 'We delivered over 800 basis points of positive operating leverage.'”
“CEO: 'On the back of eight consecutive quarters of positive operating leverage.'”
“CEO: 'We continued to drive significant positive operating leverage.'”
“CEO: 'We also generated another quarter of significant positive operating leverage.'”
“CEO: 'Significant positive operating leverage resulted in an improved pre-tax margin of 32%.'”
“CEO: 'Significant positive operating leverage resulted in pre-tax margin and profitability expansion.'”
Breaks if: revenue falls below $4.8 billion in any quarter
Focus on expanding the Securities Services and Market and Wealth Services segments to drive overall growth.
Stated in 6 of last 6 quarters. Revenue grew from $4.8 billion in 2025-Q1 to $5.4 billion in 2026-Q1, reflecting a 13% year-over-year increase. The company is delivering on its growth priority in Securities Services and Market and Wealth Services.
“CEO: 'Record revenue of $5.4 billion, up 13% year-over-year, reflecting broad-based growth across our Securities Services and Market and Wealth Services businesses.'”
“CEO: 'Record revenue of $20.1 billion and generated an ROTCE of 26%.'”
“CEO: 'Record revenue of $5.1 billion was up 9% year-over-year on the back of broad-based growth across the platforms.'”
“CEO: 'Total revenue was up 9% year-over-year and for the first time exceeded $5 billion in a quarter.'”
“CEO: 'Total revenue of $4.8 billion, up 6% year-over-year.'”
“CEO: 'Record revenue of $18.6 billion and generating a return on tangible common equity of 23% for the year.'”