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The Bank of New York Mellon (BNY) Earnings Calls
| Release date | Jul 15, 2026 |
| EPS estimate | $2.23 |
| EPS actual | $2.46 |
| EPS Surprise | 10.31% |
| Revenue estimate | 5.396B |
| Revenue actual | 5.698B |
| Revenue Surprise | 5.61% |
| Release date | Apr 16, 2026 |
| EPS estimate | $1.96 |
| EPS actual | $2.25 |
| EPS Surprise | 14.80% |
| Revenue estimate | 5.183B |
| Revenue actual | 5.409B |
| Revenue Surprise | 4.36% |
| Release date | Jan 13, 2026 |
| EPS estimate | $1.91 |
| EPS actual | $2.02 |
| EPS Surprise | 5.76% |
| Revenue estimate | 5.142B |
| Revenue actual | 5.179B |
| Revenue Surprise | 0.721% |
| Release date | Oct 16, 2025 |
| EPS estimate | $1.76 |
| EPS actual | $1.91 |
| EPS Surprise | 8.52% |
| Revenue estimate | 4.973B |
| Revenue actual | 5.069B |
| Revenue Surprise | 1.92% |
Last 4 Quarters for The Bank of New York Mellon (BNY)
Below you can see how BNY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 16, 2025 |
| Price on release | $10.35 |
| EPS estimate | $1.76 |
| EPS actual | $1.91 |
| EPS surprise | 8.52% |
| Date | Price |
|---|---|
| Oct 10, 2025 | $10.25 |
| Oct 13, 2025 | $10.21 |
| Oct 14, 2025 | $10.28 |
| Oct 15, 2025 | $10.26 |
| Oct 16, 2025 | $10.35 |
| Oct 17, 2025 | $10.33 |
| Oct 20, 2025 | $10.34 |
| Oct 21, 2025 | $10.38 |
| Oct 22, 2025 | $10.34 |
| 4 days before | 0.98% |
| 4 days after | -0.0966% |
| On release day | -0.193% |
| Change in period | 0.88% |
| Release date | Jan 13, 2026 |
| Price on release | $10.27 |
| EPS estimate | $1.91 |
| EPS actual | $2.02 |
| EPS surprise | 5.76% |
| Date | Price |
|---|---|
| Jan 07, 2026 | $10.29 |
| Jan 08, 2026 | $10.32 |
| Jan 09, 2026 | $10.31 |
| Jan 12, 2026 | $10.21 |
| Jan 13, 2026 | $10.27 |
| Jan 14, 2026 | $10.26 |
| Jan 15, 2026 | $10.23 |
| Jan 16, 2026 | $10.25 |
| Jan 20, 2026 | $10.17 |
| 4 days before | -0.194% |
| 4 days after | -0.97% |
| On release day | -0.0974% |
| Change in period | -1.17% |
| Release date | Apr 16, 2026 |
| Price on release | $10.20 |
| EPS estimate | $1.96 |
| EPS actual | $2.25 |
| EPS surprise | 14.80% |
| Date | Price |
|---|---|
| Apr 10, 2026 | $10.20 |
| Apr 13, 2026 | $10.20 |
| Apr 14, 2026 | $10.20 |
| Apr 15, 2026 | $10.20 |
| Apr 16, 2026 | $10.20 |
| Apr 17, 2026 | $10.20 |
| Apr 20, 2026 | $10.20 |
| Apr 21, 2026 | $10.20 |
| Apr 22, 2026 | $10.20 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Jul 15, 2026 |
| Price on release | $162.35 |
| EPS estimate | $2.23 |
| EPS actual | $2.46 |
| EPS surprise | 10.31% |
| Date | Price |
|---|---|
| Jul 09, 2026 | $152.26 |
| Jul 10, 2026 | $151.92 |
| Jul 13, 2026 | $151.27 |
| Jul 14, 2026 | $154.50 |
| Jul 15, 2026 | $162.35 |
| Jul 16, 2026 | $160.86 |
| Jul 17, 2026 | $157.13 |
| Jul 20, 2026 | $156.93 |
| Jul 21, 2026 | $158.89 |
| 4 days before | 6.63% |
| 4 days after | -2.13% |
| On release day | -0.92% |
| Change in period | 4.35% |
The Bank of New York Mellon (BNY) Earnings Call Transcript Summary of Q2 2026
BNY delivered a strong Q2 2026 with record revenue of $5.7 billion (up 13% YoY) and EPS of $2.45 (up 27% YoY). The firm generated ~600 bps of positive operating leverage, a pretax margin of 40% and ROTCE of 31%. Revenue growth was broad-based across Security Services, Market & Wealth Services, and Investment & Wealth Management, driven by higher market values, net new business, higher client activity and fee momentum (14 consecutive quarters of YoY sales growth; average deal size +20% YoY; ~10% of deals from new clients). BNY highlighted successful execution of a platform operating model and commercial model that are enabling cross-business solutions (examples: TRU‑M public sector mandate, expanded USDC mint-and-burn custody with Circle, ETF and clearing wins). Management reiterated AI as a strategic priority — positioning AI to improve productivity, enable product innovation and expand the firm’s addressable market — and emphasized digital assets and “always-on” financial infrastructure as durable growth opportunities. Net interest income was up 20% YoY (reinvestment at higher yields; deposit margin compression noted); provision for credit losses was a $8 million benefit; expenses rose 7% YoY (mostly revenue-related). Capital and liquidity remain strong (CET1 ~11%, LCR 111%, NSFR 130%). The company returned ~$1.5 billion in capital in Q2 (YTD $2.8 billion) and raised the quarterly dividend 19% to $0.63. Management raised the 2026 outlook: total revenue (ex-notables) now expected +10–11% YoY with NII +12–13% and expenses (ex-notables) +6–7%, implying ~400 bps of positive operating leverage for the year. Key risks noted: seasonality into Q3, market dependency of guidance, interest rate and FX movements.
