Core Insights - The Bank of New York Mellon Corporation (BK) reported third-quarter 2025 adjusted earnings of $1.91 per share, exceeding the Zacks Consensus Estimate of $1.76, and reflecting a 25.7% increase from the prior-year quarter [1][10]. Financial Performance - The results were driven by increased fee revenues and net interest income (NII), alongside a provision benefit, while higher expenses and lower assets under management (AUM) posed challenges [2]. - Total revenues rose 9.3% year over year to $5.08 billion, surpassing the Zacks Consensus Estimate of $4.96 billion [4]. - NII reached $1.24 billion, up 17.9% year over year, attributed to reinvestment of maturing investment securities at higher yields [4]. - Net interest margin (NIM) expanded by 15 basis points to 1.31%, exceeding the estimate of 1.24% [5]. - Total fees and other revenues increased 6.8% year over year to $3.85 billion, driven by growth in investment services fees and financing-related fees [5]. Asset Management - As of September 30, 2025, AUM was $2.14 trillion, showing a slight decline year over year due to net outflows, while assets under custody and/or administration (AUC/A) increased 10.9% to $57.8 trillion [7][10]. - The allowance for loan losses decreased to 0.36% of total loans, with non-performing assets dropping to $160 million from $211 million in the prior year [8]. Capital Position - The common equity Tier 1 ratio was 11.7%, down from 11.9% a year earlier, while the Tier 1 leverage ratio improved to 6.1% [11]. Shareholder Returns - In the reported quarter, the company repurchased shares worth $849 million [12]. Strategic Outlook - The company is expected to benefit from relatively higher interest rates, global expansion efforts, and a strong balance sheet, although there are concerns regarding concentration risk due to reliance on fee-based revenues and elevated expenses [13].

BNY Mellon is exploring the development of stablecoin infrastructure but has not committed to launching its own token, executives said during the company’s recent earnings discussion on Thursday. The bank, one of the world’s largest custodians, has brought forward several blockchain-related investments in 2025 — including those that would support real-world asset settlement and tokenized payments. Executives linked that acceleration to a more “constructive” regulatory environment and improved market condi ...

Business appears to be going very well for The Bank of New York Mellon Corporation (NYSE: BK ) these days. Being the largest of the three traditional custody banks, it naturally helps that capital markets haveI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The UK Income Inve ...

Group 1 - The Bank of New York Mellon Corporation (NYSE: BK) is currently experiencing strong business performance, benefiting from its position as the largest traditional custody bank [1] - The capital markets environment is favorable, contributing to the bank's success [1] Group 2 - The investment strategy discussed emphasizes a long-term, buy-and-hold approach, focusing on stocks that can deliver sustainable high-quality earnings, particularly in the dividend and income sectors [1]

Core Insights - BNY Mellon reported an earnings per share (EPS) of $1.88, exceeding the estimated $1.77 and showing significant growth from the previous year's EPS of $1.52 [2][6] - The company achieved a revenue of approximately $5.07 billion, surpassing the estimated $4.97 billion, with a price-to-sales ratio of about 1.91 [3][6] - BNY Mellon's price-to-earnings (P/E) ratio is approximately 15.64, indicating favorable market valuation of its earnings, and an earnings yield of around 6.40% highlights its profitability [4][6] Financial Metrics - The debt-to-equity ratio of 1.17 suggests a higher level of debt relative to equity, indicating the company's financial leverage [5] - A current ratio of 0.49 reflects BNY Mellon's ability to cover short-term liabilities with short-term assets, which is crucial for its financial health [5]

The Bank of New York Mellon (NYSE: BK ) has been an excellent performer over the past year with its shares gaining over 40%. The company has been a strong beneficiary of rising market levels, elevated rates, andOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we ...

The Bank of New York Mellon (NYSE: BK ) has been an excellent performer over the past year with its shares gaining over 40%. The company has been a strong beneficiary of rising market levels, elevated rates, andOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we ...

BNY profits beating estimates for the quarter thanks in large part to a jump in fees. Still shares flat this morning. On the beat, CEO Robin Vince joins us here at Post 9.Welcome back. Good to see you. >> It's good to be with you.>> I mean, you do continue to see some nice growth. What's driving it. >> Yeah.Well, it's the people of the company. We are collectively pulling together. We've desoed the company. We've got two big transformation projects.Our commercial model, our platforms operating model. We're ...

BNY profits beating estimates for the quarter thanks in large part to a jump in fees. Still shares flat this morning. On the beat, CEO Robin Vince joins us here at Post 9.Welcome back. Good to see you. >> It's good to be with you.>> I mean, you do continue to see some nice growth. What's driving it. >> Yeah.Well, it's the people of the company. We are collectively pulling together. We've desoed the company. We've got two big transformation projects.Our commercial model, our platforms operating model. We're ...

Core Viewpoint - The article highlights that New York Mellon Bank (BK) reported strong third-quarter earnings, exceeding expectations, which reflects its robust market position [1] Financial Performance - The bank's non-GAAP earnings per share (EPS) for the third quarter were $1.91, surpassing expectations by $0.14 [1] - Revenue for the quarter was reported at $5.08 billion [1] Asset Management - New York Mellon Bank has $57.8 trillion in assets under custody and management, indicating its strong market position [1]