Monitor the sustainability of net interest income growth and fee revenue trends in upcoming quarters; the new $10 billion buyback program signals strong capital return confidence and could support the stock near-term.
Price Chart
Executive Summary
Bank of New York Mellon reported first-quarter 2026 earnings with diluted EPS of $2.24, up 42% year-over-year, on record revenue of $5.4 billion, driven by strong growth in securities services and market/wealth services. The company returned $1.4 billion to shareholders and authorized a new $10 billion share repurchase program.
Key Financial Metrics
Key Facts
- Diluted EPS of $2.24, up 42% YoY
- Total revenue of $5.4 billion, up 13% YoY
- Net income applicable to common shareholders of $1.562 billion, up 36% YoY
- Returned $1.4 billion to common shareholders ($376M dividends, $983M share repurchases)
- Board authorized a new $10 billion common share repurchase program
- AUCA increased 12% to $59.4 trillion, AUM down 2% to $2.1 trillion
Financial Impact
Revenue grew $617 million YoY to $5.4 billion, driven by net interest income growth and fee revenue increases. EPS rose $0.66 YoY to $2.24.
Risk Factors
- CET1 capital ratio decreased to 11.0% from 11.9% due to higher risk-weighted assets
- AUM declined sequentially to $2.1 trillion despite market value gains, indicating net outflows
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001390777-26-000042 |
| Exhibit: ex991_earningsreleasex1q26.htm | 0001390777-26-000042 |
| Exhibit: ex993_quarterlyupdatepre.htm | 0001390777-26-000042 |
| Document: bk-20260416.htm | 0001390777-26-000042 |
| Document: 0001390777-26-000042-index-headers.html | 0001390777-26-000042 |
| Document: 0001390777-26-000042-index.html | 0001390777-26-000042 |
| Document: 0001390777-26-000042.txt | 0001390777-26-000042 |
| 8-K Data (Synthetic) | 0001390777-26-000042 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Apr 17, 2026 27w ago | 144 | $25.48 $25.08 | ▼ −1.59% | ▼ −7.73% | — |
Apr 17, 2026 27w ago | Insider Cluster | $135.06 $154.06 | ▲ +14.07% | ▲ +8.20% | — |
Apr 16, 2026 27w ago | 8-K | $25.47 $25.21 | ▼ −1.02% | ▼ −8.07% | — |
Mar 5, 2026 33w ago | 8-K | $115.21 $142.59 | ▲ +23.77% | ▲ +10.99% | — |
Feb 26, 2026 34w ago | 8-K | $121.53 $138.98 | ▲ +14.36% | ▲ +6.61% | — |
US Market Status
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