The consistent EPS beat streak (4 consecutive quarters with >5% beat) supports a positive bias. Monitor for any forward guidance on fee income trends, but absent a miss, holding/long positions appear warranted. No raised or lowered guidance was issued, so the catalyst is the beat itself.
Price Chart
Executive Summary
BNY reported Q2 2026 EPS of $2.46, a 10.7% beat vs. the $2.22 consensus, on revenue of $5.41B (in line). The earnings beat continues a string of positive surprises, with AUA/AUM of $62.6T / $2.2T confirming scale. No guidance change was provided, but the consistent beat pattern supports stable-institution holdings.
Key Financial Metrics
Key Facts
- Q2 2026 GAAP EPS $2.46 vs. consensus $2.22, a 10.7% beat
- Revenue $5.41B matched consensus estimate
- Assets under custody/administration $62.6T; assets under management $2.2T as of Jun 30, 2026
Financial Impact
EPS beat by $0.24 (10.7% above consensus); revenue in line at $5.41B
Risk Factors
- No guidance update; future quarters may not sustain beat trend
- Revenue was exactly in line – no upside surprise on top line
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302826324 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 20, 2026 6w ago | 8-K | $157.24 $153.79 | ▼ −2.19% | ▼ −2.07% | $145.40 (−7.53%) |
Aug 6, 2026 8w ago | 13F-HR | $158.82 $164.33 | ▲ +3.47% | ▲ +2.87% | $145.40 (−8.45%) |
Aug 6, 2026 8w ago | Institutional Cluster | $158.82 $164.33 | ▲ +3.47% | ▲ +2.87% | $145.40 (−8.45%) |
Jul 15, 2026 11w ago | Press Release | $162.35 $162.93 | ▲ +0.36% | ▼ −1.99% | $145.40 (−10.44%) |
Jul 15, 2026 11w ago | Press Release | $162.35 $162.93 | ▲ +0.36% | ▼ −1.99% | $145.40 (−10.44%) |
Jul 15, 2026 11w ago | Press Release | $162.35 $162.93 | ▲ +0.36% | ▼ −1.99% | $145.40 (−10.44%) |
Jul 15, 2026 11w ago | 8-K | $162.35 $162.93 | ▲ +0.36% | ▼ −1.99% | $145.40 (−10.44%) |
Jul 15, 2026 11w ago | Court Ruling | $162.35 $162.93 | ▲ +0.36% | ▼ −1.99% | $145.40 (−10.44%) |
Jun 30, 2026 13w ago | Court Ruling | $144.61 $157.77 | ▲ +9.10% | ▲ +10.13% | $145.40 (+0.55%) |
Jun 24, 2026 14w ago | 8-K | $145.43 $160.11 | ▲ +10.09% | ▲ +9.57% | $145.40 (−0.02%) |
US Market Status
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