The 4.8% EPS beat and 12% revenue growth confirm BNY's operating momentum, but the sequential net income decline and elevated expenses warrant monitoring. Focus on the Q4 guidance call for signs of sustained fee revenue growth and expense control.
Price Chart
Executive Summary
BNY reported Q3 2026 adjusted EPS of $2.37, beating consensus of $2.26 by 4.8%, on total revenue of $5.676B (+12% YoY). The beat was driven by broad-based fee revenue growth and net interest income expansion, while GAAP EPS of $2.34 declined sequentially due to lower investment revenue and higher expenses.
Key Financial Metrics
Key Facts
- Adjusted EPS $2.37 vs consensus $2.26 (+4.8% beat)
- Total revenue $5.676B, +12% YoY
- GAAP EPS $2.34, net income $1.69B
- Returned $1.4B to shareholders in Q3
- Assets under custody/administration $63.4T, AUM $2.2T
Financial Impact
EPS beat by $0.11 (4.8%) on consensus $2.26; revenue beat by ~$116M vs $5.56B consensus
Risk Factors
- Sequential decline in net income and GAAP EPS from Q2 2026
- Higher expenses may pressure margins if revenue growth slows
- Lower investment and other revenue contributed to sequential drop
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302909939 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | $147.18 | awaiting T+20 | — | $147.18 (−0.00%) |
Oct 26, 2026 today | Institutional Cluster | $145.32 | awaiting T+20 | — | $147.18 (+1.28%) |
Oct 21, 2026 6d ago | Court Ruling | $145.32 | awaiting T+20 | — | $147.18 (+1.28%) |
Oct 16, 2026 10d ago | 8-K/A | $142.44 | awaiting T+20 | — | $147.18 (+3.33%) |
Oct 15, 2026 11d ago | Press Release | $142.09 | awaiting T+20 | — | $147.18 (+3.58%) |
Oct 15, 2026 11d ago | Press Release | $142.09 | awaiting T+20 | — | $147.18 (+3.58%) |
Oct 15, 2026 11d ago | 8-K | $142.09 | awaiting T+20 | — | $147.18 (+3.58%) |
Aug 20, 2026 9w ago | 8-K | $157.24 $153.79 | ▼ −2.19% | ▼ −2.07% | $147.18 (−6.40%) |
Aug 6, 2026 11w ago | 13F-HR | $158.82 $164.33 | ▲ +3.47% | ▲ +2.87% | $147.18 (−7.33%) |
Aug 6, 2026 11w ago | Institutional Cluster | $158.82 $164.33 | ▲ +3.47% | ▲ +2.87% | $147.18 (−7.33%) |
US Market Status
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