The beat was driven by broad-based fee revenue growth and NII expansion, while the sequential net income decline and higher expenses warrant monitoring in the next quarter. Guidance was not explicitly provided in this filing, so watch for any forward-looking commentary on the earnings call.
Price Chart
Executive Summary
BNY reported Q3 2026 adjusted EPS of $2.37, beating consensus of $2.26 by 4.8%. Revenue of $5.676B grew 12% YoY, driven by broad-based fee revenue growth and net interest income expansion. The sequential decline in net income and EPS reflects lower investment and other revenue and higher expenses, but the strong YoY operating leverage and capital returns support the positive read.
Key Financial Metrics
Key Facts
- Adjusted EPS of $2.37 beat consensus of $2.26 by 4.8%
- Total revenue of $5.676B grew 12% YoY
- GAAP diluted EPS of $2.34
- Net income declined sequentially due to lower investment and other revenue and higher expenses
- Operating leverage improved 389 bps on a GAAP basis YoY
- $1.4B returned to shareholders in the quarter
Financial Impact
4.8% EPS beat on $2.26 consensus; 12% YoY revenue growth to $5.676B
Risk Factors
- Sequential decline in net income and EPS from Q2 2026
- Higher expenses may pressure margins going forward
- No explicit guidance provided in the press release
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302909941 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $147.18 | awaiting T+20 | — | $147.58 (+0.27%) |
Oct 26, 2026 1d ago | Institutional Cluster | $147.18 | awaiting T+20 | — | $147.58 (+0.27%) |
Oct 21, 2026 6d ago | Court Ruling | $145.32 | awaiting T+20 | — | $147.58 (+1.56%) |
Oct 16, 2026 11d ago | 8-K/A | $142.44 | awaiting T+20 | — | $147.58 (+3.61%) |
Oct 15, 2026 12d ago | Press Release | $142.09 | awaiting T+20 | — | $147.58 (+3.86%) |
Oct 15, 2026 12d ago | Press Release | $142.09 | awaiting T+20 | — | $147.58 (+3.86%) |
Oct 15, 2026 12d ago | 8-K | $142.09 | awaiting T+20 | — | $147.58 (+3.86%) |
Aug 20, 2026 9w ago | 8-K | $157.24 $153.79 | ▼ −2.19% | ▼ −2.07% | $147.58 (−6.14%) |
Aug 6, 2026 11w ago | 13F-HR | $158.82 $164.33 | ▲ +3.47% | ▲ +2.87% | $147.58 (−7.08%) |
Aug 6, 2026 11w ago | Institutional Cluster | $158.82 $164.33 | ▲ +3.47% | ▲ +2.87% | $147.58 (−7.08%) |
US Market Status
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