Bank of New York Mellon

BNY

時価総額 $972億

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BNY raises 2026 revenue growth and operating leverage outlook as solid Q3 momentum, AI adoption and expanding securities services backs its growth strategy.

The Bank of New York Mellon Corporation ( BNY ) Q3 2026 Earnings Call October 15, 2026 11:00 AM EDT Company Participants Marius Merz - Head of Investor Relations & Corporate Development and Co-Head of Business Finance Robin Vince - President, CEO & Chairman of the Board Dermot McDonogh - Senior Executive VP & CFO Conference Call Participants Michael Mayo - Wells Fargo Securities, LLC, Research Division Ebrahim Poonawala - BofA Securities, Research Division Brennan Hawken - BMO Capital Markets Equity Research Alexander Blostein - Goldman Sachs Group, Inc., Research Division Kenneth Usdin - Bernstein Autonomous LLP Robert Scott Siefers Manan Gosalia - Morgan Stanley, Research Division David Smith - Truist Securities, Inc., Research Division Glenn Schorr - Evercore ISI Institutional Equities, Research Division Gerard Cassidy - RBC Capital Markets, Research Division Steven Chubak - Wolfe Research, LLC Presentation Operator Good morning, and welcome to the 2026 Third Quarter Earnings Conference Call hosted by BNY. [Operator Instructions] I will now turn the call over to Marius Merz, BNY Head of Investor Relations.

Bank of New York Mellon NYSE: BNY reported third-quarter earnings per share of $2.34, up 24% from a year earlier, as revenue growth across its businesses outpaced expense growth and drove positive operating leverage.

BNY's Q3'26 earnings beat estimates as higher fee revenues, NII growth and expanding asset balances boost the results despite rising expenses.

Bank of New York Mellon (BNY) is upgraded to a 'buy' after a recent pullback, offering ~10% upside, including its secure 1.8% dividend yield. BNY's Q3 results showed 12% revenue growth, 38.5% pre-tax margin, and strong cost discipline, with fee businesses demonstrating significant operating leverage. AI-driven cash sorting risk is minimal for BNY, as noninterest-bearing deposits are already at functional floors among sophisticated institutional clients.

While the top- and bottom-line numbers for BNY (BNY) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

BNY (BNY) came out with quarterly earnings of $2.37 per share, beating the Zacks Consensus Estimate of $2.26 per share. This compares to earnings of $1.91 per share a year ago.

The levels the benchmark 10-year US Treasury yield has touched this year are not unprecedented, the CEO of the oldest US bank told Reuters, as a bruising ​selloff in government debt lifted yields to multi-decade highs.

In Q3 2026, 149 dividend-paying stocks announced increases, with an average hike of 7.93% and a median yield of 2.79%. Financials led sector increases, while Health Care posted the highest average increase; larger increases correlated with lower yields. Three companies cut dividends, all flagged as low quality or with weak safety scores prior to the reduction. Six companies declared special dividends.