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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Bank of New York Mellon

Pershing is a subsidiary of The Bank of New York Mellon. Pershing has nearly $1 trillion in assets under administration. The Bank of New York Mellon has more than $25 trillion in assets in custody.

Pershing

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other. The Securities Services segment includes the Asset Servicing business, which provides global custody, fund accounting, integrated middle-office solutions, transfer agency and data, and analytics solutions. The Market and Wealth Services segment consists of industry leaders pershing and clearance and collateral management, and treasury services business. The Investment and Wealth Management segment is involved in services to institutional and retail investors, as well as investment management, wealth, and estate planning. The Other segment refers to the leasing portfolio, corporate treasury activities, derivatives, and other trading activity. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

BNY Mellon reports Q4 earnings decline, focuses on growth initiatives

BNY Mellon's Q4 performance showed a decline in EPS but strong return on equity.
The company aims to drive efficiency savings in 2023 and grow net interest revenue.
Challenges include declining assets under management and margin concerns in asset servicing.
Opportunities lie in revenue diversification, growth initiatives, and improving expense management.

BNY Mellon reports robust Q1 earnings, eyes real-time payment growth

Bank of New York Mellon (BK) delivered strong financial results in Q1 2023, showcasing resilience and effective cost management.
The company's emphasis on preparedness over prediction and diversification in services positions them well for future challenges.
BNY Mellon's cautious approach to deposits and crypto, coupled with a focus on real-time payments, reflects a strategic and forward-thinking mindset.
Overall, BNY Mellon's performance, strengths, and strategic focus indicate a resilient and adaptable financial institution.

BNY Mellon excels in Q2 earnings, navigates uncertainties strategically

BNY Mellon's Q2 performance reflects strong financial metrics and strategic initiatives to enhance competitiveness. While facing uncertainties, the company is well-positioned to leverage opportunities in distribution, cost management, and client experience for future growth.

Bank of New York Mellon reports strong Q3 earnings and growth strategies

Bank of New York Mellon (BK) delivered strong financial results in Q3 2023, showcasing operational efficiency and strategic focus on client engagement and expense reduction.
While facing challenges in the Investment Management segment, the company remains optimistic about its ability to deliver on financial targets and capitalize on growth opportunities.
By addressing internal and external risks, leveraging technological advancements, and focusing on revenue growth and cost management, Bank of New York Mellon aims to navigate uncertainties and drive sustainable growth.
The company's commitment to enhancing operational efficiency, revenue streams, and client-centric services positions it well to overcome challenges and capitalize on opportunities for future success.

BNY Mellon surpasses 2023 goals, focuses on growth strategies

BNY Mellon had a strong Q4, exceeding financial goals and focusing on future growth strategies.
The company faces challenges with expense management and NII outlook but sees opportunities in efficiency and revenue growth.
Executives emphasized aligning employees, enhancing client service, and driving growth in business segments.
Investments in automation, digitization, and strategic targets set for future success.

BNY Mellon reports solid Q1 earnings, invests in AI for growth

BNY Mellon's Q1 2024 performance reflects resilience with revenue and EPS growth, despite challenges in net interest income and deposit trends. The company's strategic focus on technology investments, client-centric approach, and operational efficiency drive opportunities for future growth and profitability.

Bank of New York Mellon (BK) reports robust Q3 results

Bank of New York Mellon (BK) shows strong financial performance and strategic focus
Balancing investments in AI with managing expenses effectively is key
Transition to a platforms company and AI investments offer growth potential

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Cisco Systems

Microsoft

Charles Schwab

According to the Aggregated Portfolio of Gurus, a Premium feature of GuruFocus, four stocks that the Yacktman Fund (Trades, Portfolio) and the Parnassus Endeavor Fund (Trades, Portfolio) agree on as of the March quarter are Charles Schwab Corp. ( SCHW , Financial), Bank of New York Mellon Corp. ( BK , Financial), Microsoft Corp. ( MSFT , Financial) and Cisco Systems Inc. ( CSCO , Financial).

4 Stocks the Yacktman Fund and Parnassus Endeavor Fund Agree On

American Express

Bank of America

Globe Life Inc

Mastercard

Moody's

Marsh & McLennan

Visa

Wells Fargo

Of the 48 equities included in Berkshire Hathaway Inc.'s (NYSE: BRK-B) portfolio, 10 are financial sector stocks.

How Warren Buffett's Financial Stocks Performed in Q2

NEW YORK, July 8, 2021 /PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY Mellon") today announced it has entered into a definitive agreement to acquire Milestone Group ("Milestone"), a leading provider of fund management technology. The deal comes just over a year after the two companies formed an alliance to create a suite of oversight and contingent net asset value (NAV) services for asset managers and asset owners seeking independent oversight and backup NAV capabilities.

BNY Mellon to Bolster Digital Solutions Capabilities with Planned Acquisition of Fund Management Technology Leader Milestone Group

NEW YORK, July 7, 2021 /PRNewswire/ -- BNY Mellon has performed strongly in the 2021 Euromoney FX Survey, topping the rankings in 18 categories, based upon the opinion of FX clients, peers and other currency market participants.     To summarize the firm's performance in the 2021 rankings by region: Global No.1: Real-Money Overall Market LeaderNo.1: Overall Best Service         No.1: Ability in EM currencies    No.1: Client Algorithmic Trading Execution No.1: Research No.1: Salesforce  No.1: Leveraged Funds, Overall Best Service                 No.1: Leveraged Funds, Research          No.1: Leveraged Funds, Salesforce       No.1: Leveraged Funds, Best Customer Service Americas No.1: Overall Best Service No.1: Research No.1: Salesforce No.1: Best Customer Service Western Europe No.1: Overall Best Service         No.1: Ability in EM currencies    No.1: Client Algorithmic Trading Execution No.1: Salesforce In the overall general rankings of FX liquidity providers, BNY Mellon ranked 13th, up from 15th in 2020 and 17th in 2019.

FX Industry Ranks BNY Mellon First in 18 Categories in 2021 Euromoney FX Survey

NEW YORK, July 6, 2021 /PRNewswire/ -- BNY Mellon will report financial results for the second quarter 2021 on Thursday, July 15, 2021. Materials will be posted to BNY Mellon's website at approximately 6:30 a.m.

BNY Mellon to Report Second Quarter 2021 Results on July 15, 2021

CHICAGO, July 6, 2021 /PRNewswire/ -- BNY Mellon Wealth Management named Patrice Wetzel as Senior Client Strategist. In this role, Patrice works with ultra-high-net-worth families, including business owners, corporate executives, private equity and hedge fund principals, family offices, as well as foundations and endowments on their comprehensive wealth needs.

BNY Mellon Wealth Management Named Patrice Wetzel Senior Client Strategist in Chicago

NEW YORK, July 1, 2021 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Alicia Levine as Head of Equities, Capital Markets Advisory and Vice Chair of Wealth Management's Investment Strategy Committee subject to appropriate committee approval. She succeeds Sinead Colton Grant, who was appointed Global Head of BNY Mellon Investor Solutions.

BNY Mellon Wealth Management Names Alicia Levine Head of Equities, Capital Markets Advisory and Vice Chair of Wealth Management's Investment Strategy Committee

NEW YORK, July 1, 2021 /PRNewswire/ -- BNY Mellon Wealth Management names Sinead Colton Grant as Global Head of BNY Mellon Investor Solutions, LLC ("Investor Solutions"). She will be leading the firm's multi-asset solutions business, which has over $29 billion in total assets under management and advisement as of March 31, 2021.

BNY Mellon Wealth Management Names Sinead Colton Grant as Global Head of BNY Mellon Investor Solutions

Since my last article in April, 2020, BNY Mellon has shown reasonable share price growth, but has not kept up with S&P 500 growth.

Bank Of New York Mellon: A Reasonable Buy Opportunity

State Street

U.S. Bancorp

During the Federal Reserve's annual stress testing, these banks showed that they could withstand a severe recession and still generate a profit.

3 Banks That Should Outperform During a Severe Recession

This article analyzes The Bank Of New York Mellon under the framework of Buffett's 10x Pretax Rule.

Bank Of New York Mellon And Buffett's 10x Pretax Rule

NEW YORK, June 28, 2021 /PRNewswire/ -- On June 24, 2021, the Federal Reserve released the results of the 2021 bank stress test, which demonstrates the resilience and strength of BNY Mellon's business model and capital position. The Federal Reserve also notified the company that its Stress Capital Buffer (SCB) requirement, effective October 1, 2021, will remain 2.5%¹, equal to the regulatory minimum.

BNY Mellon Announces Intention to Increase Quarterly Common Stock Dividend by 10 Percent to $0.34 per Share and Authorization to Repurchase up to $6.0 Billion of Common Stock

Adoption of digital assets by institutions is expected to grow rapidly which will drive top-line growth at BNY Mellon. Blockchain and RPA will create cost savings and better margins for asset servicers such as BNY Mellon.

Bank Of New York Mellon: The New Digital Era

NEW YORK, June 28, 2021 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Crystal Thompkins as Head of Philanthropic Solutions. Crystal leads and coordinates strategy for all of Wealth Management's philanthropic services, including individual and family philanthropy, institutional endowments and foundations, planned giving and donor-advised fund services.

BNY Mellon Wealth Management Announces Crystal Thompkins as Head of Philanthropic Solutions

As the newest addition to its growing collection of liquidity management offerings, BNY Mellon Treasury Services has rolled out cross-currency sweeps, according to a Wednesday (June 23) announcement. Cross-currency sweeps let customers that have funds in different currency accounts concentrate their funds in their base currency.

BNY Mellon Eases Multicurrency Cash Management With Sweeps

NEW YORK, June 23, 2021 /PRNewswire/ -- BNY Mellon Treasury Services clients are now able to significantly enhance the efficiency of their cash management following the introduction of cross-currency sweeps, the latest addition to the firm's rapidly expanding liquidity management product suite. Cross-currency sweeps are an automated liquidity management tool that enables clients that maintain cash in multiple currency accounts to concentrate cash into their base currency.

BNY Mellon Treasury Services Launches Cross-Currency Sweeps, Automating Liquidity Management for Clients

DaVita

Coca-Cola

Warren Buffett's Berkshire Hathaway Inc. (NYSE: BRK-B) portfolio includes nearly four dozen stocks.

5 Stocks With Warren Buffett as the Largest Shareholder

Accenture Plc

Applied Materials

Blackrock Inc

Comcast

Cintas Corp

Expeditors International of Washington

General Dynamics

Home Depot

Hershey

Lockheed Martin

Lowe's

Northrop Grumman

Roper Technologies

T. Rowe Price Group

West Pharmaceutical Services

There are 21 stocks on my dividend growth watchlist for June 2021. The average 10-year dividend growth rate for these stocks is 15.67%.

Dividend Growth Stock Watchlist - June 2021

NEW YORK, June 8, 2021 /PRNewswire/ -- BNY Mellon and Saphyre today announced the firms are working together to utilize AI technology to revolutionize the client experience and substantially automate and expedite client onboarding. This collaboration supports BNY Mellon's OMNISM strategy to work with best-in-breed fintech organizations to innovate and support clients investment objectives.

BNY Mellon and Saphyre Leverage AI to Revolutionize Client Onboarding

NEW YORK, June 3, 2021 /PRNewswire/ -- BNY Mellon plans to report financial results for the third quarter 2021 on Tuesday, October 19, 2021. Materials are expected to be posted to BNY Mellon's website at approximately 6:30 a.m.

BNY Mellon Announces Date for Third Quarter 2021 Results

LONDON, June 2, 2021 /PRNewswire/ -- BNY Mellon has been appointed by Invesco Fund Management Limited and Invesco Management S.A. to provide transfer agency services to US$100bn* of their respective ICVC and SICAV fund ranges.

Invesco Expands Relationship with BNY Mellon for Transfer Agency Services

LONDON, June 1, 2021 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Barry Halpin as Regional Director in London, United Kingdom. Barry will start on 1st of June and report to Chuck Long, Head of International Wealth Management.

BNY Mellon Wealth Management Appoints Barry Halpin as Regional Director in London

OLDWICK, N.J.--(BUSINESS WIRE)--AM Best has affirmed the Financial Strength Ratings of A (Excellent) and the Long-Term Issuer Credit Ratings of “a+” (Excellent) of BNY Trade Insurance, Ltd. (BNY Trade) (Hamilton, Bermuda) and The Hamilton Insurance Corp. (Hamilton) (Melville, NY). The outlook of these Credit Ratings (ratings) is stable. The ratings reflect BNY Trade's balance sheet strength, which AM Best assesses as strongest, as well as its strong operating performance, neutral business profi

AM Best Affirms Credit Ratings of BNY Trade Insurance, Ltd. and The Hamilton Insurance Corp.

NEW YORK, May 27, 2021 /PRNewswire/ -- BNY Mellon Wealth Management named Camille Alexander as Head of Sales – Investor Solutions, a newly created role. Camille will report to Jamie Lewin, Head of Product Strategy & Performance Management, and Helen Nugent, Wealth Management National Director of Sales & Marketing.

BNY Mellon Wealth Management Names Camille Alexander Head of Sales - Investor Solutions

NEW YORK, May 27, 2021 /PRNewswire/ -- BNY Mellon Wealth Management named Karen Wawrzaszek as the new Regional President for the DC area. She succeeds Camille Alexander, who was appointed Head of Sales-Investor Solutions, BNY Mellon Wealth Management.

News for Bank of New York Mellon Stock (BK)