Revenue segments as reported by the company.

Fee and other revenue

Net interest revenue

Revenue Segments

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

Operating Margin

Profit Margin

Margins

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

Provision for credit losses

Noninterest expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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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BNY Mellon stock (NYSE: BK) has rallied 92% since the March 23 lows of last year and 24% YTD. Further, at its current price of $50 per share, it is 5% below its fair value of $53 – Trefis' estimate for BNY Mellon's valuation.

BNY Mellon Stock Has Limited Upside

Wall Street banking giant Bank of New York Mellon Corp (NYSE:BK) said the performance of one of its exchange-traded funds was considerably impacted by its lack of exposure to crypto stocks. What Happened: In a recent SEC filing, the bank said that the BNY Mellon Opportunistic Small Cap Fund (MUTF: DSCVX) could have performed better if it had invested in a certain Bitcoin stock.

BNY Mellon Says Fund Performance Hurt By Lack Of Exposure To Bitcoin Stocks

Bank of New York Mellon has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average ''DividendRank'' statistics including a strong 2.6% yield

Bank Of New York Mellon A Top Socially Responsible Dividend Stock With 2.6% Yield

International Flavors & Fragrances

Sempra Energy

The T Rowe Price Equity Income Fund (Trades, Portfolio), part of Baltimore-based T. Rowe Price Group Inc. (NASDAQ:TROW), disclosed this week that its top four trades during the first quarter included a reduction in its DuPont de Nemours Inc. (NYSE:DD) holding, new buys in International Flavors & Fragrances Inc. (NYSE:IFF) and Bank of New York Mellon Corp. (NYSE:BK) and a position boost to its Sempra Energy (NYSE:SRE) holding.

T Rowe Price Equity Income Fund's Top 4 1st-Quarter Trades

The Bank of New York Mellon Corporation (BK) CEO Thomas Gibbons on Q1 2021 Results - Earnings Call Transcript

Even as his company reports a slight dip in revenue, BNY Mellon's chief executive said on Friday (April 16) that he sees promising signs of recovery for the economy at large. “As we move from a period of resilience to a period of recovery and growth, there is a confluence of factors that are encouraging […]

BNY Mellon CEO Sees 'Encouraging Indicators' Of Recovery

Bank of New York Mellon Corp. (NYSE: BK) published its earnings report for the fiscal first quarter on Friday that came in better than what analysts had anticipated. Its profit and revenue, however, was weaker than the same quarter last year due to low-interest rates.

BNY Mellon's revenue tanks 5% in the fiscal first quarter

BNY Mellon (BK) witnesses a decline in revenues and higher expenses in the first quarter of 2021.

BNY Mellon (BK) Q1 Earnings Top Estimates, Revenues Down Y/Y

Shares of Bank of New York Mellon (NYSE:BK) rose 0.3% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share were down 7.62% year over year to $0.97, which beat the estimate of $0.87.

Recap: Bank of New York Mellon Q1 Earnings

Shares of Bank of New York Mellon Corp. were indicated up fractionally in premarket trading Friday, after the bank reported first-quarter profit and revenue that fell from a year ago, given the impact of low interest rates, but topped expectations. Net income declined to $858 million, or 97 cents a share, from $944 million, or $1.05 a share, in the year-ago period.

Bank of New York Mellon profit and revenue fall, but beat expectations

NEW YORK, April 16, 2021 /PRNewswire/ -- Revenue down 5% EPS down 8% ROE  9% ROTCE  16% (a) CET1  12.6% Tier 1 leverage  5.8% The Bank of New York Mellon Corporation ("BNY Mellon") (NYSE: BK) today reported: 1Q21 vs. 1Q21 4Q20 1Q20 4Q20 1Q20 Net income applicable to common shareholders (in millions) $ 858 $ 702 $ 944 22 % (9) % Diluted earnings per common share $ 0.97 $ 0.79 $ 1.05 23 % (8) %   First Quarter Results CEO Commentary Total revenue of $3.9 billion, decreased 5% •  Fee revenue increased 1%      •  Fee revenue increased 6% excluding money market fee waivers (a) •  Other revenue includes a $39 million impairment for a renewable energy investment •  Net interest revenue decreased 20% "We delivered a strong quarter and continue to see momentum across our businesses, despite the ongoing impact of low interest rates.

BNY Mellon Reports First Quarter 2021 Earnings of $858 Million or $0.97 Per Common Share

NEW YORK, April 15, 2021 /PRNewswire/ -- Institutional clients are now able to seamlessly invest cash in cleared repo through LiquidityDirectsm, BNY Mellon's market-leading short-end investment portal. The addition of cleared repo represents the next step in BNY Mellon's continuing plans to enhance the LiquidityDirect platform and its services to enable clients to invest in a wide variety of short-end investment products.

FICC Sponsored Cleared Repo Now Available via BNY Mellon's LiquidityDirect

Ally Financial

Citizens Financial Group

Morgan Stanley

State Street

As the new earnings season marches along, several financial sector companies will be reporting.

Earnings Previews: Ally, Citizens Bank, Morgan Stanley and More

Trustmark

When screening the market for stocks that are trading at fair prices, one tool investors can use is the earnings power value metric.

A Trio of Stocks Trading Below the Earnings Power Value

NEW YORK, April 14, 2021 /PRNewswire/ -- BNY Mellon has secured a mandate from global investment manager, Charles Schwab Investment Management, Inc., to deliver transfer agency services. BNY Mellon was selected based on its long-term commitment to the transfer agency business, as well as its experience delivering a leading client service model, technology platform and operational services.

BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services

BNY Mellon's (BK) asset balances are expected to have increased in first-quarter 2021, supported by inflows. Lower interest rates are likely to have hurt net interest revenues.

Rise in AUM to Aid BNY Mellon's (BK) Q1 Earnings Amid Low Rates

BNY Mellon (BK) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for BNY Mellon (BK)

HONG KONG, April 12, 2021 /PRNewswire/ -- Investors are now able to better utilize their Chinese fixed income assets following the introduction of the bonds as eligible collateral on BNY Mellon's triparty platform through Hong Kong's Bond Connect. Bond Connect allows international investors to access the $13.9 trillion China Interbank Bond Market (CIBM) through a market infrastructure linkage in Hong Kong.

BNY Mellon Triparty Now Accepts Chinese Bonds as Collateral

NEW YORK, April 9, 2021 /PRNewswire/ -- BNY Mellon will report financial results for the first quarter 2021 on Friday, April 16, 2021. Materials will be posted to BNY Mellon's website at approximately 6:30 a.m.

BNY Mellon to Report First Quarter 2021 Results on April 16, 2021

NEW YORK, April 8, 2021 /PRNewswire/ -- BNY Mellon announced today that it has been named in the initial registration statement as a service provider for the First Trust SkyBridge Bitcoin ETF Trust, a newly created Bitcoin exchange-traded fund (ETF) that is currently pending approval by the US Securities and Exchange Commission (SEC). It is envisioned that after the completion of definitive service provider agreements and the SEC's final approval of the ETF, BNY Mellon will provide services including ETF basket operations, order taking, fund accounting, fund administration and transfer agency services.

BNY Mellon Named as the ETF Service Provider for First Trust SkyBridge Bitcoin ETF Trust

ATLANTA, April 6, 2021 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Carolina Montiel as Regional Director, Team Leader in Atlanta, GA. In this role, she will oversee implementation and client servicing of our custom-tailored investment and wealth management solutions in the region.

BNY Mellon Wealth Management Names Carolina Montiel as Regional Director, Team Leader, in Atlanta, GA

NEW YORK, March 30, 2021 /PRNewswire/ -- BNY Mellon Wealth Management has appointed John Ippolito as Regional President of the Tri-State region. John will join the Wealth Management leadership team and will report to Catherine Keating, the CEO of Wealth Management.

BNY Mellon Wealth Management Appoints John Ippolito as Regional President of Tri-State Region

CME Group

Financials are off to a strong start in 2021, but one analyst said Wednesday the runs for two financial sector stocks may just be getting started. The Analyst: Bank of America analyst Michael Carrier upgraded Bank of New York Mellon Corp (NYSE: BK) from Underperform to Buy and raised his price target from $43 to $50.

BofA Upgrades CME Group, Bank Of NY Mellon On Expectations For Rising Interest Rates

Shares of Bank of New York Mellon Corp. jumped 3.6% in morning trading Wednesday, enough to pace its peer group's gainers, after BofA Securities analyst Michael Carrier swung to bullish from bearish on the financial services company, citing an improving earnings outlook and attractive valuation. "Despite the near-term low short-rate headwinds, we expect the combination of rising rates, strategic initiatives and active expense/capital management to drive stronger revenue and earnings growth over the next few years," Carrier wrote in a note to clients.

Bank of New York's stock surges to lead financial sector after BofA swings to bullish from bearish

The shares of Bank of New York Mellon Corp (NYSE:BK) are up 1.8% in electronic trading this morning, after a double-upgrade from BofA Global Research to "buy" from "underperform.

News for Bank of New York Mellon Stock (BK)