Citable filing context

BNY filing events and research context

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BNY's research view summarizes recent SEC filing context, starting with debt_offering from Apr 23, 2026.

BNY filing events and research context
FiledItemContext
Apr 23, 2026debt_offeringBank of New York Mellon issued $1.5 billion in fixed-to-floating rate senior notes.
Apr 17, 2026management_changeBNY Mellon appointed Charles F. Lowrey to its Risk and Corporate Governance committees.
Apr 16, 2026earningsBNY Mellon reported Q1 2026 diluted EPS of $2.24 and total revenue of $5.4 billion.
Jul 1, 2025Guidance: quarterly_common_stock_cash_dividend0.53 to 0.53
Jul 1, 2025Guidance: stress_capital_buffer_requirement2.50 to 2.50
Jun 30, 2023Guidance: quarterly_common_stock_dividend0.42 to 0.42
May 1, 2026mda_quarterlyThe Bank of New York Mellon reported strong first-quarter 2026 results, with net income applicable to common shareholders increasing 36% to $1.56 billion, or $2.24 diluted EPS, compared to Q1 2025. Total revenue grew 13% to $5.41 billion, driven by an 11% rise in fee revenue from higher client activity, net new business, market values, and foreign exchange, alongside an 18% increase in net interest income from reinvesting at higher yields and balance sheet growth, partially offset by deposit margin compression. Return on common shareholders’ equity reached 16.1%, and return on tangible common shareholders’ equity was 29.3%. Assets under custody and/or administration (AUC/A) rose 12% to $59.4 trillion, and assets under management (AUM) increased 6% to $2.1 trillion, primarily due to higher market values and a weaker U.S. dollar, despite cumulative net AUM outflows. The company recorded a $7 million benefit for credit losses, mainly from commercial real estate improvements. Noninterest expense increased 5% due to investments, revenue-related costs, and employee merit increases, partially offset by efficiency savings. Total assets grew to $562 billion, and deposits to $417 billion, significantly boosted by higher noninterest-bearing deposits and a temporary single-day increase from delayed payment processing. The Standardized CET1 ratio decreased to 11.0% from 11.9% (Q4 2025) due to higher risk-weighted assets from temporary loan increases and client activity. BK returned $1.4 billion to shareholders, including $983 million in share repurchases. Liquidity metrics, including LCR (111%) and NSFR (131%), remained strong and compliant.
Feb 25, 2026businessBNY Mellon maintains robust corporate governance through a comprehensive Code of Conduct applicable to all employees, including its Chief Executive Officer, Chief Financial Officer, and Controller, alongside a specific Directors’ Code of Conduct. The company also implements insider trading policies and procedures for all personnel and the entity itself, designed to ensure regulatory compliance. The executive leadership team is headed by Robin Vince, Chairman since September 2025 and CEO since September 2022, with prior experience as Chief Risk Officer at Goldman Sachs. Dermot McDonogh serves as Chief Financial Officer since February 2023, having previously been COO EMEA for Goldman Sachs International. Rajashree Datta assumed the role of Chief Risk Officer in April 2025, bringing expertise from Goldman Sachs as Global Head of Finance Risk. Jayee Koffey, Chief Global Affairs Officer since January 2026, also has a background from Goldman Sachs as Chief Enterprise Risk Officer. Shannon Hobbs joined as Chief People Officer in June 2024 from GEICO, and Jose Minaya leads BNY Investments and Wealth since September 2024, previously CEO of Nuveen. Kurtis R. Kurimsky is the Vice President and Controller, and J. Kevin McCarthy is the General Counsel.

Source: SEC EDGAR filing text and events; period Apr 23, 2026; filed Apr 23, 2026.

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