The earnings call showcased a strong overall performance with significant revenue growth, positive operating leverage, and strategic advancements in digital assets. Despite notable achievements, challenges in the Investment Management segment and net outflows were highlighted as areas needing improvement.

Company Guidance

During the 2025 Second Quarter Earnings Conference Call for The Bank of New York Mellon Corporation, significant metrics were highlighted, showcasing the company's robust performance. Earnings per share reached $1.93, marking a 27% increase year over year on a reported basis, and a 28% increase when excluding notable items. Total revenue exceeded $5 billion for the first time in a quarter, up 9% year over year, with a 4% growth in expenses, resulting in approximately 500 basis points of positive operating leverage. The pretax margin rose to 37%, and the return on tangible common equity improved to 28%. Additionally, Assets Under Custody and Administration (AUCA) reached $55.8 trillion, increasing 13% year over year, while Assets Under Management (AUM) stood at $2.1 trillion, up 3% year over year. The company also maintained a solid capital and liquidity position, with a Tier 1 leverage ratio of 6.1% and a CET1 ratio of 11.5%. Total fee revenue saw a growth of 7%, while net interest income climbed by 17% year over year. The company's strategic focus remains on driving organic growth, enhancing client relationships, and leveraging its diversified business model and innovative platforms to capitalize on evolving market trends.

Strong Earnings Growth

Earnings per share of $1.93 were up 27% year over year on a reported basis and up 28% excluding notable items.

Record Revenue Achievement

Total revenue exceeded $5 billion in a quarter for the first time, up 9% year over year.

Positive Operating Leverage

Generated significant positive operating leverage, roughly 500 basis points on both the reported and operating basis.

Advancements in Digital Assets

Selected as reserve custodian for Societe Generale's first USD stablecoin in Europe and Ripple's US stablecoin reserves.

Increased Capital Returns

Returned $1.2 billion of capital to common shareholders, resulting in a 92% total payout ratio year to date.

Improved Financial Metrics

Pretax margin improved to 37%, and return on tangible common equity improved to 28%.

BNY (IT:1BK) Earnings, Revenues Date & History

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IT:1BK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 16, 2025	2025 (Q3)	1.50 / -	1.282	―	―	―
Jul 15, 2025	2025 (Q2)	1.50 / 1.65	1.299	26.97% (+0.35)
Apr 11, 2025	2025 (Q1)	1.29 / 1.35	1.069	26.40% (+0.28)
Jan 15, 2025	2024 (Q4)	1.32 / 1.32	0.282	366.67% (+1.03)
Oct 11, 2024	2024 (Q3)	1.21 / 1.28	1.043	22.95% (+0.24)
Jul 12, 2024	2024 (Q2)	1.22 / 1.30	1.111	16.92% (+0.19)
Apr 16, 2024	2024 (Q1)	1.01 / 1.07	0.958	11.61% (+0.11)
Jan 12, 2024	2023 (Q4)	0.73 / 0.28	0.53	-46.77% (-0.25)
Oct 17, 2023	2023 (Q3)	0.98 / 1.04	0.333	212.82% (+0.71)
Jul 18, 2023	2023 (Q2)	1.04 / 1.11	0.881	26.21% (+0.23)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IT:1BK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 15, 2025	€80.85	€81.65	+0.98%
Apr 11, 2025	€71.07	€66.89	-5.87%
Jan 15, 2025	€72.71	€77.08	+6.00%
Oct 11, 2024	€66.29	€66.88	+0.88%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.