The earnings call conveyed a predominantly positive sentiment, with record financial performance, strong segment growth, and successful new product launches. Despite some challenges in deposit mix and credit loss provisions, BNY's strategic initiatives and market positioning indicate continued momentum into 2025.

Company Guidance

During the BNY earnings call for Q4 2024, the company provided comprehensive guidance for 2025, emphasizing their strategic focus on positive operating leverage and continued transformation. BNY reported record net income of $4.3 billion and revenue of $18.6 billion, achieving a 23% return on tangible common equity for the year. For 2025, they anticipate mid-single-digit growth in net interest income, fee revenue growth, and a 1% to 2% increase in expenses, excluding notable items. The company highlighted the transition to a platform operating model, aiming to have over 80% of employees integrated by the end of 2025, which is expected to drive efficiency and growth. BNY also plans to return approximately 100% of earnings to shareholders and maintain a Tier 1 leverage ratio between 5.5% and 6%. Key metrics such as $52 trillion of AUCA and $2 trillion of AUM position BNY well to capture evolving market opportunities and trends.

Record Financial Performance in 2024

BNY delivered record net income of $4.3 billion on record revenue of $18.6 billion, achieving a return on tangible common equity of 23% and pretax margin expansion.

Positive Operating Leverage Achieved

BNY reported 968 basis points of positive operating leverage on a reported basis and 288 basis points excluding notable items.

Strong Performance in Key Segments

Treasury Services, Clearance and Collateral Management, and Corporate Trust were among the fastest-growing businesses in 2024, demonstrating gearing towards economic growth.

Successful Launch of New Client Solutions

BNY developed new client solutions like CollateralOne, Alts Bridge, and a next-gen ETF servicing platform, contributing to the company's growth.

Significant Capital Returns to Shareholders

BNY returned 102% of 2024 earnings to shareholders, through dividends and share repurchases.

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Bank of New York Mellon Corporation (BK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 19, 2018	2018 (Q2)	- / 1.03	0.88	17.05% (+0.15)	―	―
Oct 18, 2018	2018 (Q3)	- / 1.06	0.94	12.77% (+0.12)	―	―
Jan 16, 2019	2018 (Q4)	- / 0.84	1.08	-22.22% (-0.24)	―	―
Apr 17, 2019	2019 (Q1)	- / 0.94	1.1	-14.55% (-0.16)	―	―
Jul 17, 2019	2019 (Q2)	- / 1.01	1.03	-1.94% (-0.02)	―	―
Oct 16, 2019	2019 (Q3)	- / 1.07	1.06	0.94% (+0.01)	―	―
Jan 16, 2020	2019 (Q4)	- / 1.52	0.84	80.95% (+0.68)	―	―
Apr 16, 2020	2020 (Q1)	- / 1.05	0.94	11.70% (+0.11)	―	―
Jul 15, 2020	2020 (Q2)	- / 1.01	1.01	0.00% (0.00)	―	―
Oct 16, 2020	2020 (Q3)	- / 0.98	1.07	-8.41% (-0.09)	―	―

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

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BK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 15, 2025	$75.94	$82.04	+8.03%
Oct 11, 2024	$73.99	$73.70	-0.39%
Jul 12, 2024	$60.64	$63.81	+5.23%
Apr 16, 2024	$53.95	$52.88	-1.98%

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.

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