Bank Of New York Mellon Corp
BK
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+ FollowMarket Cap$97.4B
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Earnings Call Q2 2026
July 15, 2026 - AI Summary
Strong Q2 financial performance (good): EPS $2.45 (+27% YoY); revenue $5.7B (+13% YoY, record); about +600 bps operating leverage with pre-tax margin 40% and return on tangible common equity (ROTCE) 31%. Segment highlights: Security Services revenue $2.8B (+15%) and Market & Wealth Services $2.0B (+12%).
Business momentum + platform/ commercial model working (good): Management emphasized 14 consecutive quarters of YoY sales growth; 2 consecutive record sales quarters so far in 2026; avg deal size >20% YoY; ~10% of deals are new logos. Examples of cross-platform wins: expanded U.S. Treasuries clearing support for TRU-M, ETF growth in Europe, integrated solutions for asset owners, and digital asset capabilities for asset managers.
Q2 “enablers”: AI + digital assets + payments/liquidity ecosystem (opportunity): AI is framed as improving (1) internal workflow productivity/capacity, (2) product/client experience, and (3) expanding “the perimeter” (new capabilities to market). Digital assets presented as an infrastructure evolution toward an “always-on” financial ecosystem; BNY described an expanded relationship with Circle to combine institutional custody with mint-and-burn capabilities for USDC.
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$322.42
127.2% upside
Current Fair Value
127.2% upsideUndervalued by 127.2% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $97.40 Billion |
|---|---|
| Enterprise Value | $97.40 Billion |
| Dividend Yield | $2.12 (1.48%) |
| Earnings per Share | $7.46 |
| Beta | 1.04 |
| Outstanding Shares | 691,178,000 |
Return
| Return on Equity | NaN% |
|---|---|
| Return on Assets | 74105.88% |
| Return on Invested Capital | 93529.41% |
Valuation & Multiples
| P/E Ratio | 35.35 |
|---|---|
| PEG | 148.84 |
| Price to Sales | 2.84 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 2.79 |
| Enterprise Value to EBIT | 12.25 |
| Enterprise Value to Net Income | 15 |
| Total Debt to Enterprise | 0 |
| Debt to Equity | - |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 21, 2026
EPS Estimate
$2.11
Average shareholder expectationRevenue Estimate
$5.31 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 1.1702▲ 36.67% |
|---|---|
| Total Calls | 3,961,960▲ 33.26% |
| Total Puts | 4,636,200▲ 94.07% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 83.91%▲ 1.06% |
|---|---|
| Total Invested | $83.78B▲ 23.45% |
| Investors Holding | 1,928▲ 111.00% |
ESG Score
No data
About Bank Of New York Mellon Corp
48,400 employees
CEO: Thomas Gibbons BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual ...