Bank Of New York Mellon Corp
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+ FollowMarket Cap$99.81B
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Earnings Call Q3 2026
October 15, 2026 - AI Summary
Strong Q3 results + operating leverage (good):
- EPS $2.34, +24% YoY; pretax margin 39% and ROTCe 29%.
- Revenue $5.7B, +12% YoY, with ~390 bps positive operating leverage (scalability/efficiency from growth).
- Fee revenue +12% YoY; investment services fees +15%; FX revenue +19%; net interest income +15% YoY; credit losses negligible.
Segment momentum and breadth of growth (good):
- Securities Services: revenue $2.8B, +15% YoY; investment services fees +19%; pretax margin 36%.
- Notable wins: Aviva Investors onboarding to middle-office platform; 2/3 of capital raising year-to-date in Depositary Receipts.
- Market & Wealth Services: revenue $2.0B, +12% YoY; pretax margin 51%.
- Net new assets $48B (annualized growth rate 7%).
- Clearance & Collateral balances $8.3T, +14% YoY; transaction volumes +10% YoY.
- Investment & Wealth Management: revenue $857M, +4% YoY; pretax income $205M, +11% YoY.
AI + platform operating model is positioned as the lever for future returns (opportunities + “surprising” emphasis):
- Management claims AI is driving both capacity (more output without proportional expense growth) and improvements to products and client offerings.
- ~400+ AI solutions in production; enterprise AI platform “Eliza”.
- Invested approach: $4B/year technology spend vs $13B expense base; they don’t break out AI costs publicly, arguing that the key is return on investment and FinOps (token/model cost management).
- “Platform operating model” is now fully live (100% of firm active); management expects improving scalability and cross-platform delivery (example cited: higher margin in Securities Services partly tied to platform model payback).
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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.
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Share Statistics
| Market cap | $99.81 Billion |
|---|---|
| Enterprise Value | - |
| Annual dividend | $2.12 |
| Dividend yield | 1.61% |
| Earnings per Share | $7.46 |
| Beta | 1.04 |
| Outstanding Shares | 0 |
Return
| Return on Equity | NaN% |
|---|---|
| Return on Assets | NaN% |
| Return on Invested Capital | NaN% |
Valuation & Multiples
| P/E Ratio | 16.17 |
|---|---|
| PEG | 103.14 |
| Price to Sales | - |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | - |
| Enterprise Value to EBIT | - |
| Enterprise Value to Net Income | - |
| Total Debt to Enterprise | - |
| Debt to Equity | - |
Revenue Sources
No data
Last Earnings Call
Report Date
July 21, 2026
EPS Estimate
$2.11
Consensus analyst estimateRevenue Estimate
$5.31 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 1.17, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| 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 | 1,936▲ 116.00% |
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 ...