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The Bank of New York Mellon (BK) Reports Q4 Earnings: What Key Metrics Have to Say

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The Bank of New York Mellon Corporation (BK - Free Report) reported $5.18 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.9%. EPS of $2.08 for the same period compares to $1.72 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $5.12 billion, representing a surprise of +1.21%. The company has not delivered EPS surprise, with the consensus EPS estimate being $1.97.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how The Bank of New York Mellon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Tier 1 Leverage Ratio: 6% versus 6% estimated by five analysts on average.
  • Net Interest Margin (FTE Basis): 1.4% versus 1.3% estimated by five analysts on average.
  • Book value per common share: $57.36 versus $56.50 estimated by four analysts on average.
  • Total interest-earning assets - Average balance: $387.29 billion versus $380.23 billion estimated by four analysts on average.
  • Revenue- Market and Wealth Services- Total revenue: $1.81 billion compared to the $1.77 billion average estimate based on two analysts. The reported number represents a change of +8.3% year over year.
  • Revenue- Securities Services- Total fee and other revenue: $1.76 billion versus the two-analyst average estimate of $1.76 billion. The reported number represents a year-over-year change of +7.2%.
  • Revenue- Securities Services- Net interest income: $735 million compared to the $693.25 million average estimate based on two analysts. The reported number represents a change of +7.9% year over year.
  • Revenue- Securities Services- Total revenue: $2.5 billion versus the two-analyst average estimate of $2.46 billion. The reported number represents a year-over-year change of +7.4%.
  • Revenue- Market and Wealth Services- Net interest income: $569 million versus $525.13 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +20% change.
  • Revenue- Other Segment- Total revenue: $15 million versus the two-analyst average estimate of $14.83 million. The reported number represents a year-over-year change of -179%.
  • Revenue- Investment and Wealth Management- Net interest income: $51 million versus the two-analyst average estimate of $44.37 million. The reported number represents a year-over-year change of +8.5%.
  • Revenue- Investment and Wealth Management- Total fee and other revenue: $803 million compared to the $801.07 million average estimate based on two analysts. The reported number represents a change of -2.8% year over year.

View all Key Company Metrics for The Bank of New York Mellon here>>>

Shares of The Bank of New York Mellon have returned +3.2% over the past month versus the Zacks S&P 500 composite's +2.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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