The Bank of New York Mellon Corporation · BK · Next earnings

The Bank of New York Mellon Corporation next earnings report

BK's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: BNY Mellon Q1 FY2026: EPS Beats 15% as AI Scale and Fee Growth Drive Margin Expansion

Date not yet scheduled Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.28 Analyst average (2 estimates)
Consensus revenue $5.58B Analyst average (3 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where BK left off: FY2026 Q1

Full report

BNY Mellon Q1 FY2026: EPS Beats 15% as AI Scale and Fee Growth Drive Margin Expansion

EPS surprise +14.8% Reported $2.25 vs $1.96
Revenue surprise +4.4% Reported $5.41B vs $5.18B
Stock move +2.2% Event window
Subsequent drift +0.8% Up to 20 sessions

Management raised full-year FY2026 guidance: revenue growth from approximately 5% to approximately 6% YoY, net interest income growth to +10% YoY, and expense growth at the upper end of the 3-4% range. Capex outlook shifted to increasing with $4 billion in technology infrastructure spending. The prior quarter's medium-term targets (38% pretax margin, 28% ROTCE) remain in place. Capital return policy stays steady at roughly a 100% payout ratio, reinforced by a new $10 billion share-repurchase authorization. Guidance sentiment is raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic volatility and interest-rate uncertainty could pressure deposit betas and NII sustainability.
  • Weaker US dollar may negatively impact the fee mix and expense base.
  • Cybersecurity risk amplified by expanded AI adoption across the firm.
  • Regulatory changes to GSIB surcharge and capital rules could alter capital-return capacity.
  • Seasonality in deposit balances and certain fee-type revenues may create quarterly variability.

Questions analysts left open

  • Deposit betas for euro and pound and their impact on future NII.
  • Revenue growth versus asset growth in the Wealth Solutions and Pershing franchise.
  • Sustainability of strong non-interest-bearing deposit balances.
  • Fee growth assumptions amid macro uncertainty.
  • Level of AI investment versus potential margin upside.

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Recent BK quarters

All BK earnings
+2.2%FY2026 Q1+1.9%FY2025 Q4-0.1%FY2025 Q2+1.4%FY2025 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.