The Bank of New York Mellon Corporation (BNY)
Coverage summary
Aardvark Labs Capital Research has covered The Bank of New York Mellon Corporation (BNY) since July 16, 2025. The company is in the Financial Services sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 21, 2026. That report moved the rating from Hold to Outperform. The rating has changed twice since coverage began.
Translations: 5 in Chinese.
Rating history
All BNY reports
Recap: Q3 2026
The Seasonal Low Still Beat, the Guide Rose a Third Time, and the July Premium Is Gone: Upgrading to Outperform, Fair Value $152–170
Recap: Q2 2026
Everything the Thesis Promised, Now Fully Priced: the Guide Raise and the IWM Turn Are the Best of the Coverage Period, but a +62% Run to All-Time Highs Pulls Us to Hold
Recap: Q1 2026
The Quarter the Thesis Delivers in Full — +42% EPS, an 833bps Operating-Leverage Step-Up, and AI Named as the Margin Lever, on a Tax-Flattered Headline and a Full Multiple: Maintaining Outperform
Recap: Q4 2025
A Record Year, the Q3 NII Worry Resolved, and the Bar Raised to 38%/28% — the Operating-Leverage Compounder Delivers Again: Maintaining Outperform
Recap: Q3 2025
Another ~500bps of Operating Leverage, a Record $57.8T Book, and a 25% EPS Jump — the Beat the Stock Sold On Is the Entry, Not the Exit: Maintaining Outperform
Recap: Q2 2025
A Discount Trust Bank No More: BNY's First $5B Quarter, 28% ROTCE and ~500bps of Operating Leverage Are What a Platforms Compounder Looks Like — Initiating Outperform