BNY Mellon

At the Barclays conference BNY Mellon said the turnaround phase is complete and the firm has entered a new growth phase with stronger margins and faster organic growth. In H1 2024 organic growth reached 4.5%, the pre‑tax margin 39% and ROTCE 30%, each above its medium‑term targets. The bank raised its 2024 cost forecast to 6–7% due to revenue‑related expenses and investments in data, AI and regulatory requirements, but still expects a positive operating leverage. Key priorities are cross‑selling across the platform, expanding AI capabilities (platform Eliza) and engaging in digital assets while pursuing a selective M&A strategy. » More on de.investing.com

Bank of New York Mellon (BNY) shares climbed to a record high of $165.69 and rose 59.72% over the past year. The firm has a market capitalization of $112.4 billion, reported revenue growth of 11%, and trades at a P/E of 19.33, while InvestingPro classifies the stock as possibly overvalued. BNY issued $2.5 billion of senior medium-term notes in three tranches and placed $500 million of preferred shares at 6.150%. Analysts raised price targets (e.g., Truist $178, Keefe Bruyette & Woods $177, RBC $168) and highlighted strong quarterly results and solid return metrics. » More on de.investing.com

Bank of New York Mellon issued senior medium-term notes with an aggregate nominal amount of $2.5 billion split into three tranches: $300 million floating callable (maturity 2030), $1.2 billion fixed/then-floating callable with a 4.755% coupon (2030) and $1.0 billion fixed/then-floating callable with a 5.182% coupon (2034). At the same time the bank placed $500 million of preferred shares and announced a quarterly dividend of $0.63 per common share. Analysts raised their price targets after strong quarterly results (revenue +13%, ROTCE 31%), and the stock is trading near its 52-week high. » More on de.investing.com

BNY Mellon’s stock climbed to a record high of $139.22 after rising 55.32% over the past year. The institution has increased its dividend for 15 consecutive years and has paid dividends uninterrupted for 56 years, enhancing its appeal to investors. Five analysts recently raised their earnings forecasts; the company reported Q1 2026 results: EPS $2.25 (expectation $1.93) and revenue $5.41 billion (expectation $5.17 billion). BNY Mellon is changing its NYSE ticker from BK to BNY and issued $1.5 billion of senior medium-term notes with maturities to 2032 and 2037. » More on de.investing.com

BNY Mellon reported adjusted earnings per share of $2.25 (+42%) for Q1 2026, revenue of $5.41 billion, and a pre-tax margin of 37%. The company attributes margin and productivity gains largely to enterprise-wide AI implementations and reports numerous productive AI solutions and digital workers. BNY Mellon announced $1.4 billion in capital returned during the quarter and approved a new $10 billion share buyback program; medium-term targets are a pre-tax margin of ~38% and a return on tangible common equity of ~28%. Risks remain macroeconomic uncertainty, regulatory changes, and competitive pressure in digital asset management. » More on de.investing.com