Loading
Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ebrahim Poonawala | Bank of America | 14 (7%) |
| Mike Mayo | Wells Fargo | 14 (43%) |
| Alex Blostein | Goldman Sachs | 13 (0%) |
| David Smith | Truist Securities | 12 (25%) |
| Ken Usdin | Autonomous Research | 11 (0%) |
| Gerard Cassidy | RBC Capital Markets | 10 (0%) |
| Brennan Hawken | BMO Capital Markets | 9 (11%) |
| Glenn Schorr | Evercore ISI | 7 (14%) |
| Betsy Graseck | Morgan Stanley | 7 (0%) |
| Steve Chubak | Wolfe Research | 6 (33%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 14 (7%) |
| Wells Fargo | 1 | 14 (43%) |
| Goldman Sachs | 1 | 13 (0%) |
| Truist Securities | 1 |
| 12 (25%) |
| RBC Capital Markets | 2 | 12 (0%) |
| Autonomous Research | 1 | 11 (0%) |
| BMO Capital Markets | 1 | 9 (11%) |
| Morgan Stanley | 2 | 8 (0%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.03B | +8.7% | $1.54 | +670.0% | 14.7% | 11.5% |
| FY2025 Q1 | $9.65B | +1.7% | $1.58 | +26.4% | 15.8% | 12.6% |
| FY2025 Q2 | $10.36B | +5.0% | $1.93 | +27.0% | 17.7% | 13.7% |
| FY2025 Q3 | $10.36B | +1.9% | $1.88 | +25.3% | 17.9% | 13.9% |
| FY2025 Q4 | $10.07B | +0.3% | $2.02 | +31.2% | 18.3% | 14.5% |
| FY2026 Q1 | $9.86B | +2.2% | $2.24 | +41.8% | 20.4% | 16.5% |
| FY2026 Q2 | $5.70B | +13.0% | $2.43 | +25.9% | 39.8% | 30.9% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
BNY Mellon delivered record Q1 FY2026 revenue of $5.4 billion with 13% year-over-year growth and 833 basis points of positive operating leverage. Full-year revenue guidance was raised to 6% and NII to 10%, a significant upgrade. AI leadership expanded with 218 solutions and digital employees, major client wins included AGI, PayPal, and U.S. Treasury, and the platform transformation continued delivering. Investment and wealth management margins remained well below target.
Revenue Growth | Competitive Dynamics | Margin | Demand | Innovation & R&D | Macroeconomic | Capital Allocation | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 3 | 4 | 3 | 4 | 5 | 1 | |
| 2025Q1 | 6 | 3 | 2 | 4 | 2 | 6 | 2 | |
| 2025Q2 | 2 | 4 | 5 | 2 | 2 | 1 | ||
| 2025Q3 | 4 | 6 | 4 | 4 | 6 | 1 | 3 | |
| 2025Q4 | 8 | 4 | 7 | 5 | 1 | 2 | 2 | |
| 2026Q1 | 7 | 7 | 3 | 5 | 4 | 2 | 2 | 6 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 6 | 2 | 4 | 8 | 7 |
| Competitive Dynamics | 3 | 3 | 4 | 6 | 4 | 7 |
| Margin | 4 | 2 | 5 | 4 | 7 | 3 |
| Demand | 3 | 4 | 4 | 5 | 5 | |
| Innovation & R&D | 4 | 2 | 2 | 6 | 1 | 4 |
| Macroeconomic | 5 | 6 | 1 | 2 | ||
| Capital Allocation | 2 | 2 | 3 | 2 | 2 | |
| Cloud & AI | 1 | 1 | 2 | 6 |
What BNY and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“or Bitcoin custody for ETF providers—we announced one recently with Morgan Stanley.”
BNY announced a Bitcoin custody arrangement for ETF providers with Morgan Stanley, a digital-asset partnership.
“as does the early access preview capability that OpenAI announced a couple of days ago—again joining the team”
BNY is adopting an early-access OpenAI capability as part of its cyber-defense toolkit.
“in collaboration with NVIDIA, The Bank of New York Mellon Corporation became the first global bank to deploy a DGX SuperPOD”
BNY deployed an NVIDIA DGX SuperPOD as the first global bank to do so, underscoring NVIDIA's penetration into financial-services AI infrastructure.
“The Bank of New York Mellon Corporation will manage the national infrastructure for the program and collaborate with Robinhood, which will provide brokerage and initial trustee services.”
Robinhood will provide brokerage and initial trustee services for the US government's Trump accounts program, partnering with BNY.
“PayPal has selected The Bank of New York Mellon Corporation to provide institutional-grade digital asset custody, supporting their digital payments wallets, financial services for millions of users globally.”
PayPal selected BNY for institutional-grade digital asset custody to support its payments wallets, signaling PayPal's expansion in digital assets.
“AGI has selected The Bank of New York Mellon Corporation to support optimizing their investment operating model, leveraging the breadth of our global capabilities.”
Allianz Global Investors selected BNY to optimize its investment operating model, a competitive win for BNY's asset servicing.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BNY BNY Mellon | 9 | +2.2% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BLK BlackRock | 9 | +26.9% | |
| BX Blackstone Inc. | 8 | +39.3% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| STT State Street Corporation | 9 | +2.2% | |
| TROW T. Rowe Price | 6 | +5.3% |