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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

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Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

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Bank of New York Mellon

Pershing is a subsidiary of The Bank of New York Mellon. Pershing has nearly $1 trillion in assets under administration. The Bank of New York Mellon has more than $25 trillion in assets in custody.

Pershing

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segment. The Securities Services segment includes Asset Servicing business, which provides global custody, fund accounting, integrated middle-office solutions, transfer agency and data and analytics solutions. The Market and Wealth Services segment comprises industry leaders pershing and clearance and collateral management, and treasury services business. The Investment and Wealth Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The Other segment which includes the leasing portfolio, corporate treasury activities, derivatives and other trading activity. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

BNY Mellon reports Q4 earnings decline, focuses on growth initiatives

BNY Mellon's Q4 performance showed a decline in EPS but strong return on equity.
The company aims to drive efficiency savings in 2023 and grow net interest revenue.
Challenges include declining assets under management and margin concerns in asset servicing.
Opportunities lie in revenue diversification, growth initiatives, and improving expense management.

BNY Mellon reports robust Q1 earnings, eyes real-time payment growth

Bank of New York Mellon (BK) delivered strong financial results in Q1 2023, showcasing resilience and effective cost management.
The company's emphasis on preparedness over prediction and diversification in services positions them well for future challenges.
BNY Mellon's cautious approach to deposits and crypto, coupled with a focus on real-time payments, reflects a strategic and forward-thinking mindset.
Overall, BNY Mellon's performance, strengths, and strategic focus indicate a resilient and adaptable financial institution.

BNY Mellon excels in Q2 earnings, navigates uncertainties strategically

BNY Mellon's Q2 performance reflects strong financial metrics and strategic initiatives to enhance competitiveness. While facing uncertainties, the company is well-positioned to leverage opportunities in distribution, cost management, and client experience for future growth.

Bank of New York Mellon reports strong Q3 earnings and growth strategies

Bank of New York Mellon (BK) delivered strong financial results in Q3 2023, showcasing operational efficiency and strategic focus on client engagement and expense reduction.
While facing challenges in the Investment Management segment, the company remains optimistic about its ability to deliver on financial targets and capitalize on growth opportunities.
By addressing internal and external risks, leveraging technological advancements, and focusing on revenue growth and cost management, Bank of New York Mellon aims to navigate uncertainties and drive sustainable growth.
The company's commitment to enhancing operational efficiency, revenue streams, and client-centric services positions it well to overcome challenges and capitalize on opportunities for future success.

BNY Mellon surpasses 2023 goals, focuses on growth strategies

BNY Mellon had a strong Q4, exceeding financial goals and focusing on future growth strategies.
The company faces challenges with expense management and NII outlook but sees opportunities in efficiency and revenue growth.
Executives emphasized aligning employees, enhancing client service, and driving growth in business segments.
Investments in automation, digitization, and strategic targets set for future success.

BNY Mellon reports solid Q1 earnings, invests in AI for growth

BNY Mellon's Q1 2024 performance reflects resilience with revenue and EPS growth, despite challenges in net interest income and deposit trends. The company's strategic focus on technology investments, client-centric approach, and operational efficiency drive opportunities for future growth and profitability.

Bank of New York Mellon (BK) reports robust Q3 results

Bank of New York Mellon (BK) shows strong financial performance and strategic focus
Balancing investments in AI with managing expenses effectively is key
Transition to a platforms company and AI investments offer growth potential

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The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other. The Securities Services segment includes the Asset Servicing business, which provides global custody, fund accounting, integrated middle-office solutions, transfer agency and data, and analytics solutions. The Market and Wealth Services segment consists of industry leaders pershing and clearance and collateral management, and treasury services business. The Investment and Wealth Management segment is involved in services to institutional and retail investors, as well as investment management, wealth, and estate planning. The Other segment refers to the leasing portfolio, corporate treasury activities, derivatives, and other trading activity. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

The Bank of New York Mellon Corporation (BK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will The Bank of New York Mellon Corporation (BK) Beat Estimates Again in Its Next Earnings Report?

JPMorgan Chase & Co

Wells Fargo

Despite high interest rates and regional bank fallouts that hurt investor sentiments, JPMorgan Chase (JPM), Wells Fargo (WFC) and BNY Mellon (BK) have emerged as top S&P 500 performers in the banking space.

3 Best Performing S&P 500 Bank Stocks of 2023

BNY Mellon stock (NYSE: BK) has gained 12% YTD as compared to the 22% rise in the S&P500 index over the same period. Further, at its current price of $51 per share, it is trading slightly below its fair value of $54 – Trefis' estimate for BNY Mellon's valuation.

Underperforming The S&P By 10%, Where Is BNY Mellon Stock Headed?

NEW YORK--(BUSINESS WIRE)--Behavox today announced that BNY Mellon (NYSE: BK), the world's largest custodian has selected Behavox to enhance its compliance program.

Behavox Selected by BNY Mellon to Provide Next Generation AI Solution for Its Compliance Program

BNY Mellon stock (NYSE: BK) currently trades at $50 per share, around 22% below (28% upside) its level of $64 on February 9, 2022 (pre-inflation shock high), and seems undervalued. BNY Mellon saw its stock trading at around $42 at the end of June 2022, just before the Fed started increasing rates, and is trading 20% above that level now.

Rising Only Half The S&P's Gain In 2023, Where Is BNY Mellon Stock Headed?

LAKE MARY, Fla. , Dec. 12, 2023 /PRNewswire/ -- BNY Mellon (NYSE:BK) today announced it's investing significantly in its real estate footprint in Lake Mary, Florida, naming it a key location for the firm's growth.

BNY Mellon to Expand Presence in Lake Mary, FL

Bank of New York Mellon is downgraded to a Buy rating from a prior Strong Buy in August, in line with current consensus from Wall Street. Positive points are +3% dividend yield, dividend income growth, equity and earnings improvement, growth in AUM/AUC and inflows. Headwinds are a share price now 11% above its moving average.

Bank of New York Mellon: Still A Buy At +3% Yield And Earnings Growth (Ratings Downgrade)

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Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analysis.

U.S. Wide-Moat Stocks On Sale - The December 2023 Heat Map

Citigroup

Goldman Sachs

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State Street

The chief executives of big U.S. banks are arguing that banking regulations aimed at strengthening the country's financial system will instead hurt the economy.

Mortgages and small loans will be more expensive under proposed regulations, bank chiefs say

Abu Dhabi based company will meet the growing needs of wealth and asset managers in the Middle East for an end-to-end wealth management platform BNY Mellon will provide its global expertise in wealth technology and has a minority share in the company ABU DHABI, UAE and NEW YORK , Nov. 21, 2023 /PRNewswire/ -- Lunate, a global alternative investment management company with more than $50 billion of assets under management, and BNY Mellon (NYSE:BK), the world's largest custodian and a leader in wealth management technology are investing in a new company, Alpheya, that will develop a customized wealth management technology platform for wealth and asset managers in the Middle East and North Africa (MENA). Based in the Abu Dhabi Global Market (ADGM), Alpheya will be funded with a capital commitment of $300 million and is expected to start serving clients in 2024.

Lunate and BNY Mellon to Invest in New Wealth Technology Company

NEW YORK , Nov. 17, 2023 /PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY Mellon") (NYSE: BK) today announced that it will redeem all outstanding shares of its Series D Noncumulative Perpetual Preferred Stock (the "Series D Preferred Stock") and all of the corresponding depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series D Preferred Stock. There are currently 5,000 shares of Series D Preferred Stock and 500,000 Depositary Shares outstanding.

BNY Mellon Announces Redemption of 500,000 Depositary Shares, Each Representing a 1/100th Interest in a Share of its Series D Noncumulative Perpetual Preferred Stock

The Bank of New York Mellon Corporation (BK) reported earnings 30 days ago. What's next for the stock?

The Bank of New York Mellon Corporation (BK) Up 7.9% Since Last Earnings Report: Can It Continue?

NEW YORK , Nov. 13, 2023 /PRNewswire/ -- BNY Mellon (NYSE: BK) will report financial results for the fourth quarter 2023 on Friday, January 12, 2024. Materials will be posted to BNY Mellon's website at approximately 6:30 a.m.

BNY Mellon to Report Fourth Quarter 2023 Results on January 12, 2024

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Capital One

M&T Bank

PNC Financial Services

Truist Financial

U.S. Bancorp

Zions Bancorp

Many banks have reported significantly larger unrealized securities losses in 3Q as interest rates rose in the quarter. The unrealized losses have grown so large as to be orange flags for a few banks. One of the reasons there could be new increased capital requirements is because of the large unrealized losses across the banking industry.

Q3 List Of Banks And Their Increasing Paper Losses In Their Debt Securities Portfolios

BNY Mellon is settling trades of Treasury securities manually with the Industrial and Commercial Bank of China after the Chinese bank was hacked, two sources familiar with the matter said on Friday.

BNY keeps ICBC off Treasury platform, waits for all-clear -sources

NEW YORK , Nov. 8, 2023 /PRNewswire/ -- BNY Mellon (NYSE: BK) today announced that Dermot McDonogh, Chief Financial Officer, will speak at the Goldman Sachs Financial Services Conference in New York at 9:20 a.m. ET on Wednesday, December 6, 2023.

BNY Mellon to Speak at the Goldman Sachs Financial Services Conference

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Big U.S. banks have signaled that they expect net interest income to bottom out in the next few quarters as they keep an eye on whether the cost of consumer deposits will come down, a bank analyst said in a research note on Monday.

JPMorgan's and PNC's mixed outlook on net interest income draws attention from analyst after industry gathering

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Here's Why The Bank of New York Mellon Corporation (BK) is a Strong Value Stock

NEW YORK , Oct. 25, 2023 /PRNewswire/ -- BNY Mellon (NYSE: BK) today announced that Emily Portney, Global Head of Asset Servicing, will speak at the BancAnalysts Association of Boston Conference in Boston at 8:15 a.m. ET on Friday, November 3, 2023.

BNY Mellon to Speak at the BancAnalysts Association of Boston Conference

BNY Mellon has introduced a foreign exchange (FX) platform that lets clients execute transactions across portfolios. Universal FX, announced Wednesday (Oct. 25), follows the bank's earlier debut of its OneFX solutions suite.

BNY Mellon Debuts ‘Universal' Foreign Exchange Platform

New platform helps clients manage and centralize their portfolios , regardless of where they custody, prime or settle trades  Builds on OneFX suite of solutions and banking capabilities for all FX trading, hedging and cross-border payment activities  NEW YORK , Oct. 25, 2023 /PRNewswire/ -- BNY Mellon (NYSE: BK) announced today the launch of Universal FX, a new foreign exchange (FX) platform that meets client needs to manage execution across their entire portfolio and access market-leading price transparency. Universal FX supports BNY Mellon clients across all market segments, such as investment managers, corporates, hedge funds and wealth managers, as well as helping them navigate the industry transition to T+1 settlement.

BNY Mellon Launches Universal FX

BNY Mellon has introduced a White Labeling service for its LiquidityDirect platform. This service enables financial institutions to offer their clients liquidity management solutions, including short-term investments, the bank said in a Monday (Oct. 23) press release.

BNY Mellon Launches White Labeling Service for Liquidity Management Solutions

Morgan Stanley Investment Management to be first adopter NEW YORK , Oct. 23, 2023 /PRNewswire/ -- BNY Mellon (NYSE: BK) announced today the launch of LiquidityDirect's new White Labeling service offering, providing financial institutions a liquidity management solution for their end clients. Financial institutions seeking to include short-term investments in their suite of offerings can now leverage LiquidityDirect's technology and services to provide a seamless user experience through a single sign-on for their clients.

BNY Mellon Launches White Labeling Service for LiquidityDirect® Platform

BNY reported earnings today and they have a total revenue growth of only 2% over the prior year. The upfront dividend yield is 4% but the growth prospects are lacking. The Wealth Management division experienced a 4% reduction in revenue YoY.

Bank of New York Mellon: Underperformance, But Nice Dividend

The investment bank beat estimates on the top and bottom lines. Average loans and deposits fell from the quarter a year ago.

News for Bank of New York Mellon Stock (BK)