BNY
Safeguards, manages, and moves assets across the investment life cycle.
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Profile
Safeguards, manages, and moves assets through Securities Services, Market and Wealth Services, and Investment and Wealth Management. The global platform brings together custody-related services and the BNY Investments, BNY Wealth, and BNY Pershing brands.
Safeguards, manages, and moves assets across the investment life cycle. Its global financial-services platform operates at the center of capital markets through Securities Services, Market and Wealth Services, and Investment and Wealth Management.
Securities Services includes asset servicing, issuer services, treasury services, and clearing services. Investment management, wealth management, and Pershing operate under the BNY Investments, BNY Wealth, and BNY Pershing brands.
Bringing together the Bank of New York and Mellon Financial lineages, the current corporation is shaped by client activity across the investment life cycle. Pricing, disclosure, and compliance controls in custody-related services remain structural operating dependencies.
Company facts
Key statistics
Year to date +38.8% · Average volume (30d) 2.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 22, 2026 | Argus Research | Reiterate | Buy | $67 | $180 |
| Jul 20, 2026 | Evercore ISI | Target | $145 | $158 | |
| Jul 16, 2026 | Truist Financial | Target | $160 | $178 | |
| Jul 16, 2026 | Goldman Sachs | Target | $165 | $177 | |
| Jul 16, 2026 | RBC Capital | Reiterate | Sector Perform | $142 | $168 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 15, 2026Q2 FY26 | $2.23 | $2.46 | +10.3% | $5.40B | $5.70B | +5.6% | −0.92% |
| Apr 16, 2026Q1 FY26 | $1.96 | $2.25 | +14.8% | $5.18B | $5.41B | +4.4% | +0.19% |
| Jan 13, 2026Q4 FY25 | $1.91 | $2.02 | +5.8% | $5.14B | $5.18B | +0.7% | +1.35% |
| Oct 16, 2025Q3 FY25 | $1.76 | $1.91 | +8.5% | $4.97B | $10.36B | +108.3% | −0.69% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $9.65B | $10.36B | $10.36B | $10.07B | $9.86B | $10.19B | |
| Gross profit | $4.67B | $4.98B | $5.01B | $5.13B | $5.42B | $5.71B | |
| Operating income | $1.52B | $1.84B | $1.85B | $1.85B | $2.02B | $2.27B | |
| Net income | $1.22B | $1.42B | $1.45B | $1.46B | $1.63B | $1.76B | |
| Diluted EPS | $1.58 | $1.93 | $1.88 | $2.02 | $2.24 | $2.43 | |
| Gross margin | 48.4% | 48.1% | 48.3% | 51.0% | 54.9% | 56.0% | |
| Operating margin | 15.8% | 17.7% | 17.9% | 18.3% | 20.4% | 22.3% |
Fiscal years (4-quarter sums)FY18 $18.81B · FY19 $20.45B · FY20 $16.60B · FY24 $39.55B · FY25 $40.44B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $348.35B · Total debt $61.70B · Total assets $525.14B · Shareholders' equity $44.66B
Dividends
Raised for 16 straight years — most recently to $0.63 from $0.53 in Jul 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 27, 2026 | Jul 27 | Aug 7 | $0.63 | raised from $0.53 |
| Apr 27, 2026 | Apr 27 | May 8 | $0.53 | |
| Jan 23, 2026 | Jan 23 | Feb 5 | $0.53 | |
| Oct 27, 2025 | Oct 27 | Nov 7 | $0.53 | |
| Jul 25, 2025 | Jul 25 | Aug 7 | $0.53 | raised from $0.47 |
| Apr 21, 2025 | Apr 21 | May 2 | $0.47 | |
| Jan 27, 2025 | Jan 27 | Feb 7 | $0.47 | |
| Oct 21, 2024 | Oct 21 | Nov 1 | $0.47 |
Ownership
Shares outstanding 686.38M · Float 676.79M · 98.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Vanguard Capital Management | 51.69M | 7.51% | 13G | Apr 29, 2026 |
| Karpus Management, Inc. | 1.65M | 0.24% | 13F | Feb 17, 2026 |
| Rivernorth Capital Management, LLC | 866.7K | 0.13% | 13F | Feb 17, 2026 |
| Robin A. Vince · director, officer: Chairman & CEO | 650.6K | 0.09% | Form 4 | Jul 17, 2026 |
| Guggenheim Capital LLC | 482.4K | 0.07% | 13F | Feb 17, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 29, 2026 | Dermot McDonogh | officer: Chief Financial Officer | −31,800 | $155.26 |
| Apr 17, 2026 | Shannon Marie Hobbs | officer: Senior Executive VP | −297 | $137.05 |
| Apr 17, 2026 | J. Kevin McCarthy | officer: SEVP & General Counsel | −30,000 | $136.50 |
| Apr 17, 2026 | Kurtis R. Kurimsky | officer: Corporate Controller | −5,290 | $136.02 |
| Apr 17, 2026 | Alejandro Perez | officer: Sr. Executive Vice President | −12,504 | $137.01 |
Peers
- State Street
Institutional custody, servicing, markets, and asset-management overlap
- JPMorgan Chase
Global custody, clearing, collateral, and wealth-management overlap
- Citi
Custody, issuer, and cross-border cash-management overlap
- Northern Trust
Asset servicing, private wealth, and investment-management overlap
- HSBC (ADR)
Global custody, fund administration, issuer, FX, and lending overlap
- BlackRock
Institutional and wealth investment-management overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BNY | $162.50 | −0.01% | $111.54B | 19.0 | — | 2.8 | −44.8% |
| State Street | $193.32 | +0.01% | $53.51B | 17.1 | 13.5 | 2.3 | −30.2% |
| JPMorgan Chase | $357.66 | +0.05% | $958.25B | 15.4 | 14.8 | 3.2 | +27.8% |
| Citi | $132.62 | −0.19% | $227.81B | 14.3 | 11.4 | 1.3 | +14.3% |
| Northern Trust | $186.79 | +0.01% | $34.17B | 16.0 | 15.7 | 2.3 | −24.9% |
| HSBC (ADR) | $104.30 | +0.76% | $355.80B | 14.9 | 11.9 | 2.8 | +32.2% |
| BlackRock | $1,163.84 | −0.03% | $180.49B | 27.8 | 19.5 | 6.6 | +30.6% |
| Median | 15.7 | 14.2 | 2.6 | +21.0% |