BNY (NYSE:BK) Issues Earnings Results

BNY (NYSE:BK) announced its earnings results on Thursday. The bank reported $2.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.30, RTT News reports. BNY had a return on equity of 14.37% and a net margin of 13.62%.The firm had revenue of $5.41 billion during the quarter, compared to analysts’ expectations of $5.14 billion. During the same quarter in the prior year, the business earned $1.58 earnings per share. The company’s revenue was up 12.9% on a year-over-year basis.

Here are the key takeaways from BNY’s conference call:

• BNY reported a strong Q1 with EPS of $2.24 (up 42% YoY), record revenue of $5.4 billion (up 13% YoY), 833 bps of positive operating leverage, and a pre‑tax margin of 37%, driving a 29% ROTCE for the quarter.
• The firm raised its 2026 outlook, now targeting approximately 6% revenue growth (ex-notables) and ~10% growth in net interest income, while expecting expense growth at the top of its 3–4% guide.
• BNY is accelerating enterprise AI adoption via its Eliza platform and DGX supercomputing infrastructure, with 100% employee access and 200+ AI solutions in production aimed at improving productivity, cycle times, controls, and product innovation.
• Capital and liquidity remain strong: the bank returned $1.4 billion in Q1, announced a new $10 billion share repurchase program, and reported LCR of 111% and NSFR of 131% (CET1 fell to 11% due to a one‑day quarter‑end balance spike).
• Business momentum included major client wins (Allianz GI, PayPal, US Treasury “Trump Accounts”), continued market‑share gains in corporate trust (>$15 trillion serviced), and strong segment growth (FX +49%, ETF AUA +33%, alternatives AUA +20%).

BNY Stock Performance

NYSE BK opened at $134.69 on Friday. The company’s fifty day moving average is $120.08 and its two-hundred day moving average is $115.70. BNY has a 52-week low of $73.55 and a 52-week high of $135.80. The company has a debt-to-equity ratio of 0.81, a current ratio of 0.71 and a quick ratio of 0.71. The firm has a market capitalization of $92.70 billion, a price-to-earnings ratio of 18.18, a P/E/G ratio of 1.06 and a beta of 1.06.

BNY Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Monday, April 27th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 1.6%. The ex-dividend date is Monday, April 27th. BNY’s dividend payout ratio (DPR) is currently 28.61%.

BNY News Summary

Here are the key news stories impacting BNY this week:

• Positive Sentiment: Q1 beat — BK reported EPS of $2.25 (vs. ~$1.91 consensus) and record revenue of $5.41B, showing broad-based strength in net interest income and fees; that outperformance drove investor optimism. Read More.
• Positive Sentiment: Raised revenue outlook — Management lifted 2026 revenue guidance to roughly $21.3B (about a 6% increase) and signaled ~10% growth in net interest income, supporting forward topline momentum. Read More.
• Positive Sentiment: Shareholder returns — The company announced substantial buyback capacity (reports cite a ~$10B program) and returned capital in the quarter, boosting EPS/valuation upside expectations. Read More.
• Positive Sentiment: Dividend declared — Board approved a $0.53 quarterly common dividend (payable May 8; ex-dividend Apr 27), adding predictable income for shareholders. Read More.
• Neutral Sentiment: Market reaction / technicals — Coverage notes BK hit 52-week / all-time highs as momentum and the beat fueled flows; this is a market response to the fundamentals above. Read More.
• Neutral Sentiment: Guidance nuance — Company published revenue guidance but the public update did not provide a clear FY26 EPS target in the release, leaving some forward EPS visibility limited. Read More.
• Negative Sentiment: Costs and capital metrics — Analysts flag rising expenses and slightly lower capital ratios that could temper margin expansion and limit upside to returns if costs persist. Read More.

Institutional Investors Weigh In On BNY

Hedge funds have recently made changes to their positions in the stock. Parkside Financial Bank & Trust increased its stake in BNY by 3.2% during the fourth quarter. Parkside Financial Bank & Trust now owns 2,805 shares of the bank’s stock valued at $326,000 after acquiring an additional 88 shares during the period. Maia Wealth LLC lifted its position in shares of BNY by 3.0% in the 4th quarter. Maia Wealth LLC now owns 3,049 shares of the bank’s stock worth $350,000 after acquiring an additional 90 shares during the period. JT Stratford LLC lifted its position in shares of BNY by 5.0% in the 4th quarter. JT Stratford LLC now owns 1,967 shares of the bank’s stock worth $228,000 after acquiring an additional 94 shares during the period. Rexford Capital Inc. grew its holdings in shares of BNY by 1.1% during the 4th quarter. Rexford Capital Inc. now owns 9,075 shares of the bank’s stock worth $1,054,000 after purchasing an additional 100 shares in the last quarter. Finally, Tradewinds LLC. increased its position in shares of BNY by 1.8% during the fourth quarter. Tradewinds LLC. now owns 7,712 shares of the bank’s stock valued at $895,000 after purchasing an additional 135 shares during the period. Institutional investors own 85.31% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on BK. Wells Fargo & Company boosted their price objective on shares of BNY from $119.00 to $122.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 14th. Morgan Stanley lowered their target price on shares of BNY from $147.00 to $135.00 and set an “equal weight” rating on the stock in a research note on Tuesday, March 31st. Truist Financial lifted their target price on shares of BNY from $136.00 to $140.00 and gave the stock a “buy” rating in a report on Wednesday, April 1st. Barclays set a $149.00 price target on shares of BNY and gave the company an “overweight” rating in a report on Friday. Finally, JPMorgan Chase & Co. lifted their price objective on BNY from $128.50 to $130.50 and gave the stock an “overweight” rating in a research note on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, BNY has an average rating of “Moderate Buy” and an average target price of $132.96.

BNY Company Profile

BNY, formerly known as BNY Mellon, is a global financial services company headquartered in New York City. Formed in 2007 through the merger of the Bank of New York and Mellon Financial Corporation, BNY traces its roots back to 1784, making it one of the oldest banking institutions in the United States. It was also the first company listed on the New York Stock Exchange.

BNY operates at the center of the world’s capital markets, partnering with clients to help them operate more efficiently and accelerate growth.