BK-PKMEDIUM SIGNALFINANCIAL10-K

BNY Mellon delivered strong financial performance with 22.5% net income growth to $5.5B, while also significantly reducing share count from 716M to 687M shares outstanding.

The combination of strong earnings growth and meaningful share reduction (4.1% decrease) suggests effective capital allocation and operational efficiency improvements. The substantial increase in deposits (+14.6%) indicates growing client confidence and business momentum, though investors should monitor whether the liability growth is appropriately managed.

Comparing 2026-02-25 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

BNY Mellon demonstrated robust financial performance across key metrics, with net income jumping 22.5% to $5.5B while total assets grew 13.5% to $472.3B. The company significantly expanded its deposit base by 14.6% to $331.9B and increased share buybacks to $3.5B, resulting in a 4.1% reduction in outstanding shares. The coordinated growth in assets, deposits, and cash generation, combined with aggressive capital returns, signals strong operational execution and shareholder-friendly capital allocation.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+22.5%
$4.5B→$5.5B

Net income grew 22.5% — bottom-line growth signals improving overall business health.

Cash & Equivalents
Balance Sheet
+22.3%
$4.2B→$5.1B

Cash grew 22.3% — improving liquidity position supports investment and shareholder returns.

Share Buybacks
Cash Flow
+15.4%
$3.1B→$3.5B

Share repurchases increased 15.4% — management returning capital, signals confidence in intrinsic value.

Total Deposits
Balance Sheet
+14.6%
$289.5B→$331.9B

Deposits grew 14.6% — expanding customer base or increased trust in the institution.

Total Liabilities
Balance Sheet
+14.2%
$374.3B→$427.5B

Liabilities increased 14.2% — monitor debt-to-equity ratio and interest coverage.

Total Assets
Balance Sheet
+13.5%
$416.1B→$472.3B

Asset base grew 13.5% — expansion through organic growth, acquisitions, or capital deployment.

LANGUAGE CHANGES
NEW — 2026-02-25
PRIOR — 2025-02-27
ADDED
As of January 31, 2026, 686,907,398 shares of the registrant s common stock, $0.01 par value per share, were outstanding.
BUSINESS Description of Business The Bank of New York Mellon Corporation, a Delaware corporation (NYSE symbol: BK), is a global financial services platforms company headquartered in New York, New York, with $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management as of Dec.
Thrive Together Our culture is an important part of what makes BNY successful.
We want the best people to work here, and to contribute to our success, regardless of their background.
Creating an environment where everyone belongs is essential that s how we succeed.
+7 more — sign up free →
REMOVED
As of January 31, 2025, 716,320,652 shares of the registrant s common stock, $0.01 par value per share, were outstanding.
Any such incident or failure could adversely impact our ability to conduct our businesses, damage our reputation and cause losses; the development and use of artificial intelligence present risks and challenges that may adversely impact our business; we are subject to extensive government rulemaking, policies, regulation and supervision that impact our operations.
BUSINESS Description of Business The Bank of New York Mellon Corporation, a Delaware corporation (NYSE symbol: BK), is a global company headquartered in New York, New York, with $52.1 trillion in assets under custody and/or administration and $2.0 trillion in assets under management as of Dec.
Belonging Belonging is integral to who we are as a company, what our people experience as members of our global team, and how we serve all of our stakeholders.
Our strategy is not separate, it includes all of our employees and is embedded in the way we do business, our operating model, talent experience and client value proposition.
+7 more — sign up free →
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