The Bank of New York Mellon Corporation (BNY) Q2 FY2026 8-K Filings and Company Events
More for Bank of New York Mellon: Company index · Financial statements · 10-K and 10-Q summary
PeriodQ2 FY2026
Published
This page digests the material Form 8-K filings The Bank of New York Mellon Corporation (BNY) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q2 FY2026, the period ended 2026-06-30, as reported in the 10-Q filed with the SEC.
Filings that contain financial statements
- Form 8-K filed 2026-07-15, accession 0001390777-26-000071 (Items 2.02 and 7.01): second quarter 2026 (three months ended June 30, 2026). Exhibit 99.1 earnings release carries a condensed consolidated income statement and results tables; Exhibit 99.2 financial supplement carries the condensed consolidated income statement and condensed consolidated balance sheet. Exhibit 99.3 is the quarterly update presentation.
- Form 8-K filed 2026-04-16, accession 0001390777-26-000042 (Items 2.02 and 7.01): first quarter 2026 (three months ended March 31, 2026). Exhibit 99.1 condensed consolidated income statement; Exhibit 99.2 condensed consolidated income statement and balance sheet.
- Form 8-K filed 2026-01-13, accession 0001390777-26-000004 (Items 2.02 and 7.01): fourth quarter and full-year 2025 (period ended December 31, 2025). Exhibit 99.1 condensed consolidated income statement; Exhibit 99.2 condensed consolidated income statement and balance sheet.
Earnings releases
- 2026-07-15, second quarter 2026 (0001390777-26-000071). Total revenue $5,698 million, up 13% from the second quarter of 2025 and up 5% from the first quarter. Fee revenue $4,036 million (up 11% year over year), net interest income $1,446 million (up 20%), noninterest expense $3,439 million (up 7%). Net income applicable to common shareholders $1,696 million; diluted EPS $2.45, up 27% from $1.93. Pre-tax operating margin 39.8%, ROTCE 31.3% (non-GAAP), CET1 ratio 11.0%, Tier 1 leverage ratio 5.9%. Provision for credit losses was a benefit of $8 million. AUC/A $62.6 trillion and AUM $2.2 trillion (preliminary). Returned $1.5 billion to common shareholders: $371 million of dividends and $1.1 billion of share repurchases. The release gives no numeric earnings guidance.
- 2026-04-16, first quarter 2026 (0001390777-26-000042). Total revenue $5,409 million, up 13% year over year; diluted EPS $2.24, up 42% from $1.58; net income applicable to common shareholders $1,562 million. Pre-tax margin 37%, ROTCE 29.3% (non-GAAP), CET1 ratio 11.0% (11.9% at year-end 2025). Returned $1.4 billion to common shareholders ($376 million dividends, $983 million repurchases). The Board authorized a new common share repurchase program of $10 billion.
- 2026-01-13, fourth quarter and full year 2025 (0001390777-26-000004). Fourth quarter revenue $5,179 million (up 7%), diluted EPS $2.02 ($2.08 as adjusted, non-GAAP), including $51 million of noninterest expense notable items, primarily severance. Full-year 2025: record revenue of $20.1 billion, record net income of $5.3 billion, EPS $7.40 ($7.50 as adjusted), ROTCE 26.1% (non-GAAP), and $5.0 billion returned to shareholders. The accompanying presentation (Exhibit 99.3) announced new, higher medium-term financial targets (a 3-5 year horizon); the Tier 1 leverage ratio and CET1 ratio targets were unchanged at 5.5-6% and about 11%. The presentation also lists the acquisition of Archer as completed, among accomplishments in its review of the past three years (2023-2025), without giving a closing date.
Capital actions
- Common dividend and stress test, 2026-06-24 (0001193125-26-281160). BNY announced its intention to raise the quarterly common dividend 19%, from $0.53 to $0.63 per share, as early as the third quarter of 2026, subject to Board approval. The Federal Reserve's 2026 stress test left the stress capital buffer at the 2.5% floor, and BNY remains authorized to repurchase shares under the program announced in April 2026.
- Series M preferred stock (closed). 2026-02-26 8-K (0001193125-26-073612) announced the launch of an offering of depositary shares in a new Series M noncumulative perpetual preferred stock, with proceeds possibly used to redeem Series F and Series H preferred. The 2026-03-05 8-K (0001193125-26-094111) reports the underwriting agreement dated February 26, 2026 for 500,000 depositary shares, each a 1/100th interest in a $100,000-liquidation-preference share (about $500 million aggregate liquidation preference), the Series M certificate of designations effective March 4, 2026, and issuance on March 5, 2026.
- Series N preferred stock (closed). 2026-07-23 8-K (0001193125-26-314242): underwriting agreement dated July 16, 2026 for 500,000 depositary shares (about $500 million aggregate liquidation preference), each a 1/100th interest in a $100,000-liquidation-preference share of Series N noncumulative perpetual preferred stock; certificate of designations effective July 22, 2026; issued July 23, 2026.
- Series H preferred redeemed. 2026-06-12 8-K (0001193125-26-269610) announced redemption of all 5,825 Series H shares (582,500 depositary shares) at $1,000 per depositary share (about $582.5 million) on June 20, 2026. The 2026-06-23 8-K (0001193125-26-279476) states all shares were redeemed on June 20, 2026 and files the certificate of elimination.
- Series F preferred redeemed. 2026-08-20 8-K (0001193125-26-358252) announced redemption of all 10,000 Series F shares (1,000,000 depositary shares) at $1,000 per depositary share (about $1.0 billion) on September 20, 2026. The 2026-09-22 8-K (0001390777-26-000097) states all shares were redeemed on September 20, 2026 and files the certificate of elimination.
- Senior medium-term notes (Series J) issued. 2026-01-22 (0001193125-26-019554): $1,250 million 4.026% fixed/floating callable notes due 2030 and $300 million floating-rate callable notes due 2030. 2026-04-23 (0001193125-26-173843): $750 million 4.540% fixed/floating callable notes due 2032 and $750 million 5.085% fixed/floating callable notes due 2037. 2026-08-12 (0001193125-26-347061): $300 million floating-rate callable notes due 2030, $1,200 million 4.755% fixed/floating callable notes due 2030 and $1,000 million 5.182% fixed/floating callable notes due 2034.
Board and governance
- 2026-04-17 Form 8-K/A (0001193125-26-161599). Amends the December 11, 2025 8-K: director Charles F. Lowrey, elected effective February 15, 2026, was appointed on April 14, 2026 to the Risk Committee and the Corporate Governance, Nominating and Social Responsibility Committee. Also reports the April 14, 2026 annual meeting results: all 11 director nominees elected; the advisory vote on 2025 executive compensation passed with 55.56% of votes cast in favor (317,099,734 for, 253,650,298 against); KPMG LLP ratified as auditor for 2026 with 98.11% in favor.
- 2026-08-13 (0001193125-26-349341). The Board elected Vikram Malhotra, a McKinsey & Company senior partner, as an independent director effective October 1, 2026, bringing the Board to 12 directors, 11 of them independent.
Not found in these filings
No acquisition, divestiture, restructuring, impairment, going-concern or material legal-outcome announcement appears in the 8-Ks filed in 2026. The only M&A reference is the historical mention of the completed Archer acquisition in the January 2026 presentation.
FAQ · Bank of New York Mellon 8-K filings and events
What has The Bank of New York Mellon Corporation (BNY) reported in its recent 8-K filings?
The Bank of New York Mellon Corporation (BNY): Form 8-K filed 2026-07-15, accession 0001390777-26-000071 (Items 2.02 and 7.01): second quarter 2026 (three months ended June 30, 2026). Exhibit 99.1 earnings release carries a condensed consolidated income statement and results tables; Exhibit 99.2 financial supplement carries the condensed consolidated income statement and condensed consolidated balance sheet. Exhibit 99.3 is the quarterly update presentation. Form 8-K filed 2026-04-16, accession 0001390777-26-000042 (Items 2.02 and 7.01): first quarter 2026 (three months ended March 31, 2026).
When does The Bank of New York Mellon Corporation (BNY) next file with the SEC?
The Bank of New York Mellon Corporation (BNY) is expected to file its next Form 10-Q with the SEC on or around October 30, 2026. That date is a projection rather than a company-announced date: it is derived from The Bank of New York Mellon Corporation's own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q2 FY2026, the period ended 2026-06-30, SEC accession 0001390777-26-000086.
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How this page was built
This page was built from 16 of The Bank of New York Mellon Corporation's own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.
A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.
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