Every material Form 8-K BNY Mellon has filed with the SEC since June 18, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Bank of New York Mellon filed documents establishing and issuing a new Series O Noncumulative Perpetual Preferred Stock, with a liquidation preference of $100,000 per share. The filing also covers an underwriting agreement dated October 19, 2026 for a public offering of 1,250,000 depositary shares, each representing a 1/100th interest in a Series O preferred share. The new terms restrict common dividends and buybacks if preferred dividends are not declared and paid for the last preceding dividend period.
Certificate of Designations filed in Delaware on October 27, 2026, effective upon filing
Underwriting agreement dated October 19, 2026 covers 1,250,000 depositary shares
Series O preferred liquidation preference is $100,000 per share, par value $0.01
Common dividends and repurchases are restricted if Series O preferred dividends are not declared and paid
On October 15, 2026, BNY reported third-quarter 2026 results, with total revenue of $5.7 billion, up 12% from a year earlier and flat from the second quarter. Diluted EPS was $2.34, up 24% year over year but down 4% from $2.45 in the second quarter. The company returned $1.4 billion of capital to common shareholders, which matters to shareholders because it reflects both earnings growth and continued payouts.
Total revenue of $5.7 billion, up 12% year over year and flat from the second quarter ($5,698 million)
Diluted EPS of $2.34, up 24% from $1.88 a year earlier but down from $2.45 in the second quarter
Pre-tax operating margin of 38.5%, compared with 36.4% a year earlier and 39.8% in the second quarter
Returned $1.4 billion to common shareholders, including $937 million of share repurchases and $436 million of dividends
BNY's board elected Vikram Malhotra, a senior partner at McKinsey & Company, as an independent director, effective October 1, 2026. With his addition, the board will have 12 directors, 11 of whom are independent. The filing describes a board seat with customary non-management director compensation and does not report any change to executive officers.
Board elected Malhotra on August 11, 2026, effective October 1, 2026
Board will consist of 12 directors, 11 of them independent
Malhotra has been a senior partner at McKinsey since 1998 and joined the firm in 1986
He will receive non-management director compensation as described in the March 5, 2026 proxy statement
BNY reported second-quarter 2026 results on July 15, 2026, with total revenue of $5.7 billion, up 13% from a year earlier, and diluted earnings per share of $2.45, up 27% from $1.93. Net income applicable to common shareholders rose 22% to $1.7 billion, and the company returned $1.5 billion to common shareholders in the quarter.
Total revenue of $5,698 million, up 13% year over year and 5% from the first quarter of 2026
Diluted EPS of $2.45, compared with $1.93 a year earlier and $2.24 in the first quarter of 2026
Noninterest expense of $3.4 billion, up 7% year over year; pre-tax operating margin of 39.8%
Returned $1.5 billion to common shareholders: $1.1 billion in share repurchases and $371 million in dividends; CET1 ratio of 11.0%
BNY reported first-quarter 2026 results, with total revenue of $5.4 billion, up 13% from a year earlier, and diluted earnings per share of $2.24, up 42%. The board also authorized a new common share repurchase program of $10 billion, and the company returned $1.4 billion to common shareholders in the quarter. The CET1 ratio fell to 11.0% from 11.9% at Dec. 31, 2025, and the filing does not include numeric forward guidance.
Total revenue of $5.4 billion, up 13% year-over-year; noninterest expense of $3.4 billion, up 5%.
Diluted EPS of $2.24, up 42% year-over-year; pre-tax operating margin of 37%.
Board authorized a new common share repurchase program of $10 billion; $983 million of share repurchases in the quarter.
CET1 ratio of 11.0% at March 31, 2026, down from 11.9% at Dec. 31, 2025; regulatory ratios are preliminary.
BNY reported fourth-quarter 2025 results, with diluted earnings per share of $2.02, up from $1.54 a year earlier, and $2.08 excluding notable items. Total revenue rose 7% to $5.2 billion, while noninterest expense was flat at $3.4 billion, and the company returned $1.4 billion to common shareholders. For shareholders, the quarter shows higher profit and revenue, with a $51 million net charge tied mainly to severance.
Diluted EPS of $2.02 for Q4 2025, up 31% from Q4 2024; adjusted diluted EPS of $2.08, up 21%
Total revenue of $5.2 billion, up 7% year over year; net income applicable to common shareholders of $1.4 billion, up 26%
Full-year 2025 diluted EPS of $7.40, up 28%; net income applicable to common shareholders of $5.3 billion
Returned $1.4 billion to common shareholders in Q4, including $377 million in dividends and $1.0 billion in share repurchases
BNY's Board elected Charles F. Lowrey, former Prudential Financial CEO, as an independent director effective February 15, 2026, expanding the Board to 12 directors. The Human Resources and Compensation Committee also approved an equity award to Chairman and CEO Robin Vince, with a grant date value of $25.0 million in restricted stock units plus 869,263 stock options, which vest or become exercisable over five and six years.
Charles F. Lowrey elected as an independent director, effective February 15, 2026; Board will have 12 directors
Lowrey has been Executive Chairman of Prudential Financial since April 2025 and was its CEO from December 2018 until March 2025
On December 8, 2025, the HRCC unanimously approved an award to CEO Robin Vince of RSUs valued at $25.0 million at grant plus 869,263 stock options
RSUs and options vest or become exercisable in two equal installments on the fifth and sixth anniversaries of the grant date
BNY reported third-quarter 2025 results, with total revenue of $5.1 billion, up 9% from a year earlier, and diluted earnings per share of $1.88, up 25%. Earnings per share fell 3% from the second quarter's $1.93, and the company returned $1.2 billion to common shareholders, which gives shareholders both profit growth and capital return.
Total revenue of $5.1 billion, up 9% year-over-year and 1% from the second quarter
Diluted EPS of $1.88, up 25% year-over-year but down 3% from $1.93 in the second quarter
Net income applicable to common shareholders of $1.34 billion, down 4% from the second quarter
Returned $1.2 billion to common shareholders, including $849 million of share repurchases and $381 million of dividends
BNY reported second-quarter 2025 results, with diluted earnings per share of $1.93, up 27% from $1.52 a year earlier, and total revenue of $5.0 billion, up 9%. Net income applicable to common shareholders rose 22% year over year to $1.39 billion, and the company returned $1.2 billion of capital to common shareholders during the quarter.
Diluted EPS of $1.93 versus $1.52 in 2Q24 and $1.58 in 1Q25; excluding notable items, $1.94
Total revenue of $5.0 billion, up 9% year over year; noninterest expense of $3.2 billion, up 4%
Pre-tax operating margin of 37% versus 33% a year earlier; ROTCE of 27.8%
Capital returned to common shareholders: $895 million of share repurchases and $346 million of dividends
BNY reported first-quarter 2025 results with total revenue of $4.8 billion, up 6% from a year earlier, and diluted EPS of $1.58, up 26%. Excluding notable items, EPS rose 22%, and the company returned $1.1 billion to common shareholders. Compared with the fourth quarter of 2024, total revenue fell 1%, and EPS excluding notable items fell 8%, though reported EPS rose 3%.
Total revenue of $4.8 billion, up 6% year over year and down 1% from the fourth quarter of 2024
Diluted EPS of $1.58, up from $1.25 a year earlier and $1.54 in the fourth quarter of 2024
Pre-tax operating margin of 32%, up from 29% a year earlier; ROTCE of 24.2%
Returned $1.1 billion to common shareholders: $746 million in share repurchases and $343 million in dividends
BNY reported fourth-quarter 2024 results on January 15, 2025, with total revenue of $4.8 billion, up 11% from a year earlier, and diluted EPS of $1.54, compared with $0.21 in the fourth quarter of 2023. Results included $165 million of notable noninterest expense, and on an adjusted basis EPS was $1.72. The company said full-year 2024 net income was a record $4.3 billion, and it returned $1.1 billion to common shareholders in the quarter.
Q4 2024 net income applicable to common shareholders was $1.13 billion, up from $162 million in Q4 2023
Full-year 2024 diluted EPS was $5.80, or $6.03 adjusted, versus $3.89 in 2023
Q4 capital returned to common shareholders totaled $1.1 billion, including $750 million of share repurchases and $349 million of dividends
Q4 notable items included $165 million of noninterest expense, mainly severance and litigation reserves
BNY said on January 7, 2025 that Catherine Keating, Senior Executive Vice President and Global Head of Wealth Management and a Named Executive Officer, will retire effective April 30, 2025. The filing discloses the retirement notice only and does not name a successor or describe any financial effect.
Catherine Keating informed the company of her retirement on January 7, 2025
Retirement is effective April 30, 2025
Keating is Senior Executive Vice President and Global Head of Wealth Management and a Named Executive Officer
BNY said Rajashree Datta will join as Deputy Chief Risk Officer on December 15, 2024, and will succeed Senthil Kumar as Chief Risk Officer in the first half of 2025. Kumar is a Named Executive Officer, so the change affects a senior role, but the filing describes a planned handover and says the terms of his departure are consistent with company policies.
Rajashree Datta joins BNY as Deputy Chief Risk Officer on December 15, 2024.
Datta will succeed Senthil Kumar, Senior Executive Vice President and Chief Risk Officer, as CRO in the first half of 2025.
BNY determined that the terms of Kumar's departure are consistent with its applicable policies.
BNY reported third-quarter 2024 results on October 11, 2024, with diluted earnings per share of $1.50, up 22% from $1.23 a year earlier, and total revenue of $4.6 billion, up 5%. Net income applicable to common shareholders was $1.11 billion, down 3% from the second quarter, and the company returned $1,078 million to common shareholders.
Diluted EPS was $1.50, up 22% year over year; excluding notable items, EPS was $1.52, up 20%.
Total revenue was $4.6 billion, up 5% year over year; noninterest expense was $3.1 billion, flat year over year.
Assets under custody and/or administration exceeded $50 trillion for the first time, reaching $52.1 trillion.
Capital returned to common shareholders totaled $1,078 million, including $725 million of share repurchases and $353 million of dividends.
BNY reported second-quarter 2024 results on July 12, 2024, with diluted earnings per share of $1.52, up 16% from a year earlier, and total revenue of $4.6 billion, up 2%. Excluding notable items, EPS was $1.51, up 9%. The company also raised its common dividend by 12% after the Federal Reserve's 2024 stress test, and returned $923 million to common shareholders in the quarter.
Diluted EPS of $1.52, up 16% year over year; $1.51 excluding notable items, up 9%
Total revenue of $4.6 billion, up 2%; noninterest expense of $3.1 billion, down 1%
Returned $923 million to common shareholders: $322 million in dividends and $601 million in share repurchases
Common dividend increased 12% starting in the second quarter; CET1 ratio of 11.4% versus 10.8% at March 31, 2024
BNY Mellon announced that Leigh-Ann Russell will join as Chief Information Officer and Global Head of Engineering, with an expected start date of September 15, 2024. She succeeds Bridget Engle, a named executive officer, whose departure terms were determined on June 12, 2024, under company policy.
Leigh-Ann Russell named Chief Information Officer and Global Head of Engineering, expected start September 15, 2024
Succeeds Bridget Engle, Senior Executive Vice President, Chief Information Officer and Global Head of Engineering
Departure terms for Engle determined June 12, 2024, consistent with company policies; the filing gives no financial details
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