AI brief of an SEC Form 8-K · BNY Mellon (BNY)

BNY Q1 Diluted EPS Rises 42% to $2.24 on Revenue of $5.4 Billion

Positive Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyBNY Mellon (BNY)
Form8-K, current report
Filed with the SECApr 16, 2026, 6:30 AM ET
Accession number0001390777-26-000042

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 16, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.