Every material Form 8-K BNY Mellon filed with the SEC in 2026, 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
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.
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