BNY Q3 2026 EPS $2.34, Up 24% YoY; Revenue $5.7B, Up 12%
BNY sits 35% above its 52-week low of $103.11 on elevated volume (2.3× avg).
Summary
BNY reported Q3 2026 EPS of $2.34, up 24% year-over-year, on revenue of $5.7 billion, up 12%. The company returned $1.4 billion to shareholders while its CET1 ratio declined to 10.9%.
Updates
· ShareCast — BNY's Q3 revenue of $5.68bn beat consensus of $5.55bn and adjusted EPS of $2.37 beat expectations of $2.27; shares fell 1.3% to $135.79.
- Earnings Beat — Net income attributable to common shareholders jumped 20% to $1.61bn. Pre-tax operating margin improved to 38.5% from 36.4% a year earlier.
- Revenue by Segment — Securities services division revenue increased 15% to $2.82bn. Market and wealth services revenue grew 12% to $1.98bn. Investment and wealth management revenues were up 4% at $857m.
- Net Interest Income — Net interest income rose 15% to $1.42bn, helped by the reinvestment of securities at higher yields and balance sheet growth, partly offset by pressure on deposit margins.
- Fee Revenue — Fee revenue increased 12% to $4.08bn, reflecting new business, higher client activity and stronger market values.
- Expenses — Non-interest expenses climbed 8% to $3.49bn.
- Assets — Assets under custody and administration rose 10% to $63.4trn. Assets under management increased 2% to $2.2trn.
- Capital Returns — Shareholder returns comprised $937m of share buybacks and $436m in dividends.
- Management Comment — CEO Robin Vince commented on resilience and healthy sales pipelines.
All 13 details
- Net income attributable to common shareholders jumped 20% to $1.61bn.
- Non-interest expenses climbed 8% to $3.49bn.
- Pre-tax operating margin improved to 38.5% from 36.4% a year earlier.
- Net interest income rose 15% to $1.42bn.
- Securities services division revenue increased 15% to $2.82bn.
- Market and wealth services revenue grew 12% to $1.98bn.
- Investment and wealth management revenues were up 4% at $857m.
- Assets under custody and administration rose 10% to $63.4trn.
- Assets under management increased 2% to $2.2trn.
- Shareholder returns comprised $937m of share buybacks and $436m in dividends.
- CEO Robin Vince commented on resilience and healthy sales pipelines.
- Fee revenue increased 12% to $4.08bn, reflecting new business, higher client activity and stronger market values.
- Net interest income rose 15% to $1.42bn, helped by the reinvestment of securities at higher yields and balance sheet growth, partly offset by pressure on deposit margins.
Key Events · Earnings and Guidance · BNY
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Q3 2026 EPS $2.34, Up 24% YoY
Diluted EPS of $2.34 increased 24% year-over-year, driven by 12% revenue growth and operating leverage of 389 basis points.
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Revenue $5.7B, Up 12% YoY
Total revenue of $5.676 billion rose 12% year-over-year, with fee revenue up 12% to $4.078 billion and net interest income up 15% to $1.423 billion.
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$1.4B Returned to Shareholders
Returned $1.373 billion to common shareholders in Q3 2026, including $436 million in dividends and $937 million in share repurchases, for an 86% year-to-date payout ratio.
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CET1 Ratio Declines to 10.9%
CET1 ratio fell to 10.9% from 11.9% at year-end 2025, reflecting capital returns and a decline in accumulated other comprehensive income; Tier 1 leverage ratio declined to 5.7%.
Analysis · BNY · Finance
BNY delivered strong third-quarter results, with EPS of $2.34 (up 24% year-over-year) and revenue of $5.7 billion (up 12%), driven by broad-based fee growth and higher net interest income. The company returned $1.4 billion to shareholders through dividends and buybacks, maintaining an 86% year-to-date payout ratio. However, the CET1 ratio declined to 10.9% from 11.9% at year-end 2025, and the Tier 1 leverage ratio fell to 5.7%, reflecting capital returns and a decline in accumulated other comprehensive income. The results demonstrate resilience in a constructive but uneven operating environment, with AUC/A reaching $63.4 trillion (up 10% year-over-year).
How filings like this one have moved
In the 30 days to Nov 2, 2026, 32.7% of the 1910 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, BNY was trading at $138.93 on NYSE in the Finance sector, with a market capitalization of approximately $93.4B. The 52-week trading range was $103.11 to $165.84. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.