BNY Reports Record Q2 Revenue of $5.7B, EPS of $2.45, Raises Full-Year Outlook
BNY sits 67% above its 52-week low of $93.37.
Summary
BNY posted record Q2 revenue of $5.7B (+13% YoY) and EPS of $2.45 (+27% YoY), driven by broad-based fee growth and higher net interest income. The company raised its full-year revenue and operating leverage outlook.
Key Events · Earnings and Guidance · BNY
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Record Revenue and Earnings
Total revenue reached $5.7 billion, up 13% year-over-year, with diluted EPS of $2.45, a 27% increase. Fee revenue grew 11% and net interest income rose 20%.
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Margin and Profitability Expansion
Pre-tax operating margin expanded to 39.8% from 36.6% a year ago. ROTCE improved to 31.3% from 27.8%, reflecting strong operating leverage.
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Capital Return to Shareholders
BNY returned $1.5 billion to common shareholders in Q2, including $371 million in dividends and $1.1 billion in share repurchases. The total payout ratio year-to-date is 87%.
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Raised Full-Year 2026 Outlook
Management now expects total revenue growth of 10-11% (up from ~5% previously) and ~400 bps of operating leverage, driven by higher net interest income and sustained fee momentum.
Analysis · BNY · Finance
BNY delivered a standout quarter with revenue up 13% to a record $5.7 billion and EPS surging 27% to $2.45. The pre-tax margin expanded to 39.8% and ROTCE hit 31.3%, both well above year-ago levels. Management raised its full-year revenue growth outlook to 10-11% and now expects ~400 bps of operating leverage, signaling confidence in sustained momentum. The company returned $1.5 billion to shareholders through dividends and buybacks, underscoring strong capital generation. This report reinforces BNY's position as a beneficiary of higher interest rates and robust client activity across its custody and wealth platforms.
How filings like this one have moved
In the 30 days to Sep 15, 2026, 29.9% of the 1678 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.25%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, BNY was trading at $156.35 on NYSE in the Finance sector, with a market capitalization of approximately $106B. The 52-week trading range was $93.37 to $155.09. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.