Loading...
•
Jun 30, 2025
BNY Mellon Q2 2025 Earnings Report
BNY Mellon reported record revenue and strong profitability in Q2 2025.
Key Takeaways
BNY Mellon exceeded $5 billion in quarterly revenue for the first time, delivered strong operating leverage, and achieved a 28% ROTCE with robust capital returns to shareholders.
First-ever quarter with revenue exceeding $5 billion
Net income rose to $1.39 billion with EPS of $1.93
Strong 37% pre-tax operating margin and 27.8% ROTCE
Returned $1.2 billion to shareholders through dividends and buybacks
Revenue by Segment
Forward Guidance
Management signaled continued momentum driven by its diversified business model and transformation efforts, but macroeconomic conditions remain a risk.
Positive Outlook
- Continued positive operating leverage
- Momentum from platform operating model and commercial transformation
- Record sales in first half of 2025
- Diversified business model supports resilience
- Strong capital return to shareholders
Challenges Ahead
- Macroeconomic uncertainty could affect client activity
- Potential headwinds from foreign exchange fluctuations
- Changes in deposit mix could pressure net interest income
- Higher investments and employee expenses increase cost base
- Weaker U.S. dollar negatively impacts expenses
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...