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Dec 31, 2023

BNY Mellon Q4 2023 Earnings Report

Reported earnings per common share of $0.33, or $1.28 as adjusted, for the fourth quarter of 2023.

Key Takeaways

BNY Mellon's fourth quarter results reflect a complex operating environment with total revenue of $4.3 billion and diluted EPS of $0.33. The company's performance was impacted by notable items including FDIC special assessment, severance and litigation reserves, and a fair value adjustment. Despite these challenges, BNY Mellon exceeded its initial financial outlook and is setting improved targets for the future.

Total revenue reached $4.3 billion, a 10% increase year-over-year, or 2% excluding notable items.

Diluted EPS was reported at $0.33, a 47% decrease year-over-year, or a 2% decrease excluding notable items.

Noninterest expense amounted to $3.9 billion, a 20% increase year-over-year, or 4% excluding notable items.

The company returned $778 million of capital to common shareholders through dividends and share repurchases.

Total Revenue
$4.46B
Previous year: $4.38B
+1.9%
EPS
$1.28
Previous year: $1.3
-1.5%
Assets Under Custody
$47.8T
Previous year: $44.3T
+7.9%
Assets Under Management
$2T
Previous year: $1.8T
+11.1%
Gross Profit
$4.37B
Previous year: $3.83B
+14.0%
Cash and Equivalents
$4.92B
Previous year: $5.03B
-2.1%
Free Cash Flow
-$2.34B
Previous year: $2.57B
-191.0%
Total Assets
$410B
Previous year: $406B
+1.0%

BNY Mellon

BNY Mellon

Forward Guidance

BNY Mellon announced further improved financial targets for each of its business segments and the firm overall in the medium-term.