BNY Mellon (BK) Q1 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, April 16, 2026 astatine 11:57 AM CDT 48 min read

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Thursday, April 16, 2026 astatine 11 a.m. ET

• Chief Executive Officer — Robin Vince

• Chief Financial Officer — Dermot McDonogh

• Head of Investor Relations — Marius Merz

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Robin Vince: Thanks, Marius. Good morning, everyone, and convey you for joining us. I volition statesman with a fewer broader comments earlier Dermot takes you done our fiscal results. Referring to leafage 2 of the quarterly update presentation, The Bank of New York Mellon Corporation has started the twelvemonth with a beardown show successful the archetypal quarter. Earnings per stock of $2.24 grew 42% twelvemonth implicit year, some connected a reported ground and excluding notable items. Record gross of $5.4 cardinal was up 13% twelvemonth implicit year, reflecting broad-based maturation crossed our Securities Services and Markets and Wealth Services businesses.

We delivered implicit 800 ground points of affirmative operating leverage portion making meaningful investments successful caller products, capabilities, AI, and critically, our radical and culture. Taken together, this operation of beardown apical enactment maturation and important operating leverage resulted successful pre-tax borderline enlargement to 37% and improved profitability with a instrumentality connected tangible communal equity of 29%. The Bank of New York Mellon Corporation’s presumption astatine the bosom of planetary fiscal markets, with platforms crossed custody, information settlement, collateral, payments, trading, wealth, investments, and more, supports durable fiscal show for our company, enabling america to powerfulness our clients' maturation arsenic they navigate an progressively analyzable landscape.

While the way of planetary markets is hard to foretell with certainty, what is wide is that the underlying trends—higher levels of activity, greater complexity, caller technologies, and a resulting request for scale, efficiency, and connectivity—are much applicable than ever for our clients. As I mentioned successful my shareholder missive earlier this year, the portfolio of The Bank of New York Mellon Corporation’s businesses is unique, but it is however we are embracing caller ways of working, our adoption and integration of caller technologies, and our beardown civilization that allows america to make genuinely differentiated solutions.

Clients are progressively recognizing the worth of holistic solutions that enactment the afloat beingness rhythm of their activity, whether it is managing liquidity, optimizing, supporting higher trading volumes, oregon getting acceptable for the aboriginal of fiscal marketplace infrastructure. Our enactment to run unneurotic arsenic 1 The Bank of New York Mellon Corporation, done some our platforms operating exemplary and our commercialized model, amended enables america to bring the afloat breadth of our capabilities unneurotic successful work of our clients. A bully illustration of this from the archetypal 4th is our enactment with Allianz Global Investors, 1 of the world's starring progressive plus managers.