Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Bank of New York Mellon Corp (BK) Q1 2025 Earnings Call Highlights: Strong EPS Growth and ...

In This Article:

  • Earnings Per Share (EPS): $1.58, up 26% year over year on a reported basis and up 22% excluding notable items.

  • Total Revenue: $4.8 billion, up 6% year over year.

  • Expenses: $3.3 billion, up 2% year over year.

  • Pre-Tax Margin: 32%.

  • Return on Tangible Common Equity: 24%.

  • Net Interest Income: $1.2 billion, up 11% year over year.

  • Fee Revenue: Up 3% year over year.

  • Assets Under Custody and Administration (AUCA): $53.1 trillion, up 9% year over year.

  • Assets Under Management (AUM): $2 trillion, flat year over year.

  • Provision for Credit Losses: $18 million.

  • Tier 1 Leverage Ratio: 6.2%.

  • Common Equity Tier 1 (CET1) Ratio: 11.5%.

  • Capital Returned to Shareholders: Approximately $1.1 billion, representing a 95% total payout ratio year to date.

  • Liquidity Coverage Ratio: 116%.

  • Net Stable Funding Ratio: 132%.

  • Securities Services Revenue: $2.3 billion, up 8% year over year.

  • Market and Wealth Services Revenue: $1.7 billion, up 11% year over year.

  • Investment and Wealth Management Revenue: $779 million, down 8% year over year.

Release Date: April 11, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Bank of New York Mellon Corp (NYSE:BK) reported a solid financial performance with earnings per share of $1.58, up 26% year over year.

  • Total revenue increased by 6% year over year to $4.8 billion, demonstrating strong growth.

  • The company achieved positive operating leverage, with a pre-tax margin improvement to 32% and a return on tangible common equity of 24%.

  • The transformation strategy into a more platforms-oriented company is showing progress, with over half of the company now operating under the new model.

  • The company is leveraging AI to drive productivity gains and improve risk management, with over 40 AI solutions already deployed into production.

Negative Points

  • Uncertainty in the operating environment due to geopolitical tensions and trade policy changes poses elevated risks in the near and medium term.

  • Investment management and performance fees were down 5%, driven by the mix of AUM flows and certain rebate adjustments.

  • Assets under management remained flat year over year at $2 trillion, with net outflows in certain strategies.

  • The macroeconomic environment remains uncertain, impacting client confidence and potentially affecting future business decisions.

  • The company's Investment and Wealth Management segment reported a decline in total revenue by 8% year over year, with pre-tax income down 41%.

Q & A Highlights

Q: How do you view the current deposit environment and its impact on net interest income (NII)? A: Dermot Mcdonogh, CFO, explained that Q1 deposits were in line with expectations, with some moderation from the seasonally strong Q4. Despite recent market volatility, there has been a slight increase in deposits, but not as significantly as during the regional bank crisis two years ago. The strength of BNY Mellon's balance sheet and liquidity is recognized, but a major flight to quality has not yet occurred.