BNY Mellon stock heads into Q3 earnings with 13 percent growth

Published on 10/06/2026 at 18:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BNY Mellon stock was trading at USD 144.04 on October 6, 2026 as Q3 estimates point to USD 2.27 EPS. Q2 revenue reached USD 5.7 billion, up 13 percent year over year.

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BNY Mellon stock (ISIN US0640581007) was trading at USD 144.04 on the NYSE on October 6, 2026 at 12:24 p.m. ET, up 0.20 percent from the previous close. The next test is already dated: Benzinga reports that BNY will publish its third-quarter results before the opening bell on October 15, 2026.

Q3 estimates set the next test

Consensus calls for diluted earnings per share of USD 2.27 in Q3 2026, compared with USD 1.91 in the year-earlier quarter. Revenue is expected at USD 5.56 billion, versus USD 5.08 billion a year earlier, according to Benzinga.

The setup is demanding because the market is comparing another projected double-digit revenue increase with BNY's already elevated second-quarter base. For investors, the key question is whether fee growth and net interest income can sustain the pace established in the first half.

Q2 results raised the bar

BNY reported second-quarter revenue of USD 5.7 billion, up 13 percent year over year, while earnings per share rose 27 percent to USD 2.45, according to the Fortune transcript dated July 15, 2026. The same quarter produced a 40 percent pretax margin and return on tangible common equity of 31 percent.

Management also lifted its 2026 outlook for total revenue, excluding notable items, to 10 percent to 11 percent growth. The outlook calls for net interest income to rise 12 percent to 13 percent and expenses to increase 6 percent to 7 percent, leaving positive operating leverage of 400 basis points, according to Fortune.

Analysts see further upside

The analyst consensus remains Moderate Buy. A market article from Yahoo Finance cites 18 analysts, an average price target of USD 170.44 and a target gap of 18.3 percent above the October 6 price. The range of expectations spans USD 135.00 to USD 184.00.

Recent revisions are mixed rather than uniformly positive. Yahoo Finance lists Citigroup as maintaining a Neutral rating while cutting its target from USD 172 to USD 160 on October 5, 2026. That lower target is below the consensus average and highlights the risk that expectations may already price in much of the operating improvement.

BNY Mellon stock stays below its yearly high

BNY Mellon stock was trading at USD 144.04 on October 6, 2026 at 12:24 p.m. ET, with a session range of USD 142.76 to USD 144.84. The 52-week range is USD 103.11 to USD 165.84, putting the share price USD 21.80 below the yearly high.