BNY reports strong third-quarter results and raises full-year outlook

BNY reported third-quarter revenue of $5.68B, up 12% year over year, while adjusted EPS reached $2.37 and reported EPS was $2.34. Fee-based revenue and net interest income drove the quarter, and assets under custody or administration reached $63.4 trillion. Management raised its full-year outlook, including revenue growth of about 12% to 13%, net interest income growth of 15% year over year, and an operating-leverage increase of about 500 basis points.

The results increase BNY's expected revenue and earnings trajectory for the year, while the higher outlook gives investors updated company targets to assess. The reported quarter also mechanically supports greater shareholder distributions, with BNY having returned $1.4B to shareholders during the quarter.

  • 1BNY reported third-quarter net income of $1.61B, reported EPS of $2.34 and adjusted EPS of $2.37.
  • 2Third-quarter revenue was $5.68B, up 12% year over year.
  • 3Assets under custody and/or administration stood at $63.4 trillion as of September 30, 2026.
  • 4Management raised expected total revenue growth to about 12% to 13%, dependent on market conditions.
  • 5The company expects net interest income to increase 15% year over year and raised its operating-leverage guidance by about 500 basis points.
  • 6BNY returned a total of $1.4 billion to shareholders during the quarter.

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