Bank of New York Mellon Corp

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Total Revenue $15.2b $15.5b $16.4b $16.5b $15.8b $15.9b $16.4b $17.5b $18.6b $20.1b
Additional Financial Items
Amortization of Intangible Assets $237.0m $209.0m $180.0m $117.0m $104.0m $82.0m $67.0m $57.0m $50.0m $45.0m
Foreign Currency Transaction Gain (Loss), before Tax $687.0m $638.0m $663.0m $577.0m $776.0m
Goodwill, Impairment Loss $0 $0 $0 $0 $680.0m $0 $0 $0
Income (Loss) Attributable to Parent, before Tax $4.7b $4.6b $5.2b $5.6b $4.5b $4.6b $3.3b $4.1b $5.8b $7.1b
Income (Loss) from Continuing Operations before Income Taxes, Domestic $3.1b $2.7b $3.0b $3.5b $2.7b $3.0b $1.7b $2.0b $3.5b $4.4b
Preferred Stock Dividends, Income Statement Impact $122 $175 $169 $169 $194 $207 $211 $235 $194 $243
Investment services fees $7.2b $7.5b $7.8b $7.9b $8.0b $8.3b $8.5b $8.8b $9.4b $10.2b
Investment management and performance fees $3.4b $3.6b $3.7b $3.4b $3.4b $3.6b $3.3b $3.1b $3.1b $3.1b
Foreign exchange revenue $774.0m $799.0m $822.0m $631.0m $688.0m $706.0m
Financing-related fees $219.0m $216.0m $207.0m $196.0m $212.0m $194.0m $175.0m $192.0m $216.0m $231.0m
Distribution and servicing fees $166.0m $160.0m $139.0m $129.0m $115.0m $112.0m $130.0m $148.0m $158.0m $146.0m
Investment and other revenue $341.0m $64.0m $240.0m $968.0m $184.0m $336.0m ($82.0m) $285.0m $687.0m $757.0m
Interest income $3.6b $4.4b $6.4b $7.5b $4.1b $2.8b $7.1b $20.6b $25.6b $25.6b
Provision for credit losses ($11.0m) ($24.0m) ($11.0m) ($25.0m) $336.0m ($231.0m) $39.0m $119.0m $70.0m ($32.0m)
Staff $5.7b $6.0b $6.1b $6.1b $6.0b $6.3b $6.8b $7.1b $7.1b $7.2b
Software and equipment $647.0m $744.0m $772.0m $1.2b $1.4b $1.5b $1.7b $1.8b $2.0b $2.1b
Professional, legal and other purchased services $1.2b $1.3b $1.3b $1.3b $1.4b $1.5b $1.5b $1.5b $1.5b $1.6b
Sub-custodian and clearing $400.0m $414.0m $450.0m $450.0m $460.0m $505.0m $485.0m $475.0m $498.0m $561.0m
Net occupancy $590.0m $569.0m $630.0m $564.0m $581.0m $498.0m $514.0m $542.0m $537.0m $551.0m
Distribution and servicing $405.0m $419.0m $406.0m $374.0m $336.0m $298.0m $343.0m $353.0m $361.0m $269.0m
Business development $245.0m $229.0m $228.0m $213.0m $105.0m $107.0m $152.0m $183.0m $188.0m $217.0m
Bank assessment charges $219.0m $220.0m $170.0m $125.0m $124.0m $133.0m $126.0m $788.0m $36.0m $44.0m
Other $940.0m $724.0m $606.0m $427.0m $555.0m $617.0m $659.0m $458.0m $436.0m $474.0m
Provision for income taxes $1.2b $496.0m $938.0m $1.1b $842.0m $877.0m $768.0m $800.0m $1.3b $1.5b
Net (income) attributable to noncontrolling interests related to consolidated investment management funds ($1.0m) ($24.0m) $12.0m ($26.0m) ($9.0m) ($12.0m) $13.0m ($2.0m) ($13.0m) ($34.0m)
Preferred stock dividends ($122) ($175) ($169) ($169) ($194) ($207) ($211) ($235) ($194) ($243)
Less: Earning allocated to participating securities, basic $2.0m $0 $0 $0 $0
Less: Earning allocated to participating securities, diluted $2.0m $0 $0 $0 $0
Basic (shares) $3 $4 $4 $5 $4 $4 $3 $4 $6 $7
Common stock equivalents (shares) $15.7m $13.0m $6.8m $5.1m $2.4m $4.9m $3.9m $3.8m $5.5m $6.5m
Less: Participating securities (shares) ($9.9m) ($7.0m) ($2.6m) ($1.6m) ($750k) ($446k) ($177k) ($92k) $0 $0
Diluted (shares) $3 $4 $4 $5 $4 $4 $3 $4 $6 $7
Income (Loss) from Continuing Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest $3.5b $4.1b $4.3b
Investment Income, Net $26.0m $70.0m ($13.0m) $56.0m $84.0m
Total fee revenue $12.0b $12.2b $12.8b $13.2b $12.7b $13.0b $13.0b $12.9b $13.6b $14.4b
Total fee and other revenue $12.1b $12.2b $12.8b $13.2b $12.7b $13.3b $12.9b $13.2b $14.3b $15.1b
Income before income taxes $4.7b $4.6b $5.2b $5.6b $4.5b $4.6b $3.3b $4.1b $5.8b $7.1b
Net income applicable to shareholders of The Bank of New York Mellon Corporation $3.5b $4.1b $4.3b $4.4b $3.6b $3.8b $2.6b $3.3b $4.5b $5.5b
Net income applicable to common shareholders of The Bank of New York Mellon corporation after required adjustment for the calculation of basic earnings per common share $3.4b $3.9b $4.1b $4.3b $3.4b $3.5b $2.4b $3.1b $4.3b $5.3b
Net income applicable to common shareholders of The Bank of New York Mellon corporation after required adjustment for the calculation of diluted earnings per common share $3.4b $3.9b $4.1b $4.3b $3.4b $3.5b $2.4b $3.1b $4.3b $5.3b
Net Income (Loss) Attributable to Parent $3.5b $4.1b $4.3b $4.4b $3.6b $3.8b $2.6b $3.3b $4.5b $5.5b
Net Income (Loss) Available to Common Stockholders, Basic $3.4b $3.9b $4.1b $4.3b $3.4b $3.6b $2.4b $3.1b $4.3b $5.3b
Net Income (Loss) Attributable to Noncontrolling Interest $1.0m $24.0m ($12.0m) $26.0m $9.0m $12.0m ($13.0m) $2.0m $13.0m $34.0m
Earnings Per Share, Basic $3.16 $3.74 $4.06 $4.53 $3.84 $4.17 $2.91 $3.89 $5.84 $7.47
Earnings Per Share, Diluted $3.15 $3.72 $4.04 $4.51 $3.83 $4.14 $2.90 $3.87 $5.80 $7.40
Weighted Average Number of Shares Outstanding, Basic 1.1b 1.0b 1.0b 939.6m 890.8m 851.9m 811.1m 784.1m 742.6m 710.2m
Weighted Average Number of Shares Outstanding, Diluted 1.1b 1.0b 1.0b 943.1m 892.5m 856.4m 814.8m 787.8m 748.1m 716.7m
Noninterest expense:
Labor and Related Expense $5.7b $6.0b $6.1b $6.1b $6.0b $6.3b $6.8b $7.1b $7.1b $7.2b
Equipment Expense $247.0m $241.0m $290.0m
Interest Expense $437.0m $1.1b $2.8b $4.4b $1.1b $227.0m $3.6b $16.3b $21.3b $20.7b
Current Income Tax Expense (Benefit) $1.3b $363.0m $1.5b $1.2b $1.0b $620.0m $613.0m $1.2b $1.6b $1.4b
Interest Income (Expense), Net $3.1b $3.3b $3.6b $3.2b $3.0b $2.6b $3.5b $4.3b $4.3b $4.9b
Total interest expense $21.3b $20.7b
Total noninterest expense $10.5b $11.0b $11.2b $10.9b $11.0b $11.5b $13.0b $13.3b $12.7b $13.1b
Income Tax Expense (Benefit) $1.2b $496.0m $938.0m $1.1b $842.0m $877.0m $768.0m $800.0m $1.3b $1.5b

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.