Every 8-K that BNY Mellon (BNY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BNY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BNY filings page.
Bank of New York Mellon Corp (symbol: BNY) is the issuer of record for a Form 8-K filing submitted to the SEC.
The Bank of New York Mellon Corporation added to its governance depth by electing Vikram “Vik” Malhotra as an independent director, effective October 1, 2026. With his appointment, the Board will have 12 directors, 11 of whom are independent. Malhotra is a senior partner at McKinsey & Company, where he has served since 1986 and held leadership roles including Chairman of the Americas and membership on McKinsey’s Shareholders Council. He brings extensive experience in banking and financial services, as well as broader governance and advisory roles at institutions such as the Wharton Advisory Board and Asia Society. As of June 30, 2026, BNY oversees $62.6 trillion in assets under custody and/or administration and $2.2 trillion in assets under management, underscoring the scale at which the enhanced Board will operate.
The Bank of New York Mellon Corporation issued three tranches of senior notes on August 12, 2026. These include $300,000,000 of Floating Rate Callable Senior Medium-Term Notes Series J due 2030, $1,200,000,000 of 4.755% Fixed Rate / Floating Rate Callable Senior Medium-Term Notes Series J due 2030, and $1,000,000,000 of 5.182% Fixed Rate / Floating Rate Callable Senior Medium-Term Notes Series J due 2034. The notes were issued under an effective Form S-3 registration statement. A legal opinion and related consent from Sullivan & Cromwell LLP were filed as exhibits and incorporated by reference into that registration.
The Bank of New York Mellon Corporation established and issued its Series N Noncumulative Perpetual Preferred Stock, with a $100,000 liquidation preference per share and $0.01 par value. A Certificate of Designations filed in Delaware on July 22, 2026 defines the rights and preferences of this series.
On July 16, 2026, the company entered into an underwriting agreement for a public offering of 500,000 depositary shares, each representing a 1/100th interest in a share of Series N Preferred Stock. The depositary shares were issued under a Deposit Agreement dated July 23, 2026 with Computershare Inc. and Computershare Trust Company, N.A. Upon issuance of the Series N Preferred Stock, the company’s ability to declare or pay dividends on, or repurchase, common stock and other junior securities becomes subject to restrictions whenever dividends on the Series N Preferred Stock for the preceding dividend period are not declared and paid or set aside.
The current report also makes the underwriting agreement, Certificate of Designations, Deposit Agreement, related forms of certificates, and a legal opinion of Sullivan & Cromwell LLP exhibits to an existing Form S-3 registration statement, incorporating them by reference.
The Bank of New York Mellon Corporation reported second-quarter 2026 diluted EPS of $2.45, with net income applicable to common shareholders of $1.696 billion. Total revenue reached a record $5.7 billion ($5,698 million), up 13% year-over-year, producing a pre-tax operating margin of 39.8%, ROE of 17.2% and ROTCE of 31.3%.
Growth was broad-based: fee revenue rose 11% to $4.0 billion and net interest income increased 20% to $1.446 billion, while noninterest expense grew 7% to $3.439 billion, yielding 419 basis points of positive operating leverage. Assets under custody and/or administration increased to $62.6 trillion and assets under management to $2.2 trillion.
Capital and liquidity remained solid, with a Common Equity Tier 1 ratio of 11.0%, Tier 1 leverage ratio of 5.9%, average LCR of 111% and NSFR of 130%. BNY returned $1.5 billion to common shareholders in the quarter, including $371 million of dividends and $1.1 billion of share repurchases, for an 87% year-to-date payout ratio.
The Bank of New York Mellon Corporation plans to raise its quarterly cash dividend on common shares by 19%, increasing it from $0.53 to $0.63 per share, beginning as early as the third quarter of 2026, subject to Board approval.
The Federal Reserve’s 2026 bank stress test left the Company’s Stress Capital Buffer requirement at the 2.5% floor, where it has remained since 2020 and is expected to continue until 2027 under current rules. The Company also remains authorized to repurchase common shares under its existing Board-approved share repurchase program, with buybacks potentially executed through open market, privately negotiated, Rule 10b5-1 plans, derivative and accelerated share repurchase transactions.
The Bank of New York Mellon Corporation has formalized the removal of a retired preferred stock series from its charter. On June 23, 2026, the company filed a Certificate of Elimination to its Restated Certificate of Incorporation in Delaware, eliminating provisions for its Series H Noncumulative Perpetual Preferred Stock.
All outstanding shares of the Series H preferred stock had already been fully redeemed on June 20, 2026. The Certificate of Elimination, dated June 23, 2026, is included as an exhibit and reflects that this preferred series is no longer part of the company’s authorized preferred stock designations.
The Bank of New York Mellon Corporation will redeem all outstanding shares of its Series H Noncumulative Perpetual Preferred Stock and the related depositary shares. There are 5,825 preferred shares and 582,500 Depositary Shares outstanding.
The redemption date will be June 20, 2026, with cash payment of the $1,000 per Depositary Share redemption price made on June 22, 2026. After the redemption date, these securities will no longer be outstanding and dividends on the Series H Preferred Stock represented by the Depositary Shares will stop accruing.