BK's earnings recovery is driven by accelerating fee income, which reached $4.0B in 2026Q1 (41% of total revenue), and improved operating leverage, with the efficiency ratio falling to 34.5% from 43.9% in 2023Q4.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated with NII up 18.2% YoY to $1.4B and fee income at $4.0B (41% of revenue) in 2026Q1, while the efficiency ratio improved to 34.5% from 43.9% in 2023Q4, driving EPS growth of 41.8% YoY.
Burger King’s international business has accelerated comparable sales growth in Europe and Asia, and RBI is pursuing a joint venture in China to speed expansion. This international strength is a significant contributor to RBI’s overall revenue and is expected to continue supporting growth.
RBI projects unit growth to exceed 5%, driven by accelerated openings internationally and improvements in various global markets. The company’s consistent performance and market share gains across its brands underpin this growth outlook.
RBI is rolling out “BK Assist,” an AI‑driven real‑time coaching tool for U.S. stores, expected to improve EBITDA. The company also focuses on promotions and brand collaborations to attract family traffic.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q2 2026Latest Apr 16, 2026 | $2.25+14.8% vs $1.96 | $5.4B+4.4% vs $5.2B |
Q1 2026 Jan 13, 2026 | $2.02+5.8% vs $1.91 | $5.2B+0.7% vs $5.1B |
Q4 2025 Oct 16, 2025 | $1.91+8.5% vs $1.76 | $5.1B+1.9% vs $5.0B |
Q3 2025 Jul 15, 2025 | $1.94+10.9% vs $1.75 | $5.0B+5.2% vs $4.8B |
A 71-year-old with $1.1 million is ready to sell every stock and lock in Treasury yields above 5%, and the income math actually works until you factor in the tax traps, Medicare surcharges, and a retirement that could stretch two decades past the bond maturity date.
Deutsche Bank is weeks away from letting German institutions park Bitcoin and Ether with a regulated custodian, and the move raises a bigger question: will a wave of bank entries finally translate into lasting price pressure, or just more plumbing for demand that has yet to show up?
Benchmark BNY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Bank of New York Mellon Corp (BNY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $147.72 | $99.4B | 19.94 | 2.25% | 13.72% | 12.82% | 1.39% | |
| $165.56 | $45.82B | 12.55 | 7.93% | 23.78% | 13.1% | 1.87% | |
| $172.76 | $31.61B | 13.04 | -2.46% | 26.03% | 18.41% | 1.82% | |
| $33.73 | $17.53B | 19.53 | 3.52% | 9.65% | 6.35% | 3.93% | |
| $27.08 | $12B | -155.72 | 4.75% | -1.12% | -0.59% | 3.07% | |
| $108.41 | $23.23B | 10.58 | 3.12% | 28.4% | 17.96% | 4.71% |
Bank of New York Mellon Corp (BNY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Bank of New York Mellon Corp (BNY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Oct 15, 2026·SEC
Sep 22, 2026·SEC
Feb 25, 2026·SEC
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Bank of New York Mellon Corp (BNY) stock FAQ — growth, dividends, profitability & financials explained
Bank of New York Mellon Corp (BNY) reported $40.44B in revenue in fiscal year 2025. That is 889% more than the $4.09B of fiscal year 1996.
Bank of New York Mellon Corp (BNY) grew revenue by 2.2% in fiscal year 2025, compared with the prior fiscal year.
Yes. Bank of New York Mellon Corp (BNY) earned $5.55B in net income in fiscal year 2025 (a 13.7% net margin).
Yes. Bank of New York Mellon Corp (BNY) pays a dividend that yields 1.39% at the current price, a moderate yield.
Bank of New York Mellon Corp (BNY) had a return on equity (ROE) of 12.8% in fiscal year 2025. That is in line with the market's typical 10-15%.
Bank of New York Mellon Corp (BNY) generated $5.18B in free cash flow in fiscal year 2025.
