Other

Equity Method Investments

Bank of New York Mellon Equity Method Investments increased by 2.7% to $953.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 11.9%, from $852.00M to $953.00M. Over 5 years (FY 2020 to FY 2025), Equity Method Investments shows a downward trend with a -5.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2014
Last reportedQ4 2025

How to read this metric

Growth in this metric indicates strategic expansion into partnerships or joint ventures to access new markets or capabilities.

Detailed definition

This represents the company's interest in entities where it exercises significant influence but does not have full contr...

Peer comparison

Common for global financial firms engaging in strategic alliances and minority stake investments.

Metric ID: other_equity_in_joint_ventures_and_other_investments

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$1.33B$1.41B$939.00M$917.00M$850.00M$781.00M$803.00M$812.00M$873.00M$873.00M$873.00M$888.00M$896.00M$937.00M$852.00M$873.00M$913.00M$928.00M$953.00M
QoQ Change+5.9%-33.4%-2.3%-7.3%-8.1%+2.8%+1.1%+7.5%+0.0%+0.0%+1.7%+0.9%+4.6%-9.1%+2.5%+4.6%+1.6%+2.7%
YoY Change-36.1%-44.6%-14.5%-11.5%+2.7%+11.8%+8.7%+9.4%+2.6%+7.3%-2.4%-1.7%+1.9%-1.0%+11.9%
Range$781.00M$1.41B
CAGR-7.2%
Avg YoY Growth-3.7%
Median YoY Growth+1.9%
Current Streak4 quarters growth

Frequently Asked Questions

What is Bank of New York Mellon's equity method investments?
Bank of New York Mellon (BK) reported equity method investments of $953.00M in Q4 2025.
How has Bank of New York Mellon's equity method investments changed year-over-year?
Bank of New York Mellon's equity method investments increased by 11.9% year-over-year, from $852.00M to $953.00M.
What is the long-term trend for Bank of New York Mellon's equity method investments?
Over 5 years (2020 to 2025), Bank of New York Mellon's equity method investments has grown at a -5.4% compound annual growth rate (CAGR), from $1.26B to $953.00M.
What does equity method investments mean?
The value of investments in companies where the firm has significant influence.