Business Segments · Pre-tax operating margin

Investmentand Wealth Management — Pre-tax operating margin

Bank of New York Mellon Investmentand Wealth Management — Pre-tax operating margin increased by 15.8% to $0.22 in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 4.8%, from $0.21 to $0.22. Over 3 years (FY 2021 to FY 2024), Investmentand Wealth Management — Pre-tax operating margin shows a downward trend with a -16.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityStable
First reportedQ1 2018
Last reportedQ3 2025

How to read this metric

An increase signals improved profitability and operational leverage, while a decrease suggests margin compression due to rising costs or pricing pressure.

Detailed definition

This metric measures the percentage of revenue that remains as profit after accounting for all operating expenses, exclu...

Peer comparison

Widely used by investors to compare the efficiency and profitability of asset management divisions across different financial institutions.

Metric ID: bk_segment_investment_and_wealth_management_pre_tax_operating_margin

Historical Data

18 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
Value0.30.30.30.20.2-0.60.20.10.20.2-00.10.20.20.20.10.20.2
QoQ Change+3.0%-20.6%-18.5%+4.5%-347.8%+126.3%-26.7%+45.5%+25.0%-105.0%>999%+38.5%+16.7%-4.8%-60.0%+137.5%+15.8%
YoY Change-30.3%-267.6%-44.4%-50.0%-30.4%+135.1%-106.7%+18.2%+12.5%+5.0%>999%-38.5%+5.6%+4.8%
Range-0.60.3
CAGR-9.1%
Avg YoY Growth+122.4%
Median YoY Growth-12.8%
Current Streak2 quarters growth

Frequently Asked Questions

What is Bank of New York Mellon's investmentand wealth management — pre-tax operating margin?
Bank of New York Mellon (BK) reported investmentand wealth management — pre-tax operating margin of $0.22 in Q3 2025.
How has Bank of New York Mellon's investmentand wealth management — pre-tax operating margin changed year-over-year?
Bank of New York Mellon's investmentand wealth management — pre-tax operating margin increased by 4.8% year-over-year, from $0.21 to $0.22.
What is the long-term trend for Bank of New York Mellon's investmentand wealth management — pre-tax operating margin?
Over 3 years (2021 to 2024), Bank of New York Mellon's investmentand wealth management — pre-tax operating margin has grown at a -16.1% compound annual growth rate (CAGR), from $1.22 to $0.72.
What does investmentand wealth management — pre-tax operating margin mean?
The ratio of pre-tax profit to total revenue for the business segment.