Other Income & Expense
Equity Securities Upward Price Adjustment
Bank of New York Mellon Equity Securities Upward Price Adjustment decreased by 100.0% to $0.00 in Q4 2025 compared to the prior quarter. Over 4 years (FY 2021 to FY 2025), Equity Securities Upward Price Adjustment shows a downward trend with a -25.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementIncome Statement
SectionOther Income & Expense
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2018
Last reportedQ3 2025
How to read this metric
An increase suggests the company's private investment portfolio is appreciating in value.
Detailed definition
Positive adjustments to the carrying value of equity investments that do not have a readily determinable fair value, typ...
Peer comparison
Relevant for financial institutions with venture capital or strategic investment portfolios.
Metric ID:
is_c_equity_securities_upward_adjustmentHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $6.00M | $55.00M | $44.00M | $46.00M | $76.00M | $3.00M | $0.00 | $0.00 | $5.00M | $0.00 | $47.00M | $0.00 | $1.00M | $0.00 | $0.00 | $12.00M | $18.00M | $2.00M | $0.00 |
| QoQ Change | — | +816.7% | -20.0% | +4.5% | +65.2% | -96.1% | -100.0% | — | — | -100.0% | — | -100.0% | — | -100.0% | — | — | +50.0% | -88.9% | -100.0% |
| YoY Change | — | — | — | — | >999% | -94.5% | -100.0% | -100.0% | -93.4% | -100.0% | — | — | -80.0% | — | -100.0% | — | >999% | — | — |
Range$0.00 – $76.00M
CAGR-100.0%
Avg YoY Growth+244.3%
Median YoY Growth-94.5%
Current Streak2 quarters decline
Equity Securities Upward Price Adjustment at Other Companies
Frequently Asked Questions
- What is Bank of New York Mellon's equity securities upward price adjustment?
- Bank of New York Mellon (BK) reported equity securities upward price adjustment of $0.00 in Q4 2025.
- What is the long-term trend for Bank of New York Mellon's equity securities upward price adjustment?
- Over 4 years (2021 to 2025), Bank of New York Mellon's equity securities upward price adjustment has grown at a -25.7% compound annual growth rate (CAGR), from $105.00M to $32.00M.
- What does equity securities upward price adjustment mean?
- Gains recorded on the value of private or non-marketable equity investments.