Discontinued — last reported Q4 '19

Other

Equity investments

Bank of New York Mellon Equity investments decreased by 1.8% to $54.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 1.8%, from $55.00M to $54.00M. Over 5 years (FY 2020 to FY 2025), Equity investments shows a downward trend with a -2.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2016
Last reportedQ4 2019

How to read this metric

An increase indicates capital allocation toward strategic partnerships or financial investments, while a decrease suggests divestment.

Detailed definition

This represents the carrying value of equity investments in entities where the firm does not have a controlling interest...

Peer comparison

Common for large financial institutions that maintain a portfolio of strategic minority investments.

Metric ID: other_deferred_tax_liabilities_investment_in_noncontroll_ed3ae8

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$58.00M$57.00M$56.00M$55.00M$54.00M
QoQ Change-1.7%-1.8%-1.8%-1.8%
YoY Change-1.7%-1.8%-1.8%-1.8%
Range$54.00M$58.00M
CAGR-6.9%
Avg YoY Growth-1.8%
Median YoY Growth-1.8%
Current Streak4+ quarters decline

Frequently Asked Questions

What is Bank of New York Mellon's equity investments?
Bank of New York Mellon (BK) reported equity investments of $54.00M in Q4 2025.
How has Bank of New York Mellon's equity investments changed year-over-year?
Bank of New York Mellon's equity investments decreased by 1.8% year-over-year, from $55.00M to $54.00M.
What is the long-term trend for Bank of New York Mellon's equity investments?
Over 5 years (2020 to 2025), Bank of New York Mellon's equity investments has grown at a -2.4% compound annual growth rate (CAGR), from $61.00M to $54.00M.
What does equity investments mean?
The value of the company's minority ownership stakes in other businesses.