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BNYBarclays

BNY vs Barclays

This page compares BNY (Bank of New York Mellon Corp., The) and Barclays PLC to illustrate their business models, financial performance, and market context in a neutral, accessible way. It presents fa...

Why It's Moving

BNY

BNY Mellon Shines Post-Record Q4 as Investors Eye Digital Momentum and Capital Strength

  • Q4 earnings smashed expectations with record revenue, fueled by expanded relationships and efficiency gains from AI initiatives.
  • Active share buybacks at recent prices around $119 underscore confidence in undervaluation and long-term growth potential.
  • Recent $1.55B senior notes issuance bolsters funding flexibility, aligning with Fitch's view of strong capital distribution ahead in 2026.
Sentiment:
🐃Bullish
Barclays

Barclays Stock Edges Up as AI Surges Past Macro Worries in 2026 Outlook

  • Bank highlights AI eclipsing macro risks as the top market driver for 2026, signaling robust tech momentum boosting trading and investment banking.
  • Stock up 0.73% to $26.39 last session amid a tight daily range of 26.34-26.39, reflecting controlled optimism.
  • Valuation edge shows P/E at 8.7x versus sector 10.1x and price/book at 0.7x below peers, drawing value hunters in financials.
Sentiment:
🐃Bullish

Investment Analysis

BNY

BNY

BK

Pros

  • BNY Mellon reported record third-quarter 2025 revenue of $5.1 billion, a 9% increase year-over-year, demonstrating robust growth across its business platforms.
  • The company achieved a strong pre-tax margin of 36% and a return on tangible common equity (ROTCE) of 26%, reflecting high operational efficiency.
  • BNY is actively leveraging AI with the launch of an enhanced AI platform, Eliza, boosting automation and operational capabilities across its workforce.

Considerations

  • The company's quick ratio of 0.72 indicates potential challenges in meeting short-term liabilities, which could pressure liquidity in volatile markets.
  • Stock price forecasts show some volatility and downtrend tendencies in several months of 2025, suggesting market sensitivity to macro or execution risks.
  • Despite positive earnings growth, its price-to-earnings ratio near 16 suggests the stock may be moderately overvalued relative to earnings potential.
Barclays

Pros

  • Barclays has a diversified global banking business with strong retail, corporate, and investment banking segments that provide multiple growth drivers.
  • The bank has been focusing on strengthening its capital position and improving operational efficiency through cost-cutting and restructuring efforts.
  • Continued digital transformation and adoption of technology innovations position Barclays well for future competitiveness in the evolving financial sector.

Considerations

  • Barclays faces ongoing regulatory scrutiny and potential fines, which adds legal and compliance risks impacting profitability and reputation.
  • The bank is exposed to macroeconomic uncertainties including interest rate fluctuations and geopolitical tensions affecting European markets.
  • Barclays' earnings remain sensitive to credit cycles and economic downturns, reflecting its significant credit risk and cyclicality in lending businesses.

Related Market Insights

Santander's £2.65bn TSB Deal: The UK Banking Shake-Up That Changes Everything

Santander's £2.65 billion acquisition of TSB creates the UK's third-largest retail bank, reshaping competitive dynamics and potentially triggering further consolidation across the sector.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

BNY (BK) Next Earnings Date

The next earnings date for Bank of New York Mellon (BK) is Thursday, April 16, 2026, covering the First Quarter 2026 results. BNY announced this date along with conference call details in their October 31, 2025 press release, with financial results scheduled for release at approximately 6:30 a.m. Eastern time. A live audio webcast will follow at 11:00 a.m. Eastern time.

Barclays (BCS) Next Earnings Date

Barclays PLC (BCS) next earnings release is expected on February 12, 2026. This report will cover the full-year 2025 results, consistent with the company's historical reporting pattern for Q4. Investors should note that the exact date remains unconfirmed by the company, with estimates clustering around February 10-12, 2026 based on prior cycles.

Which Baskets Do They Appear In?

UK Banking Consolidation

UK Banking Consolidation

Santander's £2.65 billion acquisition of TSB is reshaping the UK banking sector. This collection features companies positioned to benefit from this major consolidation, including direct competitors, potential M&A targets, and the investment banks facilitating these industry-changing deals.

Published: July 2, 2025

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