The Bank of New York Mellon Corporation (BK) is set to report fourth-quarter and 2025 results on Jan. 13. Expectations are for increased revenues and earnings year-over-year. In the last quarter, earnings exceeded estimates, with rises in fee revenues and NII, a provision benefit, and growth in assets under custody and administration. However, higher expenses and lower assets under management were challenges.

For the fourth quarter, the consensus estimate for BK’s earnings is $1.97 per share, reflecting a 14.5% increase year-over-year. The 2025 earnings estimate is $7.40 per share, indicating a 22.7% growth. Quarterly sales are estimated at $5.12 billion, with full-year sales expected to reach $20 billion.

BNY’s key estimates for Q4 include various fee revenues projections, with expectations for improvement in fee income for 2025. NII is expected to rise despite rate cuts, with estimates at $1.27 billion for the quarter. Expenses are anticipated to increase due to restructuring charges and inflationary pressure, with a projected rise of 3% for 2025.

According to Zacks, BNY is likely to beat earnings estimates, with a positive Earnings ESP of +1.25% and a Zacks Rank #2 (Buy). Other bank stocks to watch include State Street (STT) and KeyCorp (KEY), with expectations of earnings beats based on their current rankings and Earnings ESP figures. State Street is scheduled to report on Jan. 16, while KeyCorp’s results are expected on Jan. 20.

Read more at Nasdaq: Rise in Fee Income, NII Likely to Aid BK’s Q4 Earnings (Revised)