SI
Bank Universe

Data source: CET1 ratio sourced from FDIC Call Reports (bank-subsidiary level). Published figures from investor relations may differ by 1–2pp as those reflect the bank holding company level. For precise regulatory CET1 figures, refer to each bank's quarterly earnings release.

Bank of New York Mellon

BK
US · USRegulated by Federal ReserveLatest: 2025-Q4
6LOW

CET1 Ratio

16.33%+0.11pp QoQ

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$139.9B

+1.91% QoQ growth

Total Loan Book

$40.5B

+10.0% YoY growth

Leverage Ratio

6.46%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2025-Q4

Comm. Real Estate16.7%
SME / C&I5.3%
Other78.1%

Metric History

8 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2025-Q4latest16.33%6.46%$139.9B$40.5B+10.0%+1.91%16.7%5.3%6
2025-Q316.22%6.49%$137.3B$37.4B+3.8%+0.89%18.1%3.9%
2025-Q217.57%6.88%$136.1B$35.2B-3.0%+3.63%18.7%4.4%
2025-Q117.25%6.96%$131.3B$35.7B+0.77%18.0%3.3%
2024-Q416.08%6.31%$130.3B$36.8B-0.27%16.9%3.7%
2024-Q316.89%6.65%$130.7B$36.0B-0.05%17.7%4.3%
2024-Q216.14%6.41%$130.7B$36.3B17.2%4.9%
2024-Q115.66%6.53%$133.8B$40.0B15.7%4.8%

Score Breakdown

6/100 —LOW

Live score · base 10 pts -4 macro adj

Capital Pressure0/40

CET1 16.33% — above 12%, no pressure

+0

-4.33pp above 8% regulatory floor

+0

CET1 stable or improving (16.22% → 16.33%)

+0
Loan Book Growth7/30

Loan book grew 10.0% YoY

+3

RWA grew 1.9% QoQ

+4

Highest concentration: CRE at 16.7%

+0
Historical SRT0/20

No prior SRT deals on record

+0
Macro Context3/10

Live macro signal: UNFAVORABLE (sentiment -10/20) — 3/10 pts

+3
Mid-Size Bank

$50B–$500B total assets — ideal SRT candidate size band

+10
CET1 >14% — well capitalised-10
Macro environment · UNFAVORABLE-4

Sentiment -10/20 · global -4 pts

Overall SRT likelihood6/100

AI Investment Memo

Llama will analyze Bank of New York Mellon across 4 data dimensions and write a structured memo

Score: 6/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

Click Generate Analysis to create an investment memo

Llama will call 4 tools then write a structured memo covering thesis, deal sizing, timing, and risks