Subtext

The Bank of New York Mellon Corporation BK

SectorFinancials
Transcripts72
Date range2007-07-19 – 2025-04-11
Calls charted72

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-19-10+0+10+192007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Overall: +11.12007 Q3 · Overall: +12.92007 Q4 · Overall: +8.32008 Q1 · Overall: +2.32008 Q2 · Overall: +1.72008 Q3 · Overall: +0.32008 Q4 · Overall: -6.12009 Q1 · Overall: +4.92009 Q2 · Overall: +2.82009 Q3 · Overall: +0.02009 Q4 · Overall: +5.72010 Q1 · Overall: +3.12010 Q2 · Overall: +9.22010 Q3 · Overall: +2.32010 Q4 · Overall: +3.62011 Q1 · Overall: +4.62011 Q2 · Overall: +1.72011 Q3 · Overall: +2.32011 Q4 · Overall: -1.72012 Q1 · Overall: +3.82012 Q2 · Overall: +2.62012 Q3 · Overall: +11.42012 Q4 · Overall: +4.02013 Q1 · Overall: +5.32013 Q2 · Overall: +5.52013 Q3 · Overall: +7.82013 Q4 · Overall: +8.42014 Q1 · Overall: +4.52014 Q2 · Overall: +6.42014 Q3 · Overall: -0.72014 Q4 · Overall: +6.82015 Q1 · Overall: +8.32015 Q2 · Overall: +10.22015 Q3 · Overall: +9.02015 Q4 · Overall: +4.72016 Q1 · Overall: +11.12016 Q2 · Overall: +7.52016 Q3 · Overall: +14.02016 Q4 · Overall: +12.72017 Q1 · Overall: +9.32017 Q2 · Overall: +11.42017 Q3 · Overall: +10.52017 Q4 · Overall: +7.12018 Q1 · Overall: +2.92018 Q2 · Overall: +3.52018 Q3 · Overall: +5.72018 Q4 · Overall: +0.82019 Q1 · Overall: +9.52019 Q2 · Overall: +5.02019 Q3 · Overall: +10.32019 Q4 · Overall: +16.82020 Q1 · Overall: -0.92020 Q2 · Overall: +3.72020 Q3 · Overall: +6.82020 Q4 · Overall: +5.82021 Q1 · Overall: +3.92021 Q2 · Overall: +7.22021 Q3 · Overall: +10.22021 Q4 · Overall: +6.72022 Q1 · Overall: +7.22022 Q2 · Overall: +6.82022 Q3 · Overall: +2.72022 Q4 · Overall: +10.22023 Q1 · Overall: +6.02023 Q2 · Overall: +10.82023 Q3 · Overall: +8.32023 Q4 · Overall: +16.42024 Q1 · Overall: +11.52024 Q2 · Overall: +13.62024 Q3 · Overall: +10.12024 Q4 · Overall: +11.12025 Q1 · Overall: +11.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-35-18+0+18+352007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · CEO: +13.92007 Q3 · CEO: +18.82007 Q4 · CEO: +23.92008 Q1 · CEO: +8.22008 Q2 · CEO: +8.52008 Q3 · CEO: +5.32008 Q4 · CEO: +2.62009 Q1 · CEO: +9.92009 Q2 · CEO: +14.92009 Q3 · CEO: +11.22009 Q4 · CEO: +13.32010 Q1 · CEO: +8.12010 Q2 · CEO: +11.12010 Q3 · CEO: +5.72010 Q4 · CEO: +11.02011 Q1 · CEO: +8.02011 Q2 · CEO: +9.32011 Q3 · CEO: +10.62011 Q4 · CEO: +3.42012 Q1 · CEO: +13.32012 Q2 · CEO: +8.32012 Q3 · CEO: +19.12012 Q4 · CEO: +10.12013 Q1 · CEO: +15.62013 Q2 · CEO: +12.62013 Q3 · CEO: +12.92013 Q4 · CEO: +18.42014 Q1 · CEO: +8.52014 Q2 · CEO: +13.62014 Q3 · CEO: +3.02014 Q4 · CEO: +12.22015 Q1 · CEO: +11.72015 Q2 · CEO: +15.42015 Q3 · CEO: +19.72015 Q4 · CEO: +15.32016 Q1 · CEO: +20.92016 Q2 · CEO: +11.62016 Q3 · CEO: +22.62016 Q4 · CEO: +19.52017 Q1 · CEO: +21.82017 Q2 · CEO: +25.32017 Q3 · CEO: +13.62017 Q4 · CEO: +13.82018 Q1 · CEO: +14.82018 Q2 · CEO: +19.12018 Q3 · CEO: +15.52018 Q4 · CEO: +4.02019 Q1 · CEO: +16.22019 Q2 · CEO: +12.82019 Q3 · CEO: +22.62019 Q4 · CEO: +30.52020 Q1 · CEO: -1.92020 Q2 · CEO: +16.32020 Q3 · CEO: +10.62020 Q4 · CEO: +7.52021 Q1 · CEO: +6.82021 Q3 · CEO: +19.52021 Q4 · CEO: +15.82022 Q1 · CEO: +15.72022 Q2 · CEO: +11.42022 Q3 · CEO: +9.12022 Q4 · CEO: +16.12023 Q1 · CEO: +6.32023 Q2 · CEO: +14.32023 Q3 · CEO: +12.92023 Q4 · CEO: +18.12024 Q1 · CEO: +14.42024 Q2 · CEO: +17.62024 Q3 · CEO: +12.92024 Q4 · CEO: +12.52025 Q1 · CEO: +15.32007 Q2 · CFO: +18.22007 Q4 · CFO: +4.62008 Q1 · CFO: +0.82008 Q2 · CFO: +0.82008 Q3 · CFO: +1.42008 Q4 · CFO: -7.22009 Q1 · CFO: +3.92009 Q2 · CFO: -4.22009 Q3 · CFO: -3.52009 Q4 · CFO: +5.82010 Q1 · CFO: +5.52010 Q2 · CFO: +5.52010 Q3 · CFO: +3.42010 Q4 · CFO: +3.32011 Q1 · CFO: +2.72011 Q2 · CFO: +2.22011 Q3 · CFO: +0.62011 Q4 · CFO: -1.12012 Q1 · CFO: -2.02012 Q2 · CFO: +1.82012 Q3 · CFO: +8.22012 Q4 · CFO: +1.72013 Q1 · CFO: +4.02013 Q2 · CFO: +2.62013 Q3 · CFO: +8.82013 Q4 · CFO: +3.72014 Q1 · CFO: +2.22014 Q2 · CFO: +2.72014 Q3 · CFO: +2.42014 Q4 · CFO: +3.02015 Q1 · CFO: +9.12015 Q2 · CFO: +10.62015 Q3 · CFO: +5.22015 Q4 · CFO: -0.82016 Q1 · CFO: +7.22016 Q2 · CFO: +5.82016 Q3 · CFO: +8.32016 Q4 · CFO: +6.52017 Q1 · CFO: +4.22017 Q2 · CFO: +4.82017 Q3 · CFO: +7.32017 Q4 · CFO: -0.42018 Q1 · CFO: -6.52018 Q2 · CFO: +0.02018 Q3 · CFO: -1.12018 Q4 · CFO: +1.62019 Q1 · CFO: +2.72019 Q2 · CFO: +2.52019 Q3 · CFO: -1.82019 Q4 · CFO: +10.52020 Q1 · CFO: -2.12020 Q2 · CFO: -2.72020 Q3 · CFO: +3.32020 Q4 · CFO: +5.62021 Q1 · CFO: +3.22021 Q3 · CFO: +5.42021 Q4 · CFO: +2.82022 Q1 · CFO: +2.82022 Q2 · CFO: +2.82022 Q4 · CFO: +5.42023 Q1 · CFO: +8.62023 Q2 · CFO: +8.02023 Q3 · CFO: +4.72023 Q4 · CFO: +19.12024 Q1 · CFO: +12.82024 Q2 · CFO: +14.72024 Q3 · CFO: +13.42024 Q4 · CFO: +12.82025 Q1 · CFO: +12.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-27-14+0+14+272007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Prepared remarks: +20.52007 Q3 · Prepared remarks: +21.92007 Q4 · Prepared remarks: +15.42008 Q1 · Prepared remarks: +4.62008 Q2 · Prepared remarks: +4.62008 Q3 · Prepared remarks: -1.02008 Q4 · Prepared remarks: -1.72009 Q1 · Prepared remarks: +3.62009 Q2 · Prepared remarks: +1.72009 Q3 · Prepared remarks: +2.02009 Q4 · Prepared remarks: +11.72010 Q1 · Prepared remarks: +8.62010 Q2 · Prepared remarks: +5.12010 Q3 · Prepared remarks: +3.82010 Q4 · Prepared remarks: +10.32011 Q1 · Prepared remarks: +3.42011 Q2 · Prepared remarks: +7.32011 Q3 · Prepared remarks: +1.82011 Q4 · Prepared remarks: +2.52012 Q1 · Prepared remarks: +9.02012 Q2 · Prepared remarks: +6.32012 Q3 · Prepared remarks: +22.92012 Q4 · Prepared remarks: +6.72013 Q1 · Prepared remarks: +9.72013 Q2 · Prepared remarks: +11.42013 Q3 · Prepared remarks: +17.62013 Q4 · Prepared remarks: +12.12014 Q1 · Prepared remarks: +10.82014 Q2 · Prepared remarks: +11.82014 Q3 · Prepared remarks: +10.42014 Q4 · Prepared remarks: +16.92015 Q1 · Prepared remarks: +12.82015 Q2 · Prepared remarks: +17.02015 Q3 · Prepared remarks: +16.62015 Q4 · Prepared remarks: +6.52016 Q1 · Prepared remarks: +11.52016 Q2 · Prepared remarks: +12.32016 Q3 · Prepared remarks: +17.52016 Q4 · Prepared remarks: +14.52017 Q1 · Prepared remarks: +18.02017 Q2 · Prepared remarks: +21.92017 Q3 · Prepared remarks: +14.12017 Q4 · Prepared remarks: +15.42018 Q1 · Prepared remarks: +2.82018 Q2 · Prepared remarks: +8.52018 Q3 · Prepared remarks: +8.52018 Q4 · Prepared remarks: +3.62019 Q1 · Prepared remarks: +6.52019 Q2 · Prepared remarks: +10.72019 Q3 · Prepared remarks: +14.62019 Q4 · Prepared remarks: +23.82020 Q1 · Prepared remarks: -4.72020 Q2 · Prepared remarks: +9.52020 Q3 · Prepared remarks: +10.02020 Q4 · Prepared remarks: +4.12021 Q1 · Prepared remarks: +11.32021 Q2 · Prepared remarks: +8.92021 Q3 · Prepared remarks: +20.32021 Q4 · Prepared remarks: +14.92022 Q1 · Prepared remarks: +12.72022 Q2 · Prepared remarks: +5.62022 Q3 · Prepared remarks: +11.52022 Q4 · Prepared remarks: +14.12023 Q1 · Prepared remarks: +5.12023 Q2 · Prepared remarks: +14.92023 Q3 · Prepared remarks: +10.32023 Q4 · Prepared remarks: +20.02024 Q1 · Prepared remarks: +17.92024 Q2 · Prepared remarks: +17.82024 Q3 · Prepared remarks: +17.32024 Q4 · Prepared remarks: +15.32025 Q1 · Prepared remarks: +16.82007 Q2 · Q&A responses: +6.82007 Q3 · Q&A responses: +11.52007 Q4 · Q&A responses: +5.82008 Q1 · Q&A responses: +5.22008 Q2 · Q&A responses: +3.92008 Q3 · Q&A responses: +4.92008 Q4 · Q&A responses: -6.52009 Q1 · Q&A responses: +9.72009 Q2 · Q&A responses: +6.02009 Q3 · Q&A responses: +2.32009 Q4 · Q&A responses: +7.22010 Q1 · Q&A responses: +3.92010 Q2 · Q&A responses: +11.62010 Q3 · Q&A responses: +4.72010 Q4 · Q&A responses: +4.92011 Q1 · Q&A responses: +6.82011 Q2 · Q&A responses: +4.42011 Q3 · Q&A responses: +3.52011 Q4 · Q&A responses: -1.22012 Q1 · Q&A responses: +2.52012 Q2 · Q&A responses: +2.22012 Q3 · Q&A responses: +8.62012 Q4 · Q&A responses: +4.12013 Q1 · Q&A responses: +4.62013 Q2 · Q&A responses: +4.02013 Q3 · Q&A responses: +4.02013 Q4 · Q&A responses: +9.62014 Q1 · Q&A responses: +3.72014 Q2 · Q&A responses: +6.52014 Q3 · Q&A responses: -1.32014 Q4 · Q&A responses: +1.42015 Q1 · Q&A responses: +8.92015 Q2 · Q&A responses: +8.92015 Q3 · Q&A responses: +6.12015 Q4 · Q&A responses: +9.12016 Q1 · Q&A responses: +17.02016 Q2 · Q&A responses: +6.22016 Q3 · Q&A responses: +15.82016 Q4 · Q&A responses: +14.72017 Q1 · Q&A responses: +6.92017 Q2 · Q&A responses: +4.42017 Q3 · Q&A responses: +9.42017 Q4 · Q&A responses: +4.52018 Q1 · Q&A responses: +2.22018 Q2 · Q&A responses: +5.22018 Q3 · Q&A responses: +7.02018 Q4 · Q&A responses: +1.62019 Q1 · Q&A responses: +13.32019 Q2 · Q&A responses: +4.72019 Q3 · Q&A responses: +7.62019 Q4 · Q&A responses: +14.72020 Q1 · Q&A responses: +2.22020 Q2 · Q&A responses: +2.72020 Q3 · Q&A responses: +6.72020 Q4 · Q&A responses: +7.92021 Q1 · Q&A responses: +4.62021 Q2 · Q&A responses: +11.22021 Q3 · Q&A responses: +6.82021 Q4 · Q&A responses: +2.82022 Q1 · Q&A responses: +5.82022 Q2 · Q&A responses: +8.02022 Q3 · Q&A responses: +0.02022 Q4 · Q&A responses: +9.82023 Q1 · Q&A responses: +8.52023 Q2 · Q&A responses: +9.22023 Q3 · Q&A responses: +8.52023 Q4 · Q&A responses: +17.32024 Q1 · Q&A responses: +11.42024 Q2 · Q&A responses: +14.72024 Q3 · Q&A responses: +10.82024 Q4 · Q&A responses: +9.52025 Q1 · Q&A responses: +12.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.16$4.52$6.882007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: $2.482014 Q2: $2.522014 Q3: $2.622014 Q4: $2.652015 Q1: $2.732015 Q2: $2.922015 Q3: $3.112015 Q4: $3.112016 Q1: $3.122016 Q2: $3.272016 Q3: $3.262016 Q4: $3.492017 Q1: $3.572017 Q2: $3.712017 Q3: $3.842017 Q4: $3.912018 Q1: $4.132018 Q2: $4.402018 Q3: $4.402018 Q4: $4.362019 Q1: $4.342019 Q2: $4.202019 Q3: $4.092019 Q4: $4.242020 Q1: $4.052020 Q2: $3.712020 Q3: $3.902020 Q4: $3.922021 Q1: $4.092021 Q2: $4.282021 Q3: $4.422021 Q4: $4.542022 Q1: $5.012022 Q2: $4.872022 Q3: $4.602022 Q4: $4.702023 Q1: $5.092023 Q2: $5.002023 Q3: $5.042024 Q1: $5.432024 Q2: $5.792024 Q3: $6.132024 Q4: $6.56

Forward P/E

6.4311.2516.062007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: 13.762014 Q2: 14.282014 Q3: 15.402014 Q4: 15.232015 Q1: 14.932015 Q2: 14.782015 Q3: 12.952015 Q4: 13.732016 Q1: 11.932016 Q2: 12.292016 Q3: 12.432016 Q4: 13.772017 Q1: 13.542017 Q2: 13.422017 Q3: 13.442017 Q4: 13.912018 Q1: 13.272018 Q2: 13.032018 Q3: 11.922018 Q4: 10.442019 Q1: 12.082019 Q2: 10.182019 Q3: 11.482019 Q4: 12.032020 Q1: 7.092020 Q2: 10.442020 Q3: 9.132020 Q4: 10.322021 Q1: 11.362021 Q2: 11.972021 Q3: 11.792021 Q4: 12.532022 Q1: 10.372022 Q2: 8.602022 Q3: 9.512022 Q4: 9.562023 Q1: 8.642023 Q2: 8.842023 Q3: 8.972024 Q1: 10.182024 Q2: 10.142024 Q3: 11.592024 Q4: 11.56

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -7.1 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -3.6 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -3.4 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -3.4 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -4.3 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +5.3 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +4.6 fwd EPS ↓ -0.34 Tone rose while the forward EPS estimate was cut.
  • 2021 Q4 tone ↓ -3.5 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -4.2 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↑ +4.8 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -2.6 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -3.4 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-11+11.5——View →
2024 Q42025-01-15+11.1$6.5611.6View →
2024 Q32024-10-11+10.1$6.1311.6View →
2024 Q22024-07-12+13.6$5.7910.1View →
2024 Q12024-04-16+11.5$5.4310.2View →
2023 Q42024-01-12+16.4——View →
2023 Q32023-10-17+8.3$5.049.0View →
2023 Q22023-07-18+10.8$5.008.8View →