来源：视频滚动新闻 纽约梅隆银行：四季度净利息收入 13.5 亿美元，市场预期 12.9 亿美元；四季度摊薄后每股收益 2.02 美 元，市场预期 1.93 美元；四季度营收 51.8 亿美元，市场预期 51.5 亿美元；托管及管理资产规模达 59.3 万亿美元，市场预期 58.8 万亿美元。 ...

Core Insights - The core viewpoint of the article highlights the financial performance of Bank of New York Mellon, showcasing significant growth in both revenue and earnings per share for the fourth quarter of 2025 [1] Financial Performance - The revenue for the fourth quarter of 2025 reached $5.179 billion, representing a year-over-year increase of 7% [1] - The diluted earnings per share were reported at $2.02, which is a 31% increase compared to the previous year [1]

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来源：格隆汇APP 格隆汇1月13日｜纽约梅隆银行：2025年Q4营收51.79亿美元，市场预期51.4亿美元，去年同期48.5亿美 元；Q4净利润14.27亿美元，市场预期13.4亿美元，去年同期11.3亿美元。 ...

Core Viewpoint - Gamma Resources Ltd. is advancing its Mesa Arc Project with the filing of an independent NI 43-101 Technical Report, which outlines a phased exploration program aimed at efficiently developing the asset and validating historical exploration results [1][5]. Technical Report Highlights - The Technical Report recommends a phased exploration program, pending necessary permits and regulatory approvals, to advance the Mesa Arc Project [1]. - The report was prepared by Hogrelius Geological Consultants and evaluates the project's geology, mineralization, historical exploration, and future potential [3]. - Historical exploration has confirmed uranium mineralization through over 900 drill holes by previous operators, providing a strong foundation for modern exploration [4]. - The targeted mineralized horizon is expected at depths of approximately 300 to 350 feet, allowing for cost-effective reverse-circulation drilling methods [4]. - The exploration strategy includes two phases: - Phase 1 involves validating historical drilling results with approximately 10 RC drill holes, with an estimated budget of US$300,000 [4]. - Phase 2 will include a passive seismic geophysical survey and follow-up drilling of approximately 20 holes, with an estimated budget of US$1.2 million [4]. Corporate Update - The company has amended the payment terms of its lease agreement with C Bar B Properties Corporation, deferring a payment of US$50,000 until April 14, 2026, and agreeing to pay US$300,000 at that time [6]. About the Mesa Arc Uranium Project - The Mesa Arc Project consists of 41 lode mining claims in northern New Mexico, recently expanded by 185 new federal claims, covering approximately 4,520 acres [8]. - Previous drilling has outlined a non-NI 43-101 historical estimate of 2.5–3.0 million lbs U₃O₈ [8]. About Uranium Industry - The U.S. uranium industry is experiencing strong tailwinds due to recent policy changes, including the designation of uranium as a critical mineral and federal initiatives to boost domestic uranium production [9][10]. - The uranium market is facing a structural supply-demand deficit, with spot prices recovering from US$63/lb to US$82.00/lb, driven by increased demand and reduced inventories [9]. - Nuclear energy is increasingly recognized as a reliable, carbon-free energy source, prompting investments in domestic fuel chains and advanced reactor technologies [9][10]. About Gamma Resources Ltd. - Gamma Resources Ltd. focuses on uranium exploration and development in the Mountain West region, with a portfolio that includes the Mesa Arc Project and the Green River Project in Utah [11]. - The company is positioned to benefit from favorable policy and market conditions in the U.S. nuclear landscape [11].

Group 1 - The bank anticipates a slowdown in revenue growth in 2026 [1]

Core Insights - Bank of New York Mellon reported an increase in fourth-quarter profit driven by rising net interest income and fees revenue [1] Financial Performance - The company's net interest income saw significant growth, contributing to the overall profit increase [1] - Fees revenue also continued to surge, indicating strong performance in service-related income streams [1]

Core Insights - The Bank of New York Mellon Corporation (BNY) reported its financial results for the fourth quarter of 2025, with details available on their investor relations website [1] Financial Performance - BNY oversees $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management as of December 31, 2025 [4] Company Overview - BNY has been a key player in global financial services for over 240 years, serving over 90% of Fortune 100 companies and nearly all of the top 100 banks globally [4] - The company supports governments in funding local projects and collaborates with over 90% of the top 100 pension plans to safeguard investments for millions of individuals [4] Conference Call Information - A conference call and audio webcast regarding the financial results will take place at 11:00 a.m. ET, with access details provided for investors and analysts [2] - An archived version of the conference call will be available from January 13, 2026, at approximately 3:00 p.m. ET through February 13, 2026 [3]

Core Viewpoint - BNY Mellon is raising its medium-term performance targets, indicating a successful turnaround under CEO Robin Vince's leadership [1][2][3] Group 1: Performance Targets - BNY Mellon is increasing its medium-term targets for pre-tax margin and return on tangible common equity by 5 percentage points each, setting new targets at 38% and 28% respectively [1] - The medium-term targets are set with a 3- to 5-year horizon, reflecting the bank's confidence in its growth potential [3] Group 2: Leadership and Strategy - CEO Robin Vince, who joined BNY in 2020 and became CEO in 2022, emphasizes that the adjustments in targets demonstrate increased confidence in the company's future prospects [2] - Vince highlights that the bank has shown a strong track record of execution and performance over the past three years, reinforcing the belief that the turnaround strategy is effective [3]

Financial Performance - Fee and other revenue for Q4 2025 was $3,833 million, a 5% increase from $3,653 million in Q4 2024[4] - Net interest income increased to $1,346 million in Q4 2025, up 9% from $1,194 million in Q4 2024[4] - Total revenue reached $5,179 million in Q4 2025, representing a 7% increase compared to $4,847 million in Q4 2024[4] - Net income for Q4 2025 was $1,469 million, a 27% increase from $1,157 million in Q4 2024[4] - Diluted earnings per common share rose to $2.02 in Q4 2025, a 31% increase from $1.54 in Q4 2024[4] - Total revenue for FY25 increased by 8% to $20,080 million compared to FY24's $18,619 million[7] - Net income applicable to common shareholders rose by 22% to $5,306 million in FY25 from $4,336 million in FY24[7] - Earnings per common share (basic) increased by 28% to $7.47 in FY25 compared to $5.84 in FY24[7] - Total revenue for FY25 reached $9,730 million, representing a 9% increase compared to FY24's $8,916 million[15] - Total revenue for Q4 2025 was $1,805 million, an increase of 8% compared to Q4 2024, and FY 2025 total revenue reached $7,000 million, up 12% from FY 2024[21] Assets and Management - Assets under custody and/or administration (AUC/A) increased to $59.3 trillion, a 14% increase from $52.1 trillion in Q4 2024[4] - Assets under management (AUM) grew to $2.2 trillion, a 7% increase from $2.0 trillion in Q4 2024[4] - Total assets reached $472,300 million as of December 31, 2025, up from $416,064 million a year earlier[8] - Deposits grew to $331,894 million, reflecting an increase from $289,524 million in the previous year[8] - Total assets as of Q4 2025 amounted to $451,213 million, up from $437,491 million in Q3 2025[12] - Total assets under management (AUM) increased to $2,178 billion in Q4 25, reflecting a 2% growth from 3Q25 and a 7% increase from 4Q24[29] - Wealth Management client assets rose to $350 billion in 4Q25, a 1% increase from 3Q25 and a 7% increase year-over-year[29] Revenue Sources - Investment services fees for Q4 2025 were $2,632 million, up 8% from $2,438 million in Q4 2024[7] - Total fee revenue for Q4 2025 was $3,698 million, reflecting a 2% increase from Q3 2025 and a 5% increase year-over-year from Q4 2024[9] - Total investment and other revenue for FY 2025 reached $757 million, a significant increase compared to $687 million in FY 2024[9] - Total fee revenue for Q4 2025 was $1,227 million, an increase of 5% compared to Q4 2024, with FY 2025 total fee revenue at $4,816 million, up 8% year-over-year[21] - Investment management and performance fees for the Investment and Wealth Management segment were $807 million in Q4 2025, consistent with $809 million in Q4 2024, showing stability in fee income[46] Expenses and Profitability - Total noninterest expense increased by 3% to $13,054 million in FY25 compared to $12,701 million in FY24[7] - The pre-tax operating margin improved to 34% in Q4 25, up from 28% in Q4 24, reflecting enhanced operational efficiency[15] - Noninterest expense for 4Q25 was $703 million, a 10% increase from 3Q25 and a 3% decrease compared to FY24[25] - The pre-tax operating margin for Q4 2025 was 49%, consistent with the previous quarter and an improvement from 46% in FY 2024[21] - The pre-tax operating margin for the Investment and Wealth Management segment was 17% in Q4 2025, down from 20% in Q4 2024, indicating a decline in operational efficiency[46] Capital and Ratios - The common equity tier 1 (CET1) ratio was 11.9% at the end of Q4 2025, up from 11.2% in Q4 2024[4] - CET1 capital increased to $21,087 million as of December 31, 2025, up from $20,645 million in the previous quarter, reflecting a 2.1% growth[14] - The CET1 ratio under the Standardized Approach improved to 11.9% as of December 31, 2025, compared to 11.7% in the previous quarter[14] - The average tangible common shareholders' equity was $21,427 million for Q4 2025, reflecting a strong capital position[43] - The Bank of New York Mellon Corporation's common shareholders' equity at period end increased to $39,477 million as of December 31, 2025, up from $36,975 million a year earlier, reflecting a growth of 6.8%[45] Market Performance - The market capitalization of the company reached $79,897 million, an increase from $55,139 million in Q4 2024[4] - The market value of securities on loan reached $604 billion at the end of 4Q25, a 24% increase from $488 billion in the same period last year[17] Other Key Metrics - The average liquidity coverage ratio remained stable at 112% across the last four quarters, indicating strong liquidity management[14] - Daily average revenue trades (DARTs) on the U.S. platform were 285,000 in Q4 2025, a 12% increase from Q4 2024[22] - The company experienced net outflows of $3 billion in total AUM during 4Q25[29] - The allowance for loan losses decreased to $(245) million from $(294) million year-over-year[8] - The allowance for credit losses at the end of the period was $344 million, with a loan loss allowance of 0.30% of total loans[36]