State Street Corporation (STT) Research

Forward Estimates

EPS Estimates

Current Qtr

$3.15

$3.06$3.25

vs $2.53+24.5%

12 analysts

Next Qtr

$3.27

$3.10$3.51

vs $2.78+17.7%

11 analysts

Current Yr

$12.48

$12.20$12.91

vs $10.30+21.2%

13 analysts

Next Yr

$13.82

$13.09$14.71

vs $12.48+10.7%

14 analysts

Revenue Estimates

Current Qtr

$3.77B

$3.73B$3.84B

vs $3.45B+9.5%

10 analysts

Next Qtr

$3.79B

$3.73B$3.89B

vs $3.54B+7.0%

10 analysts

Current Yr

$15.18B

$14.91B$15.44B

vs $13.94B+8.8%

12 analysts

Next Yr

$15.82B

$15.29B$16.21B

vs $15.18B+4.2%

12 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for STT on EDGAR.

STT filing events and research context
Filed	Item	Context
Apr 29, 2026	mda_quarterly	State Street Corporation reported first-quarter 2026 total revenue of $3.80 billion, a 16% increase year-over-year, with net income rising 19% to $764 million. Growth was driven by a 15% increase in total fee revenue—specifically management, servicing, and foreign exchange trading fees—and a 17% rise in net interest income, supported by a 16-basis-point expansion in net interest margin. Assets under custody/administration (AUC/A) grew 17% to $54.52 trillion, while assets under management (AUM) increased 20% to $5.62 trillion. The company incurred $130 million in notable items, including an $89 million repositioning charge for workforce rationalization. Capital returns totaled $633 million through dividends and $400 million in share repurchases, contributing to a CET1 capital ratio of 10.6%. Strategic focus remains on the State Street Alpha platform and the integration of artificial intelligence. Key risks include intense pricing pressure, geopolitical volatility in Ukraine and the Middle East, and evolving G-SIB regulatory requirements under Basel III and eSLR standards. Operational risks are highlighted by the threat of AI-leveraged cyber-attacks and the complexities of shifting activities to non-U.S. jurisdictions.
Feb 19, 2026	business	State Street Corporation (STT) is a global financial services firm operating through two primary business lines: Investment Servicing and Investment Management. As of year-end 2025, the company reported $366.05 billion in consolidated assets and $274.35 billion in deposits. Its core operations span over 100 geographic markets, providing custody, accounting, administration, and middle-office services, alongside asset management and front-office software solutions (notably through Charles River Development). The firm’s revenue is primarily driven by fee-based income—specifically servicing and management fees—which accounted for approximately 70% of total fee revenue in 2025. Key growth drivers include market valuation levels, net new business, and client activity. The company faces persistent industry-wide pricing pressure, which it seeks to offset through service expansion and operational efficiency. STT operates under a comprehensive risk management framework overseen by the Board and executive committees, focusing on credit, liquidity, operational, and market risks. As a Global Systemically Important Bank (G-SIB), it is subject to stringent regulatory capital and liquidity standards, including stress testing. The firm maintains a high-quality, liquid investment portfolio to support its balance sheet, with liquidity management strategies centered on client deposit stability and access to wholesale funding markets.
Feb 19, 2026	mda	State Street’s 2025 total revenue increased 7% to $13.94 billion, with net income rising to $2.95 billion and diluted EPS reaching $9.40. Growth was primarily driven by an 8% increase in fee revenue, supported by higher market valuations and $2.12 trillion in new investment servicing mandates. Assets under custody/administration (AUC/A) grew 16% to $53.8 trillion, and assets under management (AUM) rose 20% to $5.67 trillion. Net interest income increased 1% to $2.96 billion, as 11% growth in average interest-earning assets offset a 10 basis point decline in net interest margin. Total expenses rose 7% to $10.15 billion, reflecting increased technology investments and $326 million in repositioning charges. The company maintains a strong capital profile with a CET1 ratio of 11.6% and a Tier 1 leverage ratio of 5.5%. Credit risk remains a focal point, with a $59 million provision for credit losses primarily tied to commercial real estate and commercial loans. The balance sheet remains asset-sensitive, providing a benefit in higher interest rate environments. Shareholder returns totaled $2.1 billion through common dividends and $1.2 billion in share repurchases.

Filed

Item

Context

Apr 29, 2026

mda_quarterly

State Street Corporation reported first-quarter 2026 total revenue of $3.80 billion, a 16% increase year-over-year, with net income rising 19% to $764 million. Growth was driven by a 15% increase in total fee revenue—specifically management, servicing, and foreign exchange trading fees—and a 17% rise in net interest income, supported by a 16-basis-point expansion in net interest margin. Assets under custody/administration (AUC/A) grew 17% to $54.52 trillion, while assets under management (AUM) increased 20% to $5.62 trillion. The company incurred $130 million in notable items, including an $89 million repositioning charge for workforce rationalization. Capital returns totaled $633 million through dividends and $400 million in share repurchases, contributing to a CET1 capital ratio of 10.6%. Strategic focus remains on the State Street Alpha platform and the integration of artificial intelligence. Key risks include intense pricing pressure, geopolitical volatility in Ukraine and the Middle East, and evolving G-SIB regulatory requirements under Basel III and eSLR standards. Operational risks are highlighted by the threat of AI-leveraged cyber-attacks and the complexities of shifting activities to non-U.S. jurisdictions.

Feb 19, 2026

business

State Street Corporation (STT) is a global financial services firm operating through two primary business lines: Investment Servicing and Investment Management. As of year-end 2025, the company reported $366.05 billion in consolidated assets and $274.35 billion in deposits. Its core operations span over 100 geographic markets, providing custody, accounting, administration, and middle-office services, alongside asset management and front-office software solutions (notably through Charles River Development). The firm’s revenue is primarily driven by fee-based income—specifically servicing and management fees—which accounted for approximately 70% of total fee revenue in 2025. Key growth drivers include market valuation levels, net new business, and client activity. The company faces persistent industry-wide pricing pressure, which it seeks to offset through service expansion and operational efficiency. STT operates under a comprehensive risk management framework overseen by the Board and executive committees, focusing on credit, liquidity, operational, and market risks. As a Global Systemically Important Bank (G-SIB), it is subject to stringent regulatory capital and liquidity standards, including stress testing. The firm maintains a high-quality, liquid investment portfolio to support its balance sheet, with liquidity management strategies centered on client deposit stability and access to wholesale funding markets.

Feb 19, 2026

mda

State Street’s 2025 total revenue increased 7% to $13.94 billion, with net income rising to $2.95 billion and diluted EPS reaching $9.40. Growth was primarily driven by an 8% increase in fee revenue, supported by higher market valuations and $2.12 trillion in new investment servicing mandates. Assets under custody/administration (AUC/A) grew 16% to $53.8 trillion, and assets under management (AUM) rose 20% to $5.67 trillion. Net interest income increased 1% to $2.96 billion, as 11% growth in average interest-earning assets offset a 10 basis point decline in net interest margin. Total expenses rose 7% to $10.15 billion, reflecting increased technology investments and $326 million in repositioning charges. The company maintains a strong capital profile with a CET1 ratio of 11.6% and a Tier 1 leverage ratio of 5.5%. Credit risk remains a focal point, with a $59 million provision for credit losses primarily tied to commercial real estate and commercial loans. The balance sheet remains asset-sensitive, providing a benefit in higher interest rate environments. Shareholder returns totaled $2.1 billion through common dividends and $1.2 billion in share repurchases.

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STT filing events and research context

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