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State Street Earnings Calls
| Release date | Jul 16, 2026 |
| EPS estimate | $3.30 |
| EPS actual | - |
| Revenue estimate | 3.883B |
| Revenue actual | - |
| Expected change | +/- 6.68% |
| Release date | Apr 17, 2026 |
| EPS estimate | $2.64 |
| EPS actual | $2.84 |
| EPS Surprise | 7.58% |
| Revenue estimate | 3.666B |
| Revenue actual | 3.796B |
| Revenue Surprise | 3.56% |
| Release date | Jan 16, 2026 |
| EPS estimate | $2.84 |
| EPS actual | $2.97 |
| EPS Surprise | 4.58% |
| Revenue estimate | 3.601B |
| Revenue actual | 3.667B |
| Revenue Surprise | 1.83% |
| Release date | Oct 17, 2025 |
| EPS estimate | $2.64 |
| EPS actual | $2.78 |
| EPS Surprise | 5.30% |
| Revenue estimate | 3.46B |
| Revenue actual | 5.748B |
| Revenue Surprise | 66.14% |
Last 4 Quarters for State Street
Below you can see how STT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 17, 2025 |
| Price on release | $111.37 |
| EPS estimate | $2.64 |
| EPS actual | $2.78 |
| EPS surprise | 5.30% |
| Date | Price |
|---|---|
| Oct 13, 2025 | $114.19 |
| Oct 14, 2025 | $115.40 |
| Oct 15, 2025 | $116.71 |
| Oct 16, 2025 | $112.95 |
| Oct 17, 2025 | $111.37 |
| Oct 20, 2025 | $115.29 |
| Oct 21, 2025 | $114.36 |
| Oct 22, 2025 | $113.22 |
| Oct 23, 2025 | $114.61 |
| 4 days before | -2.47% |
| 4 days after | 2.91% |
| On release day | 3.52% |
| Change in period | 0.368% |
| Release date | Jan 16, 2026 |
| Price on release | $128.02 |
| EPS estimate | $2.84 |
| EPS actual | $2.97 |
| EPS surprise | 4.58% |
| Date | Price |
|---|---|
| Jan 12, 2026 | $133.09 |
| Jan 13, 2026 | $132.81 |
| Jan 14, 2026 | $134.72 |
| Jan 15, 2026 | $136.29 |
| Jan 16, 2026 | $128.02 |
| Jan 20, 2026 | $125.31 |
| Jan 21, 2026 | $126.91 |
| Jan 22, 2026 | $128.46 |
| Jan 23, 2026 | $126.09 |
| 4 days before | -3.81% |
| 4 days after | -1.51% |
| On release day | -2.12% |
| Change in period | -5.26% |
| Release date | Apr 17, 2026 |
| Price on release | $145.43 |
| EPS estimate | $2.64 |
| EPS actual | $2.84 |
| EPS surprise | 7.58% |
| Date | Price |
|---|---|
| Apr 13, 2026 | $141.62 |
| Apr 14, 2026 | $141.78 |
| Apr 15, 2026 | $142.74 |
| Apr 16, 2026 | $141.90 |
| Apr 17, 2026 | $145.43 |
| Apr 20, 2026 | $150.18 |
| Apr 21, 2026 | $153.57 |
| Apr 22, 2026 | $152.40 |
| Apr 23, 2026 | $151.25 |
| 4 days before | 2.69% |
| 4 days after | 4.00% |
| On release day | 3.27% |
| Change in period | 6.80% |
| Release date | Jul 16, 2026 |
| Price on release | - |
| EPS estimate | $3.30 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 06, 2026 | $175.96 |
| Jul 07, 2026 | $179.94 |
| Jul 08, 2026 | $177.42 |
| Jul 09, 2026 | $180.16 |
| Jul 10, 2026 | $180.22 |
State Street Earnings Call Transcript Summary of Q1 2026
State Street reported a strong start to 2026 with broad-based, year-over-year revenue growth, record quarterly fee revenue, and net interest income (NII). Reported EPS rose 22% year-over-year and EPS excluding notable items rose 39%. Total revenue was a record ~$3.8 billion (+16% YoY), fee revenue was ~$3.0 billion (+15%), and NII was $835 million (+17%) driven primarily by net interest margin expansion. The firm delivered meaningful operating leverage (ninth consecutive quarter excluding notable items) and expanded pretax margins (~31% implied by guidance) and ROTCE (~20%). Assets under custody and administration (AUCA) reached a record $54.5 trillion (+17% YoY) and AUM rose to $5.6 trillion (+20% YoY) with strong ETF inflows (SPYM was the top global asset-gathering ETF with $27B inflows). Management raised full-year guidance: fee revenue growth to 7–9% (from 4–6%), NII growth to 8–10% (from low single digits), and expense growth now expected at 5–6% (up from 3–4%), while maintaining an effective tax rate ~22% and a target payout ratio ~80%. Capital remains solid (quarter-end standardized CET1 10.6%), and the company returned $633 million in capital in Q1. Strategic priorities emphasized: digital asset/tokenization initiatives and product roadmaps (including tokenized funds and an on-chain liquidity fund), AI deployment (AgenTeq/AgenTeq Foundry and agentic service delivery), continued growth in alternatives and wealth services, and technology/operating-model transformation. Management expects the AI and transformation benefits to begin scaling in the back half of 2026 and will provide more detailed medium-term targets in July.
