STATE STREET (STT) Company Report

State Street Corporation has acquired PriceStats, a specialist in daily inflation data, integrating it into its Data Intelligence division
PriceStats gathers digital pricing data from over 1,500 retailers worldwide to provide daily inflation indicators; co-founder Alberto Cavallo remains as academic partner for product development
The deal leverages State Street’s $49 trillion in assets under custody and $5.1 trillion in AUM to deliver near real-time economic insights amid market volatility
Financial terms were not disclosed, reflecting a strategic investment in bolstering data-driven research and analytics for institutional clients

Nov 10, 2025, 2:57 PM

Morningstar

State Street acquires PriceStats to boost inflation analytics

STT

M&A

State Street acquires PriceStats, a global leader in daily inflation analytics, integrating it into its Data Intelligence platform.
PriceStats gathers daily online price data for millions of products from 1,500+ retailers, providing near-real-time inflation indicators since 2011.
The acquisition expands Data Intelligence offerings alongside the Private Capital Indices, leveraging over $6 trillion in proprietary private markets data.
Management emphasizes the development of advanced, low-latency economic indicators for prices, employment, and other key variables to support investment decisions.

Nov 10, 2025, 2:00 PM

Press Release

State Street launches MENA Regional HQ in Riyadh

STT

New Projects/Investments

State Street officially launched its Middle East and North Africa Regional Headquarters in Riyadh, Saudi Arabia, following approval by the Ministry of Investment Saudi Arabia.
The move underscores State Street’s 25+ years of presence in the Kingdom; it now holds $127 billion in assets under custody and/or administration and $60 billion in assets under management for Saudi clients.
In 2024, State Street Saudi Arabia became the 11th global investment center for State Street Investment Management, enabling local portfolio management for institutional investors.
The RHQ will centralize strategic direction, administration, senior leadership and corporate functions across the MENA region, enhancing operational efficiency and talent development in partnership with MISA.

Oct 27, 2025, 7:00 AM

Press Release

State Street reports Q3 2025 results

STT

Earnings

Guidance Update

Dividends

Q3 EPS of $2.78, up 23% year-over-year; pre-tax margin of 31% and return on tangible common equity of 21% reflect strong profitability.
Total revenue of $3.5 billion, up 9% YoY, including fee revenue growth of ~12%; expenses rose 5% to $2.4 billion as the firm invests in strategic initiatives.
Servicing fees up 7% YoY, driving record AUCA of $51.7 trillion (+10%); management fees rose 16% to $612 million, with AUM at $5.4 trillion (+15%).
Net interest income of $715 million, down 1% YoY, with NIM at 96 bps; Q4 expected to see flat to slightly down fee revenue, rising NII, and modest expense increase; full-year fee revenue growth outlook raised to 8.5–9%.
CET1 capital ratio at 11.3%, returned $637 million to shareholders via $400 million buybacks and $237 million dividends, raised quarterly dividend 11% to $0.84, targeting ~80% payout.

Oct 17, 2025, 3:00 PM

Transcript

State Street reports Q3 2025 results

STT

Earnings

Guidance Update

Share Buyback

State Street delivered $2.78 EPS, up 23% YoY, with total revenue of $3.5 billion (+9% YoY), a 31% pre-tax margin, and 21% return on tangible common equity in Q3 2025.
Investment services reached a record $51.7 trillion AUCA (+10% YoY) and 7% growth in servicing fees, backed by a $400 million backlog; investment management posted record $612 million management fees and $5.4 trillion AUM (+15% YoY).
Markets and technology businesses showed strong momentum: FX trading and securities finance revenues rose 16% and 19% YoY (ex-notable items), while software & processing fees grew 9% YoY, with recurring revenue of ~$400 million.
Net interest income was $715 million (-1% YoY) with a 96 bp net interest margin (-11 bp YoY); expenses rose 5% to $2.4 billion, with $370 million in YTD productivity savings; Q3 CET1 ratio was 11.3%, and the company returned $637 million of capital while raising the quarterly dividend to $0.84; outlook updated to 8.5–9% total fee revenue growth, slight NII decline, and ~4.5% expense growth for 2025.

Oct 17, 2025, 3:00 PM

Transcript

State Street reports Q3 2025 earnings

STT

Earnings

Dividends

Share Buyback

Total revenue of $3.545 B, up 9% YoY; fee revenue of $2.829 B, up 8% YoY (12% ex-notables).
Net income of $861 M with diluted EPS of $2.78 and ROTCE of 20.9%.
Investment servicing saw record AUC/A at $51.7 T with servicing fee revenue wins of $361 B; Investment management posted record AUM of $5.4 T and net inflows of $26 B.
Net interest income was $715 M, down 1% YoY, with a net interest margin of 0.96%.
Returned $637 M to shareholders in 3Q25 (79% payout ratio); standardized CET1 ratio rose to 11.3%.

Oct 17, 2025, 3:00 PM

Presentation

State Street reports Q3 2025 EPS of $2.78

STT

Earnings

Dividends

Share Buyback

Reported EPS of $2.78, a 23% year-over-year increase.
Generated total revenue of $3.545 billion (up 9% YoY) and fee revenue of $2.829 billion (up 8% YoY).
Achieved net income of $861 million (up 18% YoY) with a 31.1% pre-tax margin and 20.9% ROTCE.
Reached record $51.7 trillion in assets under custody and administration (up 10% YoY) and $5.446 trillion in assets under management (up 15% YoY).
Returned $637 million of capital to shareholders and increased the quarterly dividend 11% to $0.84 per share.

Oct 17, 2025, 11:30 AM

8-K

State Street publishes 2025 Digital Assets Outlook

STT

New Projects/Investments

Institutional investors are set to double digital asset exposure, with 60% planning to increase allocations in the next year and average exposure expected to double within three years.
Private equity and private fixed income are leading tokenization efforts; by 2030, most expect 10–24% of institutional investments to be tokenized.
Transparency (52%), faster trading (39%), and lower compliance costs (32%) are the top benefits, and nearly half anticipate >40% cost savings.
40% have dedicated digital asset teams and ~33% integrate blockchain into broader digital transformation strategies.
Over 50% of respondents view generative AI and quantum computing as more impactful on investment operations than tokenization, seeing them as complementary.

Oct 9, 2025, 1:00 PM

Press Release

State Street launches Ultra Short T-Bill ETF to expand SPDR Portfolio Treasury suite

STT

Product Launch

State Street SPDR® Portfolio Ultra Short T-Bill ETF (SPTU) was launched, offering exposure to US Treasury bills with maturities between 1 and 12 months at five basis points, making it one of the lowest-cost funds in its category.
SPTU seeks to track the ICE BofA US Treasury Bill Index and broadens the SPDR Portfolio US Treasury suite—already comprising SPTS, SPTI, SPTL and SPTB—to cover the full yield-curve spectrum.
The SPDR Portfolio ETF suite has amassed over $323 billion in assets, providing investors with low-cost access to equity and fixed-income core holdings since its 2017 inception.
SPTU is intended to qualify as a permitted investment under CFTC Reg 1.25 and as eligible margin collateral for uncleared swaps transactions, potentially serving as a cost-effective collateral tool for institutional investors.

Oct 8, 2025, 12:30 PM

Press Release

State Street announces strategic partnership with Apex Fintech Solutions

STT

New Projects/Investments

State Street made a minority investment in Apex Fintech Solutions to co-develop a global digital custody and clearing platform for the wealth management industry.
Apex’s platform supports over 200 clients, 22 million brokerage accounts, and $200 billion in assets worldwide.
State Street contributes its institutional infrastructure, including Charles River Development Wealth (managing $3 trillion in assets) and State Street Investment Management ($1 trillion in wealth assets).
The partnership will provide a fully digital, scalable custody and clearing solution for wealth advisors and self-directed platforms globally.

Sep 3, 2025, 12:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for STATE STREET.