Earnings summaries and quarterly performance for STATE STREET.
Executive leadership at STATE STREET.
Ronald O’Hanley
Detailed
Chairman, Chief Executive Officer and President
CEO
BH
Bradford Hu
Detailed
Chief Risk Officer
JA
Joerg Ambrosius
Detailed
President, Investment Services
JW
John Woods
Detailed
Chief Financial Officer
MS
Mark Shelton
Detailed
Executive Vice President, General Counsel and Secretary
ST
Sarah Timby
Detailed
Executive Vice President and Chief Administrative Officer
YH
Yie-Hsin Hung
Detailed
President and Chief Executive Officer, State Street Global Advisors
Board of directors at STATE STREET.
AF
Amelia Fawcett
Detailed
Director
BP
Brian Porter
Detailed
Director
DD
DonnaLee DeMaio
Detailed
Director
JR
John Rhea
Detailed
Director
JP
Julio Portalatin
Detailed
Director
MC
Marie Chandoha
Detailed
Director
PH
Patricia Halliday
Detailed
Director
SM
Sara Mathew
Detailed
Lead Independent Director
SO
Sean O’Sullivan
Detailed
Director
WF
William Freda
Detailed
Director
WM
William Meaney
Detailed
Director
Research analysts who have asked questions during STATE STREET earnings calls.
Alexander Blostein
Goldman Sachs
5 questions for STT
Also covers: AB, AMG, AMP +31 more
Gerard Cassidy
RBC Capital Markets
5 questions for STT
Also covers: BAC, BK, BPOP +14 more
VJ
Vivek Juneja
JPMorgan Chase & Co.
5 questions for STT
Also covers: BAC, C, NTRS +2 more
David Smith
Truist Securities
4 questions for STT
Also covers: AESI, BK, CLB +19 more
GS
Glenn Schorr
Evercore ISI
4 questions for STT
Also covers: APO, BAC, BEN +14 more
MM
Mike Mayo
Wells Fargo
4 questions for STT
Also covers: BAC, BK, C +11 more
BG
Betsy Graseck
Morgan Stanley
3 questions for STT
Also covers: BAC, BK, C +8 more
Brian Bedell
Deutsche Bank
3 questions for STT
Also covers: AMG, AMTD, APO +22 more
JM
James Mitchell
Seaport Global Holdings LLC
3 questions for STT
Also covers: BAC, BK, C +9 more
BH
Brennan Hawken
UBS Group AG
2 questions for STT
Also covers: AMP, AMTD, APO +26 more
Ebrahim Poonawala
Bank of America Securities
2 questions for STT
Also covers: , BK, BMO +30 more
JM
Jim Mitchell
Seaport Global
2 questions for STT
Also covers: BAC, C, EVR +2 more
Brennan Hawken
UBS
1 question for STT
Also covers: AMTD, NTRS
David Smith
Truist Financial Corporation
1 question for STT
GS
Glenn Schorr
Evercore Inc.
1 question for STT
KH
Ken Houston
Autonomous Research
1 question for STT
Also covers: NTRS
KU
Ken Usdin
Autonomous Research
1 question for STT
Also covers: BAC, BK, C +11 more
MM
Michael Mayo
Wells Fargo & Company
1 question for STT
MM
Michael Mayo
Wells Fargo
1 question for STT
Also covers: BAC, BK, C +10 more
Recent press releases and 8-K filings for STT.
State Street becomes first bank clearing member at OCC
STT
- The Options Clearing Corporation (OCC) has admitted State Street as its first bank clearing member, providing central counterparty clearing for the bank’s Prime Services securities lending platform.
- Clearing through OCC’s Stock Loan Program delivers approximately 95% risk-weighted asset savings compared to uncleared lending activities.
- This membership mitigates counterparty credit risk and enhances capital efficiency, allowing State Street to reallocate resources toward core Prime Services operations.
- Prime Services clients will benefit from expanded access to cleared securities lending opportunities via OCC’s integrated custody-based solution.
7 days ago
State Street, Galaxy plan $200M tokenized liquidity fund on Solana in 2026
STT
Product Launch
New Projects/Investments
- State Street and Galaxy will launch the State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP), a tokenized private liquidity fund offering 24/7 onchain liquidity via PYUSD, debuting on the Solana blockchain in early 2026 with planned Stellar and Ethereum integration through Chainlink.
- Ondo Finance is expected to seed the fund with approximately $200 million.
- State Street brings significant scale with ~$49 trillion in assets under custody and administration and $5.1 trillion in assets under management as of June 30, 2025; Galaxy provides blockchain expertise.
- The initiative reflects a strategic move to integrate traditional finance with decentralized finance (DeFi), targeting institutional investors seeking liquid onchain cash management solutions.
Dec 11, 2025, 12:04 AM
State Street outlines 2026 priorities and 2025 performance at GS Conference
STT
Guidance Update
New Projects/Investments
Share Buyback
- 2025 results and 2026 priorities: Delivered strong service and fee growth, stable net interest income (NII), positive operating leverage and robust share repurchases; 2026 priorities include financial delivery, balance sheet optimization, expense productivity and advancing strategic initiatives.
- Investment servicing momentum: Anticipating approximately $350 million in new fee revenue for 2025, with the backlog increasingly weighted toward back-office and private markets; private markets fees expected to grow double-digits into 2026.
- Wealth and digital expansion: Formed strategic partnerships with UC Investments and Apex to build a front-to-back wealth platform, and to launch a digital asset platform in the coming weeks—with a tokenized money market fund slated for 2026.
- Q4 outlook and capital return: Fee revenues projected at the upper end of the 8.5%–9% growth range, NII flat to slightly up, expenses near 5% including $275 million of restructuring items; returning roughly 80% of earnings through dividends, bolt-on investments and buybacks in 2025.
Dec 10, 2025, 2:20 PM
State Street outlines 2026 priorities and Q4 2025 guidance
STT
Guidance Update
New Projects/Investments
Share Buyback
- 2026 strategic priorities: deliver on financial commitments; optimize the balance sheet to grow NIM/NII; manage expenses and productivity; partner on strategic initiatives.
- Service fee momentum: 2025 sales of $350 million (third consecutive year >$300 million); backlog now skewed to back office and private markets; expecting double-digit fee growth in private markets for 2026.
- Q4 2025 outlook: fees likely at the upper end of 8.5–9% growth; NII flat to slightly up; expenses around 5%; $275 million of transformation notables; seventh straight quarter of positive operating leverage.
- Digital asset platform launch: imminent rollout with a tokenized money market fund in 2026; roadmap to tokenize traditional and private assets; evaluating stablecoin custody.
- Capital return framework: targeting approximately 80% capital return in 2025 via dividends, organic growth investments, strategic bolt-ons, and share buybacks.
Dec 10, 2025, 2:20 PM
State Street outlines 2026 priorities and 2025 outlook
STT
Guidance Update
New Projects/Investments
- John Woods, in his first appearance as CFO, highlighted four 2026 priorities: delivering on financial commitments, optimizing the balance sheet to grow NII, managing expenses and productivity, and advancing strategic initiatives across the franchise.
- Service and fee growth in 2025 is set to hit roughly $350 million of net new sales, with backlog increasingly in back-office and private markets; private markets fees are expected to grow double digits in 2026.
- State Street will launch a digital asset platform in the coming weeks, with a tokenized money market fund planned for 2026 and follow-on tokenization products across other asset classes.
- For 2025, fee revenue is expected at the upper end of 8.5%–9% growth, NII to be flat to slightly up, and expense growth around 5%, including approximately $275 million of Q4 one-time productivity and severance charges.
- The firm is leveraging bolt-on partnerships—notably with UC Investments, Apex Fintech, Apollo, and Coller—to accelerate front-to-back wealth services and private market capabilities.
Dec 10, 2025, 2:20 PM
State Street acquires PriceStats to enhance inflation analytics
STT
M&A
New Projects/Investments
- 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
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
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
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
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
Quarterly earnings call transcripts for STATE STREET.
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