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.
Gerard Cassidy
RBC Capital Markets
7 questions for STT
Also covers: BAC, BK, BPOP +14 more
David Smith
Truist Securities
6 questions for STT
Also covers: AESI, BK, CLB +20 more
GS
Glenn Schorr
Evercore ISI
6 questions for STT
Also covers: APO, BAC, BEN +14 more
MM
Mike Mayo
Wells Fargo
6 questions for STT
Also covers: BAC, BK, C +11 more
Alexander Blostein
Goldman Sachs
5 questions for STT
Also covers: AB, AMG, AMP +31 more
BG
Betsy Graseck
Morgan Stanley
5 questions for STT
Also covers: BAC, BK, C +8 more
VJ
Vivek Juneja
JPMorgan Chase & Co.
5 questions for STT
Also covers: BAC, C, NTRS +2 more
BH
Brennan Hawken
UBS Group AG
4 questions for STT
Also covers: AMP, AMTD, APO +28 more
JM
Jim Mitchell
Seaport Global
4 questions for STT
Also covers: BAC, C, EVR +4 more
Brian Bedell
Deutsche Bank
3 questions for STT
Also covers: AMG, AMTD, APO +23 more
JM
James Mitchell
Seaport Global Holdings LLC
3 questions for STT
Also covers: BAC, BK, C +9 more
KH
Ken Houston
Autonomous Research
3 questions for STT
Also covers: NTRS
AB
Alex Blostein
Goldman Sachs Group, Inc.
2 questions for STT
Also covers: BX, IVZ, SCHW
Ebrahim Poonawala
Bank of America Securities
2 questions for STT
Also covers: , BK, BMO +31 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
KU
Ken Usdin
Autonomous Research
1 question for STT
Also covers: BAC, BK, C +12 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.
Saks Global to close most Off-Price stores
STT
Legal Proceedings
Debt Issuance
Management Change
- Saks Global will shutter 57 of its 69 Saks OFF 5TH stores, leaving about 12 open, and close all five Neiman Marcus Last Call outlets, with liquidation sales beginning Jan. 31 and Feb. 2; its OFF 5TH e-commerce unit will also wind down.
- The off-price division incurred a $139 million loss in fiscal 2025, marking it as a significant financial drag amid heavy debt from the Neiman Marcus acquisition.
- The company secured $1.75 billion in debtor-in-possession financing to support operations during its Chapter 11 restructuring and plans to honor loyalty programs and vendor and employee claims.
- Geoffroy van Raemdonck became CEO in mid-January, succeeding Richard Baker after rapid executive turnover.
6 days ago
State Street reports Q4 2025 results
STT
Earnings
Guidance Update
Share Buyback
- Q4 fee revenue grew 8% YoY; net interest income rose 7% to $802 M; pre-tax margin ~31%; full-year revenue ~$14 B (+7%) and record fee revenue $11 B (+9%)
- Record AUCA of $53.8 T (+16% YoY) and AUM of $5.7 T (+20%); private markets servicing fees up 12%, now ~10% of total servicing fees
- Delivered >100 bp of operating leverage in Q4 and achieved $500 M of productivity savings in 2025 (5.5% of cost base), totaling nearly $2 B over five years
- Returned $2.1 B to shareholders in 2025 (∼80% payout); Q4 repurchases of $400 M and dividends of $235 M; 2026 outlook: fee revenue +4–6%, NII up low single digits, expenses +3–4%, operating leverage >100 bp, pre-tax margin ~30%, payout ratio ~80%
Jan 16, 2026, 4:00 PM
State Street reports Q4 2025 results
STT
Earnings
Guidance Update
- 4Q25 total revenue of $3.7 B, up 7% YoY; fee revenue $2.9 B, up 8%; net interest income $802 M, up 7%; and EPS of $2.97, up 14% YoY.
- Record AUC/A of $53.8 T at quarter-end and AUC/A wins of $484 B in 4Q25 ($2.1 T FY2025) driving servicing fee revenue wins of $87 M in 4Q25 ($333 M FY).
- Investment Management achieved record AUM of $5.7 T, with net inflows of $85 B in 4Q25 and $181 B in FY2025.
- Capital strength with a CET1 ratio of 11.7% and Tier 1 leverage ratio of 5.5% at quarter-end; returned $635 M to shareholders in Q4 with a 92% total payout ratio.
- FY2026 outlook: fee revenue growth of ~4–6%, NII up low-single digits, expenses up ~3–4%, and operating leverage >100 bps.
Jan 16, 2026, 4:00 PM
State Street reports Q4 and full year 2025 results
STT
Earnings
Guidance Update
Share Buyback
- Q4 EPS +14% YoY, record quarterly fee and total revenue, and 31% pre-tax margin ex-notables.
- FY 2025 EPS $10.30 ex-notables (+19% YoY), record total revenue ~$14 billion (+7% YoY), and ROtCE 20% ex-notables.
- Investment services AuCA surpassed $50 trillion, and Investment Management ended 2025 with $5.7 trillion AUM, marking three consecutive years of net new asset growth >3%.
- Strategic milestones include the launch of a digital asset platform, partnership and minority investment in Apex, 134 new investment products, $500 million in productivity savings, and $2.1 billion returned to shareholders.
- Outlook for 2026 assumes flat markets, targets ~30% pre-tax margin, and plans continued productivity reinvestment into AI-enabled transformation.
Jan 16, 2026, 4:00 PM
State Street reports Q4 2025 results
STT
Earnings
Guidance Update
- Recorded $3.7 B total revenue and $2.9 B in fee revenue, driving ex-notable EPS of $2.97, up 14% YoY in 4Q25.
- Achieved record Asset Servicing AUC/A of $53.8 T with $484 B of net AUC/A wins, and record Investment Management AUM of $5.7 T with $85 B of net inflows in 4Q25.
- Issued FY 2026 guidance for fee revenue growth of 4–6%, NII up low-single‐digits, expenses up 3–4%, and more than 100 bps of operating leverage.
Jan 16, 2026, 4:00 PM
State Street reports Q4 2025 results
STT
Earnings
Guidance Update
Share Buyback
- State Street delivered strong Q4 2025 financial results with 14% EPS growth year-over-year, supported by record quarterly fee and total revenue; ex-notable pre-tax margin reached 31%, marking the eighth consecutive quarter of positive operating leverage.
- Full year 2025 results ex-notable include $14 billion total revenue (+7% YoY), $11 billion fee revenue (+9% YoY), 19% EPS growth, and 20% return on tangible common equity, driven by expanding margins.
- Investment servicing achieved record AUCA of $53.8 trillion (+16% YoY) with private market servicing fees up 12% (~10% of servicing fees); investment management posted record Q4 management fees of $662 million (+15% YoY) and AUM of $5.7 trillion (+20% YoY).
- State Street returned $2.1 billion of capital to shareholders in 2025 and realized $500 million in productivity savings; CET1 ratio rose to 11.7% by year-end.
- 2026 ex-notable guidance assumes flat markets with fee revenue up 4–6%, net interest income up low-single digits, expenses up 3–4%, targeting >100 bp operating leverage for ~30% pre-tax margin and ~80% payout ratio.
Jan 16, 2026, 4:00 PM
State Street reports Q4 2025 earnings
STT
Earnings
- Fourth-quarter GAAP EPS of $2.42 and $2.97 excluding notable items.
- Total revenue of $3.667 B, up 7% year-over-year, driven by 8% growth in fee revenue to $2.862 B and a 7% increase in net interest income to $802 M.
- Net income of $747 M, down 5% YoY, with provision for credit losses of $8 M and total expenses of $2.741 B, up 12% YoY.
- Assets under custody and/or administration rose 16% YoY to $53.8 T, while assets under management increased 20% to $5.665 T, reflecting continued franchise expansion.
- Excluding notable items, pre-tax margin was 30.7% and ROTCE was 21.5% in the quarter.
Jan 16, 2026, 12:30 PM
State Street launches Digital Asset Platform for tokenized finance
STT
Product Launch
- State Street launched a Digital Asset Platform providing secure, scalable infrastructure for tokenized assets, positioning itself as a bridge between traditional and digital finance.
- The platform offers wallet management, custodial and cash capabilities to support tokenized MMFs, ETFs, and cash products including tokenized deposits and stablecoins across private and public permissioned blockchains.
- Integrated with existing systems, it delivers enhanced security, operational and on-chain compliance controls to enable seamless institutional tokenization.
- This launch signifies a move from experimentation to practical, compliant solutions for institutional clients seeking digital asset adoption.
Jan 15, 2026, 4:15 PM
State Street launches institutional Digital Asset Platform
STT
Product Launch
New Projects/Investments
- State Street has launched an institutional Digital Asset Platform offering tokenization services—including digital-asset custody, wallet management, cash capability and tokenized money-market funds, ETFs, deposits and stablecoins—to bridge traditional finance and crypto.
- The move represents a shift from primarily providing back-office administration for crypto holdings to designing, managing and distributing tokenized products through its own asset-management arm and external partnerships.
- The platform will support public and permissioned blockchains with robust controls, compliance and cross-jurisdictional access, leveraging over $50 trillion in assets under custody/management to meet institutional demand.
- Key collaborations include a December tokenized fund on Solana with Galaxy Asset Management and Ondo Finance, and a partnership with Taurus for digital-asset custody and tokenization technology.
Jan 15, 2026, 3:42 PM
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.
Dec 17, 2025, 2:00 PM
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