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Earnings analysis · 10-Q

STT earnings analysis

Filed April 29, 2026 · Our reading of the company's report

The latest report

State Street Corporation reported a strong Q1 2026 with revenues of $3.80 billion, up 16% year-over-year, driven by a 15% increase in fee revenue, and net income increased by 19% to $764 million. Diluted EPS rose to…

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State Street Corporation reported a strong Q1 2026 with revenues of $3.80 billion, up 16% year-over-year, driven by a 15% increase in fee revenue, and net income increased by 19% to $764 million. Diluted EPS rose to $2.49, surpassing estimates, reflecting solid financial performance amidst a favorable operating environment.

Read the original on SEC.gov

Reported figures

Earnings per share
$2.49

What stood out

  • Robust Revenue Growth

    Total revenue for Q1 2026 was $3.80 billion, a 16% increase compared to $3.28 billion in Q1 2025.

  • Significant EPS Beat

    Reported diluted EPS was $2.49, exceeding estimates of $2.62 and up 22% from $2.04 in Q1 2025.

  • Improved Operating Income

    Income before income tax grew 18% to $969 million, compared to $822 million in the prior year.

  • Effective Cost Management

    Total expenses saw a moderate increase of 15%, reaching $2.81 billion, compared to $2.45 billion last year.

  • Increased Net Interest Income

    Net interest income rose by 17% to $835 million from $714 million a year ago.

  • Higher Common Share Dividends

    Cash dividends declared per common share increased by 11% to $0.84, up from $0.76 in Q1 2025.

What to watch

  • Interest Rate Environment

    The ongoing variability in interest rates may impact net interest income and market conditions, risking liquidity.

  • Regulatory Risks

    Increasing regulatory requirements around capital ratios could pressure future profitability and operational flexibility.

  • Market Competition

    Intense competition within investment services may lead to pricing pressure and erosion of market share.

Management's outlook

Management anticipates continued growth driven by market developments, though specific numeric guidance has not been issued.

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.