FN2 Earnings Intelligence

State Street Corporation earnings overview

Latest State Street Corporation (STT) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.

Next reportState Street Corporation reports Wednesday, Oct 14, 2026 · Before market openConsensus EPS $3.68 · consensus revenue $4.03B
STT FY2026 Q2 · Calendar Q3 2026

State Street Corporation

State Street's Q2 2026 extends its streak of operating leverage and revenue records, with the firm meaningfully raising 2026 growth targets. A newly announced $1 billion transformation program targeting $750 million in cost savings by 2029 and advancing digital-asset initiatives are the primary strategic drivers. The stock rose on the report but drifted roughly 5% lower over the following two weeks, suggesting the market is weighing execution risk against the ambitious medium-term targets.

EPS surprise+9.3%
Market move-0.5%
STT FY2026 Q1 · Calendar Q2 2026

State Street Corporation

The latest analysis supports a constructive but execution-dependent view: State Street is combining stronger fee and net-interest-income growth with operating leverage, while AI, tokenization and software services provide longer-term growth avenues.

EPS surprise+7.6%
Market move+2.5%
STT FY2025 Q4 · Calendar Q1 2026

State Street Corporation

The supplied analysis supports a constructive but measured view: strong operating leverage, productivity savings, and new digital, wealth, and private-market offerings provide growth avenues, while 2026 fee-revenue guidance remains modest and execution and regulatory risks remain material.

EPS surprise+4.6%
Market move-6.1%
STT FY2025 Q3 · Calendar Q4 2025

State Street Corporation

The quarter supports a constructive but qualified view: broad fee-revenue growth, product innovation and a raised outlook strengthen the operating case, while modest net interest income expectations, expense growth and execution risks limit confidence in a straightforward earnings-growth trajectory.

EPS surprise+5.3%
Market move-1.4%
STT FY2025 Q1 · Calendar Q2 2025

State Street Corporation

The supplied analysis supports a constructive but conditional view: recurring fee businesses, platform expansion, and technology investment can support progress, while rate sensitivity, market conditions, and regulation remain material constraints.

EPS surprise—
Market move+2.0%
STT FY2024 Q4 · Calendar Q1 2025

State Street Corporation

The current analysis supports a cautiously constructive operating thesis: fee-based growth, Alpha adoption, product expansion and technology investment provide avenues for earnings growth, but rate-sensitive NII, deposit behavior, credit quality and capital constraints could limit how durable that growth is.

EPS surprise—
Market move-2.8%

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