State Street Corporation · STT · Next earnings

State Street Corporation reports Wednesday, Oct 14, 2026

STT reports before market open with consensus EPS at $3.62 and revenue at $4.00B. Last quarter: State Street Beats on Record $4B Revenue, Raises 2026 Targets

Reports Before market open24 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $3.62 Calendar consensus
Consensus revenue $4.00B Calendar consensus
Report date Oct 14, 2026 Wednesday, date estimated
Session Before market open 24 days away

Where STT left off: FY2026 Q2

Full report

State Street Beats on Record $4B Revenue, Raises 2026 Targets

EPS surprise +9.3% Reported $3.65 vs $3.34
Revenue surprise +4.3% Reported $4.05B vs $3.88B
Stock move -0.5% Event window
Subsequent drift -5.2% Up to 20 sessions

Fee revenue growth raised from 7-9% to 12-13% for 2026. NII growth raised from 8-10% to 14-15% for 2026. New medium-term targets: 35% pretax margin and mid-20s ROTCE. Dividend increased 10% to $0.92 per share with payout ratio targeted at approximately 80% (down from ~90%). New $1B transformation program targeting $750M cost savings and $250M incremental revenue by 2029.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Execution risk of large-scale technology and AI transformation.
  • Regulatory uncertainty around tokenized funds and digital-asset offerings.
  • Potential slower-than-expected macroeconomic conditions affecting fee and NII growth.
  • Stock drifted approximately 5% lower in the two weeks following the report despite a positive initial reaction.

Questions analysts left open

  • Details of the $250 million revenue contribution from strategic initiatives.
  • Timing and magnitude of the $750 million cost-saving program.
  • Pricing pressure on ETF servicing and impact of AI on margins.
  • Capital allocation and CET1 target adjustments.

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Recent STT quarters

All STT earnings
-0.5%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.