STT STATE STREET CORP

BULLISH Impact: 8/10 8-K
Horizon immediate Filed Apr 17, 2026 Processed 1mo ago SEC 0000093751-26-000184
8-K Item 2.02: Earnings release
Latest settled — T+20d
STT-PG ▼ -0.23% at T+20d
LONG call ✗ call lost -0.23% · α vs SPY -5.60% · entry $22.27 → $22.22
Next anchor: T+60d in 4w
Currently $167.63 · +652.72% from $22.27 entry
Entry anchored
Apr 17, 2026
via day open
T+1d
-0.13%
call -0.13% · α +0.06%
$22.24
settled 8w ago
T+5d
+0.49%
call +0.49% · α -0.06%
$22.38
settled 7w ago
T+20d
-0.23%
call -0.23% · α -5.60%
$22.22
settled 29d ago
T+60d
call — · α —
in 4w

Price Chart

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Executive Summary

State Street reported strong first-quarter 2026 results with total revenue of $3.8 billion, up 16% year-over-year, driven by record fee revenue and a 17% increase in net interest income. The company delivered adjusted EPS of $2.84, reflecting broad-based growth across its franchises, though notable restructuring charges impacted GAAP earnings. Capital returns and balance sheet strength remain key themes.

Actionable Insight

The 16% revenue growth and 616bps of operating leverage excluding notable items signal strong franchise momentum. Traders should monitor the sustainability of NIM expansion and the impact of ongoing restructuring on future margins. The 90% payout ratio suggests capital returns may moderate if capital ratios decline further.

Key Facts

  • Total revenue of $3.796 billion, up 16% year-over-year and 4% quarter-over-quarter
  • GAAP EPS of $2.49, up 22% YoY; adjusted EPS of $2.84 after excluding $0.35 of notable items
  • Record quarterly fee revenue of $2.96 billion, up 15% YoY, driven by 23% growth in management fees and 29% growth in foreign exchange trading services
  • Net interest income of $835 million, up 17% YoY, driven by a 16 basis point expansion in net interest margin
  • Total expenses increased 15% YoY to $2.811 billion, including $130 million in pre-tax notable items from workforce rationalization and client rescoping
  • Capital return of $633 million in the quarter, comprising $400 million in share repurchases and $233 million in dividends
  • Standardized CET1 capital ratio decreased to 10.6%, down 100 bps from prior quarter, due to capital return and market-driven risk-weighted asset growth

Financial Impact

Revenue increased $512 million YoY to $3.796 billion, with net interest income up $121 million and fee revenue up $390 million. Expenses rose $361 million, resulting in $120 million higher net income.

revenueepsfeeRevenuenetInterestIncomeexpensesnetIncome

Risk Factors

  • Capital ratios declined 100 bps QoQ to 10.6%, below the 11% target, raising potential regulatory constraints
  • Notable items totaling $130 million pre-tax reflect ongoing restructuring and client challenges, which could recur
  • The 29% YoY increase in FX trading services may not be sustainable if currency volatility normalizes

Market Snapshot

Exchange
NYSE
Sector
State Commercial Banks

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000093751-26-000184
Document: a1q26earningspressrelease.htm0000093751-26-000184
Document: stt1q26earningspresentat.htm0000093751-26-000184
Document: stt-20260417.htm0000093751-26-000184
Document: 0000093751-26-000184-index-headers.html0000093751-26-000184
Document: 0000093751-26-000184-index.html0000093751-26-000184
Document: 0000093751-26-000184.txt0000093751-26-000184
8-K Data (Synthetic)0000093751-26-000184
11 reports for STT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for STT — sortable, filterable
Type Now
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 4/10
$155.42 $161.21▲ +3.73%▲ +6.25%$167.63 (+7.86%)
Apr 24, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$22.35 $22.16▼ −0.87%▼ −1.27%$167.63 (+650.02%)
Apr 22, 2026
7w ago
Insider Cluster
MIXED ★ 6/10
$152.26 $151.88▼ −0.25%▼ −0.30%$167.63 (+10.10%)
Apr 21, 2026
7w ago
424B5
NEUTRAL ★ 5/10
$22.20 $22.35▲ +0.68%▼ −0.41%$167.63 (+655.09%)
Apr 17, 2026
8w ago
8-K
BULLISH ★ 8/10
$22.27 $22.38▲ +0.49%▼ −0.06%$167.63 (+652.72%)
Apr 8, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$22.19 $22.13▼ −0.27%▼ −3.46%$167.63 (+655.43%)
Mar 5, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$125.13 $123.21▲ +1.54%▼ −0.70%$167.63 (−33.97%)
Mar 4, 2026
14w ago
Court Ruling
NEUTRAL ★ 1/10
$126.45 $125.72▼ −0.58%▲ +0.76%$167.63 (+32.57%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$129.29 $121.80▼ −5.79%▼ −4.59%$167.63 (+29.66%)
Feb 28, 2026
15w ago
Institutional Cluster
MIXED ★ 6/10
$129.29 $121.80▼ −5.79%▼ −4.59%$167.63 (+29.66%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (47h 32m)

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