earnings
confidence high
sentiment positive
materiality 0.75
State Street Q1 2026 EPS $2.49 ($2.84 ex-items); record revenue $3.8B, up 16% YoY
STATE STREET CORP
2026-Q1 EPS reported
$2.49
revenue$3,796,000,000
- Diluted EPS $2.49 GAAP, $2.84 ex-notables; total revenue $3.796B (record), +16% YoY; fee revenue $2.960B (record), +15%.
- Net interest income $835M, +17% YoY; NIM +16bps to 1.16%. Record FX trading volumes +25% YoY.
- AUC/A $54.5T (+17% YoY); AUM $5.6T (+20%). New servicing wins: $56M fee revenue, $365B AUC/A.
- Total expenses +15% (9% ex-notables). Notable items: $89M repositioning, $41M client rescoping.
- CET1 ratio 10.6% (-0.4pp YoY). Returned $633M: $400M buybacks, $0.84 dividend per share.