Highest-materiality recent filing
State Street raises ~$495.7M net via 500,000 Series L preferred depositary shares at $1,000 each
Offered 500,000 depositary shares at $1,000 each, each representing 1/100th of a Series L preferred share.
State Street Q2 EPS $3.65 (+68% YoY); revenue $4.0B (+17%); raises dividend 10%
Diluted EPS of $3.65 vs $2.17 YoY; net income $1.08B (+56%); total revenue $4.05B (+17%).
State Street Q1 2026 EPS $2.49 ($2.84 ex-items); record revenue $3.8B, up 16% YoY
Diluted EPS $2.49 GAAP, $2.84 ex-notables; total revenue $3.796B (record), +16% YoY; fee revenue $2.960B (record), +15%.
State Street Q4 2025 ex-notables EPS $2.97; total revenue up 7% to $3.67B
GAAP EPS $2.42 (down 2% YoY); ex-notables EPS $2.97; record fee revenue $2.86B (+8% YoY).
State Street reports Q3 EPS $2.78, revenue up 9% YoY to $3.5B, dividend raised 11%
Diluted EPS $2.78 vs $2.26 in Q3 2024; total revenue $3.545B, up 9% YoY, driven by 8% fee revenue growth.
State Street Q2 2025 EPS $2.17 ($2.53 ex-notables); revenue up 8% YoY
Total revenue $3.45B, +8% YoY; fee revenue $2.72B, +11% YoY.
State Street appoints John F. Woods as CFO with $750K base, $15M buyout
John F. Woods appointed CFO effective no later than Aug 25, 2025; interim CFO Mark R. Keating steps down.
State Street Q1 EPS $2.04, revenue up 5% YoY; announces $1B note redemption
Diluted EPS $2.04, up 49% YoY; adjusted EPS up ~21% excluding prior-year FDIC charge.
State Street SSGA reports 2024 AUM $4.7T, revenue $2.3B, pre-tax margin 29.4% at RBC conference
SSGA AUM of $4.7T as of Dec 2024, up 16% CAGR from 2022; revenue $2.3B (+9% YoY).
State Street issues $2.75B in senior notes across three tranches
Issued $1.35B of 4.536% Senior Notes due 2028, $650M of 4.729% Senior Notes due 2030, and $750M of Fixed-to-Floating Rate Senior Notes due 2036.
State Street issues $750M Series K Preferred Stock, raising ~$743.1M net
750,000 depositary shares sold, each representing 1/100th interest in a Series K Preferred share with $100,000 liquidation preference.
State Street issues 750,000 depositary shares at $1,000 each, net proceeds ~$743M
Offering of Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series K; liquidation preference $100,000/share.
State Street Q4 EPS $2.46, adj. $2.60; revenue +12%; CFO departure
Q4 EPS $2.46 GAAP, $2.60 ex-notables; net income $783M vs $210M a year ago.
State Street reports record Q3 EPS of $2.26; CFO Eric Aboaf to step down
Record EPS $2.26, net income $730M (+73% YoY); total revenue $3.259B (+21%).
State Street raises ~$842M via public offering of Series J preferred stock
State Street issued 850,000 depositary shares at $1,000 each, each representing 1/100th interest in a share of Series J preferred.
State Street Q2 EPS $2.15, revenue up 3% YoY; plans 10% dividend hike
Diluted EPS $2.15 vs $2.17 YoY (-1%); net income $711M (-7% YoY).
State Street Q1 GAAP EPS $1.37, $1.69 ex-items; fee revenue up 4% YoY
Diluted GAAP EPS of $1.37; adjusted EPS of $1.69 after excluding $0.32 per share from FDIC special assessment.
State Street issues 1.5M depositary shares of Series I preferred, raising ~$1.48B net
Issued 1,500,000 depositary shares each representing 1/100th interest in Series I Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, liquidation preference $100,000/share.
State Street Q4 GAAP EPS $0.55, $2.04 ex-notables; FDIC charge hits; $5B buyback authorized
Q4 GAAP EPS $0.55 (diluted) vs $1.91 YoY; adjusted EPS excluding notable items $2.04.
State Street President & COO Louis Maiuri to retire; O'Hanley becomes President, Tahiri named COO
Louis D. Maiuri steps down as President, COO, and Head of Investment Services effective Dec 31, 2023; retires early 2024.
State Street Q3 GAAP EPS $1.25; adjusted $1.93; total revenue down 9% on portfolio repositioning
GAAP net income $422M, EPS $1.25 (down 31% YoY); excluding notable items, EPS $1.93.
On April 30, 2025, State Street Corporation (“State Street”) announced that it is appointing John F. Woods to serve as Chief Financial Officer (“CFO”), effective no later than August 25, 2025.
Upon Mr. Woods assuming the CFO role, Mark R. Keating will cease serving as interim CFO and continue with his other current areas of responsibility.
On January 14, 2025, the State Street Board of Directors appointed Mark R. Keating as interim CFO, effective upon Mr. Aboaf’s departure.
As previously disclosed, in October 2024 Eric Aboaf informed State Street Corporation (“State Street”) of his intention to step down from his roles as State Street’s Vice Chairman and Chief Financial Officer (“CFO”) in February 2025 to take a position with a firm outside of banking.
On November 8, 2024, State Street Corporation’s Board of Directors elected Patricia Halliday as a director of the corporation.
Eric Aboaf informed State Street of his intention to step down from his roles as State Street's vice chairman and chief financial officer
Mr. Appleyard will retire on June 6, 2024.
On March 19, 2024, State Street appointed Elizabeth M. Schaefer as Chief Accounting Officer, effective upon Mr. Appleyard’s retirement.
On January 1, 2024, Ronald P. O’Hanley will assume the office of president (in addition to his current positions as chairman and chief executive officer) and Moulay Mostapha Tahiri will assume the role of chief operating officer.
On October 26, 2023, Louis D. Maiuri informed State Street Corporation (“State Street”) of his intention to step down from his roles as State Street’s president, chief operating officer and head of Investment Services at the end of this year.
On January 1, 2024, Ronald P. O’Hanley will assume the office of president (in addition to his current positions as chairman and chief executive officer) and Moulay Mostapha Tahiri will assume the role of chief operating officer.
State Street has eliminated the role of Chief Executive Officer of State Street Institutional Services, held by Francisco Aristeguieta. To promote an effective leadership transition, Mr. Aristeguieta has agreed to serve through January 31, 2023 as a special advisor to Mr. Maiuri
Max materiality 0.85 · Median 0.55 · Most common event debt