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AI Earnings Predictions for State Street Corporation (STT)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

SELL

1-Day Prediction

-2.38%

$181.25

0% positive prob.

5-Day Prediction

-0.60%

$184.55

0% positive prob.

20-Day Prediction

-0.28%

$185.14

0% positive prob.

Price at prediction: $185.66 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q2 2026

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K SELL

Jul 16, 2026 · 100% conf.

AI Prediction SELL

1D

-2.38%

$181.25

Act: -1.70%

5D

-0.60%

$184.55

Act: -0.78%

20D

-0.28%

$185.14

Act: +2.26%

Price: $185.66 Prob +5D: 0% AUC: 1.000
0000093751-26-000387

EX-99.2

3 exhibit992-2q26earningsrel.htm

EX-99.2

Document

Exhibit 99.2

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

June 30, 2026

Table of Contents

GAAP-Basis Financial Information:

4-Year Summary of Results 2

Consolidated Results of Operations 3

Consolidated Statement of Condition 5

Average Statement of Condition - Rates Earned and Paid - Fully Taxable-Equivalent Basis

6

Average Statement of Condition - Rates Earned and Paid - Fully Taxable-Equivalent Basis - Year-to-Date

7

Selected Average Balances by Currency - Rates Earned and Paid

8

Investment Portfolio Holdings by Asset Class 9

Allowance for Credit Losses 11

Assets Under Custody and/or Administration 12

Assets Under Management 13

Line of Business Information 15

Capital:

Regulatory Capital 16

Reconciliations of Tangible Book Value per Share and Return on Tangible Common Equity 17

Non-GAAP Financial Information:

Reconciliations of Non-GAAP Financial Information

18

Reconciliations of Pre-tax Margin and Return on Tangible Common Equity Excluding Notable Items

21

Reconciliations of Constant Currency FX Impacts 22

This financial information should be read in conjunction with State Street's news release dated July 16, 2026.

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

4-YEAR SUMMARY OF RESULTS

(Dollars in millions, except per share amounts, or where otherwise noted)2022202320242025

Year ended December 31:

Total fee revenue$9,606 $9,480 $10,156 $10,980

Net interest income2,544 2,759 2,923 2,960

Other income(2)(294)(79)4

Total revenue12,148 11,945 13,000 13,944

Provision for credit losses20 46 75 59

Total expenses8,801 9,583 9,530 10,154

Income before income tax expense3,327 2,316 3,395 3,731

Income tax expense553 372 708 786

Net income2,774 1,944 2,687 2,945

Net income available to common shareholders$2,660 $1,821 $2,483 $2,717

Per common share:

Diluted earnings per common share$7.19 $5.58 $8.21 $9.40

Average diluted common shares outstanding (in thousands)370,109 326,568 302,226 289,019

Cash dividends declared per common share$2.40 $2.64 $2.90 $3.20

Closing price per share of common stock (at year end)77.57 77.46 98.15 129.01

Average balance sheet:

Investment securities$111,929 $105,765 $104,784 $110,586

Total assets286,430 274,696 311,723 343,505

Total deposits222,874 205,111 225,611 253,002

Ratios and other metrics:

Return on average common equity11.1 %8.2 %11.1 %11.5 %

Return on average tangible common equity(1) 17.4 13.3 17.9 17.9

Pre-tax margin27.4 19.4 26.1 26.8

Pre-tax margin, excluding notable items(2)

28.4 26.4 27.6 29.2

Net interest margin, fully taxable-equivalent basis1.03 1.20 1.10 1.00

Common equity tier 1 ratio(3)(4) 13.6 11.6 10.9 11.6

Tier 1 capital ratio(3)(4) 15.4 13.4 13.2 14.4

Total capital ratio(3)(4) 16.8 15.2 14.8 16.1

Tier 1 leverage ratio(3) 6.0 5.5 5.2 5.5

Supplementary leverage ratio(3) 7.0 6.2 6.2 6.5

Assets under custody and/or administration (in trillions)$36.74 $41.81 $46.56 $53.80

Assets under management (in trillions)3.48 4.13 4.72 5.67

(1) Return on average tangible common equity is calculated by dividing the net income available to common shareholders (GAAP-basis) for the relevant period by average tangible common equity (non-GAAP). Refer to the Reconciliations of Tangible Book Value per Common Share and Return on Tangible Common Equity page for details.

(2) Notable items include acquisition and restructuring costs, repositioning charges and legal and other notable items. Refer to Reconciliations of pre-tax margin excluding notable items for details.

(3) The capital ratios presented are calculated in conformity with the applicable regulatory guidance in effect as of each period end.

(4) The reportable ratios represent the lower of each of the risk-based capital ratios under both the Standardized Approach and the Advanced Approaches.

2

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

CONSOLIDATED RESULTS OF OPERATIONS

Quarters% ChangeYear-to-Date% Change

(Dollars in millions, except per share amounts, or where otherwise noted)1Q252Q253Q254Q251Q262Q262Q26 vs.

2Q252Q26

vs.

1Q2620252026YTD2026

vs.

YTD2025

Fee revenue:

Servicing fees$1,275 $1,304 $1,357 $1,388 $1,409 $1,468 12.6 %4.2 %$2,579 $2,877 11.6 %

Management fees(1) 587 600 664 717 724 772 28.7 6.6 1,187 1,496 26.0

Foreign exchange trading services(1) 337 393 364 350 435 494 25.7 13.6 730 929 27.3

Securities finance114 126 138 127 116 150 19.0 29.3 240 266 10.8

Software services(1) 158 169 167 163 169 166 (1.8)(1.8)327 335 2.4

Other fee revenue(1) 99 127 139 117 107 138 8.7 29.0 226 245 8.4

Total fee revenue2,570 2,719 2,829 2,862 2,960 3,188 17.2 7.7 5,289 6,148 16.2

Net interest income:

Interest income2,922 3,055 2,918 2,749 2,651 2,843 (6.9)7.2 5,977 5,494 (8.1)

Interest expense2,208 2,326 2,203 1,947 1,816 1,983 (14.7)9.2 4,534 3,799 (16.2)

Net interest income714 729 715 802 835 860 18.0 3.0 1,443 1,695 17.5

Other income:

Gains from sales of available-for-sale secur

2026
Q1

Q1 2026 Earnings

8-K

Apr 17, 2026

0000093751-26-000184

EX-99.2

3 exhibit992-1q26earningsrel.htm

EX-99.2

Document

Exhibit 99.2

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

March 31, 2026

Table of Contents

GAAP-Basis Financial Information:

4-Year Summary of Results 2

Consolidated Results of Operations 3

Consolidated Statement of Condition 5

Average Statement of Condition - Rates Earned and Paid - Fully Taxable-Equivalent Basis

6

Selected Average Balances by Currency - Rates Earned and Paid

7

Investment Portfolio Holdings by Asset Class 8

Allowance for Credit Losses 10

Assets Under Custody and/or Administration 11

Assets Under Management 12

Line of Business Information 14

Capital:

Regulatory Capital 15

Reconciliations of Tangible Book Value per Share and Return on Tangible Common Equity 16

Non-GAAP Financial Information:

Reconciliations of Non-GAAP Financial Information

17

Reconciliation of Pre-tax Margin Excluding Notable Items

20

Reconciliations of Constant Currency FX Impacts 21

This financial information should be read in conjunction with State Street's news release dated April 17, 2026.

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

4-YEAR SUMMARY OF RESULTS

(Dollars in millions, except per share amounts, or where otherwise noted)2022202320242025

Year ended December 31:

Total fee revenue$9,606 $9,480 $10,156 $10,980

Net interest income2,544 2,759 2,923 2,960

Other income(2)(294)(79)4

Total revenue12,148 11,945 13,000 13,944

Provision for credit losses20 46 75 59

Total expenses8,801 9,583 9,530 10,154

Income before income tax expense3,327 2,316 3,395 3,731

Income tax expense553 372 708 786

Net income2,774 1,944 2,687 2,945

Net income available to common shareholders$2,660 $1,821 $2,483 $2,717

Per common share:

Diluted earnings per common share$7.19 $5.58 $8.21 $9.40

Average diluted common shares outstanding (in thousands)370,109 326,568 302,226 289,019

Cash dividends declared per common share$2.40 $2.64 $2.90 $3.20

Closing price per share of common stock (at year end)77.57 77.46 98.15 129.01

Average balance sheet:

Investment securities$111,929 $105,765 $104,784 $110,586

Total assets286,430 274,696 311,723 343,505

Total deposits222,874 205,111 225,611 253,002

Ratios and other metrics:

Return on average common equity11.1 %8.2 %11.1 %11.5 %

Return on average tangible common equity(1) 17.4 13.3 17.9 17.9

Pre-tax margin27.4 19.4 26.1 26.8

Pre-tax margin, excluding notable items(2)

28.4 26.4 27.6 29.2

Net interest margin, fully taxable-equivalent basis1.03 1.20 1.10 1.00

Common equity tier 1 ratio(3)(4) 13.6 11.6 10.9 11.6

Tier 1 capital ratio(3)(4) 15.4 13.4 13.2 14.4

Total capital ratio(3)(4) 16.8 15.2 14.8 16.1

Tier 1 leverage ratio(3) 6.0 5.5 5.2 5.5

Supplementary leverage ratio(3) 7.0 6.2 6.2 6.5

Assets under custody and/or administration (in trillions)$36.74 $41.81 $46.56 $53.80

Assets under management (in trillions)3.48 4.13 4.72 5.67

(1) Return on average tangible common equity is calculated by dividing the net income available to common shareholders (GAAP-basis) for the relevant period by average tangible common equity (non-GAAP). Refer to the Reconciliations of Tangible Book Value per Common Share and Return on Tangible Common Equity page for details.

(2) Notable items include acquisition and restructuring costs, repositioning charges and legal and other notable items. Refer to Reconciliations of pre-tax margin excluding notable items for details.

(3) The capital ratios presented are calculated in conformity with the applicable regulatory guidance in effect as of each period end.

(4) The reportable ratios represent the lower of each of the risk-based capital ratios under both the Standardized Approach and the Advanced Approaches.

2

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

CONSOLIDATED RESULTS OF OPERATIONS

Quarters% Change

(Dollars in millions, except per share amounts, or where otherwise noted)1Q252Q253Q254Q251Q261Q26 vs.

1Q251Q26

vs.

4Q25

Fee revenue:

Servicing fees$1,275 $1,304 $1,357 $1,388 $1,409 10.5 %1.5 %

Management fees(1) 587 600 664 717 724 23.3 1.0

Foreign exchange trading services(1) 337 393 364 350 435 29.1 24.3

Securities finance114 126 138 127 116 1.8 (8.7)

Software services(1) 158 169 167 163 169 7.0 3.7

Other fee revenue(1) 99 127 139 117 107 8.1 (8.5)

Total fee revenue2,570 2,719 2,829 2,862 2,960 15.2 3.4

Net interest income:

Interest income2,922 3,055 2,918 2,749 2,651 (9.3)(3.6)

Interest expense2,208 2,326 2,203 1,947 1,816 (17.8)(6.7)

Net interest income714 729 715 802 835 16.9 4.1

Other income:

Gains from sales of available-for-sale securities, net— — 1 3 1 nm(66.7)

Total other income— — 1 3 1 nm(66.7)

Total revenue3,284 3,448 3,545 3,667 3,796 15.6 3.5

Provision for credit losses12 30 9 8 16 33.3 nm

Expenses:

Compensation and employee benefits1,262 1,280 1,162 1,331 1,441 14.2 8.3

Information systems and communications497 523 517 557 637 28.2 14.4

Transaction processing services258 260 276 256 283 9.7 10.5

Occupancy103

2025
Q4

Q4 2025 Earnings

8-K

Jan 16, 2026

0000093751-26-000008

EX-99.2

3 exhibit992-4q25earningsrel.htm

EX-99.2

Document

Exhibit 99.2

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

December 31, 2025

Table of Contents

GAAP-Basis Financial Information:

5-Year Summary of Results 2

Consolidated Results of Operations 3

Consolidated Statement of Condition 5

Average Statement of Condition - Rates Earned and Paid - Fully Taxable-Equivalent Basis

6

Average Statement of Condition - Rates Earned and Paid - Fully Taxable-Equivalent Basis - Year-to-Date

7

Selected Average Balances by Currency - Rates Earned and Paid

8

Investment Portfolio Holdings by Asset Class 9

Allowance for Credit Losses 11

Assets Under Custody and/or Administration 12

Assets Under Management 13

Line of Business Information 14

Capital:

Regulatory Capital 15

Reconciliations of Tangible Book Value per Share and Return on Tangible Common Equity 16

Non-GAAP Financial Information:

Reconciliations of Non-GAAP Financial Information

17

Reconciliation of Pre-tax Margin Excluding Notable Items

21

Reconciliations of Constant Currency FX Impacts 22

This financial information should be read in conjunction with State Street's news release dated January 16, 2026.

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

5-YEAR SUMMARY OF RESULTS

(Dollars in millions, except per share amounts, or where otherwise noted)20212022202320242025

Year ended December 31:

Total fee revenue$10,012 $9,606 $9,480 $10,156 $10,980

Net interest income1,905 2,544 2,759 2,923 2,960

Other income110 (2)(294)(79)4

Total revenue12,027 12,148 11,945 13,000 13,944

Provision for credit losses(33)20 46 75 59

Total expenses8,889 8,801 9,583 9,530 10,154

Income before income tax expense3,171 3,327 2,316 3,395 3,731

Income tax expense478 553 372 708 786

Net income2,693 2,774 1,944 2,687 2,945

Net income available to common shareholders$2,572 $2,660 $1,821 $2,483 $2,717

Per common share:

Diluted earnings per common share$7.19 $7.19 $5.58 $8.21 $9.40

Average diluted common shares outstanding (in thousands)357,962 370,109 326,568 302,226 289,019

Cash dividends declared per common share$2.18 $2.40 $2.64 $2.90 $3.20

Closing price per share of common stock (at year end)93.00 77.57 77.46 98.15 129.01

Average balance sheet:

Investment securities$111,730 $111,929 $105,765 $104,784 $110,586

Total assets299,743 286,430 274,696 311,723 343,505

Total deposits235,404 222,874 205,111 225,611 253,002

Ratios and other metrics:

Return on average common equity10.7 %%11.1 %%8.2 %%11.1 %%11.5 %%

Return on average tangible common equity(1) 17.2 17.4 13.3 17.9 17.9

Pre-tax margin26.4 27.4 19.4 26.1 26.8

Pre-tax margin, excluding notable items(2)

27.6 28.4 26.4 27.6 29.2

Net interest margin, fully taxable-equivalent basis0.74 1.03 1.20 1.10 1.00

Common equity tier 1 ratio(3)(4) 14.3 13.6 11.6 10.9 11.7

Tier 1 capital ratio(3)(4) 16.1 15.4 13.4 13.2 14.4

Total capital ratio(3)(4) 17.5 16.8 15.2 14.8 16.1

Tier 1 leverage ratio(3) 6.1 6.0 5.5 5.2 5.5

Supplementary leverage ratio(3) 7.4 7.0 6.2 6.2 6.5

Assets under custody and/or administration (in trillions)$43.68 $36.74 $41.81 $46.56 $53.80

Assets under management (in trillions)4.14 3.48 4.13 4.72 5.67

(1) Return on average tangible common equity is calculated by dividing the net income available to common shareholders (GAAP-basis) for the relevant period by average tangible common equity (non-GAAP). Refer to the Reconciliations of Tangible Book Value per Common Share and Return on Tangible Common Equity page for details.

(2) Notable items include acquisition and restructuring costs, repositioning charges and legal and other notable items. Refer to Reconciliations of pre-tax margin excluding notable items for details.

(3) The capital ratios presented are calculated in conformity with the applicable regulatory guidance in effect as of each period end.

(4) The reportable ratios represent the lower of each of the risk-based capital ratios under both the Standardized Approach and the Advanced Approaches.

2

STATE STREET CORPORATION

EARNINGS RELEASE ADDENDUM

CONSOLIDATED RESULTS OF OPERATIONS

Quarters% ChangeYear-to-Date% Change

(Dollars in millions, except per share amounts, or where otherwise noted)1Q242Q243Q244Q241Q252Q253Q254Q254Q25 vs.

4Q244Q25

vs.

3Q2520242025YTD2025

vs.

YTD2024

Fee revenue:

Servicing fees$1,228 $1,239 $1,266 $1,283 $1,275 $1,304 $1,357 $1,388 8.2 %%2.3 %%$5,016 $5,324 6.1 %%

Management fees510 511 527 576 562 562 612 662 14.9 8.2 2,124 2,398 12.9

Foreign exchange trading services331 336 374 360 362 431 416 405 12.5 (2.6)1,401 1,614 15.2

Securities finance96 108 116 118 114 126 138 127 7.6 (8.0)438 505 15.3

Front office software and data144 152 146 197 158 169 167 163 (17.3)(2.4)639 657 2.8

Lending related and other fees63 62 62 62 67 61 60 58 (6.5)(3.3)249 246 (1.2)

Software and processing fees207 214 208 259 225 230 227 221 (14.7)(2.6)888 903 1.7

Other fee revenue50 48 125 66 32 66 79 59 (10.6)(25.3)289 236 (18.3)

Total fee revenue2

About State Street Corporation (STT) Earnings

This page provides State Street Corporation (STT) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on STT's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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