State Street CorporationNYSE: STT
Financials · Asset Management & Custody Banks
$152.07
-0.50%
Vol: 884K
Research Digest
Friday, May 1, 2026
State Street reports record Q1 2026 results with 16% revenue growth to $3.80B, 22% EPS growth to $2.49, and announces tokenized fund servicing launch from Luxembourg.
State Street Corporation reported strong Q1 2026 results with total revenue of $3.80 billion, up 16% from 2025, and net income of $764 million, up 19%. Diluted EPS grew 22% to $2.49 with fee revenue up 15% and net interest income up 17% as net interest margin expanded to 1.16%. Pre-tax margin improved to 25.5%. The company announced plans to launch tokenized fund servicing from Luxembourg by end of 2026. State Street increased its dividend by 7.7%, yielding 2.18%, and is projecting record US ETF inflows of $2.1 trillion for the year.
Previous Market Intelligence
13 daysApr 30State Street launches tokenized fund servicing from Luxembourg by end of 2026 on record Q1 earnings momentumPositive▶
State Street Corporation announced plans to deliver tokenized fund servicing capability from Luxembourg by end of 2026 through State Street Investment Services, extending fund administration, custody, and transfer agency services to digitally native structures. Q1 2026 delivered record results with 16% revenue growth and 22% higher EPS. The company raised guidance for fee and NII growth, highlighting continued investment in digital, AI, and technology. Analysts maintain 'Strong Buy' rating with 12-month price target of $148.86. State Street manages approximately $5.4 trillion in AUM and $51.7 trillion under custody.
Apr 29State Street announces tokenized fund servicing from Luxembourg by end of 2026Positive▶
State Street announced plans to launch tokenized fund servicing from Luxembourg by end of 2026 through State Street Investment Services, extending fund administration, custody, and transfer agency services to support digitally native fund structures. The company was appointed service provider for Dimensional Fund Advisors' newly approved ETF share class structure, the first-of-its-kind in the U.S. under SEC exemptive relief. Record Q1 2026 results featured 16% revenue growth and 22% higher EPS. Stock reached all-time high with multiple price target increases from major investment banks. Analyst consensus is "Buy" with 12-month target of $148.86.
Apr 16State Street signed strategic support agreement with Abu Dhabi Investment Office on March 19, 2026 to establish operating hub.Positive▶
State Street declared quarterly dividend of $0.84/share payable April 13, 2026. Stock has gained 36.9% year-over-year and remains potentially undervalued. Strategic growth in assets and ETF strength positioning company for wealth and retirement flows. Susan Gordon appointed as independent director. Company pursuing tokenized private liquidity fund development and asset management expansions.
Apr 15State Street scheduled Q1 2026 earnings for April 17, 2026 and declared $0.84/share dividend; stock up 36.9% year-over-year.Positive▶
State Street will release Q1 2026 financial results on April 17, 2026 at 7:30 a.m. ET. The company declared quarterly dividend of $0.84/share. 2025 financial performance included $13.9B GAAP revenue and diluted EPS of $9.40. Stock has outperformed with 36.9% gain year-over-year.
Apr 14State Street announced Q1 2026 earnings on April 17 and expanded ETF partnership with Thornburg Investment Management.Positive▶
State Street Corporation scheduled Q1 2026 earnings announcement and conference call for April 17, 2026. Company expanded its 40-year partnership with Thornburg Investment Management to provide end-to-end servicing for new ETF share classes. Declared quarterly dividend of $0.84 per share.
Apr 13State Street expands 40-year Thornburg partnership for new ETF share classes; Q1 earnings April 17.Positive▶
State Street announced expansion of its nearly 40-year relationship with Thornburg Investment Management on April 9. Scheduled to report Q1 2026 results on April 17 at 7:30 a.m. ET. Declared quarterly dividend of $0.84 per share payable April 13. Stock has delivered 73.7% total return over the past year with market cap of $35.9B.
Apr 10State Street expanded Thornburg partnership on April 9; Q1 earnings on April 17 with strong recent analyst upgrades.Positive▶
State Street announced expansion of 40-year relationship with Thornburg Investment Management on April 9, providing end-to-end servicing for new ETF share classes. Keefe Bruyette analyst raised price target to $157 with Outperform rating. BofA upgraded to Neutral from Underperform. Q1 2026 earnings announced for April 17.
Apr 9State Street Q1 2026 earnings due April 17; strong 2025 results with 36.9% YoY stock gainPositive▶
State Street reported strong 2025 results with GAAP revenue of $13.9B, net income of $2.7B, and diluted EPS of $9.40 plus non-GAAP $10.30 with 11.5% ROE. AUC/A reached $53.80 trillion, AUM $5.67 trillion. Company appointed C. Jack Read as Chief Accounting Officer effective August 2026 and Susan Gordon as Independent Director. Q1 2026 earnings scheduled for April 17, 2026. Analyst consensus is Buy with $139.08 price target (+6.53%).
Apr 8State Street reports strong 1-year returns, ETF inflows, and Q1 2026 earnings scheduled for April 17.Positive▶
State Street Corporation achieved strong 1-year total shareholder return of 73.7% with 2025 revenue of $13.89B (+7.43%) and earnings of $2.72B (+9.42%). ETF franchise strength and passive investing acceleration drive recurring management fees and margin expansion. Company declared quarterly dividend of $0.84 per share payable April 13, 2026. Analyst consensus shows "Buy" rating with 12-month price target of $139.08 (+6.53%), reflecting optimism on growth initiatives and strategic tech investments.
Apr 7State Street Q1 2026 earnings April 17; declared $0.84 quarterly dividend.Positive▶
State Street Q1 2026 release April 17 (7:30am ET), call 11am. Quarterly dividend $0.84 payable April 13. Stock 1-year return 73.7%, +5.1% 7d at $128.80. 11 analysts: 27% Strong Buy, 45% Buy, 18% Hold, 9% Sell. PT $138.18.
Apr 6State Street Quarterly Dividend Declared; Q1 Earnings Scheduled for April 17Positive▶
State Street Corporation declared a quarterly common dividend of $0.84 per share, payable April 13, 2026, to shareholders of record as of April 1, 2026. The company reported 2025 revenue of $13.89 billion, up 7.43% year-over-year, with earnings of $2.72 billion, an increase of 9.42%. State Street has shown significant strategic momentum with planned minority investment in Groww Asset Management in India and partnership with Galaxy Asset Management for a tokenized private liquidity fund. The stock has appreciated 36.9% over the past year. Analysts rate the stock as Buy with a 12-month price target of $135.92, representing 5.53% upside. Q1 2026 results will be announced on April 17, 2026 at approximately 7:30 a.m.
Apr 3State Street announces Q1 2026 earnings release for April 17; recent analyst downgrades reflect valuation concerns.Neutral▶
State Street announced Q1 2026 results will be released April 17 with conference call at 11:00 a.m. ET. Declared quarterly dividend of $0.84 per share payable April 13. Short interest decreased 22.1%. Barclays issued Hold rating on April 1 and Morgan Stanley cut PT to $155 from $172. Stock trades at $128.25.
Apr 2State Street appoints C. Jack Read as new CFO effective August 2026; launches ABS ETF; Q1 2026 results due April 17.Positive▶
State Street announced the appointment of C. Jack Read as Chief Accounting Officer, effective August 10, 2026. The company launched the State Street IG Public & Private ABS ETF (PRAB) on March 11, 2026. Strategic initiatives include a planned minority investment in Groww Asset Management in India and partnerships with Galaxy Asset Management for tokenized private liquidity funds. Q1 2026 earnings set for April 17. JPMorgan raised its price target to $137.50 and Goldman Sachs raised to $144.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| STTSTATE | $152.07 | -0.50% | +17.4% | 11.1x | 1.38 | $42.6B |
| BLKBLACKROCK | $1,064.80 | -0.08% | +11.1% | 17.6x | 1.49 | $165.6B |
| BXBLACKSTONE | $126.71 | +0.90% | +11.9% | 16.6x | 1.74 | $153.5B |
| KKRKKR | $103.93 | -0.39% | +14.6% | 13.7x | 1.93 | $96.6B |
| BKBANK | $133.85 | -0.39% | +8.7% | 14.0x | 1.05 | $92.2B |
| APOAPOLLO | $130.72 | +1.55% | +21.3% | 12.1x | 1.56 | $74.2B |
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