State Street demonstrated strong financial performance and business momentum with record AUM, significant new business wins, and an improved full-year outlook. Despite challenges with repositioning charges and decreased NII, the company's strategic initiatives and capital returns paint a largely positive picture.

Company Guidance -

Q3 2025

During State Street Corporation's Second Quarter 2025 earnings call, the company provided robust guidance and highlighted its financial metrics. The report revealed that earnings per share for the quarter were $2.17, slightly up from $2.15 in the previous year, while excluding notable items, EPS rose 18% year-over-year to $2.53. Total revenue increased by 9%, and fee revenue by 12% compared to the previous year, both excluding notable items. The firm achieved a nearly 30% pretax margin and a 19% return on tangible common equity. State Street reported strong business momentum with over $1 trillion in new AUC/A asset servicing wins and $145 million in new servicing fee revenue. The company's assets under management (AUM) exceeded $5 trillion for the first time, with quarterly net inflows surpassing $80 billion. Additionally, the firm saw record FX trading volumes and significant year-over-year increases in FX trading and security finance revenues. State Street's capital return for the second quarter was over $500 million, contributing to over $800 million year-to-date, and they announced an intention to increase their quarterly common stock dividend by 11% to $0.84. The company maintained a strong focus on operational efficiency, achieving over $1 billion in expense savings over the past three years, with plans to increase this to over $1.5 billion by year-end 2025.

Record AUM and Positive Business Momentum

State Street surpassed $5 trillion in assets under management (AUM) for the first time, with quarterly net inflows over $80 billion. The company continues to gain market share in the U.S. low-cost ETF market segment.

Strong Financial Performance

Reported earnings per share (EPS) reached $2.17, with an 18% year-over-year increase in EPS. Fee and total revenue increased by 12% and 9% year-over-year, respectively, excluding notable items.

Significant Sales and Operational Achievements

State Street reported securing over $1 trillion in new AUC/A asset servicing wins in Q2 2025. Record FX trading volumes and strong security finance revenues were also noted.

Improved Full Year Outlook

State Street improved its full-year fee revenue growth outlook to 5% to 7% from the previous 3% to 5% due to strong business momentum.

Capital Return and Dividend Increase

State Street announced its intention to increase its quarterly per share common stock dividend by 11% to $0.84, subject to board approval, following a strong performance in the Federal Reserve stress test.

State Street (STT) Earnings, Revenues Date & History

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STT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 21, 2025	2025 (Q3)	2.54 / -	2.26	―	―	―
Jul 15, 2025	2025 (Q2)	2.35 / 2.53	2.15	17.67% (+0.38)
Apr 17, 2025	2025 (Q1)	2.00 / 2.04	1.69	20.71% (+0.35)
Jan 17, 2025	2024 (Q4)	2.44 / 2.60	2.04	27.45% (+0.56)
Oct 15, 2024	2024 (Q3)	2.12 / 2.26	1.93	17.10% (+0.33)
Jul 16, 2024	2024 (Q2)	2.03 / 2.15	2.17	-0.92% (-0.02)
Apr 12, 2024	2024 (Q1)	1.49 / 1.69	1.52	11.18% (+0.17)
Jan 19, 2024	2023 (Q4)	1.83 / 2.04	2.07	-1.45% (-0.03)
Oct 18, 2023	2023 (Q3)	1.79 / 1.93	1.82	6.04% (+0.11)
Jul 14, 2023	2023 (Q2)	2.10 / 2.17	1.94	11.86% (+0.23)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

STT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 15, 2025	$110.03	$102.01	-7.29%
Apr 17, 2025	$79.06	$80.68	+2.05%
Jan 17, 2025	$98.92	$96.11	-2.84%
Oct 15, 2024	$88.82	$89.69	+0.98%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.