The earnings call reflected strong financial performance and growth in key business segments, particularly in investment management and services. While there were some challenges related to notable items and NII pressures, the overall execution of strategy and improved capital returns contributed positively. The continued focus on operational efficiency and expense management further supported a positive outlook.

Company Guidance

During the State Street Corporation's Second Quarter 2025 Earnings Conference Call, the company provided several key financial metrics and insights into its performance and strategic initiatives. The guidance highlighted an 18% year-over-year increase in EPS to $2.53 per share, excluding notable items, with total revenue rising by 9% and fee revenue by 12%. The company achieved a pretax margin close to 30% and a 19% return on tangible common equity, also excluding notable items. State Street reported strong business momentum, with $1 trillion in new AUC/A asset servicing wins and $145 million in new servicing fee revenue wins. The Investment Management arm surpassed $5 trillion in AUM for the first time, with quarterly net inflows exceeding $80 billion. FX trading volumes hit a record, and securities finance revenues were the highest since 2019. The company also announced its intention to increase its quarterly dividend by 11% to $0.84 per share, subject to board approval. Additionally, State Street is on track for $500 million in expense savings by 2025, with over $1 billion generated in the past three years, and expects these efforts to continue to fuel revenue growth and operating leverage.

Record AUM and Strong Inflows

State Street Investment Management surpassed $5 trillion in AUM for the first time, with quarterly net inflows over $80 billion, reflecting strong performance across ETFs and institutional channels.

Positive Financial Performance

Earnings per share grew 18% year-over-year to $2.53, excluding notable items. Fee revenue increased by 12%, and total revenue by 9% year-over-year, demonstrating strong business momentum.

Robust Sales in Investment Services

Secured over $1 trillion in new asset servicing wins, generating $145 million of related new servicing fee revenue wins, including 2 new State Street Alpha mandates.

Improved Capital Return and Dividend Increase

Returned over $500 million in capital during Q2 and announced an intention to increase the quarterly dividend by 11% to $0.84, subject to Board approval.

Operational Efficiency and Expense Management

Achieved over $1 billion in expense savings over the last 3 years, with expectations to increase to over $1.5 billion by year-end 2025 through productivity initiatives.

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)	2.56 / -	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.