Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for State Street Corporation (STT) is 9/10.
Record quarterly revenue of $3.8 billion grew 16% excluding notable items with fee revenue surging 15% and NII breaking out at 17% growth, as State Street achieved its ninth straight quarter of operating leverage. The fee revenue guide was raised from 4-6% to 7-9% and NII guide from low single digits to 8-10%, reflecting broad-based strength including record FX volumes, SPYM becoming the world's largest asset-gathering ETF with $27 billion in inflows, and NIM expanding to 116 basis points. AI deployment scaled to over 200 use cases with agentic capabilities while the digital asset platform went live.
Scored from State Street Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.67B | +14.4% | $2.46 | +347.3% | 16.9% | 13.8% |
| FY2025 Q1 | $5.49B | +3.4% | $2.04 | +48.9% | 15.0% | 11.7% |
| FY2025 Q2 | $5.79B | +6.3% | $2.17 | +0.9% | 15.3% | 12.0% |
| FY2025 Q3 | $5.75B | +3.8% | $2.78 | +23.0% | 19.2% | 15.0% |
| FY2025 Q4 | $5.59B | -1.4% | $2.41 | -2.0% | 16.4% | 13.4% |
| FY2026 Q1 | $5.61B | +2.2% | $2.49 | +22.1% | 17.3% | 13.6% |
| FY2026 Q2 | $4.05B | +16.7% | $3.65 | +68.2% | 34.3% | 26.8% |
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