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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jim Mitchell | Seaport Research Partners | 12 | 0% |
| Glenn Schorr | Evercore ISI | 10 | 10% |
| Ken Usdin | Autonomous Research | 10 | 10% |
| Alex Blostein | Goldman Sachs | 10 | 20% |
| Mike Mayo | Wells Fargo | 10 | 30% |
| Gerard Cassidy | RBC Capital Markets | 9 | 0% |
| Brennan Hawken | BMO Capital Markets | 8 | 0% |
| Vivek Juneja | JPMorgan | 7 | 43% |
| Dave Smith | Truist Securities | 6 | 0% |
| Ebrahim Poonawala | Bank of America | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Seaport Research Partners | 1 | 12 | 0% |
| Autonomous Research | 1 | 10 | 10% |
| Evercore ISI | 1 | 10 | 10% |
| Goldman Sachs |
| 1 |
| 10 |
| 20% |
| Wells Fargo | 1 | 10 | 30% |
| RBC Capital Markets | 1 | 9 | 0% |
| BMO Capital Markets | 1 | 8 | 0% |
| JPMorgan | 1 | 7 | 43% |
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.
Credit | Revenue Growth | Competitive Dynamics | Macroeconomic | Innovation & R&D | Capital Allocation | Demand | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 4 | 3 | 1 | 2 | 3 | 2 | |
| 2025Q1 | 5 | 4 | 3 | 7 | 1 | 2 | 2 | 1 |
| 2025Q2 | 3 | 7 | 5 | 5 | 3 | 3 | 2 | |
| 2025Q3 | 4 | 3 | 6 | 3 | 3 | 2 | 2 | 3 |
| 2025Q4 | 5 | 4 | 3 | 1 | 4 | 5 | 1 | 2 |
| 2026Q1 | 3 | 4 | 3 | 2 | 3 | 1 | 3 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Credit | 7 | 5 | 3 | 4 | 5 | 3 |
| Revenue Growth | 4 | 4 | 7 | 3 | 4 | 4 |
| Competitive Dynamics | 3 | 3 | 5 | 6 | 3 | 3 |
| Macroeconomic | 1 | 7 | 5 | 3 | 1 | 2 |
| Innovation & R&D | 2 | 1 | 3 | 3 | 4 | 3 |
| Capital Allocation | 3 | 2 | 3 | 2 | 5 | 1 |
| Demand | 2 | 2 | 2 | 2 | 1 | 3 |
| Margin | 1 | 3 | 2 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
STT State Street Corporation | 9 | +2.2% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BK BNY Mellon | 9 | +2.2% | |
| BLK BlackRock | 9 | +26.9% | |
| BX Blackstone Inc. | 8 | +39.3% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| TROW T. Rowe Price | 6 | +5.3% |