State Street Corporation (STT) earnings date & stock reaction
STT · State Street Corporation · Financials
“Earnings per share of $3.69 increased 33% year-over-year, supported by double-digit growth in fee revenue, NII, and total revenue.”
“We expect fee revenue growth of 13%-14%, up from 12%-13% in July, reflecting favorability in servicing fees and healthy client activity in markets.”
- ▲Record growth in core businesses
- Fee revenue grew 11% vs last year, and Assets Under Custody/Administration reached a record $59 trillion.
- Management fees rose 20% vs last year, with ETF assets hitting a record $2.3 trillion.
- ▲Strong expansion in NII and margins
- Net interest income increased 21% vs last year to $864 million.
- Net interest margin improved by 16 bps vs last year to 112 bps, supporting profitability.
- ▲Efficient cost management and operating leverage
- The company achieved positive operating leverage for the 11th consecutive quarter.
- Pre-tax margin expanded 350 bps vs last year to 35%, strengthening the profit structure.
- ▼Decline in other fee revenue
- Other fee revenue decreased by approximately $30 million vs last year, partially offsetting total fee growth.
- ▼Sequential slowdown in FX trading services
- FX trading services revenue was $427 million, down 13.6% compared to the previous quarter.
- ▼Sharp drop in other fee revenue category
- Other fee revenue fell to $98 million this quarter, a 29% decline compared to the previous quarter.
Price after the latest report
State Street Corporation (STT) rose the day after earnings in 5 of its last 12 reports (42%), moving ±1.5% on average. It has fallen despite beating the consensus estimate 7 times.
Even when EPS beat expectations, the stock fell 7 of the last 12 times. The number alone doesn't move it.
When results drop, check the metric above vs last quarter and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
7/12 beats fell next day · watches AUM · net inflows
- Sep 2026 report-6.3%
- Jun 2026 report-0.6%
- Mar 2026 report-0.3%
- Dec 2025 report-1.4%
- Sep 2025 report+1.2%
- Jun 2025 report-1.2%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 9/2026 | 2026-10-14 | +0.4% | -6.3% | — |
| 6/2026 | 2026-07-23 | +9.2% | -0.6% | -5.0% |
| 3/2026 | 2026-04-24 | +7.5% | -0.3% | +1.1% |
| 12/2025 | 2026-02-19 | +4.8% | -1.4% | +1.5% |
| 9/2025 | 2025-10-23 | +5.0% | +1.2% | +3.1% |
| 6/2025 | 2025-07-31 | +7.1% | -1.2% | -2.1% |
12 reports, quarters ending 12/2023 to 9/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next State Street Corporation earnings date?
The next State Street Corporation (STT) earnings report is expected Tue, January 12 (estimated). This is an estimate based on past reporting dates, not a confirmed date.
Does State Street Corporation (STT) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 5 of them (42%). The average move on earnings day was ±1.5%.
Does State Street Corporation react more to the earnings numbers or to guidance?
In 7 of the last 12 reports (58%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can State Street Corporation stock fall even when earnings are good?
Yes. In 6 of the last 12 reports, State Street Corporation fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does State Street Corporation stock keep moving after the earnings day?
Over the last 11 reports, the move continued in the same direction for the following five trading days 55% of the time. This tendency is known as post-earnings announcement drift.