State Street Q3 EPS $3.69 Beats, Raises FY2026 Fee and NII Guidance
STT sits 69% above its 52-week low of $104.635.
Summary
State Street reported Q3 2026 EPS of $3.69, up 33% YoY, and raised full-year 2026 guidance across fee revenue, NII, and expenses. The company also elected Alexander Vollert as an independent director and announced a $500M senior notes redemption.
Updates
· Reuters — Q3 revenue was $4.004 billion, slightly below the $4.028 billion estimate; net interest income was $864 million.
Key Events · Earnings and Guidance · STT
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Q3 EPS $3.69, Up 33% YoY
Total revenue of $4.0B rose 13% YoY, driven by record servicing fees of $1.49B and management fees of $797M. Net income reached $1.09B, up 27% YoY.
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FY2026 Guidance Raised
Fee revenue growth outlook raised to ~13-14% YoY (from ~12-13%), NII growth to ~15-16% (from ~14-15%), and expenses to ~8-8.5% (from ~8% +/-). Operating leverage expected at 500+ bps.
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Record AUC/A and AUM
Assets under custody and/or administration hit a record $59.2 trillion, up 15% YoY. Assets under management reached a record $6.3 trillion, up 16% YoY.
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New Independent Director Elected
Alexander Vollert was elected as an independent director on October 9, 2026, and appointed to the Technology and Operations Committee and Risk Committee.
Analysis · STT · Finance
State Street delivered Q3 EPS of $3.69, up 33% year-over-year, on record servicing and management fees. Management raised full-year 2026 guidance for fee revenue, net interest income, and expenses — a clear signal that the momentum from the first half is continuing into year-end. The company also elected a new independent director and announced a $500 million senior notes redemption, both routine but additive to the quarter's positive tone.
How filings like this one have moved
In the 30 days to Nov 2, 2026, 32.7% of the 1910 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, STT was trading at $176.52 on NYSE in the Finance sector, with a market capitalization of approximately $47.8B. The 52-week trading range was $104.64 to $195.93. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.