State Street Corporation (STT) reported $3.67 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.5%. EPS of $2.97 for the same period compares to $2.60 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.59 billion, representing a surprise of +2.06%. The company has not delivered EPS surprise, with the consensus EPS estimate being $2.82.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how State Street performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Basel III Advanced Approaches - Tier 1 Leverage Ratio: 5.5% compared to the 5.5% average estimate based on five analysts.
- Net interest margin (FTE): 1.1% versus 1% estimated by five analysts on average.
- Basel III Standardized Approach - Tier 1 capital ratio: 14.4% versus the three-analyst average estimate of 13.7%.
- Assets under Management (AUM): $5,665.00 billion versus the three-analyst average estimate of $5,579.56 billion.
- Total Assets Under Custody and/or Administration: $53,800.00 billion compared to the $52,824.86 billion average estimate based on three analysts.
- Average balance - Total interest-earning assets: $289.23 billion compared to the $307.32 billion average estimate based on three analysts.
- Basel III Standardized Approach - Total capital ratio: 16.1% compared to the 15.2% average estimate based on two analysts.
- Net Interest Income: $802 million versus $762.76 million estimated by five analysts on average.
- Total fee revenue: $2.86 billion compared to the $2.84 billion average estimate based on five analysts.
- Net Interest Income - fully taxable-equivalent basis: $802 million compared to the $769.76 million average estimate based on four analysts.
- Software and processing fees: $221 million versus $252.05 million estimated by three analysts on average.
- Other fee revenue: $59 million versus the three-analyst average estimate of $56.49 million.
View all Key Company Metrics for State Street here>>>
Shares of State Street have returned +7% over the past month versus the Zacks S&P 500 composite's +2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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State Street Corporation (STT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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