STATE STREET CORP — Form 8-K
Filed July 16, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
State Street reported Q2 2026 total revenue of $4.048B (+17% YoY), fee revenue $3.188B (+17% YoY), and diluted EPS of $3.65 (+68% YoY). Record AUC/A of $57.9T (+18% YoY) and AUM of $6.3T (+23% YoY) driven by market appreciation and $114B net flows. Management fees surged 29% to $772M on higher valuations; servicing fees up 13% to $1.468B; FX trading +27% (ex-notables) to $494M. Expenses rose 5% to $2.659B. Net income $1.084B (+56% YoY). Pre-tax margin 34.3% (+8.5 pts YoY); ROTCE 25.5% (+8.8 pts). Company announced 10% dividend increase to $0.92/share and new medium-term targets: 35% pre-tax margin, mid-20s% ROTCE.
Why this rating
Strong operational momentum, record AUC/A/AUM, double-digit revenue growth, positive operating leverage, and new medium-term targets are material for shareholder value; ~2.1% revenue/asset base growth relative to $30.3B market cap is moderate-to-significant.
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