STATE STREET CORP — Form 8-K
Filed October 14, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
State Street reported Q3 2026 diluted EPS of $3.69 (up 33% YoY), total revenue of $4.0B (up 13% YoY), and net income of $1.09B (up 27% YoY). Record AUC/A of $59.2T (up 15% YoY), record servicing fees of $1.49B (up 10% YoY), record management fees of $797M (up 20% YoY), and record AUM of $6.3T (up 16% YoY) drove performance. Company returned $651M capital to shareholders (Q3 payout ratio 63%). Capital ratios remain solid: CET1 11.0% (standardized), Tier 1 leverage 5.5%, SLR 6.4%.
Why this rating
Strong earnings and record AUM/AUC/A reflect favorable market conditions and client engagement, but growth is primarily driven by market appreciation and mix shifts rather than transformational business changes. Meaningful relative to $30.3B market cap but within normal cyclical variation.
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