State Street Corporation (STT) Reports Record Q4 2025 Earnings with 14% EPS Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: seekingalpha
- Performance Highlights: State Street Corporation reported total revenue of approximately $14 billion for Q4 2025, reflecting a 7% year-over-year increase, with fee revenue growing by 8%, indicating strong market performance and sustained client demand.
- Cost Control and Efficiency Gains: The company achieved its $500 million productivity savings target for 2025, cumulatively saving nearly $2 billion, which further enhanced operating leverage and improved pretax margins to 31%, providing funding for future investments.
- Asset Management Growth: State Street's assets under management (AUM) reached $5.7 trillion, up 20% year-over-year, and launched 37 new investment management products in Q4, showcasing its strong capabilities in product innovation and market demand.
- Digital Asset Strategy: The company announced the launch of a digital asset platform and emphasized strategic advances in wealth services through a partnership and minority investment in Apex Fintech Solutions, which is expected to provide new revenue growth drivers in the future.
Analyst Views on STT
Wall Street analysts forecast STT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for STT is 131.38 USD with a low forecast of 113.00 USD and a high forecast of 165.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
10 Buy
2 Hold
1 Sell
Moderate Buy
Current: 136.290
Low
113.00
Averages
131.38
High
165.00
Current: 136.290
Low
113.00
Averages
131.38
High
165.00
About STT
State Street Corporation is a financial holding company. The Company, through its subsidiary, State Street Bank and Trust Company (State Street Bank), provides a range of financial products and services to institutional investors. It operates through two lines of business: Investment Servicing and Investment Management. Its Investment Servicing line of business provides a range of services and market and financing solutions to institutional clients, including mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, investment managers, foundations and endowments worldwide. Through State Street Investment Services, State Street Markets and State Street Alpha, it offers a range of solutions, including transaction management, derivatives, collateral services, and others. Investment Management line of business provides a range of investment management solutions and products through State Street Investment Management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
