State Street beats Q4 adjusted EPS estimates on higher fee revenue, interest income

State Street

16/01/2026 12:41

Overview

Financial services firm's Q4 revenue rose 7%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company expanded Wealth Services via Apex Fintech partnership

Outlook

State Street plans to expand Wealth Services through Apex Fintech Solutions partnership

Company aims to drive transformation with technology and AI in 2026

Result Drivers

REVENUE GROWTH - Total revenue increased 7%, driven by higher fee revenue, net interest income, and currency translation effects

FEE REVENUE - Fee revenue increased 8%, supported by higher servicing, management, FX trading, and securities finance revenues

STRATEGIC INVESTMENTS - Co expanded Wealth Services through partnership with Apex Fintech Solutions and launched Digital Asset Platform

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$3.67 bln
$3.60 bln (12 Analysts)
Q4 Adjusted EPS
Beat
$2.97
$2.85 (14 Analysts)
Q4 EPS
$2.42
Q4 Net Income
$747 mln
Q4 Net Interest Income
Beat
$802 mln
$762.44 mln (9 Analysts)
Q4 Credit Loss Provision
$8 mln
Q4 ROE
11.30%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the investment management & fund operators peer group is "buy"

Wall Street's median 12-month price target for State Street Corp is $144.00, about 5.7% above its January 15 closing price of $136.29

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)