STATE STREET CORP 8K

State Street Corporation furnished an earnings investor presentation reporting strong record 2Q 2026 financial results and raising its full-year 2026 growth outlook while outlining medium-term profitability and capital return targets.

State Street Corporation filed an 8-K to furnish an investor presentation (Exhibit 99.3) summarizing its second quarter 2026 financial and operating results, highlighting record assets under custody/administration of $57.9 trillion and assets under management of $6.3 trillion, total revenue of $4.0 billion (up 17% year over year) driven by strong growth in servicing and management fees and foreign exchange trading services, net interest income of $860 million with a 1.13% net interest margin, expenses of $2.7 billion, a pre-tax margin of 34.3%, ROTCE of 25.5%, and diluted EPS of $3.65, alongside updated full-year 2026 guidance calling for higher expected fee revenue and net interest income growth, increased expense growth tied to strategic investments and revenue-related costs, a stated medium-term target of a 35% pre-tax margin and mid-20s ROTCE, and continued capital return including $631 million returned to shareholders in 2Q26 and an announced 10% increase in the quarterly dividend starting in 3Q26.

Filing Facts

CIK

93751

Ticker

STT

Form

8K

Source Type

sec

Accession

0000093751-26-000387

Alert Tier

6