State Street's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-14. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $4,004 million (+12.9% vs a year earlier) |
| Diluted EPS (GAAP) | $3.69 |
| Full-year guidance | Raised |
Guidance
State Street raised 2026 fee revenue growth outlook to ~13–14% and NII growth to ~15–16%; expense growth now ~8–8.5%.
Why this label: EX-99.3 July vs updated outlook: fee revenue up ~13–14% (was ~12–13%), NII up ~15–16% (was ~14–15%); expense guide also up (non-core).
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| fee revenue growth y/y (ex-notables) | FY2026 | up ~13–14% | up ~12–13% |
| net interest income growth y/y | FY2026 | up ~15–16% | up ~14–15% |
| expense growth y/y (ex-notables) | FY2026 | up ~8–8.5% | up ~8% +/- |
| operating leverage | FY2026 | 500+ bps | ~500 bps |
From the release
Revenue: "Total revenue · 4,004 · 4,048 · 3,545"
Earnings per share: "Diluted earnings per share (EPS) · $ · 3.69 · $ · 3.65 · $ · 2.78"
fee revenue growth y/y (ex-notables): "Fee Revenue Up ~12 – 13% YoY Up ~13 – 14% YoY"
net interest income growth y/y: "NII Up ~14 – 15% YoY Up ~15 – 16% YoY"
expense growth y/y (ex-notables): "Expenses Up ~8% +/- YoY Up ~8 – 8.5% YoY"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Total revenue rose 13% to $4.0 billion; FY2026 fee revenue outlook raised to ~13–14%.
Source
State Street earnings release (SEC filing), accession 0000093751-26-000592, filed 2026-10-14.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.