Quick answer
State Street (STT) reported earnings of $3.69 per share for the quarter ended Sep 2026 on Oct 14, 2026, which beat the $3.65 consensus forecast by 1.1%. The stock closed -4.1% on the report day ($166.89 vs $174.10 the session before) and is -4.8% through Oct 16, 2026.
EPS (Sep 2026)$3.69
Consensus$3.65
Surprise+1.1%
Report-day move-4.1%
EPS vs consensus, last four quarters
| Quarter ended | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Sep 2026 | 10/14/2026 | $3.69 | $3.65 | +1.1% |
| Jun 2026 | 7/16/2026 | $3.65 | $3.30 | +10.6% |
| Mar 2026 | 4/17/2026 | $2.84 | $2.60 | +9.2% |
| Dec 2025 | 1/16/2026 | $2.97 | $2.82 | +5.3% |
STT beat the consensus EPS forecast in 4 of the last 4 quarters (Nasdaq / Zacks data).
Revenue by quarter (SEC XBRL, Revenues)
| Quarter | Revenue | Year earlier | YoY | Filing |
|---|---|---|---|---|
| Jan 1, 2025 – Mar 31, 2025 | $3.28B | $3.14B | +4.7% | 10-Q filed Apr 29, 2026 |
| Apr 1, 2025 – Jun 30, 2025 | $3.45B | $3.19B | +8.1% | 10-Q filed Jul 30, 2026 |
| Jul 1, 2025 – Sep 30, 2025 | $3.54B | $3.26B | +8.8% | 10-Q filed Oct 30, 2025 |
| Jan 1, 2026 – Mar 31, 2026 | $3.80B | $3.28B | +15.6% | 10-Q filed Apr 29, 2026 |
| Apr 1, 2026 – Jun 30, 2026 | $4.05B | $3.45B | +17.4% | 10-Q filed Jul 30, 2026 |
Diluted EPS as filed with the SEC
| Quarter | Diluted EPS | Filing |
|---|---|---|
| Jan 1, 2025 – Mar 31, 2025 | $2.04 | 10-Q filed Apr 29, 2026 |
| Apr 1, 2025 – Jun 30, 2025 | $2.17 | 10-Q filed Jul 30, 2026 |
| Jul 1, 2025 – Sep 30, 2025 | $2.78 | 10-Q filed Oct 30, 2025 |
| Jan 1, 2026 – Mar 31, 2026 | $2.49 | 10-Q filed Apr 29, 2026 |
| Apr 1, 2026 – Jun 30, 2026 | $3.65 | 10-Q filed Jul 30, 2026 |
SEC XBRL figures come from 10-Q/10-K filings, so the newest quarter appears only after the 10-Q is filed; reported quarterly values only (no derived Q4).
Stock reaction
| Date | Close | Change vs pre-report close | |
|---|---|---|---|
| Session before report | Oct 13, 2026 | $174.10 | – |
| Report day | Oct 14, 2026 | $166.89 | -4.14% |
| Next session | Oct 15, 2026 | $167.60 | -3.73% |
Nasdaq does not always state whether the report came before the open or after the close, so both the report-day and next-session moves are shown.
Sources
- SEC XBRL: State Street Revenues (latest filing Jul 30, 2026)
- SEC XBRL: State Street diluted EPS (latest filing Jul 30, 2026)
- SEC EDGAR: State Street Form 8-K (earnings release), Items 2.02,5.02,7.01,9.01 (filed Oct 14, 2026)
- Nasdaq: STT earnings surprise history and next date (retrieved Oct 19, 2026)
- Nasdaq: STT historical prices (through Oct 16, 2026 close)