State Street Corporation filings document the regulatory record of a NYSE-listed financial services company serving institutional investors through investment servicing, investment management, investment research and trading. Its 8-K reports include quarterly and annual results materials, Regulation FD presentations, senior note offerings, note redemptions and other capital-structure events.
The company’s proxy materials cover annual meeting voting matters, board composition, executive compensation and corporate governance. State Street’s filings also identify its listed common stock and depositary shares representing interests in Series G preferred stock, while governance-related 8-Ks record director elections, committee assignments and senior finance leadership changes.
State Street Corporation reported strong second-quarter 2026 results, with total revenue of $4,048 million, up 17% year over year, and net income of $1,084 million, up 56%. Diluted EPS was $3.65, 68% higher, as pre-tax margin rose to 34.3% and return on average common equity to 16.7%.
Total fee revenue increased 17% to $3,188 million and net interest income grew 18% to $860 million, driven by higher servicing and management fees, stronger foreign exchange trading, and a higher net interest margin. Expenses rose 5%, producing operating leverage, and there were no notable items in the quarter.
Assets under custody and/or administration reached $57.86 trillion and assets under management $6.28 trillion as of June 30, 2026. State Street returned $631 million to shareholders via $400 million of buybacks and $231 million of common dividends, while its standardized CET1 capital ratio was 10.8%.
State Street Corp executive Hu W. Bradford, EVP and Chief Risk Officer, sold 9,758 shares of Common Stock on 2026-07-24 at $184.52 per share in a sale classified as an open-market or private transaction. After this Rule 10b5-1 plan trade, he directly holds 49,794 shares.
Wei-Chung Bradford Hu filed a notice for the potential sale of 9,758 shares of common stock of issuer STT through Fidelity Brokerage Services LLC. The filing lists an aggregate market value of $1,800,546.16 for these shares, with 276,767,033 shares outstanding and an anticipated sale date of 07/24/2026 on the NYSE. The disclosure also notes restricted stock vesting awards from the issuer of 7,100 shares on 02/13/2026 and 2,658 shares on 02/15/2026 as compensation, and a prior sale during the past three months of 9,212 shares on 05/26/2026 for $1,431,084.20.
State Street Corporation reports that its wholly owned subsidiary State Street Bank and Trust Company issued two senior note tranches in a private offering exempt from registration under Section 3(a)(2) of the Securities Act of 1933.
On July 23, 2026, State Street Bank issued $750,000,000 of 4.701% Senior Notes due 2029 and $500,000,000 of 5.217% Senior Notes due 2034. In connection with the issuance, State Street Bank entered into a fiscal agency agreement with U.S. Bank Trust Company, National Association, as fiscal agent. The notes were sold under a purchase agreement with Goldman Sachs & Co. LLC, BofA Securities, Inc., BMO Capital Markets Corp. and HSBC Securities (USA) Inc., as representatives of the initial purchasers. State Street Bank expects to receive net proceeds of approximately $1.244 billion, after deducting initial purchaser discounts and estimated offering expenses.
STATE STREET CORP Executive Vice President Kathryn M. Horgan sold 5,523 shares of Common Stock on July 21, 2026 at $184.17 per share. Following this open-market sale, she directly holds 103,171 shares. The trade was effected under a Rule 10b5-1 trading plan adopted on March 12, 2026.
State Street Corp Chairman, CEO and President Ronald P. O’Hanley sold 14,553 shares of common stock on July 21, 2026 at an average price of $184.17 per share in an open-market or private transaction pursuant to a Rule 10b5-1 trading plan adopted on November 26, 2025.
After this sale, he holds 240,959 shares directly and reports 70,327 shares held by a trust, while disclaiming beneficial ownership of those trust shares except to the extent of his pecuniary interest.
State Street Corporation is reporting a proposed sale of 5,523 shares of common stock through Fidelity Brokerage Services LLC on the NYSE, with an approximate aggregate market value of $1,017,170.91. The filing also notes restricted stock vesting transactions and a prior sale by Kathryn Horgan.
State Street Corporation insider Ronald P. O'Hanley III filed to sell 14,553 shares of common stock through Fidelity Brokerage Services LLC on the NYSE. The planned sale is tied to previously received equity compensation.
The filing also lists upcoming equity events, including 9,973 shares of common stock scheduled to vest as restricted stock on February 13, 2026 and 4,580 shares scheduled to vest on February 15, 2026, both categorized as compensation-related restricted stock vesting.
Over the past three months, O'Hanley reported a sale of 14,553 common shares on May 26, 2026 for an aggregate value of $2,260,808.55.
State Street Corporation reported strong second-quarter 2026 results. Total revenue was $4,048 million, up 17.4% from a year earlier, as fee revenue rose to $3,188 million and net interest income to $860 million. Net income increased to $1,084 million, and diluted EPS reached $3.65, 68% higher than 2Q25. Profitability improved, with pre-tax margin at 34.3%, return on equity at 16.7% and return on tangible common equity at 25.5%.
Assets under custody and/or administration grew to a record $57.9 trillion and assets under management to $6.3 trillion, up 18% and 23% year-on-year, driven by higher markets and net inflows. Capital ratios remained solid, including a 10.8% Basel III standardized CET1 ratio and a 107% liquidity coverage ratio. State Street returned $631 million to common shareholders in 2Q26, including $400 million of share repurchases and $231 million of dividends ($0.84 per share), and has declared a 10% per-share increase to its third-quarter common dividend. Revenue growth was broad-based across servicing, management, FX trading and securities finance, while Software services declined year-on-year on lower on-premises renewals.
STATE STREET CORP executive Kathryn M. Horgan reported an open-market sale of common stock. On this Form 4, she sold 5,500 shares of State Street common stock at a price of $162.78 per share. After the transaction, she directly holds 108,694 shares of the company’s stock. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted by Horgan on March 12, 2026, indicating the trade was scheduled in advance rather than timed discretionarily.