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STATE STREET CORP EVP and Chief Admin Officer Michael L. Richards reported a tax-related share disposition. On May 15, 2026, 195 shares of State Street common stock were withheld at $152.85 per share to satisfy tax withholding obligations tied to vesting of previously awarded deferred stock. After this non-market tax withholding, Richards directly beneficially owned 43,327 common shares and indirectly owned 645 shares through a domestic partner, including shares received from dividend reinvestment.
State Street Corp senior executive Elizabeth Schaefer reported an open-market sale of company stock. As SVP and Chief Accounting Officer, she sold 500 shares of State Street common stock at a price of $150.87 per share.
After this transaction, she directly holds 8,764 shares of State Street common stock. The filing shows a single sale transaction and no derivative securities, indicating this was a straightforward, relatively small share sale by a senior officer.
State Street Corp filed a Form 13F reporting institutional holdings with a reported Form 13F Information Table Value Total of $2,896,359,015,041. The filing lists 4,269 information-table entries and notes 11 other included managers. The report was signed by Elizabeth Schaefer on 05-15-2026.
STT submitted a Form 144 disclosing the proposed sale of 500 shares of Common Stock.
The filing lists Fidelity Brokerage Services LLC as the broker and shows two restricted stock vesting events—6 shares vesting on 11/15/2025 and 494 shares vesting on 02/15/2026—which together total 500 shares. The filing date shown is 05/13/2026.
Vanguard Capital Management filed a Schedule 13G reporting beneficial ownership of 20,493,476 shares of State Street Corp common stock. The filing states this equals 7.35% of the class as of 03/31/2026. It reports sole voting power for 2,839,806 shares and sole dispositive power for 20,493,476 shares. The filing notes ownership includes shares held for Vanguard funds and managed accounts and is signed on 04/30/2026.
State Street Corporation reports strong first-quarter 2026 results, with total revenue of $3.80 billion, up 16% from 2025, and net income of $764 million, up 19%. Growth was driven by a 15% rise in fee revenue and a 17% increase in net interest income as net interest margin improved to 1.16%.
Total expenses rose 15% to $2.81 billion, reflecting $130 million of notable items, including $89 million of repositioning charges and $41 million of client rescoping costs. Diluted EPS increased 22% to $2.49, while pre-tax margin edged up to 25.5% and return on average common equity reached 11.6%.
Assets under custody and/or administration reached $54.52 trillion and assets under management $5.62 trillion, up 17% and 20% year over year, supported by higher markets and net inflows. The CET1 capital ratio declined to 10.6% from 11.6% at year-end 2025 but remained within the stated 10–11% target range as the company returned $633 million to shareholders via dividends and $400 million of share repurchases.
State Street Corp ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 16,181,474 shares of Common Stock, representing 5.8% of the class as of 03/31/2026. The filing states Vanguard Portfolio Management exercises sole dispositive power over 16,181,474 shares and sole voting power over 66,218 shares, and that holdings include securities held for Vanguard funds and managed accounts.
State Street Corporation issued $800,000,000 of Fixed-to-Floating Rate Senior Notes due 2032 and $700,000,000 of Fixed-to-Floating Rate Senior Notes due 2037 in a public offering under an effective shelf registration.
State Street expects to receive approximately $1.492 billion in net proceeds after underwriting discounts and estimated expenses. The notes were issued under an existing Indenture with U.S. Bank Trust Company, and the transaction was executed via an underwriting agreement led by major investment banks.
STATE STREET CORP executive Mostapha Tahiri reported an open-market sale of company stock. As EVP and COO, he sold 9,611 shares of State Street common stock on April 22, 2026 in an open-market transaction at a weighted average price of $152.93 per share, with individual trades ranging from $152.89 to $153.02. After this sale, he directly holds 64,642 State Street common shares, indicating he retains a substantial equity stake even after the transaction.
State Street Corp EVP and Chief Admin Officer Michael L. Richards reported an open-market sale of 3,000 shares of State Street common stock at a weighted average price of $153.89 per share, with individual sale prices ranging from $153.83 to $154.00.
After this transaction, Richards beneficially owns 43,522 shares directly, a balance that includes shares received through dividend reinvestment as of the report date. He also reports 645 shares held indirectly through a domestic partner.