STATE STREET CORP financial metrics

Professional SEC-based dashboard for profitability, financial health, and growth with transparent scoring logic. Latest period: Q4 2025.

Symbol
STT, STT-PG on NYSE
Location
Boston, MA
Fiscal year end
31 December
Latest financial report
19 Feb 2026

Quick Takeaways

  • STT - STATE STREET CORP financial facts are built from SEC company filings data.
  • Latest metrics period on this page: Q4 2025.
  • Headline metric: Return On Equity 11%.

What Changed

  • Return On Equity YoY change: <span class="text-green-600">+1.3%</span>.
  • Most recent SEC facts end date: 30 Jan 2026.

Why This Matters

  • This gives a beginner-friendly first read before you inspect detailed formulas and metric tables.
  • Every metric card links to a deeper SEC-backed history page for verification.

Official SEC Source

Based on latest 10-Q/10-K

Facts and ratios are grounded in SEC company facts linked to the latest 10-Q/10-K cycle.

See Original Filing

Latest SEC snapshot (2026-01-30) highlights Return On Equity 11.1%, Return On Assets 0.8%, and Operating Margin 33.9%.

Financial Quality Score

Transparent 0-100 scoring model based on profitability, financial health, and growth factors.

33.3/100

Weak Confidence medium

Return On Equity

11%

Metric score 18.1/100

Return On Assets

0.82%

Metric score 0.0/100

Financial Health

Debt to Equity
12.58x

Strengths

Operating Margin

Watchpoints

Return On Equity, Return On Assets, and Debt-to-equity

Key metrics snapshot

Return On Equity

11%

YoY: +1.3%

Industry median: 10% (n=208)

View history

Return On Assets

0.82%

YoY: -0.88%

Industry median: 0.97% (n=208)

View history

Debt-to-equity

12.58x

YoY: +0.57%

Industry median: 8.4x (n=193)

View history

Revenues YoY

7.3%

YoY:

Industry median: 7.6% (n=43)

View history

NetIncomeLoss YoY

9.6%

YoY:

Industry median: 16% (n=199)

View history

Profitability

Metric Latest value YoY change
Return On Equity 11% +1.3%
Return On Assets 0.82% -0.88%
Operating Margin 34%

Financial Health

Metric Latest value YoY change
Debt-to-equity 12.58x +0.57%

Growth

Metric Latest value YoY change
Revenues YoY 7.3%
NetIncomeLoss YoY 9.6%

Share Metrics

Metric Latest value YoY change
Entity Common Stock, Shares Outstanding 278,728,211 -3.4%
Common Stock, Shares, Outstanding 279,077,907 -3.4%
Common Stock, Value, Issued $504,000,000 0%
Weighted Average Number of Shares Outstanding, Basic 284,545,000 -4.5%
Weighted Average Number of Shares Outstanding, Diluted 289,019,000 -4.4%

Additional Metrics

Metric Latest value YoY change
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest $3,731,000,000 +9.9%
Income Tax Expense (Benefit) $786,000,000 +11%
Earnings Per Share, Basic 9.55 +15%
Earnings Per Share, Diluted 9.4 +14%
Deferred Income Tax Assets, Net $627,000,000 -11%
Operating Lease, Right-of-Use Asset $865,000,000 +5.7%
Goodwill $8,159,000,000 +6.1%
Assets $366,047,000,000 +3.6%
Liabilities $338,206,000,000 +3.1%
Accumulated Other Comprehensive Income (Loss), Net of Tax $1,043,000,000 +50%
Retained Earnings (Accumulated Deficit) $31,392,000,000 +6.1%
Stockholders' Equity Attributable to Parent $27,841,000,000 +9.9%
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest $27,841,000,000 +9.9%
Liabilities and Equity $366,047,000,000 +3.6%
Common Stock, Shares Authorized 750,000,000 0%
Common Stock, Shares, Issued 503,879,642 0%
Common Stock, Par or Stated Value Per Share 1 0%
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $4,433,000,000 +41%
Deferred Tax Assets, Valuation Allowance $198,000,000 +15%
Deferred Tax Assets, Gross $1,718,000,000 -0.87%
Operating Lease, Liability $863,000,000 +2.9%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent $4,002,000,000 +36%
Lessee, Operating Lease, Liability, to be Paid $1,058,000,000 +4.1%
Lessee, Operating Lease, Liability, to be Paid, Year Two $154,000,000 +1.3%
Lessee, Operating Lease, Liability, to be Paid, Year One $174,000,000 -4.4%
Operating Lease, Weighted Average Discount Rate, Percent 0.05 +25%
Lessee, Operating Lease, Liability, Undiscounted Excess Amount $195,000,000 +10%
Lessee, Operating Lease, Liability, to be Paid, Year Three $136,000,000 +1.5%
Preferred Stock, Shares Authorized 3,500,000 0%
Unrecognized Tax Benefits $248,000,000 +4.6%
Lessee, Operating Lease, Liability, to be Paid, Year Four $101,000,000 -14%
Additional Paid in Capital $10,705,000,000 -0.16%
Amortization of Intangible Assets $223,000,000 -3%
Deferred Tax Assets, Net of Valuation Allowance $1,520,000,000 -2.6%

How we score

This score is transparent and deterministic. We weight profitability, financial health, and growth metrics, then renormalize weights when SEC data is missing.

Metric Weight V1 threshold
ROIC205% to 20%
ROE158% to 25%
ROA102% to 10%
Operating Margin55% to 25%
Current Ratio121.0x to 2.0x
Quick Ratio80.8x to 1.5x
Debt to Equity100.3x to 2.0x (lower is better)
Revenue YoY10-10% to +20%
Net Income YoY10-10% to +20%

How Calculated (standard_v1)

Metrics are computed with a market-consensus convention designed for cross-portal comparability.

  • TTM Operating Income / TTM Revenues
  • Current Assets / Current Liabilities (latest instant quarter)
  • (Current Assets - Inventory) / Current Liabilities; fallback: (Cash+Short-Term Investments + Accounts Receivable) / Current Liabilities
  • Total Debt / Stockholders Equity (latest instant quarter; shared unit; freshest series)
  • TTM Net Income / Average Equity (current quarter + same quarter previous year) / 2
  • TTM Net Income / Average Assets (current quarter + same quarter previous year) / 2
  • TTM NOPAT / Average Invested Capital, where NOPAT=Operating Income*(1-tax rate), Invested Capital=Equity+Total Debt-Cash & ST Investments
  • TTM Revenues YoY
  • TTM Net Income YoY