State Street reports record Q2 2026: EPS up 68% YoY, raises dividend 10%, sets 35% margin target

Filed July 16, 2026 · Period ending July 16, 2026 · ~2 min read

Key Changes

• high

  Q2 2026 diluted EPS of $3.65, up 68% YoY; revenue $4.0B (+17%), pre-tax margin 34.3%, ROTCE 25.5%. Company set medium-term targets of 35% pre-tax margin and mid-20s% ROTCE, underpinned by ~$1B annual Transformation benefits by 2029.

  Exhibit 99.3 view on EDGAR →
• high

  Quarterly common dividend increased 10% to $0.92/share for Q3 2026, declared July 14. Company returned $631M to shareholders in Q2 ($400M buybacks, $231M dividends); CET1 ratio 10.8%.

  Exhibit 99.3 view on EDGAR →
• high

  SPYM ETF selected by U.S. Treasury as exclusive default investment for Trump Accounts program, announced July 1, 2026. Represents significant distribution channel win for Investment Management business.

  Exhibit 99.3 view on EDGAR →