State Street Corporation (STT) reported $4 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 13%. EPS of $3.69 for the same period compares to $2.78 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.04 billion, representing a surprise of -0.9%. The company delivered an EPS surprise of +1.1%, with the consensus EPS estimate being $3.65.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how State Street performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Basel III Advanced Approaches - Tier 1 Leverage Ratio: 5.5% versus the three-analyst average estimate of 5.3%. Net interest margin (FTE): 1.1% versus 1.1% estimated by three analysts on average. Assets under Management (AUM): $6,306.00 billion compared to the $6,375.31 billion average estimate based on two analysts. Average balance - Total interest-earning assets: $305.12 billion versus $305.35 billion estimated by two analysts on average. Basel III Standardized Approach - Tier 1 capital ratio: 16.9% versus the two-analyst average estimate of 13.5%. Total fee and other revenue: $3.14 billion compared to the $3.2 billion average estimate based on three analysts. Net Interest Income - fully taxable-equivalent basis: $864 million versus $857.91 million estimated by three analysts on average. Net Interest Income: $864 million compared to the $857.91 million average estimate based on three analysts. Software services: $175 million versus the two-analyst average estimate of $170.68 million. Other fee revenue: $98 million versus $112.65 million estimated by two analysts on average. Foreign exchange trading services: $427 million versus $443.37 million estimated by two analysts on average. Management fees: $797 million compared to the $811.83 million average estimate based on two analysts.View all Key Company Metrics for State Street here>>>
Shares of State Street have returned -6% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power .
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
State Street Corporation (STT): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).