State Street (STT-PG) Tax Rate (2009 - 2026)

State Street (STT-PG) reported Tax Rate of 21.16% for Q1 2026, down 50.0% on a YoY basis from 42.31% in Q1 2025, and up 13.57% quarter-over-quarter from 18.63% in Q4 2025.

State Street (STT-PG) Tax Rate (2009 - 2026) Analysis & Trends

State Street has reported Tax Rate for 18 years, with the latest figure at 21.16% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate fell 50.0% year-over-year to 21.16%; the trailing twelve-month figure through Mar 2026 stood at 20.96% (up 21.0% YoY), and the FY2025 full-year result was 21.07%, up 21.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 21.16%, up from 18.63% in the prior quarter.
  • The five-year high for Tax Rate was 22.58% in Q1 2024, with the low at 4.48% in Q4 2023.
  • Historically, Tax Rate has averaged 18.0% across 5 years, with a median of 19.89% in 2022.
  • Annual changes were most pronounced in 2023 — Tax Rate plunged 2203 bps — and 2024, when it surged 2292 bps.
  • State Street's Tax Rate stood at 17.55% in 2022, then plunged by 126 bps to 4.48% in 2023, then surged by 512 bps to 18.44% in 2024, then climbed by 1 bps to 18.63% in 2025, then rose by 14 bps to 21.16% in 2026.
  • The last three Tax Rate figures came in at 21.16% (Q1 2026), 18.63% (Q4 2025), and 21.87% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 State Street - - - 21.16

Historic Data

Download Data
DateValue
Mar 31, 2026 21.16%
Mar 31, 2026 21.16%
Dec 31, 2025 18.63%
Dec 31, 2025 18.63%
Sep 30, 2025 21.87%
Sep 30, 2025 21.87%
Jun 30, 2025 22.05%
Jun 30, 2025 22.05%
Mar 31, 2025 21.65%
Mar 31, 2025 21.65%
Dec 31, 2024 18.44%
Dec 31, 2024 18.44%
Sep 30, 2024 21.08%
Sep 30, 2024 21.08%
Jun 30, 2024 22.04%
Jun 30, 2024 22.04%
Mar 31, 2024 22.58%
Mar 31, 2024 22.58%
Dec 31, 2023 -4.48%
Dec 31, 2023 -4.48%