State Street (STT) Long-Term Investments (2009 - 2026)
State Street's (STT) quarterly Long-Term Investments came in at $4.1 billion in Q2 2026, up 22.59% on a YoY basis from $3.3 billion in Q2 2025, and up 5.62% quarter-over-quarter from $3.9 billion in Q1 2026.
Analysis
State Street (STT) Long-Term Investments (2009 - 2026) Analysis & Trends
State Street (STT) has reported Long-Term Investments for 18 consecutive years, with $4.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Long-Term Investments rose 22.59% year-over-year to $4.1 billion; the trailing twelve-month figure through Jun 2026 stood at $4.1 billion (up 22.59% YoY), and the FY2025 full-year result was $3.8 billion, up 13.14% from the prior year.
- Long-Term Investments climbed to $4.1 billion in Q2 2026 per STT's latest filing, from $3.9 billion in the prior quarter.
- Across five years, Long-Term Investments topped out at $4.1 billion in Q2 2026 and bottomed at $4.0 million in Q1 2023.
- Historically, Long-Term Investments has averaged $2.6 billion across 5 years, with a median of $3.2 billion in 2022.
- The sharpest annual moves came in 2022 and 2024: Long-Term Investments slumped 95.28% in 2022, then surged 74625.0% in 2024.
- Over 5 years, Long-Term Investments stood at $3.2 billion in 2022, then declined by 8.14% to $3.0 billion in 2023, then gained by 11.27% to $3.3 billion in 2024, then rose by 13.14% to $3.8 billion in 2025, then increased by 9.17% to $4.1 billion in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $4.1 billion, $3.9 billion, and $3.8 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank of New York Mellon | 110.37 Bn | 49.74 Bn | - | - |
| 2 | State Street | 53.13 Bn | 53.13 Bn | - | 4.10 Bn |
| 3 | Northern Trust | 34.62 Bn | 34.62 Bn | - | - |
| 4 | Sei Investments | 12.83 Bn | 12.74 Bn | - | 318.91 Mn |
| 5 | Healthequity | 7.98 Bn | 7.72 Bn | 257.95 Mn | - |
| 6 | AtlasClear Holdings | 26.96 Mn | -13.53 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.10 Bn |
| Mar 31, 2026 | 3.88 Bn |
| Dec 31, 2025 | 3.75 Bn |
| Sep 30, 2025 | 3.34 Bn |
| Jun 30, 2025 | 3.34 Bn |
| Mar 31, 2025 | 3.42 Bn |
| Dec 31, 2024 | 3.32 Bn |
| Sep 30, 2024 | 3.16 Bn |
| Jun 30, 2024 | 3.04 Bn |
| Mar 31, 2024 | 2.99 Bn |
| Dec 31, 2023 | 2.98 Bn |
| Sep 30, 2023 | 2.84 Bn |
| Jun 30, 2023 | 7.00 Mn |
| Mar 31, 2023 | 4.00 Mn |
| Dec 31, 2022 | 3.25 Bn |
| Sep 30, 2022 | 3.25 Bn |
| Jun 30, 2022 | 15.00 Mn |
| Mar 31, 2022 | 6.00 Mn |
| Dec 31, 2021 | 3.16 Bn |
| Sep 30, 2021 | 3.14 Bn |