KPIs & Operating Metrics(New)

State Street (STT) Retained Earnings (2013 - 2018)

State Street posted quarterly Retained Earnings of $20.4 billion for Q3 2018, up 9.17% year-on-year from $18.7 billion in Q3 2017, and up 2.67% on a QoQ basis from $19.9 billion in Q2 2018.

State Street (STT) has 6 years of Retained Earnings data on file, last reported at $20.4 billion in Q3 2018.

  • For the quarter ending Q3 2018, Retained Earnings rose 9.17% year-over-year to $20.4 billion; the trailing twelve-month figure through Sep 2018 stood at $20.4 billion (up 9.17% YoY), and the FY2017 full-year result was $18.9 billion, up 8.0% from the prior year.
  • Retained Earnings for Q3 2018 stood at $20.4 billion, up from $19.9 billion in the prior quarter.
  • Across five years, Retained Earnings topped out at $20.4 billion in Q3 2018 and bottomed at $14.1 billion in Q2 2014.
  • The 5-year median for Retained Earnings is $16.9 billion (2016), against an average of $17.0 billion.
  • The widest annual swing landed in 2014, when Retained Earnings increased 11.1%; it then increased 7.25% in 2016.
  • A 5-year view of Retained Earnings shows it stood at $14.9 billion in 2014, then rose by 7.84% to $16.0 billion in 2015, then climbed by 8.79% to $17.5 billion in 2016, then grew by 8.0% to $18.9 billion in 2017, then advanced by 8.12% to $20.4 billion in 2018.
  • The last three Retained Earnings figures came in at $20.4 billion (Q3 2018), $19.9 billion (Q2 2018), and $19.3 billion (Q1 2018), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 39.18 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -15.77 Mn
3 Kkr 84.94 Bn 132.45 Bn - 14.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 180.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.16 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 28.43 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 17.07 Bn
9 Ares Management 28.85 Bn 32.22 Bn - -1.66 Bn
10 Raymond James Financial 28.62 Bn 17.38 Bn - 14.49 Bn

Historic Data

Download Data 🔒
DateValue
Sep 30, 2018 20.39 Bn
Jun 30, 2018 19.86 Bn
Mar 31, 2018 19.31 Bn
Dec 31, 2017 18.86 Bn
Sep 30, 2017 18.68 Bn
Jun 30, 2017 18.20 Bn
Mar 31, 2017 17.76 Bn
Dec 31, 2016 17.46 Bn
Sep 30, 2016 17.05 Bn
Jun 30, 2016 16.69 Bn
Mar 31, 2016 16.23 Bn
Dec 31, 2015 16.05 Bn
Sep 30, 2015 15.80 Bn
Jun 30, 2015 15.39 Bn
Mar 31, 2015 15.14 Bn
Dec 31, 2014 14.88 Bn
Sep 30, 2014 14.53 Bn
Jun 30, 2014 14.11 Bn
Dec 31, 2013 13.40 Bn