KPIs & Operating Metrics(New)

Cash Flow Statement

Daily Values

Growth Metrics

Income Statement

Amortization - Intangibles Asset Management Consolidated Net Income EBIT EBITDA EBT EPS (Basic)EPS (Weighted Average and Diluted)Financial Services Fees Income - Trust Income from Continuing Operations Income from Non-Controlling Interests Income towards Parent Company Interest & Investment Income Interest Expense - Debt Interest Expense - Deposits Interest Expense - Fed Funds Interest Expense - Others Interest Expenses Interest Expenses Interest Income - Debt Securities Interest Income - Deposits Interest Income - Fed Funds Interest Income - Net Interest Income - Total Interest Income - Trading Account Assets Interest income - Loans Investment Banking Income Investment Gain (Loss)Net Income - Minority Net Income towards Common Stockholders Non Operating Income Non Operating Investment Income Non Operating Investment Income Non-Interest Income Operating Expenses Operating Income Other Non Operating Income Other Non-Interest Income Other Operating Expenses Other interest income Profit After Tax Provisions Rent Expense Research & Development Restructuring Costs Revenue Service Charges Shares Outstanding Shares Outstanding (Diluted Average)Shares Outstanding (Weighted Average)Tax Provisions Tax Rate Tax Rate Trading Income Wages, Salaries and Other

Others

Ratios

State Street (STT) Tax Rate (2016 - 2026)

State Street filings provide 18 years of Tax Rate readings, the most recent being 21.16% for Q1 2026.

On a quarterly basis, Tax Rate fell 50.0% to 21.16% in Q1 2026 year-over-year; TTM through Mar 2026 was 20.96%, a 21.0% increase, with the full-year FY2025 number at 21.07%, up 21.0% from a year prior.
Tax Rate hit 21.16% in Q1 2026 for State Street, up from 18.63% in the prior quarter.
In the past five years, Tax Rate ranged from a high of 22.58% in Q1 2024 to a low of 4.48% in Q4 2023.
Median Tax Rate over the past 5 years was 19.89% (2022), compared with a mean of 18.0%.
Biggest five-year swings in Tax Rate: tumbled -2203bps in 2023 and later skyrocketed 2292bps in 2024.
State Street's Tax Rate stood at 17.55% in 2022, then crashed by -126bps to 4.48% in 2023, then skyrocketed by 512bps to 18.44% in 2024, then increased by 1bps to 18.63% in 2025, then increased by 14bps to 21.16% in 2026.
The last three reported values for Tax Rate were 21.16% (Q1 2026), 18.63% (Q4 2025), and 21.87% (Q3 2025) per Business Quant data.