State Street (STT) Tax Rate (2009 - 2026)
State Street (STT) recorded Tax Rate of 21.96% in Q2 2026, down 0.09 percentage points from 22.05% a year earlier but up 0.80 percentage points from the prior quarter.
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Analysis
State Street (STT) Tax Rate (2009 - 2026) Analysis & Trends
On a TTM basis, State Street's Tax Rate came in at 21.06% as of Jun 30, 2026, up 0.31 percentage points year-over-year; for FY2025, it was 21.07%, up 0.21 percentage points from FY2024.
- Annual Tax Rate has a five-year change of +4.54 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at 20.85% in FY2024 (+4.79 pp), 16.06% in FY2023 (-0.56 pp), 16.62% in FY2022 (+1.55 pp) and 15.07% in FY2021 (-1.45 pp).
- Quarterly Tax Rate has ranged from -4.48% in Q4 2023 to 22.58% in Q1 2024 over the past five years.
- On a year-over-year basis, Tax Rate rose in five of the last eight quarters, with an average year-over-year change of +3.26 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 22.92 percentage points in Q4 2024, against a drop of 22.03 percentage points in Q4 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 21.16% (Q1 2026), 18.63% (Q4 2025) and 21.87% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | 19.18% |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | 20.95% |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | 21.53% |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 24.24% |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | 22.36% |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | 21.96% |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | 8.10% |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 25.59% |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 28.62% |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - | 26.43% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 21.96% |
| Mar 31, 2026 | 21.16% |
| Dec 31, 2025 | 18.63% |
| Sep 30, 2025 | 21.87% |
| Jun 30, 2025 | 22.05% |
| Mar 31, 2025 | 21.65% |
| Dec 31, 2024 | 18.44% |
| Sep 30, 2024 | 21.08% |
| Jun 30, 2024 | 22.04% |
| Mar 31, 2024 | 22.58% |
| Sep 30, 2023 | 17.42% |
| Jun 30, 2023 | 16.70% |
| Mar 31, 2023 | 20.20% |
| Dec 31, 2022 | 17.55% |
| Sep 30, 2022 | 18.73% |
| Jun 30, 2022 | 10.54% |
| Mar 31, 2022 | 19.89% |
| Dec 31, 2021 | 4.52% |
| Sep 30, 2021 | 18.49% |
| Jun 30, 2021 | 18.66% |
API Access
State Street Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=STT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "STT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=STT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();