State Street (STT) Tax Rate (2009 - 2026)
State Street's (STT) quarterly Tax Rate came in at 21.96% in Q2 2026, down 9.0% YoY from 24.13% in Q2 2025, and up 3.79% on a QoQ basis from 21.16% in Q1 2026.
State Street (STT) Tax Rate (2009 - 2026) Analysis & Trends
State Street (STT) has 18 years of Tax Rate data on file, last reported at 21.96% in Q2 2026.
- Quarterly Tax Rate fell 9.0% year-over-year to 21.96% in Q2 2026, while the trailing twelve-month figure through Jun 2026 was 21.06% (up 31.0% YoY) and the FY2025 annual result came in at 21.07%, up 21.0% from the prior year.
- Tax Rate rose to 21.96% in Q2 2026, from 21.16% 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.
- A 5-year average of 18.22% and a median of 20.05% in 2022 frame the typical range for Tax Rate.
- Annual changes were most pronounced in 2023 — Tax Rate plunged 2203 bps — and 2024, when it surged 2292 bps.
- Tracing STT's Tax Rate over 5 years: 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 increased by 18 bps to 21.96% in 2026.
- The last three Tax Rate figures came in at 21.96% (Q2 2026), 21.16% (Q1 2026), and 18.63% (Q4 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Raymond James Financial | 33.40 Bn | 20.15 Bn | - | 20.67% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 21.96% |
| Jun 30, 2026 | 21.96% |
| Jun 30, 2026 | 21.96% |
| Mar 31, 2026 | 21.16% |
| Mar 31, 2026 | 21.16% |
| Mar 31, 2026 | 21.16% |
| Dec 31, 2025 | 18.63% |
| Dec 31, 2025 | 18.63% |
| Dec 31, 2025 | 18.63% |
| Sep 30, 2025 | 21.87% |
| Sep 30, 2025 | 21.87% |
| Sep 30, 2025 | 21.87% |
| Jun 30, 2025 | 22.05% |
| Jun 30, 2025 | 22.05% |
| Jun 30, 2025 | 22.05% |
| Mar 31, 2025 | 21.65% |
| Mar 31, 2025 | 21.65% |
| Mar 31, 2025 | 21.65% |
| Dec 31, 2024 | 18.44% |
| Dec 31, 2024 | 18.44% |