KPIs & Operating Metrics(New)
Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Amortization - IntangiblesConsolidated Net IncomeEBITEBITDAEBTEPS (Basic)EPS (Weighted Average and Diluted)Income from Continuing OperationsIncome towards Parent CompanyInterest Expense - DebtInterest Expense - DepositsInterest Expense - Fed FundsInterest Expense - OthersInterest ExpensesInterest ExpensesInterest Income - Debt SecuritiesInterest Income - DepositsInterest Income - Fed FundsInterest Income - NetInterest Income - TotalInterest Income - Trading Account AssetsInterest income - LoansInvestment Gain (Loss)Net Income towards Common StockholdersNon Operating IncomeNon Operating Investment IncomeNon Operating Investment IncomeNon-Interest IncomeOperating ExpensesOther Non-Interest IncomeOther Operating ExpensesOther interest incomeProfit After TaxProvisionsRent ExpenseResearch & DevelopmentRevenueShares OutstandingShares Outstanding (Diluted Average)Shares Outstanding (Weighted Average)Tax ProvisionsTax RateTax RateTrading IncomeWages, Salaries and Other
Others
Ratios

State Street (STT) Tax Rate (2009 - 2026)

State Street posted quarterly Tax Rate of 21.16% for Q1 2026, down 50.0% year-on-year from 42.31% in Q1 2025, and up 13.57% on a QoQ basis from 18.63% in Q4 2025.

State Street (STT) has 18 years of Tax Rate data on file, last reported at 21.16% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate fell 50.0% year-over-year to 21.16%; the trailing twelve-month figure through Mar 2026 stood at 20.96% (up 21.0% YoY), and the FY2025 full-year result was 21.07%, up 21.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 21.16%, up from 18.63% in the prior quarter.
  • Across five years, Tax Rate topped out at 22.58% in Q1 2024 and bottomed at 4.48% in Q4 2023.
  • The 5-year median for Tax Rate is 19.89% (2022), against an average of 18.0%.
  • The widest annual swing landed in 2023, when Tax Rate slumped 2203 bps; it then surged 2292 bps in 2024.
  • A 5-year view of Tax Rate shows it stood at 17.55% in 2022, then tumbled by 126 bps to 4.48% in 2023, then soared by 512 bps to 18.44% in 2024, then grew by 1 bps to 18.63% in 2025, then gained by 14 bps to 21.16% in 2026.
  • The last three Tax Rate figures came in at 21.16% (Q1 2026), 18.63% (Q4 2025), and 21.87% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 18.16
2 Blackstone 92.68 Bn 91.63 Bn - 13.55
3 Kkr 84.94 Bn 132.45 Bn - 40.05
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 15.80
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 598.59
6 State Street 44.42 Bn 18.75 Bn - 21.16
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 20.02
8 Northern Trust 31.21 Bn 31.21 Bn - 24.99
9 Ares Management 28.85 Bn 32.22 Bn - 19.13
10 Raymond James Financial 28.62 Bn 17.38 Bn - -

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 21.16
Mar 31, 2026 21.16
Dec 31, 2025 18.63
Dec 31, 2025 18.63
Sep 30, 2025 21.87
Sep 30, 2025 21.87
Jun 30, 2025 22.05
Jun 30, 2025 22.05
Mar 31, 2025 21.65
Mar 31, 2025 21.65
Dec 31, 2024 18.44
Dec 31, 2024 18.44
Sep 30, 2024 21.08
Sep 30, 2024 21.08
Jun 30, 2024 22.04
Jun 30, 2024 22.04
Mar 31, 2024 22.58
Mar 31, 2024 22.58
Dec 31, 2023 -4.48
Dec 31, 2023 -4.48
Sep 30, 2023 17.42
Sep 30, 2023 17.42
Jun 30, 2023 16.70
Jun 30, 2023 16.70
Mar 31, 2023 20.20
Mar 31, 2023 20.20
Dec 31, 2022 17.55
Dec 31, 2022 17.55
Sep 30, 2022 18.73
Sep 30, 2022 18.73
Jun 30, 2022 10.54
Jun 30, 2022 10.54
Mar 31, 2022 19.89
Mar 31, 2022 19.89
Dec 31, 2021 4.52
Dec 31, 2021 4.52
Sep 30, 2021 18.49
Sep 30, 2021 18.49
Jun 30, 2021 18.66
Jun 30, 2021 18.66
Mar 31, 2021 17.22
Mar 31, 2021 17.22
Dec 31, 2020 16.22
Dec 31, 2020 16.22
Sep 30, 2020 18.50
Sep 30, 2020 18.50
Jun 30, 2020 13.57
Jun 30, 2020 13.57
Mar 31, 2020 18.09
Mar 31, 2020 18.09
Dec 31, 2019 11.60
Dec 31, 2019 11.60
Sep 30, 2019 19.14
Sep 30, 2019 19.14
Jun 30, 2019 18.25
Jun 30, 2019 18.25
Mar 31, 2019 20.00
Mar 31, 2019 20.00
Dec 31, 2018 17.39
Dec 31, 2018 17.39
Sep 30, 2018 14.45
Sep 30, 2018 14.45
Jun 30, 2018 17.73
Jun 30, 2018 17.73
Mar 31, 2018 16.37
Mar 31, 2018 16.37
Dec 31, 2017 57.07
Dec 31, 2017 57.07
Sep 30, 2017 16.67
Sep 30, 2017 16.67
Jun 30, 2017 20.10
Jun 30, 2017 20.10
Mar 31, 2017 14.04
Mar 31, 2017 14.04
Dec 31, 2016 -71.88
Dec 31, 2016 -71.88
Sep 30, 2016 11.32
Sep 30, 2016 11.32
Jun 30, 2016 12.98
Jun 30, 2016 12.98
Mar 31, 2016 14.42
Mar 31, 2016 14.42
Dec 31, 2015 15.15
Dec 31, 2015 15.15
Sep 30, 2015 10.36
Sep 30, 2015 10.36
Jun 30, 2015 11.44
Jun 30, 2015 11.44
Mar 31, 2015 18.84
Mar 31, 2015 18.84
Dec 31, 2014 12.96
Dec 31, 2014 12.96
Sep 30, 2014 18.60
Sep 30, 2014 18.60
Jun 30, 2014 16.62
Jun 30, 2014 16.62
Mar 31, 2014 20.22
Mar 31, 2014 20.22
Dec 31, 2013 21.11
Dec 31, 2013 21.11
Sep 30, 2013 23.19
Sep 30, 2013 23.19
Jun 30, 2013 24.02
Jun 30, 2013 24.02
Mar 31, 2013 23.81
Mar 31, 2013 23.81
Dec 31, 2012 19.93
Dec 31, 2012 19.93
Sep 30, 2012 28.37
Sep 30, 2012 28.37
Jun 30, 2012 24.85
Jun 30, 2012 24.85
Mar 31, 2012 27.13
Mar 31, 2012 27.13
Dec 31, 2011 28.38
Dec 31, 2011 28.38
Sep 30, 2011 11.76
Sep 30, 2011 11.76
Jun 30, 2011 28.25
Jun 30, 2011 28.25
Mar 31, 2011 28.64
Mar 31, 2011 28.64
Dec 31, 2010 67.06
Dec 31, 2010 67.06
Sep 30, 2010 30.18
Sep 30, 2010 30.18
Jun 30, 2010 -23.43
Jun 30, 2010 -23.43
Mar 31, 2010 29.49
Mar 31, 2010 29.49
Dec 31, 2009 -39.56
Dec 31, 2009 -39.56
Sep 30, 2009 32.85
Sep 30, 2009 32.85
Jun 30, 2009 32.53
Jun 30, 2009 32.53
Mar 31, 2009 22.48
Mar 31, 2009 22.48