State Street STT
NYSE STT
$193.41 +2.06 (+1.08%)
At close: Sep 11, 2026 · 4:00 PM EDT

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% on a YoY basis from 24.13% in Q2 2025, and up 3.79% quarter-over-quarter from 21.16% in Q1 2026.

Analysis

State Street (STT) Tax Rate (2009 - 2026) Analysis & Trends

State Street (STT) has reported Tax Rate for 18 consecutive years, with 21.96% the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Tax Rate fell 9.0% year-over-year to 21.96%; the trailing twelve-month figure through Jun 2026 stood at 21.06% (up 31.0% YoY), and the FY2025 full-year result was 21.07%, up 21.0% from the prior year.
  • Tax Rate climbed to 21.96% in Q2 2026 per STT's latest filing, from 21.16% 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.
  • Historically, Tax Rate has averaged 18.22% across 5 years, with a median of 20.05% in 2022.
  • The sharpest annual moves came in 2023 and 2024: Tax Rate sank 2203 bps in 2023, then soared 2292 bps in 2024.
  • Over 5 years, Tax Rate stood at 17.55% in 2022, then slumped by 126 bps to 4.48% in 2023, then jumped by 512 bps to 18.44% in 2024, then increased by 1 bps to 18.63% in 2025, then gained by 18 bps to 21.96% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 21.96%, 21.16%, and 18.63% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Bank of New York Mellon 110.37 Bn 49.74 Bn - 20.95%
2 State Street 53.13 Bn 53.13 Bn - 21.96%
3 Northern Trust 34.62 Bn 34.62 Bn - 25.59%
4 Sei Investments 12.83 Bn 12.74 Bn - 21.19%
5 Healthequity 7.98 Bn 7.72 Bn 257.95 Mn 25.29%
6 AtlasClear Holdings 26.96 Mn -13.53 Mn - 9.20%
Historic Data

Historic Data

Download Data
DateValue
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%
Dec 31, 2023 -4.48%
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%