KPIs & Operating Metrics(New)

State Street (STT) Tax Rate (2016 - 2025)

State Street's Tax Rate history spans 17 years, with the latest figure at 18.63% for Q4 2025.

  • For Q4 2025, Tax Rate rose 19.0% year-over-year to 18.63%; the TTM value through Dec 2025 reached 21.07%, up 21.0%, while the annual FY2025 figure was 21.07%, 21.0% up from the prior year.
  • Tax Rate reached 18.63% in Q4 2025 per STT's latest filing, down from 21.87% 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.
  • Average Tax Rate over 5 years is 17.19%, with a median of 18.64% recorded in 2021.
  • Peak YoY movement for Tax Rate: plummeted -2203bps in 2023, then soared 2292bps in 2024.
  • A 5-year view of Tax Rate shows it stood at 4.52% in 2021, then skyrocketed by 288bps to 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.
  • Per Business Quant, the three most recent readings for STT's Tax Rate are 18.63% (Q4 2025), 21.87% (Q3 2025), and 22.05% (Q2 2025).