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

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

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

State Street's Tax Rate history runs 18 years deep, the most recent figure standing at 21.16% for Q1 2026.

  • Quarterly Tax Rate fell 50.0% year-over-year to 21.16% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 20.96% (up 21.0% YoY) and the FY2025 annual result came in at 21.07%, up 21.0% from the prior year.
  • Tax Rate was 21.16% for Q1 2026 at State Street, 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.
  • A 5-year average of 18.0% and a median of 19.89% in 2022 frame the typical range for Tax Rate.
  • Annual changes were most pronounced in 2023 — Tax Rate tumbled 2203 bps — and 2024, when it surged 2292 bps.
  • State Street's 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 advanced by 14 bps to 21.16% in 2026.
  • Business Quant data shows STT's Tax Rate at 21.16% in Q1 2026, 18.63% in Q4 2025, and 21.87% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -1.22%
2 BlackRock 161.01 Bn 148.08 Bn - 18.16%
3 Blackstone 97.77 Bn 96.72 Bn - 13.55%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 598.59%
5 State Street 51.30 Bn 51.30 Bn - 21.16%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 20.02%
7 Northern Trust 32.93 Bn 32.93 Bn - 24.99%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 25.99%
9 Price T Rowe 24.70 Bn 21.13 Bn - 23.43%
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 14.30%

Historic Data

Download Data
DateValue
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%
Dec 31, 2024 18.44%
Sep 30, 2024 21.08%
Sep 30, 2024 21.08%