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| Date | Value |
|---|---|
| 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% |