State Street Q4 Revenues Rise 7.5%, EPS Hits $2.97; Q1 Forecast Up 21.6%
State Street reported Q4 2025 revenues of $3.67 billion, up 7.5% year-over-year, with EPS of $2.97 versus $2.60 a year ago. The company expects Q1 EPS of $2.48 (+21.6%), consensus estimates have dipped 0.5%, and it has Zacks Rank #3 and VGM Score B.
1. Q4 2025 Financial Results
State Street posted total revenues of $3.67 billion for the quarter ended December 2025, marking a 7.5% increase from the prior year. Adjusted earnings per share rose to $2.97 from $2.60, reflecting broad-based gains in investment servicing and trading operations.
2. Q1 2026 Earnings Outlook
For the quarter ending March 2026, State Street projects EPS of $2.48, a 21.6% year-over-year increase. Over the past 30 days, consensus earnings estimates have been revised down by 0.5%, aligning with updated guidance and market expectations.
3. Analyst Rankings and VGM Score
The company holds a Zacks Rank #3 (Hold) and a VGM Score of B, reflecting balanced metrics across value, growth, and momentum. This combined score places State Street in the top 40% for multi-strategy investors and suggests an in-line return outlook.