Financial Performance Highlights - Total revenue reached $3.5 billion, a 9% increase year-over-year[4, 11] - Fee revenue totaled $2.8 billion, up 8% or 12% excluding notable items[4, 11] - Net interest income (NII) was $715 million, a decrease of 1%[7, 11] - Total expenses amounted to $2.4 billion, a 5% increase[4, 11] - Pre-tax margin stood at 31.1%, and Return on Tangible Common Equity (ROTCE) was 20.9%[4, 11] - Earnings per share (EPS) increased by 23% to $2.78[4, 7] Business Segment Performance - Investment Services achieved a record Assets Under Custody and/or Administration (AUC/A) of $51.7 trillion at quarter-end, with $361 billion in AUC/A wins[4] - Investment Management reported record Assets Under Management (AUM) of $5.4 trillion at quarter-end, with total net inflows of $26 billion[4] - Foreign exchange (FX) trading services revenue was $416 million, up 16% year-over-year[7, 30] - Securities finance revenue reached $138 million, a 19% increase year-over-year[7, 31] - Software and processing fees were $227 million, up 9% year-over-year[7, 36] Capital Management - Capital returned to shareholders totaled $637 million, representing a payout ratio of 79%[4, 59] - The Common Equity Tier 1 (CET1) ratio was 11.3% at quarter-end[4, 59]

Core Insights - State Street Corporation has launched its Enterprise Performance solution, powered by Opturo®, for clients using the Charles River Investment Management Solution (IMS) and State Street Alpha® [1] - The new solution features a fully integrated performance calculation engine aimed at enhancing efficiency in performance operations [1] - This cloud-based solution addresses data exchange issues that are common in other performance management systems [1]

Financial Performance - Total revenue reached $3.4 billion, an increase of 8%, or 9% excluding notable items[4] - Fee revenue totaled $2.7 billion, up 11%, or 12% excluding notable items[4] - Expenses amounted to $2.5 billion, reflecting an 11% increase, or 6% excluding notable items[4] - EPS reached $2.17, up 1%, or $2.53, up 18% excluding notable items[4] Business Momentum - Record AUC/A of $49.0 trillion at quarter-end, with AUC/A wins of $1093 billion[4] - New servicing fee revenue wins of $145 million primarily related to back office[4] - Record AUM of $5.1 trillion at quarter-end with total net inflows of $82 billion, including record Institutional net inflows of $68 billion[4] - FX trading volumes increased by 17%[4] Capital Allocation - Returned $517 million to common shareholders, including $300 million in share repurchases and $217 million in declared dividends[4] - Announced a planned 11% increase to 3Q25 per share quarterly common stock dividend to $0.84, subject to Board approval[4]

Financial Performance - Total revenue reached $3.284 billion, a 5% increase year-over-year[7], driven by a 6% rise in fee revenue[7] - Expenses totaled $2.45 billion, down 3% compared to the previous year[7] - Diluted earnings per share (EPS) increased by 49% to $2.04[7] Business Segments - Investment servicing fees amounted to $1.275 billion, up 4% year-over-year[8] - Assets Under Custody and/or Administration (AUC/A) stood at $46.7 trillion[4] - Investment management fees totaled $562 million, a 10% increase compared to the prior year[8] - Assets Under Management (AUM) reached $4.7 trillion[4] Capital and Liquidity - The CET1 ratio was 11.0% at quarter-end[4] - The company returned $320 million to shareholders, including $100 million in share repurchases and $220 million in dividends[4]