Core Viewpoint - State Street Corporation will present at the RBC Capital Markets Global Financial Institutions Conference on March 11, 2026, featuring key executives [1]. Group 1: Company Overview - State Street Corporation is a leading provider of financial services to institutional investors, including investment servicing, management, research, and trading [3]. - As of December 31, 2025, State Street has $53.8 trillion in assets under custody and/or administration and $5.7 trillion in assets under management [3]. - The company operates globally in over 100 geographic markets and employs approximately 52,000 people [3]. Group 2: Event Details - The presentation will be accessible via an audio webcast on State Street's Investor Relations website, with a recorded replay available for approximately ninety days following the event [2].

Core Viewpoint - State Street Corporation reported its fourth-quarter and full-year 2025 financial results, with a conference call scheduled to discuss these results and the company's outlook [1]. Group 1: Financial Performance - As of December 31, 2025, State Street had $53.8 trillion in assets under custody and/or administration [3]. - The company managed $5.7 trillion in assets, which includes approximately $173 billion related to SPDR® products [4]. Group 2: Company Overview - State Street Corporation is a leading provider of financial services to institutional investors, offering investment servicing, management, research, and trading [3]. - The company operates globally in over 100 geographic markets and employs around 52,000 people [3].

Core Viewpoint - State Street Corporation is set to announce its fourth-quarter and full-year 2025 financial results on January 16, 2026, with a conference call scheduled for the same day to discuss these results [1][2]. Group 1: Financial Results Announcement - The financial results will be announced at approximately 7:30 a.m. ET on January 16, 2026 [1]. - A conference call to review the financial results will take place at 11:00 a.m. ET on the same day [1]. Group 2: Access to Conference Call - The conference call will be accessible via audio webcast on State Street's Investor Relations website or by telephone [2]. - A replay of the conference call will be available on the website for approximately one month for those unable to listen live [2]. Group 3: Company Overview - State Street Corporation is a leading provider of financial services to institutional investors, including investment servicing, management, and research [3]. - As of September 30, 2025, the company has $51.7 trillion in assets under custody and/or administration and $5.4 trillion in assets under management [3]. - State Street operates globally in over 100 geographic markets and employs approximately 52,000 people worldwide [3]. Group 4: Assets Under Management - The assets under management figure includes approximately $145 billion related to SPDR® products, for which State Street Global Advisors Funds Distributors, LLC acts solely as the marketing agent [4].

Core Insights - State Street Corporation (STT) is a financial services company based in Boston, specializing in institutional investors, with a market cap of $33.4 billion [1] Performance Overview - STT shares have outperformed the broader market over the past 52 weeks, increasing by 27.2%, compared to the S&P 500 Index's gain of 14.5% [2] - Year-to-date, STT stock is up 23.4%, while the S&P 500 has returned 16.5% [2] - STT has also surpassed the iShares U.S. Financial Services ETF's (IYG) 13.1% increase over the past 52 weeks and 15.9% rise year-to-date [3] Financial Results - Following the Q3 earnings release, STT shares fell by 1.4%, but rebounded by 3.5% the next day as investor sentiment improved [4] - The company's total revenue for Q3 increased by 8.8% year-over-year to $3.5 billion, exceeding consensus estimates [4] - Earnings per share (EPS) for Q3 was $2.78, reflecting a 23% increase from the previous year and 4.8% above analyst expectations [4] - Assets Under Management (AUM) rose by 15.1% year-over-year to $5.4 trillion, driven by higher market levels and net inflows [4] Future Expectations - Analysts project STT's EPS to grow by 17.3% year-over-year to $10.17 for the current fiscal year ending in December [5] - STT has consistently exceeded consensus estimates in the last four quarters [5] - The consensus rating among 20 analysts is a "Moderate Buy," with 12 "Strong Buy," three "Moderate Buy," four "Hold," and one "Moderate Sell" rating [5] Analyst Ratings - The current analyst configuration is more bullish than two months ago, with nine analysts recommending a "Strong Buy" [6] - JPMorgan Chase & Co. analyst Vivek Juneja maintains a "Hold" rating on STT with a price target of $131, indicating an 8.2% potential upside from current levels [6]