•
Mar 31

State Street Q1 2025 Earnings Report

State Street posted strong results with growth in revenue, earnings, and disciplined cost control.

Key Takeaways

State Street delivered a solid Q1 2025, driven by a 6% year-over-year increase in fee revenue and 49% growth in EPS. The company benefited from strong momentum across its investment servicing and management businesses, while maintaining expense discipline and capital returns.

Total revenue rose to $3.28 billion, up 5% year-over-year

EPS increased 49% year-over-year to $2.04

Fee revenue reached $2.57 billion, supported by 10% growth in management fees

AUC/A and AUM increased 6% and 9% year-over-year respectively

Total Revenue
$3.28B
Previous year: $3.14B
+4.7%
EPS
$2.04
Previous year: $1.69
+20.7%
Equity AUM
$2.9T
Previous year: $3.01T
-3.5%
Fixed Income AUM
$633B
Previous year: $616B
+2.8%
Cash AUM
$518B
Free Cash Flow
$3.84B
Previous year: -$1.07B
-457.7%
Total Assets
$373B
Previous year: $338B
+10.3%

State Street

State Street

State Street Revenue by Segment

Forward Guidance

State Street remains confident in its strategy and expects continued growth, despite a complex macroeconomic landscape.

Positive Outlook

  • Continued fee revenue growth across business lines
  • Solid capital position with CET1 at 11.0%
  • New business wins of $182B AUC/A to be installed
  • Ongoing tech investments driving software ARR up ~15%
  • ETF inflows and market share gains in U.S. low-cost suite

Challenges Ahead

  • Macroeconomic uncertainty from geopolitics and regulation
  • Deposit mix shift affecting net interest income
  • Lower FX and market-related adjustments impacting other fee revenue
  • On-premises software renewals declined, impacting CRD
  • Expense growth pressure from tech and sub-custody costs