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Jun 30, 2025
State Street Q2 2025 Earnings Report
State Street reported solid earnings in Q2 2025 with record AUC/A and AUM, strong FX trading volumes, and continued ETF momentum.
Key Takeaways
State Street delivered revenue of $3.4 billion and EPS of $2.17 in Q2 2025, driven by record AUC/A of $49 trillion, record AUM of $5.1 trillion, and strong institutional net inflows. FX trading volumes hit record highs, and the company returned $517 million to shareholders.
Record AUC/A of $49 trillion at quarter-end
Record AUM of $5.1 trillion with $82 billion net inflows
FX trading volumes reached record quarterly levels
Returned $517 million to shareholders through dividends and buybacks
Revenue by Segment
Forward Guidance
State Street signaled continued growth with strong capital returns, planned dividend increase, and positive ETF and institutional inflow trends, while managing headwinds from higher expenses and lower NII.
Positive Outlook
- Planned 11% increase to quarterly dividend to $0.84 per share
- Continued ETF momentum and U.S. Low Cost ETF market share gains
- Strong institutional net inflows, particularly in U.S. Defined Contribution
- Record quarterly FX trading volumes
- Strong performance under Federal Reserve stress test with CET1 ratio at 10.7%
Challenges Ahead
- Higher expenses driven by technology investments and incentive compensation
- NII decline due to lower short-end rates and deposit mix shift
- Operating leverage still negative on a GAAP basis
- Currency translation impacted expenses and revenue
Historical Earnings Impact
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Avg. Return Before/After Earnings
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