State Street Corporation (NYSE:STT ) Q2 2025 Earnings Conference Call July 15, 2025 12:00 PM ET Company Participants Elizabeth Lynn - Executive VP & Global Head of Investor Relations Mark R. Keating - Executive VP & Interim CFO Ronald Philip O'Hanley - CEO, President & Chairman Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Betsy Lynn Graseck - Morgan Stanley, Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Ebrahim Huseini Poonawala - BofA Securities, Research Division Gerard Sean Cassidy - RBC Capital Markets, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division James Francis Mitchell - Seaport Research Partners Kenneth Michael Usdin - Bernstein Autonomous LLP Michael Lawrence Mayo - Wells Fargo Securities, LLC, Research Division Operator Good afternoon, and welcome to State Street Corporation's Second Quarter 2025 Earnings Conference Call and Webcast.
State Street delivered strong Q2 results with solid cost controls, asset inflows, and operating leverage, but faces ongoing pricing and margin pressures. Fee growth continues to lag asset growth due to structural pricing pressure, and net interest margin has likely peaked amid a less favorable deposit mix. Q2's FX trading surge was likely a one-time windfall, so H2 results may moderate as trading activity normalizes and capital ratios decline.
STT beats Q2 earnings and revenue estimates on higher fee income, but shares dip on expense and NII pressures.
State Street (STT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Evaluate the expected performance of State Street (STT) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
STT's Q2 earnings are expected to have risen y/y on stronger FX trading, higher fee income and improving loan growth.
Does State Street Corporation (STT) have what it takes to be a top stock pick for momentum investors? Let's find out.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does State Street (STT) have what it takes?
State Street (STT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
STT moves up 9.5% in 3 months, fueled by global deals, fee income growth and rising NII.
STT leans on high rates, acquisitions and fee growth to drive expansion, even as costs and revenue concentration pose risks.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does State Street Corporation (STT) have what it takes?