Every material Form 8-K State Street has filed with the SEC since April 17, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
State Street Corporation issued $750 million of Fixed-to-Floating Rate Senior Notes due 2037 in a public offering on October 20, 2026, and expects net proceeds of about $745.6 million. Its subsidiary, State Street Bank and Trust Company, also issued $500 million of Floating Rate Senior Notes due 2028 and $750 million of 5.147% Senior Notes due 2028, with expected net proceeds of about $1.246 billion. The filing describes debt financing and does not report earnings or guidance.
State Street Corporation: $750 million Fixed-to-Floating Rate Senior Notes due 2037, expected net proceeds of about $745.6 million
State Street Bank and Trust Company: $500 million Floating Rate Senior Notes due 2028 and $750 million 5.147% Senior Notes due 2028
Combined expected net proceeds from the bank notes of about $1.246 billion
Underwriting agreement and purchase agreement both dated October 15, 2026
State Street reported third-quarter 2026 diluted EPS of $3.69, up 33% from $2.78 a year earlier, on total revenue of $4.0 billion, up 13%. Net income rose 27% to $1.09 billion, and the company returned $651 million to common shareholders in the quarter. The filing also disclosed a new independent director and plans to redeem $500 million of senior notes on November 18, 2026.
Diluted EPS of $3.69 in 3Q26 vs. $2.78 in 3Q25, up 33%; net income of $1,090 million, up 27%
Total revenue of $4,004 million, up 13% year over year; fee revenue up 11% and net interest income up 21%
Returned $651 million to common shareholders in 3Q26, including $400 million of share repurchases; CET1 ratio of 11.0% vs. 11.3% in 3Q25
Board elected Alexander Vollert as an independent director on October 9, 2026; $500 million of 1.684% senior notes to be redeemed November 18, 2026
State Street announced two senior leadership appointments effective immediately. Ann Fogarty, previously Investment Services Chief Operating Officer, was named Enterprise Chief Operating Officer, succeeding Mostapha Tahiri, who was named President of State Street Alpha and will continue as Chairman of Asia Pacific. The filing also sets Ms. Fogarty's target incentive compensation award at $5,650,000 in connection with the COO appointment.
Ann Fogarty appointed Enterprise Chief Operating Officer, succeeding Mostapha Tahiri, effective September 14, 2026
Mostapha Tahiri appointed President of State Street Alpha and will continue as Chairman of Asia Pacific
Ms. Fogarty's target incentive compensation award set at $5,650,000
Ms. Fogarty has served as Executive Vice President since joining State Street in March 2021 and as Investment Services COO since July 2025
State Street reported second-quarter 2026 diluted EPS of $3.65, up 68% from $2.17 a year earlier, on total revenue of $4.0 billion, up 17%. Net income was $1.08 billion, and total expenses rose 5% to $2.66 billion. The company also said it recently declared a 10% per-share increase to its third-quarter common stock dividend following the Federal Reserve's stress test results.
Total revenue of $4.0 billion (up 17% year over year); total fee revenue of $3.19 billion, up 17%
Net income of $1.08 billion and diluted EPS of $3.65, versus $693 million and $2.17 in 2Q25
Assets under custody and/or administration of $57.9 trillion (up 18%) and assets under management of $6.3 trillion (up 23%), both quarter-end records
Third-quarter common stock dividend increased 10% per share; $631 million returned to common shareholders in 2Q26
State Street reported first-quarter 2026 diluted EPS of $2.49, up from $2.04 a year earlier, and $2.84 excluding notable items. Total revenue rose 16% to $3.8 billion and net income rose 19% to $764 million, while notable items, mainly workforce-related repositioning charges, reduced EPS by $0.35.
Diluted EPS was $2.49 versus $2.04 in 1Q25 and $2.42 in 4Q25; excluding notable items, EPS was $2.84.
Total revenue was $3,796 million, up 16% year over year; total expenses rose 15% to $2,811 million.
Notable items totaled $130 million pre-tax, including $89 million of repositioning charges and $41 million of client rescoping costs.
The company returned $633 million to common shareholders in the quarter, including $400 million of share repurchases; standardized CET1 ratio was 10.6%, down from 11.0% a year earlier.
State Street appointed C. Jack Read as Executive Vice President, Global Controller and Chief Accounting Officer, effective August 10, 2026, succeeding Elizabeth M. Schaefer. His letter agreement sets a $450,000 annualized base salary, a target 2026 incentive award of $2,100,000, and one-time transition payments of $1,730,000 in deferred stock and $700,000 in cash to offset compensation he forfeits at MSCI. The filing does not report any change to financial results or guidance.
Appointment effective August 10, 2026, succeeding Elizabeth M. Schaefer; letter agreement dated March 27, 2026
Read most recently served as Managing Director, Global Controller and Chief Accounting Officer at MSCI Inc. since August 2024
Annualized base salary of $450,000 with a target 2026 total incentive compensation award of $2,100,000
One-time transition payments of $1,730,000 in deferred stock and $700,000 in cash
State Street's board elected Susan Gordon as an independent director on March 19, 2026, and appointed her to the Examining and Audit Committee and the Technology and Operations Committee. She will receive a pro rata share of the $110,000 annual retainer and a $235,000 common stock retainer, under terms consistent with those previously disclosed.
Susan Gordon elected independent director on March 19, 2026
Appointed to Examining and Audit Committee and Technology and Operations Committee
Pro rata share of $110,000 annual retainer and $235,000 common stock retainer; stock award priced at NYSE closing price on election date
State Street reported fourth-quarter and full-year 2025 results on January 16, 2026. Total revenue rose 7% year over year to $3.7 billion, but diluted EPS fell 2% to $2.42 and net income fell 5% to $747 million, as total expenses rose 12% including $206 million in net notable items. Excluding notable items, EPS was $2.97.
Total revenue of $3,667 million in 4Q25, up 7% from 4Q24; total fee revenue rose 8%.
Diluted EPS of $2.42 versus $2.46 in 4Q24; $2.97 excluding notable items.
Net income of $747 million, down 5% year over year; pre-tax margin was 25.0% versus 28.1%.
Repositioning charges of $226 million in 4Q25, mainly workforce rationalization and real estate footprint optimization; State Street returned $635 million to common shareholders, including $400 million of buybacks.
State Street reported third-quarter 2025 diluted earnings per share of $2.78, up 23% from $2.26 a year earlier, with total revenue of $3,545 million, up 9%, and net income of $861 million, up 18%. The company also returned $637 million to common shareholders in the quarter and previously announced an 11% dividend increase to $0.84 per share.
Diluted EPS was $2.78 versus $2.17 in the second quarter of 2025 and $2.26 in the third quarter of 2024.
Total revenue was $3,545 million, up 9% year over year, with total fee revenue up 8% to $2,829 million.
Total expenses rose 5% to $2,434 million, and the pre-tax margin was 31.1%.
State Street returned $637 million to common shareholders, including $400 million in share repurchases and $237 million in declared dividends.
State Street's board elected Brian J. Porter as an independent director on September 15, 2025, and appointed him to the Human Resources Committee and the Risk Committee. The filing describes his director pay as a pro rata share of a $110,000 annual cash retainer and a $235,000 common stock retainer, so the addition adds a board member with committee roles but does not change company operations.
Brian J. Porter elected independent director on September 15, 2025
Appointed to the Human Resources Committee and the Risk Committee effective on election date
Pro rata share of $110,000 annual retainer and $235,000 common stock retainer for 2025-2026
Stock award priced at the NYSE closing price on the election date
State Street reported second-quarter 2025 diluted EPS of $2.17, up 1% from a year earlier, and total revenue of $3,448 million, up 8%, driven by fee revenue growth of 11%. Net income fell 3% to $693 million, and results include a $100 million repositioning charge tied to workforce rationalization; excluding notable items, EPS was $2.53. The company also said it plans to raise its quarterly dividend 11% to $0.84 per share in the third quarter, subject to board approval.
Diluted EPS $2.17 vs. $2.15 in 2Q24; $2.53 excluding notable items
Total revenue $3,448 million, up 8%; fee revenue $2,719 million, up 11%
Net income $693 million, down 3% from $711 million; total expenses $2,529 million, up 11%
Planned quarterly dividend increase of 11% to $0.84 per share in 3Q25, subject to Board approval
State Street announced it will appoint John F. Woods, currently CFO of Citizens Financial Group, as its chief financial officer, effective no later than August 25, 2025, replacing interim CFO Mark R. Keating, who will return to his other responsibilities. Woods' pay package includes a $750,000 annualized base salary, a $6,750,000 target 2025 incentive award, and buy-out awards tied to compensation he forfeits from Citizens.
John F. Woods to become CFO, effective no later than August 25, 2025
Mark R. Keating ceases interim CFO role when Woods starts
Letter agreement dated April 24, 2025: $750,000 base salary, $1,000,000 transition payment, $6,750,000 target 2025 incentive award
Buy-out awards total $15,000,000 across cash, deferred stock and performance-based RSUs
State Street reported first-quarter 2025 diluted EPS of $2.04, up 49% from a year earlier, with total revenue up 5% to $3.28 billion and fee revenue up 6%. The company also said it will redeem all $1 billion of its 5.104% Fixed-to-Floating Rate Senior Notes due 2026 on May 18, 2025, using cash on hand.
Diluted EPS was $2.04 versus $1.37 in 1Q24 and $2.46 in 4Q24; net income was $644 million, up 39% year over year and down 18% from 4Q24.
Total revenue was $3,284 million, up 5% year over year; total expenses fell 3% to $2,450 million.
State Street will redeem all $1 billion of 5.104% Senior Notes on May 18, 2025 at 100% of principal plus accrued interest, funded with cash on hand.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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