State Street Corporation

STT: 8-K · debt financing

On October 20, 2026, State Street Corporation issued $750 million of Fixed-to-Floating Rate Senior Notes due 2037 in a registered public offering, expecting net proceeds of approximately $745.6 million after underwriting discounts and expenses. The same day, its wholly-owned subsidiary State Street Bank and Trust Company issued $500 million of Floating Rate Senior Notes due 2028 and $750 million of 5.147% Senior Notes due 2028, exempt from registration under Section 3(a)(2), with expected net proceeds of approximately $1.246 billion. Goldman Sachs, Morgan Stanley, Scotia Capital and TD Securities acted as underwriter representatives on both offerings. In total, State Street raised roughly $2 billion of new senior debt — routine funding activity with no equity dilution.

SEC 8-K•5d ago

State Street Investment Management Builds on Nearly 30 Years of Sector ETF Leadership with New Market Sector ETFs

State Street Investment Management launched four new S&P 500 Market Sector SPDR ETFs (XLYM, XLPM, XLEM, XLKM) tracking market-cap-weighted S&P 500 sector indexes without company weight caps. The funds primarily allocate to the corresponding Select Sector SPDR ETFs (XLY, XLP, XLE, XLK), individual stocks, and/or derivatives via a rules-based process, targeting benchmark-aware investors and model portfolio builders. State Street's sector ETF franchise, which pioneered the category in 1998, stands at nearly $400 billion; the launch is incremental product-line growth with limited near-term earnings impact on STT.

•11d ago

State Street Corporation (NYSE: STT) Reports Third-Quarter 2026 Financial Results

State Street announced that its third-quarter 2026 financial results are now available on its Investor Relations website. A conference call to discuss results and outlook is scheduled for 11:00 a.m. ET today, October 14, 2026, with a replay available for about a month. The release itself contains no financial figures; the AUC/A of $59.2 trillion and AUM of $6.3 trillion cited are boilerplate as of September 30, 2026.

•11d ago

State Street Elects Alexander Vollert to Its Board of Directors

State Street elected Alexander Vollert to its Board of Directors, adding two decades of global financial-services leadership spanning technology, operations, and large-scale transformation. Vollert most recently served as Group COO of AXA and CEO of AXA Group Operations, leading roughly 10,000 employees across 18 countries with responsibility for data, AI, IT, operations, and security. He also previously ran AXA Germany and held senior roles at Allianz. He will serve on the Board Technology and Operations Committee and Risk Committee, supporting State Street's push to scale AI and technology across its business, which oversees $57.9 trillion in assets under custody and $6.3 trillion under management.

•12d ago

Institutional Adoption of Digital Assets Accelerates as Trust and Regulation Emerge as Critical Dependencies

State Street released its 2026 Digital Assets Study, a survey of 300 institutional executives showing rising adoption: 51% now expect digital assets to become mainstream within five years, up from 42% in 2025 and 11% in 2024. The study highlights trust and infrastructure as gating factors, with 69% of respondents citing regulatory experience as the top provider characteristic, followed by cybersecurity at 54% and financial strength at 47%. Average digital asset allocations stand at roughly 11% and are expected to reach 17% within three years, and 84% of respondents plan tokenized versions of existing ETFs and long-only funds. The findings align with State Street's digital asset servicing strategy in tokenization and digital cash, but the release is thought leadership rather than a financial or contractual disclosure.

•19d ago

State Street Corporation to Report Third-Quarter 2026 Financial Results and Host Conference Call Webcast on October 14

State Street will report third-quarter 2026 financial results on Wednesday, October 14, 2026 at approximately 7:30 a.m. ET, followed by a conference call at 11:00 a.m. ET. The call will be webcast on State Street's Investor Relations website, with a replay available for about one month. This is a scheduling notice only; as of June 30, 2026, State Street had $57.9 trillion in assets under custody/administration and $6.3 trillion under management.

•1mo ago

State Street Announces Leadership for Alpha and Enterprise Operations and Technology

State Street named Mostapha Tahiri president of State Street Alpha, giving him end-to-end responsibility for the Alpha platform, Charles River Development, and platform solutions, with additional duties as chairman of Asia Pacific. He reports to Chairman and CEO Ron O'Hanley and remains on the Executive Committee. Ann Fogarty, previously Investment Services chief operating officer, succeeds Tahiri as enterprise chief operating officer, leading enterprise technology and operations and advancing the firm's technology modernization and AI agenda. She continues co-leading the enterprise transformation program alongside CFO John Woods. Both appointments are effective immediately and involve no executive departures, reflecting a continuity play centered on Alpha — a business O'Hanley called one of State Street's most differentiated and a core strategic priority.

•1mo ago

State Street to Speak at the Barclays 24th Annual Global Financial Services Conference

State Street CFO John Woods will present at the Barclays 24th Annual Global Financial Services Conference in New York on Monday, September 14, 2026, at approximately 11:15 am ET. An audio webcast will be accessible on State Street's Investor Relations website, with a recorded replay available there for roughly ninety days after the presentation. As of June 30, 2026, State Street reported $57.9 trillion in assets under custody and/or administration and $6.3 trillion in assets under management. The notice is routine investor-relations scheduling with no new financial results or guidance; any incremental commentary would surface during the webcast itself.

•1mo ago

STT: 8-K · offering registration

On August 12, 2026, State Street Corporation closed a public offering of 500,000 depositary shares of its new Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series L, and expects net proceeds of approximately $495.7 million after underwriting discounts and estimated expenses. Each depositary share represents a 1/100th interest in a share of Series L preferred stock carrying a $100,000 liquidation preference per preferred share (equivalent to $1,000 per depositary share). A total of 5,000 preferred shares were issued, with quarterly dividends payable in arrears beginning December 15, 2026. Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC served as lead underwriting representatives under an August 5, 2026 underwriting agreement, Equiniti Trust Company, LLC acts as depositary, and Wilmer Cutler Pickering Hale and Dorr LLP issued the legality opinion on the securities. The raise is routine hybrid-capital management for the Boston-based custody bank: it adds perpetual preferred capital without diluting common shareholders, though it creates a recurring dividend obligation whose rate and reset mechanics sit in the Articles of Amendment rather than in this 8-K.

SEC 8-K•2mo ago

STT: 8-K · material agreement

State Street Corporation entered into an underwriting agreement on August 5, 2026 with Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC as representatives, covering a public offering of 500,000 depositary shares, each representing a 1/100th interest in a share of its new Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series L. The offering priced at $1,000 per depositary share, and State Street expects net proceeds of approximately $495.7 million after the underwriting discount and estimated expenses. The Series L preferred pays a fixed dividend of 6.350% per annum until the First Reset Date of September 15, 2031, after which the rate resets each five years to the five-year Treasury Rate plus a 2.023% spread. Each preferred share carries a $100,000 liquidation preference, dividends are non-cumulative, and the first quarterly dividend payment is scheduled for December 15, 2026. To enable the issuance, State Street filed Articles of Amendment in Massachusetts on August 6, 2026 designating 5,000 shares of Series L preferred, and it expects to enter a deposit agreement with Equiniti Trust Company, LLC as depositary, with closing set for August 12, 2026. The deal is routine additional tier 1 capital management for the custody bank with no common share dilution, though it adds a fixed dividend commitment senior to common stock and expands the preferred stack alongside existing Series G, I, J and K.

SEC 8-K•2mo ago

State Street Corporation (NYSE: STT) Announces Remaining 2026 Quarterly Financial Results Release Dates and Conference Call Webcasts

State Street announced the dates for its remaining 2026 earnings releases, scheduling Q3 results for October 14 and Q4 for January 15, 2027. Financials will be released at 7:30 a.m. ET on those days, followed by conference calls at 11:00 a.m. for the third quarter and 10:00 a.m. for the fourth. The firm reported $57.9 trillion in assets under custody and administration and $6.3 trillion in assets under management as of June 30, 2026.

•2mo ago

NYSE Content Update: State Street + NYSE to Celebrate 'Fearless Girl'

The New York Stock Exchange issued a routine pre-market update noting that ICE Brent Crude Oil is trading at $98 per barrel as traders monitor escalating Middle East tensions. The advisory also highlighted Vertical Aerospace's participation in Project VERTI-GO and the completion of its first public eVTOL flight in England. State Street is scheduled to join the NYSE later this afternoon to celebrate the 'Fearless Girl' statue with a summer block party.

•3mo ago

STT: 8-K · debt financing

State Street Bank and Trust Company, a wholly-owned subsidiary of State Street Corporation, issued $1.25 billion in aggregate principal amount of senior notes through two separate series. The offering includes $750 million of 4.701% Senior Notes due 2029 and $500 million of 5.217% Senior Notes due 2034. State Street Bank expects to receive approximately $1.244 billion in net proceeds from the offering after deducting initial purchaser discounts and estimated offering expenses. The notes were sold pursuant to a purchase agreement with representatives including Goldman Sachs & Co. LLC, BofA Securities, Inc., BMO Capital Markets Corp. and HSBC Securities (USA) Inc. The issuance of the Bank Notes was made in an offering exempt from registration under Section 3(a)(2) of the Securities Act of 1933, as amended. In connection with the issuance, State Street Bank entered into a fiscal agency agreement with U.S. Bank Trust Company, National Association.

SEC 8-K•3mo ago

State Street Corporation (NYSE: STT) Reports Second-Quarter 2026 Financial Results

State Street Corporation announced the availability of its second-quarter 2026 financial results, referring investors to its website for the full report and presentation. The company will host a conference call at 11:00 a.m. ET on July 16, 2026, to discuss the results and outlook, accessible via webcast or telephone. As of June 30, 2026, the firm reported $57.9 trillion in assets under custody and administration and $6.3 trillion in assets under management, with a global workforce of approximately 51,000.

•3mo ago

Bloomberg Introduces Electronic Trading Workflow for Indian Government Bonds

Bloomberg announced the launch of an electronic trading workflow for Indian Government Bonds (IGBs), facilitating access for Foreign Portfolio Investors. State Street Investment Management executed the first fully electronic IGB trade on the Bloomberg platform, serving as a reference client for the launch. The release is authored by Bloomberg and highlights platform capabilities; it does not disclose new strategic initiatives, revenue impacts, or material changes for State Street.

•3mo ago

State Street Corporation (NYSE: STT) Announces Date for Release of Second-Quarter 2026 Financial Results and Conference Call Webcast

State Street Corporation announced it will release second-quarter 2026 financial results on July 16, 2026. A conference call to review the results is scheduled for 11:00 a.m. ET on the same day, accessible via webcast or telephone. The release includes standard boilerplate metrics, noting $54.5 trillion in assets under custody and $5.6 trillion in assets under management as of March 31, 2026.

•4mo ago

State Street to Speak at the Morgan Stanley U.S. Financials Conference

State Street CFO John Woods will present at the Morgan Stanley U.S. Financials Conference on June 10, 2026. The presentation will be webcast live and available for replay for 90 days via the company's Investor Relations website. The release includes standard boilerplate metrics: $54.5 trillion in assets under custody and $5.6 trillion in assets under management as of March 31, 2026.

•4mo ago