Business Segments · Pre-tax margin
Investment Servicing — Pre-tax margin
State Street Investment Servicing — Pre-tax margin decreased by 6.7% to 28.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 16.7%, from 24.0% to 28.0%. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026
How to read this metric
An increasing margin signals improved operational leverage or better pricing power, while a decreasing margin suggests rising costs or competitive pricing pressure.
Detailed definition
This metric represents the ratio of pre-tax income to total revenue for the investment servicing segment, expressed as a...
Peer comparison
Standard profitability metric used across the financial services industry to compare the efficiency of fee-based business segments.
Metric ID:
stt_segment_investment_servicing_pre_tax_marginHistorical Data
15 periods
| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 29% | 29% | 25% | 28% | 29% | 22% | 30% | 27% | 23% | 28% | 28% | 24% | 28.8% | 30% | 28% |
| QoQ Change | — | +0.0% | -13.8% | +12.0% | +3.6% | -24.1% | +36.4% | -10.0% | -14.8% | +21.7% | +0.0% | -14.3% | +20.0% | +4.2% | -6.7% |
| YoY Change | — | — | — | -3.4% | +0.0% | -12.0% | +7.1% | -6.9% | +4.5% | -6.7% | +3.7% | +4.3% | +2.9% | +7.1% | +16.7% |
Range22% – 30%
CAGR-1.0%
Avg YoY Growth+1.4%
Median YoY Growth+3.3%
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Frequently Asked Questions
- What is State Street's investment servicing — pre-tax margin?
- State Street (STT) reported investment servicing — pre-tax margin of 28.0% in Q1 2026.
- How has State Street's investment servicing — pre-tax margin changed year-over-year?
- State Street's investment servicing — pre-tax margin increased by 16.7% year-over-year, from 24.0% to 28.0%.
- What does investment servicing — pre-tax margin mean?
- The percentage of revenue that remains as profit for the investment servicing segment before taxes are paid.