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State Street STT Equity method investments (Note 11)

Equity method investments (Note 11) at other companies

SEI Investments logo
SEI InvestmentsSEIC
Invesco logo
InvescoIVZ
The Marygold Companies logo
The Marygold CompaniesMGLD
SS&C Technologies logo
SS&C TechnologiesSSNC
AllianceBernstein logo
AllianceBernsteinAB

Other financials

Income statement

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Revenue$3.8B+15.6%
Net income$764.0M+18.6%
EPS (diluted)$2.49+22.1%

Balance sheet

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Cash & equivalents$6.5B+39.9%
Total debt$25.2B+1.6%
Total equity$27.7B+3.9%
Total assets$392.17B+5.2%

Cash flow

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Operating cash flow-$12.1B-607%
CapEx$270.0M+19.5%
Free cash flow-$12.4B-672%

Valuation

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Market cap$46.94B+57.2%
Enterprise value$65.65B+27.0%
P/E15.3×+4.8×
P/S3.3×+1.0×

Profitability

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Net margin21.2%-0.6pp
FCF margin-25.9%

Returns & leverage

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Return on equity11.3%0.0pp
Debt / equity0.9×0.0×

Where this comes from

Reported directly by State Street in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The official record: State Street’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is State Street's equity method investments (note 11)?
State Street (STT) reported equity method investments (note 11) of $3.88B in Q1 2026.
How has State Street's equity method investments (note 11) changed year-over-year?
State Street's equity method investments (note 11) increased by 13.3% year-over-year, from $3.42B to $3.88B.
What is the long-term trend for State Street's equity method investments (note 11)?
Over 5 years (2020 to 2025), State Street's equity method investments (note 11) has grown at a 3.9% compound annual growth rate (CAGR), from $3.1B to $3.75B.
What does equity method investments (note 11) mean?
Investments in entities where the firm exercises significant influence but does not have full control, accounted for using the equity method. This reflects the firm's proportional share of the investee's earnings or losses.