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State Street STT Investment Management — Pre-tax margin

Other segment segments

Investment Servicing
28%+16.7%

Similar metrics at other companies

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MSInvestment Management — Pre-tax margin
18%-2.0pp
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BKInvestment and Wealth Management — Pre-tax operating margin
0.1+37.5%
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MSPre-tax margin
34%+3.0pp
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RJFAsset Management — Total pre-tax income
$137M+13.2%
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MSPre-Tax Margin
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EVRInvestment Management — Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest
$4.83M-10.1%

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$46.53B+58.6%
Enterprise value$65.24B+27.3%
P/E15.2×+4.9×
P/S3.2×+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 stt:PreTaxMargin.

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 investment management — pre-tax margin?
State Street (STT) reported investment management — pre-tax margin of 34% in Q1 2026.
How has State Street's investment management — pre-tax margin changed year-over-year?
State Street's investment management — pre-tax margin increased by 21.4% year-over-year, from 28% to 34%.
What is the long-term trend for State Street's investment management — pre-tax margin?
Over 3 years (2021 to 2025), State Street's investment management — pre-tax margin has grown at a 1.6% compound annual growth rate (CAGR), from 93% to 97.6%.
What does investment management — pre-tax margin mean?
This metric expresses the investment management segment's pre-tax income as a percentage of its total revenue. It provides a standardized measure of the segment's ability to convert revenue into profit, regardless of the absolute size of the business. It is a key indicator of competitive positioning and operational leverage within the asset management industry.