| STT |
Report |
Adjusted EPS |
BEAT |
pred ~$3.44 vs. cons $3.28 |
MEDIUM |
| STT |
Report |
Total revenue |
BEAT |
pred ~$3.94B vs. cons $3.862B |
MEDIUM |
| STT |
Report |
Net interest income |
BEAT |
pred ~$816M vs. cons $802M |
MEDIUM |
| STT |
Guide |
Fee revenue growth |
BETTER |
guide ~10.0% vs. cons 9.0% (FY2026) |
MEDIUM |
| STT |
Guide |
Net interest income growth |
BETTER |
guide ~11.0% vs. cons 10.0% (FY2026) |
MEDIUM |
| STT |
Guide |
Adjusted pretax margin |
BETTER |
guide ~33.0% vs. cons 32.0% (2028) |
LOW |
| STT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| STT |
Return |
5-day cumulative residual |
+1.2% (FADE) |
The initial broad-based beat and guidance increases support a ~2.8% day-1 residual, but higher revenue-linked expenses and AI reinvestment limit out-period EPS revisions, producing a fade to ~1.2% cumulative residual by day 5. |
MEDIUM |