| STT |
Report |
Adjusted EPS |
BEAT |
pred ~$3.37 vs. cons $3.28 |
MEDIUM |
| STT |
Report |
Total revenue |
BEAT |
pred ~$3.91B vs. cons $3.862B |
MEDIUM |
| STT |
Report |
Net interest income |
BEAT |
pred ~$0.84B vs. cons $0.82B |
MEDIUM |
| STT |
Guide |
Full-year fee-revenue growth |
BETTER |
guide ~8%–10% vs. cons 8.3% (FY2026) |
MEDIUM |
| STT |
Guide |
Full-year NII growth |
BETTER |
guide ~9%–11% vs. cons 9.1% (FY2026) |
MEDIUM |
| STT |
Guide |
Full-year expense growth |
LOWER |
guide ~5.0%–5.5% vs. cons 5.7% (FY2026) |
MEDIUM |
| STT |
Guide |
Medium-term adjusted pre-tax margin |
BETTER |
guide ~33% vs. cons 32% (FY2028) |
LOW |
| STT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.2% |
— |
MEDIUM |
| STT |
Return |
5-day cumulative residual |
+5.8% (FOLLOW-THROUGH) |
A recurring-fee/NII-led beat plus higher FY2026 fee and NII guide should lift FY2026–FY2028 EPS estimates; a ~33% medium-term pre-tax-margin target supports out-period revisions rather than leaving the beat dependent on one-quarter FX trading. |
MEDIUM |