| STT |
Report |
Total Fee Revenue |
BEAT |
pred ~$3.13B vs. cons $3.067B |
HIGH |
| STT |
Report |
Net Interest Revenue |
BEAT |
pred ~$870M vs. cons $834M |
HIGH |
| STT |
Report |
Diluted EPS (Operating) |
BEAT |
pred ~$3.55 vs. cons $3.34 |
HIGH |
| STT |
Guide |
Fee Revenue Growth (FY2026) |
BETTER |
guide ~+9-11% vs. cons ~+8.5% |
MEDIUM |
| STT |
Guide |
NII Growth (FY2026) |
BETTER |
guide ~+10-12% vs. cons ~+9% |
MEDIUM |
| STT |
Guide |
Expense Growth (FY2026) |
LOWER |
guide ~+6-7% vs. cons ~+5.5% |
MEDIUM |
| STT |
Guide |
Investor Day Pre-tax Margin Target (medium-term) |
BETTER |
guide ~33-35% by 2028 vs. current ~31% tracking |
LOW |
| STT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| STT |
Return |
5-day cumulative residual |
-1.0% (FADE) |
FADE — multiple stretched at +19% excess run since Q1, profit-taking post investor day premium bleeds off |
MEDIUM |