State Street vs Raymond James
This page compares State Street Corporation and Raymond James Financial, Inc., outlining their business models, financial performance, and market context in clear, neutral terms for readers. It provides a straightforward overview to inform, without advocating investment decisions. Educational content, not financial advice.
This page compares State Street Corporation and Raymond James Financial, Inc., outlining their business models, financial performance, and market context in clear, neutral terms for readers. It provid...
Why It's Moving
State Street Bolsters Shareholder Returns with Steady Dividend Hike Amid Q4 Earnings Anticipation
- Dividend declaration of $0.84 per common share highlights sustained profitability, appealing to income-focused investors amid rising fee income expectations.
- Q4 2025 earnings due soon, with consensus forecasting $2.82 EPS—a 8.5% year-over-year jump—fueled by loan growth and higher revenues.
- Positive Earnings ESP of +0.33% from top analysts points to potential beat, boosting optimism around State Street's momentum in tokenized finance and ETF innovations.
Raymond James Financial Signals Growth Recovery With Record Quarterly Revenues and Strategic Acquisitions
- Record Q1 revenues of $3.7 billion with 20% adjusted pretax margin maintained despite headwinds from lower interest rates, demonstrating operational resilience and expense discipline
- Net new assets surged to $31 billion in Q1 2026—the second-best quarter ever—representing 8% annualized growth and signaling strong momentum in wealth management and recruiting
- Strategic acquisitions including Clark Capital ($46 billion AUM) and GreensLedge Holdings expand fee-based revenue streams and structured finance expertise, positioning the firm for accelerated long-term growth
State Street Bolsters Shareholder Returns with Steady Dividend Hike Amid Q4 Earnings Anticipation
- Dividend declaration of $0.84 per common share highlights sustained profitability, appealing to income-focused investors amid rising fee income expectations.
- Q4 2025 earnings due soon, with consensus forecasting $2.82 EPS—a 8.5% year-over-year jump—fueled by loan growth and higher revenues.
- Positive Earnings ESP of +0.33% from top analysts points to potential beat, boosting optimism around State Street's momentum in tokenized finance and ETF innovations.
Raymond James Financial Signals Growth Recovery With Record Quarterly Revenues and Strategic Acquisitions
- Record Q1 revenues of $3.7 billion with 20% adjusted pretax margin maintained despite headwinds from lower interest rates, demonstrating operational resilience and expense discipline
- Net new assets surged to $31 billion in Q1 2026—the second-best quarter ever—representing 8% annualized growth and signaling strong momentum in wealth management and recruiting
- Strategic acquisitions including Clark Capital ($46 billion AUM) and GreensLedge Holdings expand fee-based revenue streams and structured finance expertise, positioning the firm for accelerated long-term growth
Investment Analysis
State Street
STT
Pros
- State Street reported strong fee revenue growth of 11% in Q2 2025, supported by record assets under custody/administration and management.
- The company achieved a pre-tax margin of 26% and a return on tangible common equity of 17%, indicating solid profitability.
- State Street has strategic advantages through its acquisition of Charles River Development, enhancing its competitive frontline offerings.
Considerations
- Despite revenue growth, the company faces expense pressures from investments in technology and business capabilities.
- Shares trade at a high premium relative to Morningstar's fair value estimate, implying valuation risk.
- Exposure to market volatility creates potential earnings fluctuations in trading and asset management revenues.
Pros
- Raymond James Financial is a well-established independent investment bank and financial services firm with a $32.8 billion market capitalization.
- The stock has shown relative stability and consistent trading volumes, suggesting solid investor interest.
- Diversified financial services operations position the firm for growth across various market conditions.
Considerations
- The company faces competitive pressures from larger global financial institutions and industry peers.
- Its valuation metrics suggest limited upside potential compared to some competitors in the sector.
- Exposure to economic cycles and interest rate fluctuations can increase earnings volatility.
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State Street (STT) Next Earnings Date
State Street Corporation (STT) is estimated to report its next earnings for the 2026 Q1 period (ending March 2026) between April 13 and April 17, 2026, with analysts projecting around April 16; no official date has been announced yet. This follows the pattern of their prior Q1 release on January 16, 2026, covering 2025 Q4. Investors should monitor for an official confirmation from the company in the coming weeks.
Raymond James (RJF) Next Earnings Date
Raymond James Financial's next earnings date is April 22, 2026, covering the fiscal second quarter of 2026. This release is scheduled for approximately 4:15 p.m. ET, followed by a conference call at 5:00 p.m. ET. Investors should monitor for detailed financial results on that date.
State Street (STT) Next Earnings Date
State Street Corporation (STT) is estimated to report its next earnings for the 2026 Q1 period (ending March 2026) between April 13 and April 17, 2026, with analysts projecting around April 16; no official date has been announced yet. This follows the pattern of their prior Q1 release on January 16, 2026, covering 2025 Q4. Investors should monitor for an official confirmation from the company in the coming weeks.
Raymond James (RJF) Next Earnings Date
Raymond James Financial's next earnings date is April 22, 2026, covering the fiscal second quarter of 2026. This release is scheduled for approximately 4:15 p.m. ET, followed by a conference call at 5:00 p.m. ET. Investors should monitor for detailed financial results on that date.
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Explore BasketBuy STT or RJF in Nemo
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