Inside the research

State Street Corporation

STT Research profile · latest available data

Price overview

$181.34

▲ +0.25 (+0.1%)

52w hi$194.26
52w lo$109.00
Vol1.42M
As of25 Sep 2026

The Verdict

Buy

Our score +0.60

Short+0.50
Medium+0.65
Long+0.70

computed 2026-09-27

Key fundamentals

State Street Corporation

Financial Services · Asset Management

Market cap$49.81B
Enterprise value-$57.40B
Trailing P/E16.01x
Forward P/E11.84x
P / S (ttm)3.32x
Profit margin23.0%
Return on equity12.4%
Revenue growth+18.4%
Earnings growth+68.2%

Layer Breakdown

LayerRawContribution
Fundamental+0.42
Sector+0.02
Technical+0.40
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

State Street Corporation provides various financial products and services to institutional investors. It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments. The company was founded in 1792 and is headquartered in Boston, Massachusetts.

United States · www.statestreet.com

Risk Metrics

Beta vs SPX1.07
Corr SPX0.66
Annual vol26.2%
Annual ret+39.3%
Sharpe1.50
Max DD-26.3%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$159.04
High / Low$175.00 / $120.00
Median$163.50
Analysts14
Strong Buy2
Buy7
Hold6
Sell0
Strong Sell1

Recent rating actions

2026-05-08Citigroup→ Buy
2026-04-21Argus Research→ Buy
2026-04-20Truist Securities→ Hold
2026-04-20RBC Capital→ Sector Perform
2026-04-20Morgan Stanley→ Overweight
2026-04-20Keefe, Bruyette & Woods→ Outperform

Material Events

DateEvent8-K
2026-08-12Other Material Event, Exhibitsread
2026-08-073.03, Bylaws Amendment…read
2026-07-23Other Material Event, Exhibitsread
2026-07-16Earnings Release, Reg FD Disclosure…read
2026-05-26Shareholder Vote, Exhibitsread
2026-04-24Other Material Event, Exhibitsread
2026-04-17Earnings Release, Reg FD Disclosure…read
2026-03-31Officer / Director Change, Exhibitsread
2026-03-23Officer / Director Change, Exhibitsread
2026-01-16Earnings Release, Reg FD Disclosure…read
2025-10-29Reg FD Disclosureread
2025-10-23Other Material Event, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-03Schaefer ElizabethSVP, Chief Accounting OffSell500$90.59K
2026-07-24Hu W. BradfordEVP and Chief Risk OfficeSell9.76K$1.80M
2026-07-21Horgan Kathryn MExecutive Vice PresidentSell5.52K$1.02M
2026-07-21O HANLEY RONALD PChairman, CEO and PresideSell14.55K$2.68M
2026-06-11Horgan Kathryn MExecutive Vice PresidentSell5.50K$895.29K
2026-06-08RICHARDS MICHAEL LEVP and Chief Admin OfficSell1.50K$243.21K
2026-05-26Hu W. BradfordEVP and Chief Risk OfficeSell9.21K$1.43M
2026-05-26O HANLEY RONALD PChairman, CEO and PresideSell14.55K$2.26M
2026-05-20Gordon Susan M.Grant1.53K—
2026-05-20DeMaio DonnaGrant1.53K—

Flow & Concentration

Insider 180d net-$10.42M
Insider buys / sells0 / 8
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

Connections

Subsidiarys: DATAMATICS.NS, State Street Bank and Trust Company, BIF.NZ

Dividends

Yield (TTM)1.39%
$ / share (TTM)$2.52
5y CAGR+8.4%

Annual dividend per share

2021$2.18
2022$2.40
2023$2.64
2024$2.14
2025$3.12
2026$1.68

Federal Contracts

AmountAgencyDescription
$51.64MPension Benefit Guaranty CorporationPRIMARY PAYING AGENT
$40.94MPension Benefit Guaranty CorporationPRIMARY PAYING AGENT SERVICES
$32.89MPension Benefit Guaranty CorporationIGF::CT::IGF
$6.86MPension Benefit Guaranty CorporationTHE CONTRACT WILL PROVIDE GLOBAL MASTER CUSTODY SERVICES FOR THE SAFEKEEPING AND
$2.24MDepartment of Housing and Urban DevelopmentIGF::OT::IGF EXERCISE OPTION YEAR 1 STATE STREET BANK
$1.43MDepartment of Housing and Urban DevelopmentEXERCISE OPTION PERIOD 2 FOR CONTRACT DU100G-16-D-01 (GLOBAL INVESTOR)
$936.55KDepartment of Housing and Urban DevelopmentNEW TASK ORDER AGAINST CONTRACT DU100G-16-D--01.
$639.91KDepartment of DefenseHUSBANDING SERVICES FOR USS MILWAUKEE

SEC Filings

DateFormDoc
2026-08-143view
2026-08-128-Kview
2026-08-0713F-HRview
2026-08-078-Kview
2026-08-06424B2view
2026-08-05424B5view
2026-08-044view
2026-07-3010-Qview
2026-07-284view
2026-07-238-Kview
2026-07-234view
2026-07-234view
2026-07-168-Kview
2026-06-2311-Kview
2026-06-154view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$13.94B+1.7%
Net income$2.94B+5.8%
Cash from ops$690.00M-1.5%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$181.58$182.93$179.50$181.341.42M
Sep 24$180.52$182.17$179.09$181.093.49M
Sep 23$179.10$182.86$178.85$179.952.24M
Sep 22$184.00$184.01$176.96$180.253.99M
Sep 21$185.01$185.46$183.05$184.401.67M

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