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 |
| Vol | 1.42M |
| As of | 25 Sep 2026 |
The Verdict
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/E | 16.01x |
| Forward P/E | 11.84x |
| P / S (ttm) | 3.32x |
| Profit margin | 23.0% |
| Return on equity | 12.4% |
| Revenue growth | +18.4% |
| Earnings growth | +68.2% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 1.07 |
|---|---|
| Corr SPX | 0.66 |
| Annual vol | 26.2% |
| Annual ret | +39.3% |
| Sharpe | 1.50 |
| 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 |
| Analysts | 14 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 7 | |
| Hold | 6 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-05-08 | Citigroup | → Buy |
| 2026-04-21 | Argus Research | → Buy |
| 2026-04-20 | Truist Securities | → Hold |
| 2026-04-20 | RBC Capital | → Sector Perform |
| 2026-04-20 | Morgan Stanley | → Overweight |
| 2026-04-20 | Keefe, Bruyette & Woods | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-12 | Other Material Event, Exhibits | read |
| 2026-08-07 | 3.03, Bylaws Amendment… | read |
| 2026-07-23 | Other Material Event, Exhibits | read |
| 2026-07-16 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-26 | Shareholder Vote, Exhibits | read |
| 2026-04-24 | Other Material Event, Exhibits | read |
| 2026-04-17 | Earnings Release, Reg FD Disclosure… | read |
| 2026-03-31 | Officer / Director Change, Exhibits | read |
| 2026-03-23 | Officer / Director Change, Exhibits | read |
| 2026-01-16 | Earnings Release, Reg FD Disclosure… | read |
| 2025-10-29 | Reg FD Disclosure | read |
| 2025-10-23 | Other Material Event, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Schaefer Elizabeth | SVP, Chief Accounting Off | Sell | 500 | $90.59K |
| 2026-07-24 | Hu W. Bradford | EVP and Chief Risk Office | Sell | 9.76K | $1.80M |
| 2026-07-21 | Horgan Kathryn M | Executive Vice President | Sell | 5.52K | $1.02M |
| 2026-07-21 | O HANLEY RONALD P | Chairman, CEO and Preside | Sell | 14.55K | $2.68M |
| 2026-06-11 | Horgan Kathryn M | Executive Vice President | Sell | 5.50K | $895.29K |
| 2026-06-08 | RICHARDS MICHAEL L | EVP and Chief Admin Offic | Sell | 1.50K | $243.21K |
| 2026-05-26 | Hu W. Bradford | EVP and Chief Risk Office | Sell | 9.21K | $1.43M |
| 2026-05-26 | O HANLEY RONALD P | Chairman, CEO and Preside | Sell | 14.55K | $2.26M |
| 2026-05-20 | Gordon Susan M. | Grant | 1.53K | — | |
| 2026-05-20 | DeMaio Donna | Grant | 1.53K | — |
Flow & Concentration
| Insider 180d net | -$10.42M |
|---|---|
| Insider buys / sells | 0 / 8 |
| Insider bias | Sellers |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
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
| Amount | Agency | Description |
|---|---|---|
| $51.64M | Pension Benefit Guaranty Corporation | PRIMARY PAYING AGENT |
| $40.94M | Pension Benefit Guaranty Corporation | PRIMARY PAYING AGENT SERVICES |
| $32.89M | Pension Benefit Guaranty Corporation | IGF::CT::IGF |
| $6.86M | Pension Benefit Guaranty Corporation | THE CONTRACT WILL PROVIDE GLOBAL MASTER CUSTODY SERVICES FOR THE SAFEKEEPING AND |
| $2.24M | Department of Housing and Urban Development | IGF::OT::IGF EXERCISE OPTION YEAR 1 STATE STREET BANK |
| $1.43M | Department of Housing and Urban Development | EXERCISE OPTION PERIOD 2 FOR CONTRACT DU100G-16-D-01 (GLOBAL INVESTOR) |
| $936.55K | Department of Housing and Urban Development | NEW TASK ORDER AGAINST CONTRACT DU100G-16-D--01. |
| $639.91K | Department of Defense | HUSBANDING SERVICES FOR USS MILWAUKEE |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $13.94B | +1.7% | |
| Net income | $2.94B | +5.8% | |
| Cash from ops | $690.00M | -1.5% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $181.58 | $182.93 | $179.50 | $181.34 | 1.42M |
| Sep 24 | $180.52 | $182.17 | $179.09 | $181.09 | 3.49M |
| Sep 23 | $179.10 | $182.86 | $178.85 | $179.95 | 2.24M |
| Sep 22 | $184.00 | $184.01 | $176.96 | $180.25 | 3.99M |
| Sep 21 | $185.01 | $185.46 | $183.05 | $184.40 | 1.67M |
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