Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/S3.22
P/E—
Fwd P/E11.54
PEG0.78
52W— – —
RSI—
Target$198.75 (+12.9%)
Beta1.43
Div1.84%
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RSI (14)
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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.
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 47
Overbought · 100
Signal
Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
4Bullish
0Bearish
0Neutral
▲ Bull Flag — Breakout after +14% pole — bullish continuation
▲ Bull Flag — Breakout after +18% pole — bullish continuation
▲ Bull Flag — Breakout after +9% pole — bullish continuation
▲ Bull Flag — Breakout after +11% pole — bullish continuation
View overlays on the price chart via Chart tab → Pattern Overlays.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
100%
8/8 quarters
Wall Street Consensus
BUY
BuyHoldSell
Price Target Range
$198.75
+12.9% upside
Low $150
—
High $215
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| Evercore ISI Group | Outperform | — | ↔ Maintain | 2026-07-20 |
| Morgan Stanley | Overweight | — | ↔ Maintain | 2026-07-17 |
| Keefe, Bruyette & Woods | Outperform | — | ↔ Maintain | 2026-07-17 |
| Wells Fargo | Overweight | — | ↔ Maintain | 2026-07-17 |
| Truist Securities | Hold | — | ↔ Reiterate | 2026-07-17 |
| RBC Capital | Sector Perform | — | ↔ Maintain | 2026-07-17 |
| Barclays | Equal-Weight | — | ↔ Maintain | 2026-07-17 |
| Citigroup | Buy | — | ↔ Maintain | 2026-07-17 |
| B of A Securities | Neutral | — | ↔ Maintain | 2026-07-07 |
| JP Morgan | Neutral | — | ↔ Maintain | 2026-07-06 |
| Goldman Sachs | Buy | — | ↔ Maintain | 2026-06-30 |
| Argus Research | Buy | — | ↔ Maintain | 2026-04-21 |
| TD Cowen | Buy | — | ↔ Maintain | 2026-01-07 |
Evercore ISI Group
2026-07-20
Outperform
↔ Maintain
Morgan Stanley
2026-07-17
Overweight
↔ Maintain
Keefe, Bruyette & Woods
2026-07-17
Outperform
↔ Maintain
Wells Fargo
2026-07-17
Overweight
↔ Maintain
Truist Securities
2026-07-17
Hold
↔ Reiterate
RBC Capital
2026-07-17
Sector Perform
↔ Maintain
Barclays
2026-07-17
Equal-Weight
↔ Maintain
Citigroup
2026-07-17
Buy
↔ Maintain
B of A Securities
2026-07-07
Neutral
↔ Maintain
JP Morgan
2026-07-06
Neutral
↔ Maintain
Goldman Sachs
2026-06-30
Buy
↔ Maintain
Argus Research
2026-04-21
Buy
↔ Maintain
TD Cowen
2026-01-07
Buy
↔ Maintain
Profitability
Gross Margin
0.00%TTM
Op. Margin
27.82%TTM
ROE
12.44%TTM
Rev. Growth
-2.80%YoY
Free Cash Flow
N/ATTM
FCF Yield
—TTM
Balance Sheet
Debt / Equity
N/AMRQ
Current Ratio
N/AMRQ
Cash
N/AMRQ
Total Debt
N/AMRQ
Net Debt
—MRQ
Income
Div. Yield
1.84%TTM
Annual Rate
3.68Fwd
Payout Ratio
29.66%TTM
Dividend History
Payout Ratio (TTM): 29.66%
| Date | Amount / Share | Yield at Payment |
|---|---|---|
| 2026-07-01 | $0.8400 | 0.49% |
| 2026-04-01 | $0.8400 | 0.66% |
| 2026-01-02 | $0.8400 | 0.66% |
| 2025-10-01 | $0.8400 | 0.75% |
| 2025-07-01 | $0.7600 | 0.73% |
| 2025-04-01 | $0.7600 | 0.88% |
| 2025-01-02 | $0.7600 | 0.81% |
| 2024-10-01 | $0.7600 | 0.92% |
| 2024-07-01 | $0.6900 | 0.99% |
| 2024-03-28 | $0.6900 | 0.95% |
| 2023-12-29 | $0.6900 | 0.96% |
| 2023-09-29 | $0.6900 | 1.12% |
| 2023-06-30 | $0.6300 | 0.95% |
| 2023-03-31 | $0.6300 | 0.92% |
| 2022-12-30 | $0.6300 | 0.91% |
| 2022-09-30 | $0.6300 | 1.17% |
| 2022-06-30 | $0.5700 | 1.05% |
| 2022-03-31 | $0.5700 | 0.75% |
| 2021-12-31 | $0.5700 | 0.71% |
| 2021-09-30 | $0.5700 | 0.78% |
| 2021-06-30 | $0.5200 | 0.74% |
| 2021-03-31 | $0.5200 | 0.73% |
| 2020-12-31 | $0.5200 | 0.85% |
| 2020-09-30 | $0.5200 | 1.05% |
| 2020-06-30 | $0.5200 | 0.99% |
| 2020-03-31 | $0.5200 | 1.19% |
| 2019-12-31 | $0.5200 | 0.81% |
| 2019-09-30 | $0.5200 | 1.09% |
| 2019-06-28 | $0.4700 | 1.04% |
| 2019-03-29 | $0.4700 | 0.90% |
| 2018-12-31 | $0.4700 | 0.94% |
| 2018-09-28 | $0.4700 | 0.72% |
| 2018-06-29 | $0.4200 | 0.58% |
| 2018-03-29 | $0.4200 | 0.54% |
| 2017-12-29 | $0.4200 | 0.56% |
| 2017-09-29 | $0.4200 | 0.57% |
| 2017-06-29 | $0.3800 | 0.55% |
| 2017-03-30 | $0.3800 | 0.62% |
| 2016-12-29 | $0.3800 | 0.65% |
| 2016-09-29 | $0.3800 | 0.73% |
How STT Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 48.36B |
| Enterprise Value | N/A |
| Trailing P/E | 15.52 |
| Forward P/E | 11.54 |
| PEG Ratio (5yr) | 0.78 |
| Price/Sales (ttm) | 3.22 |
| Price/Book (mrq) | 2.02 |
| EV/Revenue | N/A |
| EV/EBITDA | N/A |
Share Statistics
| Avg Vol (3m) | 2.30M |
| Shares Outstanding | 274.70M |
| Float | 346.69M |
| % Held by Insiders | 0.36% |
| % Held by Institutions | 96.26% |
| Short Ratio | 0.01 |
| Short % of Float | 0.01% |
Profitability
| Gross Margin | 0.00% |
| Operating Margin (ttm) | 27.82% |
| Profit Margin | 23.00% |
| Return on Assets (ttm) | 0.87% |
| Return on Equity (ttm) | 12.44% |
Income Statement
| Revenue (ttm) | 15.02B |
| Revenue Growth (yoy) | -2.80% |
| Gross Profit (ttm) | 15.02B |
| EBITDA | N/A |
| Net Income (ttm) | 3.22B |
| Diluted EPS (ttm) | 11.34 |
| EPS Growth (yoy) | -24.10% |
Balance Sheet
| Total Cash (mrq) | N/A |
| Total Debt (mrq) | N/A |
| Debt / Equity (mrq) | N/A |
| Current Ratio (mrq) | N/A |
| Book Value / Share | 87.01 |
| Operating CF (ttm) | N/A |
| Free Cash Flow (ttm) | N/A |
Trading & Dividends
| Beta (5Y) | 1.43 |
| 50-Day MA | 170.07 |
| 200-Day MA | 139.14 |
| Fwd Dividend Yield | 202.00% |
| Payout Ratio | 29.66% |
Ownership Breakdown
Institutional 96.26%
Insider 0.36%
Public 3.4%
Short Interest
0.01% of float
Low
Institutional 13F Holdings
Famous investors who disclosed a position in STT in their latest SEC 13F filing.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-24 | HU W BRADFORD | Officer | Sale at price 184.52 per share. | 9,758 | $1,800,546 |
| 2026-07-21 | HORGAN KATHRYN M | Officer | Sale at price 184.17 per share. | 5,523 | $1,017,171 |
| 2026-07-21 | O'HANLEY RONALD P. | Chief Executive Officer | Sale at price 184.17 per share. | 14,553 | $2,680,226 |
| 2026-06-11 | HORGAN KATHRYN M | Officer | Sale at price 162.78 per share. | 5,500 | $895,290 |
| 2026-06-08 | RICHARDS MICHAEL L | Officer | Sale at price 162.14 per share. | 1,500 | $243,210 |
| 2026-05-26 | HU W BRADFORD | Officer | Sale at price 155.35 per share. | 9,212 | $1,431,084 |
| 2026-05-26 | O'HANLEY RONALD P. | Chief Executive Officer | Sale at price 155.35 per share. | 14,553 | $2,260,809 |
| 2026-05-20 | FAWCETT AMELIA C | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | MEANEY WILLIAM L | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | FREDA WILLIAM C | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | CHANDOHA MARIE A | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | PORTALATIN JULIO A | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | RHEA JOHN B | Director | Stock Award(Grant) at price 0.00 per share. | 2,533 | — |
| 2026-05-20 | DEMAIO DONNA | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | O'SULLIVAN SEAN P. | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | MATHEW S SARA | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | GORDON SUSAN M. | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | HALLIDAY PATRICIA | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-20 | PORTER BRIAN J | Director | Stock Award(Grant) at price 0.00 per share. | 1,526 | — |
| 2026-05-15 | O'HANLEY RONALD P. | Chief Executive Officer | 2,204 | — | |
| 2026-05-13 | SCHAEFER ELIZABETH | Officer | Sale at price 150.87 per share. | 500 | $75,435 |
| 2026-04-22 | RICHARDS MICHAEL L | Officer | Sale at price 153.89 per share. | 3,000 | $461,670 |
| 2026-04-22 | TAHIRI MOSTAPHA | Chief Operating Officer | Sale at price 152.93 per share. | 9,611 | $1,469,810 |
| 2026-03-19 | GORDON SUSAN M. | Director | Stock Award(Grant) at price 0.00 per share. | 324 | — |
| 2026-03-11 | PLANSKY JOHN | Officer | Sale at price 124.32 per share. | 16,100 | $2,001,552 |
HU W BRADFORD
Officer
Sale at price 184.52 per share.
2026-07-24
9,758 sh
$1,800,546
HORGAN KATHRYN M
Officer
Sale at price 184.17 per share.
2026-07-21
5,523 sh
$1,017,171
O'HANLEY RONALD P.
Chief Executive Officer
Sale at price 184.17 per share.
2026-07-21
14,553 sh
$2,680,226
HORGAN KATHRYN M
Officer
Sale at price 162.78 per share.
2026-06-11
5,500 sh
$895,290
RICHARDS MICHAEL L
Officer
Sale at price 162.14 per share.
2026-06-08
1,500 sh
$243,210
HU W BRADFORD
Officer
Sale at price 155.35 per share.
2026-05-26
9,212 sh
$1,431,084
O'HANLEY RONALD P.
Chief Executive Officer
Sale at price 155.35 per share.
2026-05-26
14,553 sh
$2,260,809
FAWCETT AMELIA C
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
MEANEY WILLIAM L
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
FREDA WILLIAM C
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
CHANDOHA MARIE A
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
PORTALATIN JULIO A
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
RHEA JOHN B
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
2,533 sh
—
DEMAIO DONNA
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
O'SULLIVAN SEAN P.
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
MATHEW S SARA
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
GORDON SUSAN M.
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
HALLIDAY PATRICIA
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
PORTER BRIAN J
Director
Stock Award(Grant) at price 0.00 per share.
2026-05-20
1,526 sh
—
O'HANLEY RONALD P.
Chief Executive Officer
2026-05-15
2,204 sh
—
SCHAEFER ELIZABETH
Officer
Sale at price 150.87 per share.
2026-05-13
500 sh
$75,435
RICHARDS MICHAEL L
Officer
Sale at price 153.89 per share.
2026-04-22
3,000 sh
$461,670
TAHIRI MOSTAPHA
Chief Operating Officer
Sale at price 152.93 per share.
2026-04-22
9,611 sh
$1,469,810
GORDON SUSAN M.
Director
Stock Award(Grant) at price 0.00 per share.
2026-03-19
324 sh
—
PLANSKY JOHN
Officer
Sale at price 124.32 per share.
2026-03-11
16,100 sh
$2,001,552