Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/S3.54
P/E—
Fwd P/E12.63
PEG0.72
52W— – —
RSI—
Target$199.5 (+3.2%)
Beta1.42
Div1.76%
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RSI ()
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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.
Signal
Trend Strength
Price Levels
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 57
Overbought · 100
Signal
Neutral
EMA Price Levels
Activity & Patterns
Volume Analysis
Momentum Dashboard
Detected Patterns
5Bullish
4Bearish
0Neutral
Momentum Signals 9
▲ MACD Bullish Crossover
▲ Bull Flag
▲ Bull Flag
▲ MACD Bullish Crossover
No major reversal patterns in the last 4 months — showing momentum signals only.
View overlays on the price chart via Overview 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
$199.5
+3.2% upside
Low $150
—
High $215
Consensus
Current price
Wall Street Analyst Ratings
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| Firm | Rating | Change | Action | Date |
|---|
Profitability
Gross Margin
0.00%Last 12 Months
Operating Margin
27.82%Last 12 Months
Return on Equity
12.44%Last 12 Months
Revenue Growth
-2.80%Year over Year
Free Cash Flow
N/ALast 12 Months
Free Cash Flow Yield
—Last 12 Months
Balance Sheet
Debt / Equity
N/AMost Recent Quarter
Current Ratio
N/AMost Recent Quarter
Cash
N/AMost Recent Quarter
Total Debt
N/AMost Recent Quarter
Net Debt
—Most Recent Quarter
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 | 53.13B |
| Enterprise Value | N/A |
| Trailing P/E | 16.89 |
| Forward P/E | 12.63 |
| PEG Ratio (5yr) | 0.72 |
| Price/Sales (ttm) | 3.54 |
| Price/Book (mrq) | 2.22 |
| EV/Revenue | N/A |
| EV/EBITDA | N/A |
Share Statistics
| Avg Vol (3m) | 2.04M |
| Shares Outstanding | 274.70M |
| Float | 346.50M |
| % Held by Insiders | 0.35% |
| % Held by Institutions | 94.81% |
| 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) | 11.45 |
| 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) | 3.47B |
| Free Cash Flow (ttm) | N/A |
Trading & Dividends
| Beta (5Y) | 1.42 |
| 50-Day MA | 185.81 |
| 200-Day MA | 150.15 |
| Fwd Dividend Yield | 1.92% |
| Payout Ratio | 29.66% |
Income
Dividend Yield
1.76%Last 12 Months
Annual Rate
3.68Forward
Payout Ratio
29.66%Last 12 Months
Dividend History
Payout Ratio (Last 12 Months): 29.66%
Monthly Dividends
Ownership Breakdown
Institutional 94.81%
Insider 0.35%
Public 4.8%
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 | Price | Value |
|---|