| Index | S&P 500 | P/E | 13.83 | EPS (ttm) | 12.24 | Insider Own | 0.86% | Shs Outstand | 272.83M | Perf Week | -0.37% |
| Market Cap | 46.19B | Forward P/E | 10.92 | EPS next Y | 15.51 | Insider Trans | -3.55% | Shs Float | 271.64M | Perf Month | -3.78% |
| Enterprise Value | 67.56B | PEG | 0.91 | EPS next Q | 3.66 | Short Float | 2.28% | Perf Quarter | -8.59% | ||
| Income | 3.69B | P/S | 1.98 | EPS this Y | 35.68% | Short Ratio | 3.28 | Perf Half Y | 14.34% | ||
| Sales | 23.29B | P/B | 1.61 | EPS next Y | 12.63% | ROA | 0.91% | Short Interest | 6.19M | Perf YTD | 31.24% |
| Book/sh | 105.23 | P/C | 0.59 | EPS next 5Y | 15.12% | ROE | 13.10% | 52W High | 195.93 -13.36% | Perf Year | 46.94% |
| Cash/sh | 288.84 | P/FCF | — | EPS past 3/5Y | 9.35% 8.26% | ROIC | 2.94% | 52W Low | 111.63 52.07% | Perf 3Y | 161.85% |
| Dividend Est. | 3.68 (2.17%) | EV/EBITDA | 12.82 | Sales past 3/5Y | 18.30% 13.40% | Gross Margin | 66.43% | Volatility | 1.90% 2.22% | Perf 5Y | 71.71% |
| Dividend TTM | 3.44 (2.03%) | EV/Sales | 2.90 | EPS Y/Y TTM | 29.52% | Oper. Margin | 20.02% | ATR (14) | 4.17 | Perf 10Y | 138.87% |
| Dividend Ex-Date | Oct 01, 2026 | Quick Ratio | 92.69 | Sales Y/Y TTM | 2.58% | Profit Margin | 15.82% | RSI (14) | 40.62 | Recom | 2.58 |
| Dividend Gr. 3/5Y | 9.14% 8.45% | Current Ratio | 92.69 | EPS Q/Q | 32.73% | SMA20 | -0.79% | Beta | 1.36 | Target Price | 186.89 |
| Payout | 31.72% | Debt/Eq | 0.91 | Sales Q/Q | 5.36% | SMA50 | -5.85% | Rel Volume | 0.74 | Prev Close | 169.31 |
| Employees | 51,119 | LT Debt/Eq | 0.88 | Earnings | Jan 15 | SMA200 | 6.43% | Avg Volume | 1.88M | Price | 169.76 |
| IPO Date | Mar 17, 1980 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 0.34% -0.76% | Net Debt/EBITDA | -10.01 | Volume | 1,385,320 | Change | 0.27% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Oct-15-26 | Reiterated | Truist Securities | Hold | $190 → $171 |
| Oct-15-26 | Reiterated | RBC Capital | Sector Perform | $155 → $175 |
| Oct-06-26 | Reiterated | Capital One Financial | $212 → $200 | |
| Oct-06-26 | Reiterated | Truist Securities | Hold | $191 → $190 |
| Jul-20-26 | Reiterated | Evercore ISI Group | Outperform | $186 → $200 |
| Jul-17-26 | Reiterated | Truist Securities | Hold | $150 → $191 |
| Jul-17-26 | Reiterated | Barclays | Equal Weight | $165 → $200 |
| Jul-17-26 | Reiterated | Morgan Stanley | Overweight | $183 → $195 |
| Jul-06-26 | Reiterated | Evercore ISI Group | Outperform | $158 → $186 |
| Jun-30-26 | Reiterated | Goldman Sachs | Buy | $168 → $194 |
State Street Corporation (STT) is a well-established global financial services firm that delivers a wide array of financial products and specialized services to institutional investors worldwide. The company's extensive offerings include core investment servicing functionalities such as secure asset custody, detailed product accounting, daily valuation, comprehensive administration, master trust and master custody arrangements, and specific depotbank services. It also manages record-keeping, cash, foreign exchange, brokerage, and various trading activities. Further services in this area encompass securities finance, advanced custody solutions, deposit and short-term investment facilities, as well as loan and lease financing. State Street additionally provides operational outsourcing for both traditional and alternative investment managers, complemented by sophisticated analytics for performance, risk, and compliance, along with financial data management. Beyond servicing, the firm offers capabilities in portfolio management and risk analysis, supporting trading and post-trade settlement processes with built-in compliance features and managed data solutions. Its investment management division provides a diverse range of strategies and products. These span core and enhanced indexing, multi-asset class approaches, active quantitative and fundamental management, and various alternative investment strategies. State Street is also a proponent of environmental, social, and governance (ESG) investing, offers solutions for defined benefit and defined contribution plans, and provides global fiduciary expertise, including its prominent SPDR brand of exchange-traded funds (ETFs). State Street's client roster is broad, serving mutual funds, collective investment vehicles, other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments, and other investment managers. With roots dating back to its founding in 1792, State Street Corporation is headquartered in Boston, Massachusetts.
Per-holder 13F data hasn't been ingested for this ticker yet.
| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 23,292 | 22,628 | 21,973 | 18,366 | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 7,818 | 8,743 | 9,129 | 6,467 | — | — | — | — | — | |
| Gross Profit | 15,474 | 13,885 | 12,844 | 11,899 | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 5,638 | 5,259 | 4,854 | 4,704 | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | 0 | — | — | — | — | — | |
| Other Operating Expense | 5,172 | 4,895 | 4,595 | 4,879 | — | — | — | — | — | |
| Operating Income | 4,664 | 3,731 | 3,395 | 2,316 | — | — | — | — | — | |
| Interest Expense | 7,798 | 8,684 | 9,054 | 6,421 | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 7,798 | 8,684 | 9,054 | 6,421 | — | — | — | — | — | |
| Net Income Before Taxes | 4,664 | 3,731 | 3,395 | 2,316 | — | — | — | — | — | |
| Income Taxes | 979 | 786 | 708 | 372 | — | — | — | — | — | |
| Consolidated Net Income | 3,685 | 2,945 | 2,687 | 1,944 | — | — | — | — | — | |
| Net Income From Continuing Operations | 3,685 | 2,945 | 2,687 | 1,944 | — | — | — | — | — | |
| Net Income | 3,685 | 2,945 | 2,687 | 1,944 | — | — | — | — | — | |
| EPS (Recurring) | 12.46 | 9.55 | 8.33 | 5.65 | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 12.46 | 9.55 | 8.33 | 5.65 | — | — | — | — | — | |
| EPS (Diluted) | 12.24 | 9.40 | 8.21 | 5.58 | — | — | — | — | — | |
| EBITDA | 5,271 | 4,285 | 4,000 | 3,198 | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 13.87 | 13.72 | 11.95 | 13.88 | — | — | — | — | — | |
| Price To Sales Ratio | 2.00 | 1.62 | 1.33 | 1.36 | — | — | — | — | — | |
| Gross Margin | 66.43 | 61.36 | 58.45 | 64.79 | — | — | — | — | — | |
| Operating Margin | 20.02 | 16.49 | 15.45 | 12.61 | — | — | — | — | — | |
| Net Margin | 15.82 | 13.01 | 12.23 | 10.58 | — | — | — | — | — | |
| Shares Outstanding | 274 | 285 | 298 | 322 | — | — | — | — | — | |
| Market Capitalization | 46,514 | 36,768 | 29,249 | 24,942 | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Hu W. Bradford | EVP and Chief Risk Officer | Oct 26 '26 | Sale | 168.63 | 7,099 | 1,197,104 | 42,695 | Oct 28 |
| O HANLEY RONALD P | Chairman, CEO and President | Oct 20 '26 | Sale | 164.60 | 14,554 | 2,395,588 | 215,905 | Oct 22 |
| O HANLEY RONALD P | Chairman, CEO and President | Aug 14 '26 | Option Exercise | 0.00 | 2,204 | 0 | 243,163 | Aug 18 |
| Schaefer Elizabeth | SVP, Chief Accounting Officer | Aug 03 '26 | Sale | 181.19 | 500 | 90,595 | 8,073 | Aug 04 |
| Hu W. Bradford | EVP and Chief Risk Officer | Jul 24 '26 | Sale | 184.52 | 9,758 | 1,800,546 | 49,794 | Jul 28 |
| Horgan Kathryn M | Executive Vice President | Jul 21 '26 | Sale | 184.17 | 5,523 | 1,017,171 | 103,171 | Jul 23 |
| O HANLEY RONALD P | Chairman, CEO and President | Jul 21 '26 | Sale | 184.17 | 14,553 | 2,680,226 | 240,959 | Jul 23 |
| Horgan Kathryn M | Executive Vice President | Jun 11 '26 | Sale | 162.78 | 5,500 | 895,290 | 108,694 | Jun 15 |
| RICHARDS MICHAEL L | EVP and Chief Admin Officer | Jun 08 '26 | Sale | 162.14 | 1,500 | 243,210 | 41,827 | Jun 09 |
| Hu W. Bradford | EVP and Chief Risk Officer | May 26 '26 | Sale | 155.35 | 9,212 | 1,431,084 | 59,552 | May 28 |
| O HANLEY RONALD P | Chairman, CEO and President | May 26 '26 | Sale | 155.35 | 14,553 | 2,260,809 | 255,512 | May 28 |
| O HANLEY RONALD P | Chairman, CEO and President | May 15 '26 | Option Exercise | 0.00 | 2,204 | 0 | 272,269 | May 19 |
| Schaefer Elizabeth | SVP, Chief Accounting Officer | May 13 '26 | Sale | 150.87 | 500 | 75,435 | 8,764 | May 15 |
| TAHIRI MOSTAPHA | EVP and COO | Apr 22 '26 | Sale | 152.93 | 9,611 | 1,469,810 | 64,642 | Apr 24 |
| RICHARDS MICHAEL L | EVP and Chief Admin Officer | Apr 22 '26 | Sale | 153.89 | 3,000 | 461,670 | 43,522 | Apr 24 |