State Street Corporation (STT) Stock Price & Analysis
State Street Corporation (STT) closed at USD 167.84 on Thursday, October 22, 2026, down 0.66% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 168.95; the Oct 22, 2026 session ranged USD 165.54–170 on volume of 1,766,827 shares. Market capitalization is $46.11B, with a 52-week range of USD 111.63–195.93 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 08:36 UTC.
Also available as compact Markdown for AI agents: nexqual.com/STT.md
Key facts (STT)
- Last four reported quarters (through Jun 30, 2026): revenue $15.1B, net income $3.46B (23.0% margin) (SEC filings).
- Valuation: P/E 13.3x (avg 12.2x at the last 3 fiscal year-ends).
- 5 of 80 tracked superinvestors hold STT (13F, Q2 2026): 1 new, 1 added, 3 reduced, 0 unchanged.
- Analysts: Buy (mean 2.29 on a 1–5 scale) (17 analysts), mean target USD 192.3 (range 152–230).
- Total return with dividends: 1Y +49.9% vs S&P 500 +14.9%; 5Y +97.6% vs S&P 500 +80.3%.
- Next earnings: 2027-01-15, EPS estimate USD 3.63, revenue estimate $4.07B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (STT)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $12.0B | $12.1B | $11.9B | $13.0B | $13.9B | $15.1B |
| Net income | $2.69B | $2.77B | $1.94B | $2.69B | $2.94B | $3.46B |
| EPS (diluted) | $7.19 | $7.19 | $5.58 | $8.21 | $9.40 | — |
| Free cash flow | -$7.52B | $11.2B | -$126M | -$14.1B | $10.8B | $2.02B |
| Net margin | 22.4% | 22.8% | 16.3% | 20.7% | 21.1% | 23.0% |
| Revenue growth | +2.8% | +1.0% | -1.7% | +8.8% | +7.3% | — |
| Cash + short-term investments | $3.63B | $3.97B | $4.05B | $3.15B | $4.43B | — |
| Total debt | $13.5B | $15.0B | $18.8B | $23.3B | $25.1B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (STT)
P/E 13.3x · P/S 3.1x · P/FCF 22.8x · P/B 1.6x · FCF yield 4.38% · Earnings yield 7.50% · Dividend yield (paid, TTM) 2.51% · Buyback yield (TTM) 3.47%
P/E at fiscal year-ends: Dec 2025 12.7x, Dec 2024 11.0x, Dec 2023 13.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (STT)
5 of 80 tracked investors hold STT. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Yacktman Asset Management | 1.93% | $156M | Added +1.2% | |
| Bill Nygren | Oakmark Funds | 1.08% | $808M | Reduced -22.5% |
| Christopher Davis | Davis Advisors | 0.11% | $25.1M | Reduced -2.8% |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $5.7M | Reduced -99.0% |
| Richard Pzena | Pzena Investment Management | <0.01% | $209K | New position |
Analysts (STT)
Consensus Buy (mean 2.29 on a 1–5 scale), 17 analysts; mean target USD 192.3 (low 152, high 230).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | BMO Capital | Target lowered | Outperform | $200 → $185 |
| 2026-10-16 | Citigroup | Target lowered | Buy | $212 → $190 |
| 2026-10-15 | Truist Securities | Target lowered | Hold | $190 → $171 |
| 2026-10-15 | RBC Capital | Target lowered | Sector Perform | $196 → $175 |
| 2026-10-15 | Evercore ISI Group | Target lowered | Outperform | $200 → $185 |
| 2026-10-15 | Keefe, Bruyette & Woods | Target raised | Outperform | $220 → $230 |
| 2026-10-06 | Truist Securities | Target lowered | Hold | $191 → $190 |
| 2026-10-06 | BMO Capital | Target lowered | Outperform | $212 → $200 |
| 2026-10-05 | Citigroup | Target raised | Buy | $210 → $212 |
| 2026-10-02 | JP Morgan | Target raised | Neutral | $187 → $187.5 |
| 2026-08-04 | JP Morgan | Target raised | Neutral | $176.5 → $187 |
| 2026-07-20 | Evercore ISI Group | Target raised | Outperform | $186 → $200 |
Total return (dividends reinvested) (STT)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +49.9% | +97.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +50.1% | +14.6% |
| Volatility (annualized) | 24.2% | 29.0% |
| Max drawdown | -14.4% (Sep 2026→Oct 2026) | -40.1% (Jan 2022→Jun 2022) |
STT revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Investment Servicing | $3.24B | 80.1% | +14.0% |
| Investment Management | $806.0M | 19.9% | +29.0% |
| Total revenue | $4.05B | 100% | — |
STT revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Total fee revenue | $1.81B | 44.8% | +9.5% |
| — Account Servicing (part of Total fee revenue) | $1.47B | 36.3% | +12.6% |
| — Software services (part of Total fee revenue) | $166.0M | 4.1% | -14.0% |
| — Foreign exchange trading services (part of Total fee revenue) | $113.0M | 2.8% | +3.7% |
| — Securities finance (part of Total fee revenue) | $56.0M | 1.4% | +7.7% |
| — Other fee revenue (part of Total fee revenue) | $12.0M | 0.3% | — |
| Total revenue | $1.81B | 44.8% | +9.5% |
| Total revenue | $4.05B | 100% | — |
STT revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. | $2.23B | 55.2% | +13.1% |
| Non-U.S. | $1.81B | 44.8% | +23.1% |
| Total revenue | $4.05B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
Companies that name STT in their SEC reports
| Relationship to STT | Company | Filing | Sentence |
|---|---|---|---|
| partner | SS&C Technologies Holdings Inc (SSNC) | 10-K Feb 26, 2026 | “International Financial Data Services L.P. ("IFDS L.P.") is a 50% owned joint venture with State Street Corporation with operations in Canada.” |
STT company outlook (results filed Oct 14, 2026)
- “For 3Q26, State Street expects to publish its updates during the period beginning today and ending on or about November 9, 2026 and on or about November 14, 2026 for the liquidity coverage ratio.”
Quoted word-for-word from the SEC 8-K results press release.
STT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $3.63 | $3.55 | +2.2% | $4.07B | 12 |
| Next quarter (ends Mar 2027) | $3.36 | $3.33 | +0.9% | $4.09B | 9 |
| Current fiscal year (ends Dec 2026) | $13.81 | $13.66 | +1.1% | $15.92B | 14 |
| Next fiscal year (ends Dec 2027) | $15.51 | $15.25 | +1.7% | $16.81B | 15 |
STT options: expected move
Options price a move of about ±10.8% (±$18.10) by Jan 15, 2027, which includes earnings on Jan 15, 2027; the earnings reaction alone is priced at about ±4.4%. Over the last 7 reports the stock moved ±4% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 27.2% | ±6.2% |
| Dec 18, 2026 | 56 | 25.3% | ±8.1% |
| Jan 15, 2027 | 84 | 27.6% | ±10.8% |
| Feb 19, 2027 | 119 | 27.9% | ±12.8% |
| Mar 19, 2027 | 147 | 27.7% | ±14.2% |
| May 21, 2027 | 210 | 29.6% | ±17.9% |
| Jun 17, 2027 | 237 | 29.2% | ±18.7% |
| Sep 17, 2027 | 329 | 30.2% | ±22.7% |
30-day implied volatility 27% vs 19.3% realized over the last 30 trading days. Put/call ratio (volume) 0.18. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:36 UTC)
| Price | USD 167.84 |
|---|---|
| Change | ▼ 0.66% (down) |
| Previous Close | USD 168.95 |
| Open | USD 166.64 |
| Day Range | USD 165.54 – 170 |
| 52-Week Range | USD 111.63 – 195.93 |
| Volume | 1,766,827 shares |
| Market Cap | $46.11B |
| Exchange | NYQ |
Technical Analysis (STT)
Nexqual's technical model rates STT "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 08:36 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 28.29 (oversold) |
| vs SMA50 | Below (USD 182.38) |
| MACD | -4.33 (negative) |
Analyst Ratings (STT)
Wall Street analysts rate STT "Buy" based on 17 analysts, with a mean price target of USD 192.3 (range USD 152–230), per Nexqual as of October 23, 2026 at 08:36 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 17 |
| Mean Target | USD 192.3 |
| High Target | USD 230 |
| Low Target | USD 152 |
| Buy / Hold / Sell | 10 / 7 / 0 |
Earnings (STT)
| Next Earnings Date | 2027-01-15 |
|---|---|
| EPS Estimate | USD 3.63 |
| Revenue Estimate | $4.07B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 3.69 vs est 3.68 ▲ beat |
| 2026-06-30 | USD 3.65 vs est 3.34 ▲ beat |
| 2026-03-31 | USD 2.84 vs est 2.64 ▲ beat |
| 2025-12-31 | USD 2.97 vs est 2.84 ▲ beat |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Financials & Fundamentals (STT)
| Total Revenue | $15.50B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +13.30% |
| Gross Margin | +0.00% |
| Operating Margin | +34.63% |
| Profit Margin | +23.78% |
| ROE | +13.08% |
| Total Cash | $151.30B |
| Total Debt | $26.45B |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Financial Health Score (STT)
Nexqual rates State Street Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 08:36 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Solid — Net margin 19% (last 12 months); banks have no gross margin |
| Balance Sheet | N/A — Not comparable for banks: deposits and customer funds sit on the balance sheet, so cash vs debt does not measure safety (SEC industry: State Commercial Banks) |
| Cash Flow | N/A — Not meaningful for banks and lenders: lending and trading move operating cash flow by billions each year (SEC industry: State Commercial Banks) |
| Efficiency | Mixed — ROE 13%, ROA 1.0% |
Ownership (STT)
| Insider Ownership | +0.36% |
|---|---|
| Institutional Ownership | +95.69% |
| Shares Outstanding | 274.70M |
| Float | 257.67M |
| Short % of Float | +1.93% |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Leadership (STT)
State Street Corporation is led by Ronald Philip O'Hanley, CEO, President & Chairman, per Nexqual as of October 23, 2026 at 08:36 UTC.
| CEO, President & Chairman | Ronald Philip O'Hanley |
|---|---|
| Executive VP & CFO | John F. Woods |
| Executive VP & President of Investment Services | Joerg Ambrosius |
| Executive VP, President of State Street Alpha & Chairman of Asia Pacific | Mostapha Tahiri |
| President & CEO of State Street Investment Management | Yie-Hsin Hung |
Major Backers & Investors (STT)
Notable institutional backers of State Street Corporation include FMR, LLC, REGENTS OF THE UNIVERSITY OF CALIFORNIA, Fidelity, according to Nexqual as of October 23, 2026 at 08:36 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 5.06% |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 3.61% |
| Fidelity | 2.93% |
| Invesco | 2.39% |
| Harris Associates L.P. | 1.73% |
| Morgan Stanley | 1.72% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.77% |
| BlackRock | 8.88% |
| State Street | 4.93% |
| Geode Capital | 2.7% |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
From State Street Corporation's Latest SEC 10-K Filing (filed 2026-02-19)
Key Strengths & Strategy (as disclosed to the SEC)
- Our vision is to deliver digital asset solutions to our clients as a trusted provider of end-to-end capabilities across the asset servicing lifecycle on a secure, interoperable platform with multiple blockchain connectivity.
- Our approach is centered on skills that are aligned with our corporate strategy and designed to address the rapidly changing, technology-centric demands of the financial services industry.
Partnerships
- Compliance with the LCR has required that we maintain an investment portfolio that contains an adequate amount of HQLA.
Legal & Regulatory Risks (Item 1A, quoted)
- Basel III and Dodd-Frank Act
- Supervisory Stress Testing and Capital Planning
- Global and Non-U.S. Regulatory Requirements
- The evolving regulatory environment, including changes to existing regulations and the introduction of new regulations, may also contribute to decisions we may make to suspend, reduce or withdraw from existing businesses, activities, markets or initiatives.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| AMP | Ameriprise Financial, Inc. | USD 496.83 | ▲ 1.29% |
| ARES | Ares Management Corporation | USD 123.7 | ▲ 5.72% |
| APO | Apollo Global Management, Inc. | USD 114.83 | ▲ 2.81% |
| RJF | Raymond James Financial, Inc. | USD 159.19 | ▲ 2.25% |
| NTRS | Northern Trust Corporation | USD 165.82 | ▼ 0.65% |
| BAM | Brookfield Asset Management Inc | USD 47.64 | ▲ 3.45% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:36 UTC. This page is informational and not investment advice.
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