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StockMarketAgent Research · Analyzed 2026-10-02
Our latest published analysis: STT rated Hold
State Street Corporation's published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
The base case represents the modal expected path, where State Street executes on steady organic growth across core Investment Servicing ($6,681M in FY2025) and Investment Management ($2,568M). Pretax margin expands toward management's 32% objective, driven by positive operating leverage and $750M in productivity initiatives, partially offset by planned expense growth of roughly 8%. Capital intensity steps down gradually from 1.9x D&A toward 10% reinvestment of NOPAT, while disciplined share buybacks continue at ~$1.2B annually. Discounted at a moderate cost of equity of 10.163% and anchored on a 12.0x exit multiple, this yields the house Fair value of $174.77.
Revenue growth is projected at 14.06% in FY2026 ($15,905M), 4.98% in FY2027 ($16,697M), 4.5% in FY2028, 4.0% in FY2029, and 3.5% in FY2030.
Operating margin improves from 26.76% in FY2025 through FY2026 and stabilizes across FY2028-FY2030.
Reinvestment rate steps down from 16.0% in FY2026 to 14.0% in FY2027 and reaches a terminal 10.0% by FY2029-FY2030.
Diluted EPS tracks consensus estimates: $13.73 in FY2026 and $15.40 in FY2027, reaching $18.51 by FY2030.
Share repurchases contract diluted share count by 3.0% in FY2026, tapering to 1.0% in FY2030.
Effective operating tax rate is held constant at 19.76%, and exit terminal multiple is set at 12.0x.
Bull15%
Price target
$214.28
+21.5% from spot
Under the bull case, accelerating institutional asset velocity and robust global market appreciation expand custody assets under management and administration, lifting Investment Servicing fee growth toward high single digits. Accelerated adoption of front-to-back Alpha solutions and digital ecosystem offerings—including tokenized money market fund administration and stablecoin reserve servicing, —enhances client retention and wallet share. Concurrently, capital expenditures normalize rapidly from peak levels toward historical maintenance rates, driving operating margins above 28% and supporting share repurchases exceeding $1.5B annually. This operational momentum supports intrinsic valuation reaching Potential value at $214.28.
Revenue growth expands at 14.1% in FY2026 and sustains 6.0% to 7.0% through FY2028-FY2030, exceeding consensus FY2027 revenue expectations of $16,768M.
Sensitivity: Ke × terminal growth
The highlighted cell is Fair value when every assumption sits at its base level ($174.77). Each row and column shows what Fair value becomes when one assumption moves.
Ke ↓ / g →
2.0%
2.3%
2.5%
2.8%
3.0%
9.2%
$186
$190
$193
$197
$201
9.7%
$178
$180
$183
$186
$190
10.2%
$170
$172
$175
$177
$180
10.7%
$163
$165
$167
$170
$172
11.2%
$157
$158
$160
$162
$165
Scorecard
Published factor rows and weighted composite
Calendar
Next earnings
Upcoming earnings date and setup when available.
Upcoming
DateLoading
Window—
EPS estimate—
Revenue estimate—
Sector percentile context
Refreshed 2026-10-28 19:55 UTC
Forward P/E11.9
P25 n/aP50 n/aP75 n/a
Trailing P/E15.4
P25 n/aP50 n/aP75 n/a
ROE13.1
P25 n/aP50 n/aP75 n/a
ROICn/a
P25 n/aP50 n/aP75 n/a
Benchmarks · 1M
All STT indicators
Market & fundamental data
Available fields
240
Groups with data
10
Currency
USD
Showing 240 of 240 available metrics for this ticker.
Profile and market data
Ticker identity, listing, currency, market cap, and source dates.
40
Metric
Value
Amount currency
USD
CIK code
0000093751
Company name
State Street Corporation
Country
United States
Country code
US
CUSIP number
857477103
Earnings date
2026-10-14
Earnings time
bmo
Employees
51,119
Employees change
-445
Employees growth
-0.86%
Enterprise value
$-77.5B
Exchange
NYSE
Financial currency
USD
Financial report date
2026-09-30
First seen
2026-05-09
Fiscal year end
December
Founded
1792
In index
SP500
Industry
Asset Management
Is primary listing
Yes
Is SPAC
No
ISIN number
US8574771031
Last 10-K release date
2026-02-19
Last earnings date
2026-10-14
Last refreshed
2026-10-28
Last stock split date
2001-05-31
Last stock split type
Forward
Market cap
$47.3B
Market cap category
Large-Cap
Next earnings date
2027-01-15
Options
Yes
Price
$173.48
Price currency
USD
Sector
Financials
SIC code
6022
Stock price date
2026-10-28
Symbol
STT
U.S. state
Massachusetts
Website
https://www.statestreet.com
Valuation
Multiples, yields, enterprise-value ratios, and valuation checks.
24
Metric
Value
Adjusted P/E ratio
13.19x
Average P/E ratio (10Y)
12.4x
Average P/E ratio (3Y)
12.75x
Average P/E ratio (5Y)
11.72x
Earnings yield
7.05%
FCF / EV yield
-2.61%
FCF yield
4.26%
Forward P/E
11.39x
Forward P/S
2.86x
Graham number
157.71244
Graham upside
-9.23%
Industry forward P/E
12.81x
Industry P/E
27.36x
Lynch fair value
$91.14
Lynch upside
-47.55%
P/B ratio
1.89x
P/E ratio
14.18x
P/FCF ratio
23.48x
P/OCF ratio
13.65x
P/S ratio
3.06x
PEG ratio
0.62x
Price / tangible book value
3x
Sector forward P/E
13.61x
Sector P/E
15.68x
Profitability
Margins, returns on capital, cash conversion, and quality metrics.
14
Metric
Value
Effective tax rate
20.99%
FCF margin
13.44%
Operating margin
33.18%
Pretax margin
30.1%
Profit margin
23.78%
Profit per employee
$67,470
Profitable quarters
68
Profitable years
16
Revenue per employee
$303,116
ROA
0.95%
ROA (5Y)
0.81%
ROE
13.08%
ROE (5Y)
10.11%
Tax / revenue
6.32%
Growth
Revenue, earnings, cash-flow, and forward growth indicators.
26
Metric
Value
EPS growth
29.63%
EPS growth (Q)
32.73%
EPS growth (QoQ)
1.1%
EPS growth 10Y
9.61%
EPS growth 3Y
21.03%
EPS growth 5Y
12.51%
EPS growth quarters
2
EPS growth years
2
FCF growth 3Y
-34%
Net income growth
23.62%
Net income growth (Q)
26.6%
Net income growth (QoQ)
0.39%
Net income growth 3Y
13.72%
Net income growth 5Y
7.45%
Net income growth quarters
2
Net income growth years
2
OCF growth 10Y
-8.16%
OCF growth 3Y
-23.6%
Revenue growth
13.72%
Revenue growth (Q)
13.35%
Revenue growth (QoQ)
-0.99%
Revenue growth 10Y
4.26%
Revenue growth 3Y
8.83%
Revenue growth 5Y
5.39%
Revenue growth quarters
10
Revenue growth years
2
Financial statements
Income-statement and cash-flow amounts, totals and per share.
13
Metric
Value
Capital expenditures
$-1.5B
EPS
$12.23
FCF per share
$7.40
Financing cash flow
$25B
Free cash flow
$2B
Gross profit
$15.5B
Income taxes
$979M
Investing cash flow
$-28.2B
Net borrowing
$-7.6B
Net cash flow
$270M
Net income
$3.4B
Operating income
$5.1B
Revenue
$15.5B
Financial strength
Debt, cash, solvency, accounting-quality, and balance-sheet signals.
19
Metric
Value
Book value per share
$90.37
Debt / equity
0.92
Debt / FCF
13.1
Goodwill
$8.1B
Net cash (debt)
$124.9B
Net cash / market cap
263.37%
Net cash growth
46.26%
Net debt / equity
-4.35
Net debt / FCF
-61.84
Piotroski F-Score
4
Property, plant and equipment
$4.3B
Shareholders' equity
$28.7B
Tangible book value
$15.8B
Tangible book value per share
$57.90
Total assets
$403.3B
Total cash
$151.3B
Total debt
$26.4B
Total liabilities
$374.6B
WACC
7.73%
Liquidity
Current-asset coverage and working-capital efficiency metrics.
1
Metric
Value
Working capital
$-193.3B
Dividends and buybacks
Dividend yield, payout, buybacks, and shareholder-yield indicators.
16
Metric
Value
Buyback yield / dilution
3.41%
Dividend growth
10.26%
Dividend growth (10Y)
9.41%
Dividend growth (3Y)
10.06%
Dividend growth (5Y)
10.06%
Dividend growth years
1
Dividend payment date
2026-10-13
Dividend payment years
56
Dividend payout frequency
Quarterly
Dividend per share
$3.68
Dividend yield
2.12%
Ex-dividend date
2026-10-01
FCF payout ratio
49.73%
Last dividend
$0.92
Payout ratio
30.08%
Shareholder yield
5.53%
Performance and technicals
Returns, volatility, beta, momentum, RSI, and moving-average context.
77
Metric
Value
10Y price change
144.58%
10Y return CAGR
12.53%
10Y total return
225.44%
150-day SMA
$168.87
15Y price change
313.44%
15Y return CAGR
12.75%
15Y total return
504.75%
1D price change
1.52%
1M price change
-4.49%
1M total return
-3.99%
1W price change
3.97%
1W total return
3.97%
1Y price change
47.99%
1Y return CAGR
51.54%
1Y total return
51.5%
20-day SMA
$171.34
200-day SMA
$158.53
20Y price change
174.86%
20Y return CAGR
7.47%
20Y total return
322.07%
3M price change
-6.21%
3M total return
-5.71%
3Y price change
175.21%
3Y return CAGR
44.4%
3Y total return
201.14%
50-day SMA
$180.68
50-day SMA vs 200-day SMA
50over200
52-week high
$195.93
52-week high date
2026-08-27
52-week low
$111.63
52-week low date
2025-11-18
5Y price change
79.96%
5Y return CAGR
16.06%
5Y total return
110.55%
6M price change
12.45%
6M total return
13.61%
All-time high
$195.93
All-time high date
2026-08-27
All-time low
$0.96
All-time low date
1984-07-19
Average true range (ATR)
$4.19
Average volume
2.2M
Beta (1Y)
0.87
Beta (2Y)
1.08
Beta (5Y)
1.42
Change from 52-week high
-11.46%
Change from 52-week low
55.41%
Change from all-time high
-11.61%
Change from all-time low
17,850.87%
Change from open
0.64%
Day's gap
0.87%
Dollar volume
$235M
High price
$174.41
Low price
$171.99
Monthly RSI
72.53
Open price
$172.38
Position in 52-week range
61.57%
Premarket change
0.01%
Premarket close
$170.89
Premarket price
$170.91
Previous close
$170.89
Price vs 150-day SMA
2.56%
Price vs 20-day SMA
1.08%
Price vs 200-day SMA
9.25%
Price vs 50-day SMA
-4.15%
Relative volume
0.62
RSI
49.01
Sharpe ratio
1.68
Sharpe ratio (3Y)
1.43
Sharpe ratio (5Y)
0.49
Sortino ratio
2.7
Sortino ratio (3Y)
2.28
Sortino ratio (5Y)
0.87
Volume
1.4M
Weekly RSI
53.83
YTD price change
34.25%
YTD total return
37.43%
Ownership and float
Institutional, insider, float, short-interest, and share-count fields.
10
Metric
Value
Float
257.7M
Float percentage
94.45%
Shares change (QoQ)
-0.63%
Shares change (YoY)
-3.41%
Shares held by insiders
0.48%
Shares held by institutions
95.49%
Shares outstanding
272.8M
Short % of float
2.06%
Short % of shares
1.94%
Short ratio
2.6 days
Deeper analysis on STT
14 sections in the full report · jump straight to what you need
Quote this valuation with its source: Fair value, Potential value and the price at analysis.
Frequently asked questions
About this STT report
What is the latest published STT stock rating?
State Street Corporation is shown with Hold in the latest published report, analyzed 2026-10-02. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.
Where can I read the full STT analysis?
The full latest published report, analyzed 2026-10-02, lives at /stocks/STT/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.
What fair value is used for STT?
The latest published report analyzed 2026-10-02 gives STT a fair value of USD 175 and a potential value of USD 214. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.
How often is the STT page updated?
The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-02). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.
A classificação que a edição de pesquisa publicada em cada mês trazia. Uma classificação compara o preço na data da análise com o valor justo; não é um registro de se a avaliação se confirmou.
