STT · State Street Corp
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| AUC/A to be installed in future periods | $2.9 | 2Q26 | — |
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| New servicing AUC/A wins | $384B | 2Q26 | — |
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| New servicing fee revenue wins | $87M | 2Q26 | — |
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| Return on average tangible common equity (ROTCE) non-GAAP | 25.5% | 2Q26 | — |
| Servicing fee revenue to be installed in future periods | $335M | 2Q26 | — |
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| AUC/A | $54,515B | 1Q26 | — |
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| AUM | $5,620B | 1Q26 | — |
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| Pre-tax margin | 25.5% | 1Q26 | — |
| ROE | 11.6% | 1Q26 | — |
| ROTCE non-GAAP | 17.6% | 1Q26 | — |
| Total operating leverage | 86 | 1Q26 | — |
| Pre-tax margin (ex-notables) non-GAAP | 30.7% | FY2025 | — |
| ROE (ex-notables) non-GAAP | 13.9% | FY2025 | — |
| ROTCE (ex-notables) non-GAAP | 21.5% | FY2025 | — |
| Total Operating Leverage (ex-notables) non-GAAP | 105 | FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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STT
this stock
State Street Corp
|
$51.11B | +45.0% | +7.3% | 18.8 | 1.8% |
|
BLK
BlackRock, Inc.
|
$345.92B | -0.2% | +16.2% | 26.7 | 0.6% |
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BX
Blackstone Inc.
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$98.51B | -13.0% | +9.2% | 34.0 | 3.2% |
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BN
BROOKFIELD Corp /ON/
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$93.99B | -8.0% | — | — | 0.7% |
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KKR
KKR & Co. Inc.
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$91.25B | -20.1% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| STT | +1.2% | +8.9% | +42.1% | +9.4% | +45.0% |
| SPY | -0.6% | +0.7% | +6.8% | -1.0% | +8.4% |
| vs SPY | +1.8% | +8.3% | +35.3% | +10.5% | +36.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.