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STT · State Street Corp

Track STT — free
Market Cap
$52.87B
Shares
274.70M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$191.30 Open$191.43 Day$190.83–192.90 52W close$110.49–194.26 Avg vol 30d1.4M Short int4.7M · 1.7% float · 3.5d Short vol43% Last earningsOct 14, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 14, 2026 Scheduled · in 5 wks
filed Jul 30, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$15.06B
Trailing 12 months
Net income (TTM)
$3.46B
Trailing 12 months
Revenue growth YoY
+17.4%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
16.9
Trailing earnings · reciprocal yield 5.9%
FCF yield
3.8%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
1.8%
Trailing 12 months
Shares change YoY
-3.2%
Year over year · fewer shares
Price change (1Y)
+71.3%
Trailing year
Short interest
1.7%
Latest settlement · 3.5 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bearish Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 17.8 · elevated Equity put/call 0.60
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +27%
above
Price vs 50-day avg +3%
above
RSI (14) 54
neutral
MACD trend Negative
52-week position 96%
near high
Momentum
relative strength
Very Strong
1-month return +1%
trailing
6-month return +58%
trailing
YTD return +48%
this year
Relative strength +43%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $186 › 200d $150 — 50d above 200d
Institutional flow Distributing
-47% holders QoQ · +124 funds added
Insider flow Distributing
Net -$90.6K over 90 days · 100% sells
Short interest Rising
1.70% of float · ▲ +0.5% MoM · 3.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
1,271 holders — near 3-yr low, contrarian setup
Squeeze score 46
elevated · 0–100
Fundamentals
Strong
Revenue growth +7%
Y/Y
EPS growth +14%
Y/Y
Free cash flow $10.8B
Valuation P/E 17
below peers
Buyback $5.0B
authorized
Balance sheet $20.7B
net debt
Quant / Vol
risk profile
Very Low
Volatility 25%
annualized · 1-yr
Max drawdown −12%
past year
ATR 2.1%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jul 16, 2026
full year 2026
NII growth Non-GAAP Initiated 14% – 15%
Expense growth Non-GAAP Initiated 8%
Effective tax rate Initiated 22%
Pre-tax margin Non-GAAP Initiated 32%
Total payout ratio Initiated 80%
2026
Fee revenue growth 12% – 13%
medium term
Tier 1 leverage ratio 5.25% – 5.75%
over the medium term
Pre-tax margin 35%
by 2029
Transformation program $250M
Prior guidance period ended · from the Earnings Call filed Dec 31, 2021
Fee revenue · full year 2022 3% – 4%
Servicing fees · full year 2022 2% – 3%
Fee revenue · first quarter 2022 2% – 3%
Management fees · first quarter 2022 8% – 9%
Expenses ex-notables · full year 2022 1.5% – 2%
NII · full year 2022 10% – 12%
NII · first quarter 2022 3% – 4%
Effective tax rate · 2022 17% – 19%
Growth saves · full year 2022 3% – 4%
Total fee revenue · the year 3% – 4%
Servicing fee tailwind · 2022 at least 2%
EBIT growth · 2021 to 2022 25%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+27% Bullish
Price vs 50-day avg
+3% Bullish
RSI (14)
54 Neutral
MACD trend
Negative Bearish
52-week position
96% Bullish
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) No cross
50d $186 › 200d $150 — 50d above 200d
Institutional flow Distributing
-47% holders QoQ · +124 funds added
Insider flow Distributing
Net -$90.6K over 90 days · 100% sells
Short interest Rising
1.70% of float · ▲ +0.5% MoM · 3.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
1,271 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $110 Now $191 · 96% Range high $194
vs 200-day avg +27% vs 50-day avg +3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
STT
State Street Corp
this stock
$52.87B +48.3% +7.3% 17.0 1.7%
BLK
BlackRock, Inc.
$350.83B -0.7% +16.2% 25.9 0.6%
BX
Blackstone Inc.
$96.46B -18.6% +9.2% 28.8 2.9%
KKR
KKR & Co. Inc.
$90.54B -20.9% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$85.32B -17.1% 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
1,271
% held
109.8%
Net QoQ
-1.1B sh
Top holder
CITADEL ADVISORS LLC
Held Float
View
Held by Funds
Fund positions
925
View
Short & Settlement
Short Interest Rising
Shares short
4.7M
Days to cover
3.5d
Change
+22.5K sh
View
Short Volume
Short vol %
43%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
42
Value
$8.0K
As of
Aug 13, 2026
View
Off-Exchange
Off-exchange %
46.5%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$90.6K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Jake Auchincloss
Amount
$15.0K–$50.0K
Traded
May 18, 2026
View
Financials
Financials
Revenue (FY)
$13.9B
Net income (FY)
$2.9B
EPS diluted
$9.40
View
Buybacks
Authorized
$5.0B
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 12, 2026
This year
16
View
Proposed Sales
Value
$96.1K
Shares
500
Filed
Aug 31, 2026
View
Earnings & Events
Earnings Calls Upcoming
Next call
Sep 14, 2026
Last call
Jul 16, 2026
View
Investor Relations
Latest news
State Street Investment Managemen…
Published
Sep 2, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
STT +0.7% +0.6% +58.2% 0.0% +48.3%
SPY -1.0% -1.9% +14.9% -1.2% +11.1%
vs SPY +1.6% +2.5% +43.3% +1.2% +37.2%

Capital returns

Latest dividend
$0.84 / share · ex Jul 1, 2026
Declared · upcoming
$0.92 / share · ex Oct 1, 2026
Raised 10.5%
Paid (TTM)
$3.36 / share · 4 payouts
Dividend yield (TTM, derived)
1.76%
Buyback program · as of Jan 19, 2024
Authorized
$5.00B
Spent (derived)
Remaining

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.

Key facts CIK 93751 CUSIP 857477103 13F (30d) 446 filings 432 filers Visit website Investor relations