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 | — |
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| Servicing fee revenue to be installed in future periods | $335M | 2Q26 | — |
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| AUC/A | $54,515B | 1Q26 | — |
| AUM | $5,620B | 1Q26 | — |
| Pre-tax margin | 25.5% | 1Q26 | — |
| ROE | 11.6% | 1Q26 | — |
| Total operating leverage | 86 | 1Q26 | — |
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
|
$51.31B | +44.7% | +7.3% | 18.8 | 1.8% |
|
BLK
BlackRock, Inc.
|
$343.81B | -2.6% | +16.2% | 26.6 | 0.6% |
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BX
Blackstone Inc.
|
$96.57B | -14.7% | +9.2% | 33.3 | 3.2% |
|
BN
BROOKFIELD Corp /ON/
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$93.07B | -9.9% | — | — | 0.7% |
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KKR
KKR & Co. Inc.
|
$89.21B | -21.9% | -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 | -0.8% | +9.1% | +41.1% | +9.2% | +44.7% |
| SPY | -1.7% | +0.7% | +6.4% | -1.2% | +8.3% |
| vs SPY | +0.9% | +8.4% | +34.7% | +10.3% | +36.4% |
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.