STT · State Street Corp
$170.62
+2.79 (+1.66%)
At close · Oct 26
Return incl. dividend (before tax)
Market Cap
$47.00B
Shares
274.70M
Volume · Oct 26
549.44K
Avg daily vol (3M)
1.9M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$167.83
Open$166.37
Day$165.57–168.82
52W close$112.84–194.26
Avg vol 30d2.4M
Short int5.3M · 1.9% float · 2.1d
Short vol37%
Last earningsOct 14, 2026
DataJan 2020–Oct 2026
Filing10-Q · Jul 30
Up next
Next earnings call
Jan 13, 2027
Est · unconfirmed
· in 11 wks
filed Jul 30, 2026
call held Oct 14, 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)
14.8
Trailing earnings · reciprocal yield 6.8%
FCF yield
4.4%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$21.41B
Latest balance sheet
Dividend yield
2.0%
Trailing 12 months
Shares change YoY
-3.2%
Year over year · fewer shares
Price change (1Y)
+46.4%
Trailing year
Short interest
1.9%
Latest settlement · 2.1 days to cover
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Neutral
Momentum
Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very Low
Market backdrop
VIX 19.5 · elevated
Equity put/call 0.67
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+6%
above
Price vs 50-day avg
−8%
below
RSI (14)
33
neutral
MACD trend
Negative
52-week position
68%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−7%
trailing
6-month return
+13%
trailing
YTD return
+30%
this year
Relative strength
+8%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $182 › 200d $158 — 50d above 200d
Institutional flow
Accumulating
792 of 2,540 funds reported for Sep 30 · net +3.0M sh shares · +45 new
Insider flow
Distributing
Net -$90.6K over 90 days · 100% sells
Short interest
Rising
1.93% of float · ▲ +0.9% MoM · 2.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
2,540 holders — near 3-yr high, broad support
Squeeze score
44
elevated · 0–100
Fundamentals
Revenue growth
+7%
Y/Y
EPS growth
+14%
Y/Y
Free cash flow
$10.8B
Valuation
P/E 15.1
below peers
Buyback
$5.0B
authorized
Balance sheet
$20.7B
net debt
Quant / Vol
risk profile
Volatility
24%
annualized · 1-yr
Max drawdown
−15%
past year
ATR
2.6%
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 8-K filed Oct 14, 2026
Fee Revenue
· FY2026 Updated Outlook
Non-GAAP
Raised
13% – 14%
Jan 16, 2026
4% – 6%
changed to
Oct 14, 2026
13% – 14%
NII
· FY2026 Updated Outlook
Non-GAAP
15% – 16%
Expenses
· FY2026 Updated Outlook
Non-GAAP
Raised
8% – 8.5%
Jul 16, 2026
8%
changed to
Oct 14, 2026
8% – 8.5%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+6%
Bullish
Price vs 50-day avg
−8%
Bearish
RSI (14)
33
Neutral
MACD trend
Negative
Bearish
52-week position
68%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $182 › 200d $158 — 50d above 200d
Institutional flow
Accumulating
792 of 2,540 funds reported for Sep 30 · net +3.0M sh shares · +45 new
Insider flow
Distributing
Net -$90.6K over 90 days · 100% sells
Short interest
Rising
1.93% of float · ▲ +0.9% MoM · 2.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
2,540 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $113
Now $168 · 68%
Range high $194
vs 200-day avg +6%
vs 50-day avg -8%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| ARR | $442M | Q3 2026 | — |
| AUC/A | $59.17T | 3Q26 | — |
|
|
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| AUC/A to be installed | $2.98T | 3Q26 | — |
| AUM | $6.31T | 3Q26 | — |
| Average securities on loan | $464.54B | 3Q26 | — |
| Ending balance | $166M | 3Q26 | — |
| ETF Total Flows, net | 69B | 3Q26 | — |
| Interest-earning assets | $305B | Q3 2026 | — |
| Liquidity coverage ratio | 106% | 3Q26 | — |
| Net interest margin (FTE) non-GAAP | 1.12% | 3Q26 | — |
|
|
|||
| New servicing AUC/A wins | $429B | 3Q26 | — |
| New servicing fee revenue wins | $68M | 3Q26 | — |
| Pre-tax margin | 34.6% | 3Q26 | — |
| ROTCE non-GAAP | 25.1% | 3Q26 | — |
| Servicing fee revenue to be installed | $332M | 3Q26 | — |
| Standardized CET1 ratio | 11% | 3Q26 | — |
| Supplementary leverage ratio (SLR) | 6.4% | 3Q26 | — |
| Tier 1 leverage ratio | 5.5% | 3Q26 | — |
| Total capital return | $651M | Q3 2026 | — |
|
|
|||
| Uninstalled revenue backlog | $144M | Q3 2026 | — |
| aggregate cost | $400M | second quarter of 2026 filing | — |
| average cash balances in excess of regulatory requirements governing deposits with the Federal R | $99.45B | quarter ended June 30, 2026 filing | — |
| average daily LCR | 107% | quarter ended June 30, 2026 filing | — |
| average fair value of total unencumbered securities | $86.87B | quarter ended June 30, 2026 filing | — |
| average HQLA, post-prescribed haircuts | $111.55B | quarter ended June 30, 2026 filing | — |
| average interest rates | 3.77% | three months ended June 30, 2026 filing | — |
| Average investment securities | 108.63B | three months ended June 30, 2026 filing | — |
| Average loans | 50.08B | three months ended June 30, 2026 filing | — |
| Average loans excluding overdrafts | 45.71B | three months ended June 30, 2026 filing | — |
| Average long-term debt | 25.91B | three months ended June 30, 2026 filing | — |
| Average other interest-bearing liabilities | 5.38B | three months ended June 30, 2026 filing | — |
| Average other interest-earning assets | 34.04B | three months ended June 30, 2026 filing | — |
| Average other short-term borrowings | 4.18B | three months ended June 30, 2026 filing | — |
| average per share cost | $159.63 | second quarter of 2026 filing | — |
| Average total interest-bearing deposits | 240.84B | three months ended June 30, 2026 filing | — |
| Average total interest-earning assets | 305.41B | three months ended June 30, 2026 filing | — |
| broadly syndicated CLO loans | 0.94B | the second quarter of 2026 filing | — |
| CLO loans | 1.14B | the second quarter of 2026 filing | — |
| common stock repurchases | 2.5M | second quarter of 2026 filing | — |
| Interest rate spread | 0.86% | three months ended June 30, 2026 filing | — |
| Interest-bearing deposits with banks | 103.68B | three months ended June 30, 2026 filing | — |
| Management fees generated outside the United States | 23% | three months ended June 30, 2026 filing | — |
| middle market CLO loans | 0.2B | the second quarter of 2026 filing | — |
| newly announced investment servicing mandates | 384B | second quarter of 2026 filing | — |
| Number of employees at quarter-end | 50,596 | Three Months Ended June 30 filing | — |
| onboarded AUC/A | 228B | second quarter of 2026 filing | — |
| Proceeds from sales of AFS securities | 1.49B | the three months ended June 30, 2026 filing | — |
| repositioning charge | 89M | first quarter of 2026 filing | — |
| return on equity | 16.7% | second quarter of 2026 filing | — |
| Securities purchased under resale agreements | 8.13B | three months ended June 30, 2026 filing | — |
| Servicing fees generated outside the United States | 50% | three months ended June 30, 2026 filing | — |
| three month average of our total stressed VaR-based measure | 65M | quarter ended June 30, 2026 filing | — |
| Total deposits | 270.35B | three months ended June 30, 2026 filing | — |
| total loans sold | 496M | the second quarter of 2026 filing | — |
| Total Stressed VaR | 64.8M | Three Months Ended June 30, 2026 filing | — |
| Total VaR | 9.19M | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
STT
this stock
State Street Corp
|
$47.00B | +30.1% | +7.3% | 15.1 | 1.9% |
|
BLK
BlackRock, Inc.
|
$363.38B | +4.5% | +16.2% | 26.8 | 0.6% |
|
BX
Blackstone Inc.
|
$88.55B | -23.5% | +9.2% | 26.5 | 3.0% |
|
BN
BROOKFIELD Corp
|
$84.76B | -17.3% | — | — | 1.0% |
|
KKR
KKR & Co. Inc.
|
$81.99B | -28.3% | -11.0% | — | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
SEC Filings
Latest
8-K
- Filed
- Oct 20, 2026
- This year
- 24
State Street Corporation issued $750,000,000 of Fixed-to-Floating Rate Senior Notes due 2037. State Street Bank and Trust Company issued $500,000,000 of Floating Rate Senior Notes due 2028 and $750,000,000 of 5.147% Senior Notes due 2028.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| STT | +1.3% | -7.5% | +13.3% | -3.9% | +30.1% |
| SPY | -0.4% | -1.5% | +5.8% | -0.4% | +11.5% |
| vs SPY | +1.7% | -6.0% | +7.5% | -3.5% | +18.6% |
Capital returns
Latest dividend
$0.92
/ share · ex Oct 1, 2026
Paid (TTM)
$3.44
/ share · 4 payouts
Dividend yield (TTM, derived)
2.05%
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)
333 filings
320 filers
Visit website
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