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Upturn AI SWOT - About
STT 
State Street Corp (STT)
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Upturn Advisory Summary
12/03/2025: STT (4-star) is a STRONG-BUY. BUY since 145 days. Simulated Profits (30.41%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $130.14
1 Year Target Price $130.14
| 4 | Strong Buy |
| 4 | Buy |
| 7 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 34.34% | Avg. Invested days 57 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 34.30B USD | Price to earnings Ratio 12.83 | 1Y Target Price 130.14 |
Price to earnings Ratio 12.83 | 1Y Target Price 130.14 | ||
Volume (30-day avg) 16 | Beta 1.46 | 52 Weeks Range 71.77 - 122.69 | Updated Date 12/4/2025 |
52 Weeks Range 71.77 - 122.69 | Updated Date 12/4/2025 | ||
Dividends yield (FY) 2.62% | Basic EPS (TTM) 9.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.88% | Operating Margin (TTM) 32.75% |
Management Effectiveness
Return on Assets (TTM) 0.84% | Return on Equity (TTM) 11.15% |
Valuation
Trailing PE 12.83 | Forward PE 10.43 | Enterprise Value -48032124928 | Price to Sales(TTM) 2.52 |
Enterprise Value -48032124928 | Price to Sales(TTM) 2.52 | ||
Enterprise Value to Revenue 1.55 | Enterprise Value to EBITDA - | Shares Outstanding 279312436 | Shares Floating 264036839 |
Shares Outstanding 279312436 | Shares Floating 264036839 | ||
Percent Insiders 0.43 | Percent Institutions 96.27 |
Upturn AI SWOT
State Street Corp
Company Overview
History and Background
State Street Corporation was founded in 1792 in Boston, Massachusetts, as Union Trust Company. It has evolved from a traditional bank to a leading provider of financial services to institutional investors worldwide.
Core Business Areas
- Investment Servicing: Provides core custody, fund accounting, securities lending, and performance measurement services to institutional clients.
- Investment Management: Offers investment management strategies and products to institutional and individual investors through State Street Global Advisors (SSGA).
- Investment and Wealth Management: Offers wealth management products and services.
Leadership and Structure
Ronald P. Ou2019Hanley serves as Chairman and Chief Executive Officer. The company operates with a global organizational structure, segmented by business line and geography.
Top Products and Market Share
Key Offerings
- Custody Services: State Street is one of the world's largest custodians of financial assets. Market share data fluctuates, but they are consistently among the top 3 global custodians. Competitors include BNY Mellon and JP Morgan Chase. Revenue from custody services is significant, forming a large proportion of State Street's investment servicing revenue.
- Exchange Traded Funds (ETFs): State Street Global Advisors (SSGA) manages a wide range of ETFs, including the SPDR S&P 500 ETF Trust (SPY). SSGA holds significant ETF market share. Competitors include BlackRock (iShares) and Vanguard. Assets Under Management within ETFs contribute significantly to their Investment Management revenue.
- Fund Accounting: Provides accounting and administration services to mutual funds, hedge funds, and other investment vehicles. Competitors include BNY Mellon and Citco.
Market Dynamics
Industry Overview
The financial services industry is characterized by increasing regulation, technological disruption, and a focus on cost efficiency. Institutional investors are demanding more sophisticated investment solutions and data analytics.
Positioning
State Street is a leading player in the asset servicing and investment management industry, with a strong reputation for reliability and innovation. Their competitive advantage lies in their global scale, technology platform, and expertise in servicing complex investment strategies.
Total Addressable Market (TAM)
The global asset servicing market is estimated to be in the trillions of dollars. State Street is positioned to capture a share of this TAM through its established client base and expanding service offerings.
Upturn SWOT Analysis
Strengths
- Global scale and presence
- Strong brand reputation
- Diversified revenue streams
- Long-standing client relationships
- Technological capabilities
Weaknesses
- Exposure to market volatility
- Dependence on institutional clients
- Regulatory compliance costs
- Operational risks
- Pressure on fees
Opportunities
- Growth in emerging markets
- Increasing demand for outsourcing
- Adoption of new technologies
- Expansion of product offerings
- Acquisitions and partnerships
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
- Geopolitical instability
Competitors and Market Share
Key Competitors
- BK
- JPM
- BLK
Competitive Landscape
State Street has a large global presence and diverse range of offerings. BNY Mellon (BK) is a strong competitor in custody and asset servicing. BlackRock (BLK) dominates the ETF market.
Major Acquisitions
Brown Brothers Harriman Investor Services
- Year: 2021
- Acquisition Price (USD millions): 3500
- Strategic Rationale: To expand custody and fund administration capabilities, enhance geographic coverage, and realize cost synergies.
Growth Trajectory and Initiatives
Historical Growth: Historical revenue and earnings data are needed to analyze State Street Corp's growth trends over the past years.
Future Projections: Analyst estimates and financial models are required to provide projections for State Street Corp's future growth.
Recent Initiatives: State Street has focused on digitalization, cost efficiency, and expanding its product offerings, particularly in alternative investments and data analytics.
Summary
State Street is a major player in asset servicing and investment management. Its strengths lie in its global scale and strong brand. Challenges include market volatility and competition. Recent acquisitions should boost long-term growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
- Public News Sources
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary. Financial data requires further population for a complete financial overview.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About State Street Corp
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1986-07-09 | CEO & Chairman Mr. Ronald Philip O'Hanley | ||
Sector Financial Services | Industry Asset Management | Full time employees 51564 | Website https://www.statestreet.com |
Full time employees 51564 | Website https://www.statestreet.com | ||
State Street Corporation provides various financial products and services to institutional investors. The company offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. It also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, the company offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; SPDR ETFs and index funds; and defined benefit, defined contribution, and outsourced chief investment officer services. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, investment managers, foundations, and endowments. It has a strategic alliance with UC Investments to expand access to wealth-building tools for individuals. The company was founded in 1792 and is headquartered in Boston, Massachusetts.
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