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State Street Corp (STT)

Upturn stock ratingUpturn stock rating
$115.24
Last Close (24-hour delay)
Profit since last BUY23.4%
upturn advisory
Strong Buy
BUY since 78 days
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

08/28/2025: STT (3-star) is a STRONG-BUY. BUY since 78 days. Profits (23.40%). Updated daily EoD!

Upturn Star Rating

rating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

16 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $115.11

1 Year Target Price $115.11

Analysts Price Target For last 52 week
$115.11 Target price
52w Low $72.29
Current$115.24
52w High $116.37

Analysis of Past Performance

Type Stock
Historic Profit 28%
Avg. Invested days 48
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 32.59B USD
Price to earnings Ratio 12.91
1Y Target Price 115.11
Price to earnings Ratio 12.91
1Y Target Price 115.11
Volume (30-day avg) 16
Beta 1.5
52 Weeks Range 72.29 - 116.37
Updated Date 08/28/2025
52 Weeks Range 72.29 - 116.37
Updated Date 08/28/2025
Dividends yield (FY) 2.62%
Basic EPS (TTM) 8.9

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 21.39%
Operating Margin (TTM) 27.65%

Management Effectiveness

Return on Assets (TTM) 0.81%
Return on Equity (TTM) 10.95%

Valuation

Trailing PE 12.91
Forward PE 11.75
Enterprise Value -51667079168
Price to Sales(TTM) 2.45
Enterprise Value -51667079168
Price to Sales(TTM) 2.45
Enterprise Value to Revenue 1.77
Enterprise Value to EBITDA -
Shares Outstanding 283695008
Shares Floating 268021174
Shares Outstanding 283695008
Shares Floating 268021174
Percent Insiders 0.43
Percent Institutions 93.46

ai summary icon Upturn AI SWOT

State Street Corp

stock logo

Company Overview

overview logo History and Background

State Street Corporation was founded in 1792 as Union Bank, later State Street Bank. It evolved from commercial banking to focus on financial services, particularly custody, fund administration, and investment management. It has grown through organic growth and acquisitions to become a leading global provider of financial services to institutional investors.

business area logo Core Business Areas

  • Investment Servicing: Provides a range of services including custody, fund accounting, securities lending, and performance measurement to institutional investors.
  • Investment Management: Offers investment management strategies and products through State Street Global Advisors (SSGA), including ETFs (SPDRs) and actively managed funds.

leadership logo Leadership and Structure

Ronald P. O'Hanley serves as the Chairman and CEO. The company is structured with various executive leadership teams overseeing specific business units and functions.

Top Products and Market Share

overview logo Key Offerings

  • Custody Services: Safeguarding and servicing clients' investment assets. State Street is one of the largest custodians globally. Competitors include BNY Mellon and JPMorgan Chase. Market share is estimated to be around 12% globally.
  • SPDR ETFs: A leading provider of Exchange Traded Funds (ETFs). SSGA manages the SPDR portfolio. Competitors include BlackRock (iShares) and Vanguard. Market share in the US ETF market is estimated to be around 13%.
  • Fund Administration: Providing accounting, reporting, and other administrative services to investment funds. Competitors include Citigroup and BNY Mellon. Precise revenue figures are not publicly broken down, but this is a significant revenue driver.
  • Securities Lending: Lending securities on behalf of clients to generate additional revenue. Competitors include JPMorgan Chase and BNY Mellon. This product drives a portion of the Investment Servicing revenue.

Market Dynamics

industry overview logo Industry Overview

The financial services industry is highly competitive and subject to regulatory changes. Key trends include increasing globalization, technological advancements, and a focus on efficiency and cost reduction. Increased pressure from Fintech firms is impacting the industry.

Positioning

State Street is a leading provider of financial services to institutional investors. Its competitive advantages include its global reach, scale, and range of services. It has a strong brand and reputation.

Total Addressable Market (TAM)

The total addressable market for asset servicing is estimated to be in the trillions of dollars. State Street is positioned to capture a significant portion of this market due to its global presence and comprehensive service offerings.

Upturn SWOT Analysis

Strengths

  • Global presence and scale
  • Comprehensive range of services
  • Strong brand reputation
  • Large client base
  • Experienced management team

Weaknesses

  • Exposure to market volatility
  • Dependence on large institutional clients
  • Complex regulatory environment
  • Integration risks from acquisitions
  • Vulnerability to cyberattacks

Opportunities

  • Growth in emerging markets
  • Increased demand for outsourced financial services
  • Expansion into new asset classes
  • Leveraging technology to improve efficiency
  • Acquiring smaller competitors

Threats

  • Increased competition from other financial institutions
  • Regulatory changes
  • Economic downturns
  • Technological disruptions
  • Cybersecurity threats

Competitors and Market Share

competitor logo Key Competitors

  • BK
  • JPM
  • C

Competitive Landscape

State Street's advantages include its scale and global reach. Disadvantages include its dependence on large institutional clients and exposure to market volatility. Competitors such as BNY Mellon and JPMorgan Chase offer similar services and have strong reputations.

Major Acquisitions

Brown Brothers Harriman Investor Services

  • Year: 2021
  • Acquisition Price (USD millions): 3500
  • Strategic Rationale: Enhanced State Street's scale in core financial services, broadening its client base and service offerings. This acquisition was strategically targeted to strengthen its global presence and operational efficiency.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been driven by organic expansion, acquisitions, and market performance.

Future Projections: Future growth is expected to be driven by growth in emerging markets, increased demand for outsourced financial services, and expansion into new asset classes.

Recent Initiatives: Recent strategic initiatives include investments in technology, expansion into new markets, and acquisitions of complementary businesses.

Summary

State Street is a major player in the financial services industry, particularly in custody and asset management. It leverages its global reach and comprehensive services effectively. However, it needs to carefully navigate market volatility, regulatory changes, and competition. Growth opportunities exist in emerging markets and through technological innovation, but strategic execution is key.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q), Investor Presentations, News Articles, Market Research Reports

Disclaimers:

The information provided is for informational purposes only and should not be construed as investment advice. Market share data is based on estimates and may not be precise. Past performance is not indicative of future results.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 52014
Full time employees 52014

State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including 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, including 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, including strategies across equity, fixed income, cash, multi-asset, and alternatives; products, such as SPDR ETFs and index funds; and services comprising defined benefit, defined contribution, and outsourced chief investment officer. 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. The company has a strategic alliance with UC Investments to expand access to wealth-building tools for individuals. State Street Corporation was fou