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Upturn AI SWOT - About
STT 
State Street Corp (STT)
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Upturn Advisory Summary
09/16/2025: STT (3-star) is a REGULAR-BUY. BUY since 90 days. Simulated Profits (18.31%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $116.39
1 Year Target Price $116.39
| 4 | Strong Buy |
| 4 | Buy |
| 7 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 22.73% | Avg. Invested days 49 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.90B USD | Price to earnings Ratio 12.63 | 1Y Target Price 116.39 |
Price to earnings Ratio 12.63 | 1Y Target Price 116.39 | ||
Volume (30-day avg) 16 | Beta 1.52 | 52 Weeks Range 72.29 - 116.37 | Updated Date 09/16/2025 |
52 Weeks Range 72.29 - 116.37 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 2.70% | Basic EPS (TTM) 8.88 |
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 12.63 | Forward PE 10.59 | Enterprise Value -52450078720 | Price to Sales(TTM) 2.39 |
Enterprise Value -52450078720 | Price to Sales(TTM) 2.39 | ||
Enterprise Value to Revenue 1.72 | Enterprise Value to EBITDA - | Shares Outstanding 283695008 | Shares Floating 267972946 |
Shares Outstanding 283695008 | Shares Floating 267972946 | ||
Percent Insiders 0.45 | Percent Institutions 93.51 |
Upturn AI SWOT
State Street Corp
Company Overview
History and Background
State Street Corporation was founded in 1792 as Union Bank in Boston. It evolved into a leading provider of financial services to institutional investors worldwide, managing and safekeeping assets, servicing investment funds, and providing investment research and trading services.
Core Business Areas
- Investment Servicing: Provides a range of services including custody, fund accounting, investment management outsourcing, securities lending, and performance measurement.
- Investment Management: Offers investment management strategies across various asset classes, including equities, fixed income, and alternative investments through State Street Global Advisors (SSGA).
- Global Exchange: Provides platforms that help financial institutions automate their processes, streamline their operations and connect to their trading networks, providing services like data and analytics
Leadership and Structure
Ronald P. O'Hanley serves as Chairman and Chief Executive Officer. The company operates with a hierarchical structure, dividing its business into the core segments mentioned above, each led by senior executives. The Board of Directors provides oversight and governance.
Top Products and Market Share
Key Offerings
- Custody Services: State Street provides custody services for institutional investors, safekeeping assets and providing related services. It is a major player in this market. Competitors include BNY Mellon and JPMorgan Chase.
- Revenue: Custody Services are a leading part of their servicing division, representing a significant percentage of total division revenue. Data is not publically specified.
- Exchange Traded Funds (ETFs): SSGA is a leading ETF provider, managing the SPDR family of ETFs, including the SPY (S&P 500 ETF). Competitors include BlackRock (iShares) and Vanguard.
- Revenue: SSGA's assets under management (AUM) and ETF flows contribute significantly to State Street's investment management revenue. Not specific public data available.
- Investment Accounting: State Street provides record keeping services for clients including detailed accounting records. Competitors in this space include BNY Mellon and SEI Investments.
- Revenue: Investment accounting is a leading revenue driver for State Street's investment servicing division, but is bundled with other custodial services.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and heavily regulated. Trends include increasing automation, demand for ESG investing, and pressure on fees.
Positioning
State Street is a major player in institutional financial services. Its competitive advantages include its global reach, comprehensive service offerings, and technological capabilities.
Total Addressable Market (TAM)
The TAM for asset servicing and investment management is substantial, estimated to be in the trillions of dollars globally. State Street is positioned to capture a significant portion of this market with its comprehensive service offerings and global presence.
Upturn SWOT Analysis
Strengths
- Global Presence
- Strong Brand Reputation
- Comprehensive Service Offerings
- Significant Assets Under Custody and Administration
- Technological Capabilities
Weaknesses
- Reliance on Institutional Clients
- Exposure to Market Volatility
- Regulatory Scrutiny
- High Operating Costs
- Dependence on Interest Rate Environment
Opportunities
- Growing Demand for Outsourcing
- Expansion into Emerging Markets
- Development of New Technologies
- Increasing Focus on ESG Investing
- Growth in Alternative Investments
Threats
- Increased Competition
- Cybersecurity Risks
- Changing Regulations
- Economic Downturns
- Disruptive Technologies
Competitors and Market Share
Key Competitors
- BK
- JPM
- BLK
- SEI
Competitive Landscape
State Street competes primarily on price, service quality, and technology. Its advantages include its global network and comprehensive suite of services. Disadvantages may include higher operating costs than some competitors.
Major Acquisitions
Brown Brothers Harriman Investor Services
- Year: 2021
- Acquisition Price (USD millions): 3500
- Strategic Rationale: The acquisition of BBH's Investor Services business was aimed at strengthening State Street's position in the asset servicing market and enhancing its capabilities.
Growth Trajectory and Initiatives
Historical Growth: State Street's historical growth has been driven by asset growth, acquisitions, and expansion into new markets.
Future Projections: Analyst projections for State Street's future growth can be found on financial news and analysis websites.
Recent Initiatives: Recent strategic initiatives are typically outlined in the company's quarterly earnings reports and investor presentations.
Summary
State Street is a leading provider of financial services to institutional investors, with a strong global presence and a comprehensive suite of offerings. While the company faces competition and regulatory scrutiny, its size and reputation position it well for future growth. Its technological investments are very important for retaining its position in the current market. The main risk for the company is regulation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations Website
- Financial News Websites (e.g., Bloomberg, Reuters, Yahoo Finance)
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Financial data and market conditions are subject to change. Conduct thorough research before making any investment decisions.
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 52014 | Website https://www.statestreet.com |
Full time employees 52014 | 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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