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Upturn AI SWOT - About
STT 
State Street Corp (STT)
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Upturn Advisory Summary
10/29/2025: STT (4-star) is a STRONG-BUY. BUY since 121 days. Simulated Profits (25.93%). 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 $130.03
1 Year Target Price $130.03
| 4 | Strong Buy |
| 4 | Buy |
| 7 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 29.73% | Avg. Invested days 54 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 32.95B USD | Price to earnings Ratio 12.39 | 1Y Target Price 130.03 |
Price to earnings Ratio 12.39 | 1Y Target Price 130.03 | ||
Volume (30-day avg) 16 | Beta 1.48 | 52 Weeks Range 71.77 - 119.33 | Updated Date 10/30/2025 |
52 Weeks Range 71.77 - 119.33 | Updated Date 10/30/2025 | ||
Dividends yield (FY) 2.63% | 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 2025-10-17 | When Before Market | Estimate 2.65 | Actual 2.78 |
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 12.39 | Forward PE 10.83 | Enterprise Value -64785068032 | Price to Sales(TTM) 2.42 |
Enterprise Value -64785068032 | Price to Sales(TTM) 2.42 | ||
Enterprise Value to Revenue 1.78 | Enterprise Value to EBITDA - | Shares Outstanding 282217819 | Shares Floating 266489820 |
Shares Outstanding 282217819 | Shares Floating 266489820 | ||
Percent Insiders 0.46 | Percent Institutions 93.93 |
Upturn AI SWOT
State Street Corp
Company Overview
History and Background
State Street Corporation was founded in 1792 in Boston, Massachusetts, as Union Bank. It evolved from a lending institution to a custodian and administrator of financial assets, playing a significant role in the development of investment management. It became State Street Bank and Trust Company in 1925 and continued to expand its global presence and range of services throughout the 20th and 21st centuries.
Core Business Areas
- Investment Servicing: Provides custody, fund accounting, investment management, and related services to institutional investors, including pension funds, mutual funds, and insurance companies.
- Investment Management: Through State Street Global Advisors (SSGA), offers investment management services, including passive and active strategies across various asset classes.
- Global Exchange: Provides data and analytics solutions and multi-asset class platform which helps clients to optimise their strategy.
Leadership and Structure
Ronald P. O'Hanley serves as Chairman and Chief Executive Officer. The company operates with a hierarchical structure, with various executive committees overseeing different business segments and functions.
Top Products and Market Share
Key Offerings
- Custody Services: State Street is one of the largest custodians of assets globally. Its primary competitors include BNY Mellon, JPMorgan Chase, and Citigroup. Market share varies by region and asset type. Hard to get accurate number.
- ETFs (SPDR ETFs): SSGA manages a substantial portfolio of ETFs under the SPDR brand, including SPY (S&P 500 ETF). Competitors include BlackRock (iShares) and Vanguard. ETF market share can fluctuate significantly. Hard to get accurate number.
- Investment Management: SSGA provides active and passive investment management solutions to a wide range of institutional investors. Competitors include BlackRock, Fidelity, and other asset managers.
Market Dynamics
Industry Overview
The financial services industry is undergoing rapid transformation due to regulatory changes, technological advancements (FinTech), and evolving investor preferences. Increased competition, margin pressure, and the demand for innovative solutions characterize the current landscape.
Positioning
State Street is a leading provider of investment servicing and investment management. Its competitive advantages include its global scale, established reputation, and comprehensive suite of services.
Total Addressable Market (TAM)
The TAM for asset servicing and investment management is estimated to be in the trillions of dollars globally. State Street is positioned to capture a portion of this market through its diverse service offerings and global presence.
Upturn SWOT Analysis
Strengths
- Global scale and reach
- Established reputation and brand recognition
- Comprehensive suite of investment servicing and investment management solutions
- Strong technology infrastructure
- Large AUM base
Weaknesses
- Exposure to market volatility
- Reliance on institutional clients
- Potential for regulatory scrutiny
- Margin pressure in certain business lines
- Integration Risks with Acquisitions
Opportunities
- Growth in emerging markets
- Increased demand for outsourcing of investment servicing
- Adoption of new technologies such as blockchain and AI
- Expansion of ETF offerings
- Strategic acquisitions
Threats
- Increased competition from other financial institutions and FinTech companies
- Regulatory changes and compliance costs
- Cybersecurity risks
- Economic downturns and market volatility
- Geopolitical instability
Competitors and Market Share
Key Competitors
- BK
- JPM
- C
Competitive Landscape
State Street is a major player in the investment servicing and management industry, competing with other large financial institutions. Its advantages include its global scale, established reputation, and comprehensive suite of services. Disadvantages may include margin pressure and reliance on institutional clients.
Major Acquisitions
Brown Brothers Harriman Investor Services
- Year: 2021
- Acquisition Price (USD millions): 3500
- Strategic Rationale: Expand custody business and presence in key markets.
Growth Trajectory and Initiatives
Historical Growth: State Street has experienced moderate growth in recent years, driven by its investment servicing and investment management businesses. Growth has been impacted by market volatility and regulatory changes.
Future Projections: Analyst estimates vary, but generally project moderate growth for State Street, driven by expansion in emerging markets and increased demand for outsourcing. See external sources for updated values.
Recent Initiatives: State Street has been focused on strategic initiatives such as investing in technology, expanding its ETF offerings, and pursuing strategic acquisitions.
Summary
State Street is a large and established financial institution with a significant presence in investment servicing and management. While the company benefits from its global scale and comprehensive service offerings, it faces challenges from competition, regulatory changes, and market volatility. Strategic initiatives focused on technology and expansion are crucial for future growth. Monitor debt and future interest rates.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings, Market research reports, Analyst estimates, Public financial news sources
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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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