State Street
About: State Street is a leading provider of financial services, including investment servicing, investment management, and investment research and trading. With approximately $47 trillion in assets under custody and administration and $4.7 trillion assets under management as of Dec. 31, 2024, State Street operates globally in more than 100 geographic markets and employs about 53,000 worldwide.
Employees: 52,711
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
16% more call options, than puts
Call options by funds: $140M | Put options by funds: $120M
1.36% more ownership
Funds ownership: 87.48% [Q4 2024] → 88.84% (+1.36%) [Q1 2025]
3% more repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 337
4% less first-time investments, than exits
New positions opened: 101 | Existing positions closed: 105
3% less funds holding
Funds holding: 985 [Q4 2024] → 959 (-26) [Q1 2025]
9% less capital invested
Capital invested by funds: $25.2B [Q4 2024] → $22.9B (-$2.26B) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 6 (-3) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$99
3%
upside
Avg. target
$112
16%
upside
High target
$132
37%
upside
9 analyst ratings
7 positive
78%
1 neutral
11%
1 negative
11%
Morgan Stanley Betsy Graseck | 14%upside $110 | Overweight Maintained | 3 Jun 2025 |
Truist Securities David Smith | 17%upside $112 | Buy Upgraded | 28 May 2025 |
Keefe, Bruyette & Woods David Konrad | 18%upside $113 | Outperform Maintained | 21 Apr 2025 |
Barclays Jason Goldberg | 25%upside $120 | Overweight Maintained | 21 Apr 2025 |
Morgan Stanley Connor Lynagh | 37%upside $132 | Overweight Maintained | 2 Apr 2025 |
Financial journalist opinion
Based on 11 articles about STT published over the past 30 days
Negative
WSJ
1 week ago
The Future Ain't What It Used to Be for These Funds
Wall Street wants to sell more ‘alternative' assets to small investors. The glory days for these assets may already be ending.
Neutral
Zacks Investment Research
1 week ago
State Street Rides on Relatively High Rates & Buyouts Amid High Costs
STT leans on high rates, acquisitions and fee growth to drive expansion, even as costs and revenue concentration pose risks.
Neutral
Business Wire
1 week ago
The “Retail Revolution” Will Drive 50%+ of Private Market Flows by 2027 – State Street Private Markets Survey
BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) today launched its global Private Markets Survey Report “The New Private Markets Advantage”. Among the key takeaways, Institutional investors are anticipating a significant uptick in retail allocations to private markets in the next two years, with retail investors set to become the main source of private market fundraising in this period, according to the latest iteration of State Street's private markets research. 1 The survey of 5.
Positive
Seeking Alpha
1 week ago
Top 10 High-Yield Dividend Stocks
The liberation day market selloff has been entirely recovered during the month of May. Since inception, my watchlist has a CAGR of 14.81%, performing in-line with SPY and VYM, while providing a superior dividend yield. The June 2025 watchlist includes 10 stocks with an average forward dividend yield of 3.62% and an expected return of 13.63%.
Positive
Seeking Alpha
2 weeks ago
3 Cheap SWAN Stocks To Put On Your Shopping List
The benefits of financial independence extend far beyond the financial realm. Today's focus will be on a custodian bank and asset manager, an investment data and analytics company, and a regulated electric utility. Each stock appears to be trading 8% to 13% under my fair value estimates.
Neutral
Business Wire
2 weeks ago
State Street to Speak at the Morgan Stanley U.S. Financials Conference
BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) announced today that its Chairman & Chief Executive Officer, Ron O'Hanley, and its interim Chief Financial Officer, Mark Keating, will present at the Morgan Stanley U.S. Financials Conference in New York, NY on Wednesday, June 11, 2025 at approximately 9:00 am ET. An audio webcast of the event will be accessible on the home page of State Street's Investor Relations website, https://investors.statestreet.com/. A recorded replay wi.
Negative
CNBC Television
2 weeks ago
'Not so sure' if big tech spenders will keep being the winners, says State Street's Michael Arone
Michael Arone, State Street Global Advisors, joins 'Power Lunch' to discuss Nvidia's impact to the overall stock market, why the market has rewarded the big spenders and much more.
Negative
New York Post
3 weeks ago
Feds back GOP states in climate case alleging BlackRock, other fund giants conspired to lower coal output
Texas and 12 other states claim the companies used their substantial holdings in US coal companies to discourage competition.
Negative
WSJ
3 weeks ago
Antitrust Cops Say BlackRock, Other Fund Giants May Have Hurt Coal Competition
The Justice Department and FTC for the first time are raising concerns about how large institutional investors wield ownership of shares in rival companies.
Negative
Zacks Investment Research
3 weeks ago
U.S. Banks' Ratings Cut by Moody's on Rising Sovereign Debt Concerns
Moody's downgrades rating on JPM, BAC, WFC, BK and STT after it lowered the U.S. sovereign credit ratings.
Charts implemented using Lightweight Charts™