STT
State Street CorporationNYSEFinancialsAsset ManagementSnapshot 2026-05-08
As of May 8, 2026, STT has a composite score of 7.5 and a signal label of "mixed." The risk label has changed from "low" to "moderate," indicating an increase in perceived risk. Key drivers include macroeconomic factors such as rates, growth, labor, and inflation, with a macro score of -7.7 contributing to the overall assessment. The confidence level is medium at 75.3.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.10
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $2.95 → $3.14 (+6.5% / 30d). 11 raised, 0 cut, 12 covering analysts.
0 upgrades, 0 downgrades / 30d, 7 maintained. 56% of analysts rate Buy.
8 PT revisions / 30d. Avg target 9.1% above current price.
0 positive, 0 negative / 30d.
Market and fundamentals agree — analysts are positioned bullishly on a fundamentally strong name.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
1 material event in the last 24 months — top 1 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase total revenue and fee revenuegrowthmixed63% progress
4/17: “CEO: 'We delivered record quarterly fee revenue, net interest income, and total revenue.'”
Why this status
Stated in 3 of last 3 quarters. Total revenue increased 16% YoY in 2026-Q1, reaching $3.8B, driven by higher fee revenue and net interest income. The trajectory shows consistent growth, aligning with management's emphasis on revenue expansion.
- 2.Enhance operational efficiencycostbehind0% progress
4/17: “CEO: 'We delivered meaningful year-over-year positive operating leverage and pre-tax margin expansion.'”
Why this status
Stated in 2 of last 2 quarters. Pre-tax margin increased to 25.5% in 2026-Q1 from 25.0% in 2025-Q1, indicating progress in operational efficiency. Management's focus on cost management and strategic investments is yielding positive results.
- 3.Expand Investment Management AUMgrowthmixed63% progress
4/17: “CEO: 'Investment Management AUM increased 20% to $5.6 trillion.'”
Why this status
Stated in 2 of last 2 quarters. AUM increased 20% YoY to $5.6 trillion in 2026-Q1, driven by higher market levels and net inflows. Management's strategy to expand AUM through market expansion and new products is delivering results.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 24%; 252d 25%.
Drawdown — Max 1y −12%. Bad day move −2%.
Beta to sector ETF (XLF) — 1.20 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 59/100, drawdown 76/100, beta 80/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- risk change · risk_labelseverity 20
risk label changed from 'low' to 'moderate'.
As of May 8, 2026, the risk label for STT changed from 'low' to 'moderate'. This is a risk change with a severity score of 20.0. The overall signal is now labeled as "mixed." The situation remains provisional.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase total revenue and fee revenue
GrowthFocus on growing total revenue and fee revenue through strategic initiatives and market expansion.
MixedStated in 3 of last 3 quarters. Total revenue increased 16% YoY in 2026-Q1, reaching $3.8B, driven by higher fee revenue and net interest income. The trajectory shows consistent growth, aligning with management's emphasis on revenue expansion.
63%CEO/CFO:“CEO: 'We delivered record quarterly fee revenue, net interest income, and total revenue.'”Press releaseSource dated 2026-04-17Stated 3 of last 8 quartersFirst seen 2026-04-17Show history (3)
- 2026-Q1Press release
“CEO: 'We delivered record quarterly fee revenue, net interest income, and total revenue.'”
- 2025-Q4Multiple sources
“In the fourth quarter, we achieved record fee and total revenue.”
- 2025-Q3Press release
“Total revenue increased 16%, driven by higher Fee revenue.”
- #2
Enhance operational efficiency
CostFocus on improving operational efficiency through cost management and strategic investments.
BehindStated in 2 of last 2 quarters. Pre-tax margin increased to 25.5% in 2026-Q1 from 25.0% in 2025-Q1, indicating progress in operational efficiency. Management's focus on cost management and strategic investments is yielding positive results.
0%CEO/CFO:“CEO: 'We delivered meaningful year-over-year positive operating leverage and pre-tax margin expansion.'”Press releaseSource dated 2026-04-17Stated 2 of last 8 quartersFirst seen 2026-04-17Show history (2)
- 2026-Q1Press release
“CEO: 'We delivered meaningful year-over-year positive operating leverage and pre-tax margin expansion.'”
- 2025-Q4Press release
“Achieved positive operating leverage and margin expansion.”
- #3
Expand Investment Management AUM
GrowthDrive growth in Assets Under Management (AUM) through market expansion and new product offerings.
MixedStated in 2 of last 2 quarters. AUM increased 20% YoY to $5.6 trillion in 2026-Q1, driven by higher market levels and net inflows. Management's strategy to expand AUM through market expansion and new products is delivering results.
63%CEO/CFO:“CEO: 'Investment Management AUM increased 20% to $5.6 trillion.'”Press releaseSource dated 2026-04-17Stated 2 of last 8 quartersFirst seen 2026-04-17Show history (2)
- 2026-Q1Press release
“CEO: 'Investment Management AUM increased 20% to $5.6 trillion.'”
- 2025-Q4Press release
“AUM growth driven by higher market levels and net inflows.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Richer than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
STT State Street Corporation | +7.5 | full | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-01-16)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-01-16)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-1722d agoItem 2.02
Results of Operations and Financial Condition. On April 17, 2026, State Street Corporation ("State Street") issued a news release announcing its results of operations for the first-quarter 2026. Copies of that news release and accompanying first-quarter 2026 financial information addendum are furnished herewith as Exhibits 99.1 and 99.2, respectively, and are incorporated herein by reference.
earnings preannouncementneutralscore 40 - 2026-04-2415d agoItem 8.01
Other Events. On April 24, 2026, State Street Corporation (“State Street”) issued $800,000,000 aggregate principal amount of Fixed-to-Floating Rate Senior Notes due 2032 (the “2032 Notes”) and $700,000,000 aggregate principal amount of Fixed-to-Floating Rate Senior Notes due 2037 (the “2037 Notes” and, together with the 2032 Notes, the “Notes”) in a public offering pursuant to a registration statement on Form S-3 (File No. 333-288196) and a related prospectus supplement filed with the Securit…
capital allocationneutralscore 37
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.