State Street Corporation (STT)
NYSEFinancialsAsset ManagementSnapshot 2026-11-04
$173.41+2.18%
Close 2026-11-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-04
QuarterlyIQ Insights · STT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-04.
The screen ranks STT against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 66% of the time over the next year (vs 56% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
In 3Q, we won our first Wealth Services mandate with one of the largest registered investment advisors in the United States.
Stated in 8 of 8 supplied quarters. Management reported: “In 3Q, we won our first Wealth Services mandate with one of the largest registered investment advisors in the United States.” “Building on the strong foundation of recent years, we moved forward with a clear focus on growth by delivering innovative products, executing targeted strategic investments, and expanding Wealth Services through our partnership with Apex Fintech Solutions."” Revenue was $4.004 billion in 2026-Q3.
“In 3Q, we won our first Wealth Services mandate with one of the largest registered investment advisors in the United States.”
“O'Hanley concluded: “Building on this continued strong performance, we are entering our next phase of growth, defined by new medium-term financial targets.”
“Document Exhibit 99.1 State Street Corporation One Congress Street Boston, MA 02114 NYSE: STT www.statestreet.com April 17, 2026 STATE STREET REPORTS FIRST QUARTER 2026 EPS OF $2.49; $2.84 EXCLUDING…”
“Building on the strong foundation of recent years, we moved forward with a clear focus on growth by delivering innovative products, executing targeted strategic investments, and expanding Wealth Serv…”
“Document Exhibit 99.1 State Street Corporation One Congress Street Boston, MA 02114 NYSE: STT www.statestreet.com October 17, 2025 STATE STREET REPORTS THIRD QUARTER 2025 EPS OF $2.78 See note (a) be…”
“O'Hanley added: "Disciplined execution of our strategy continues to drive positive results.”
What we can control is how we run the firm, remaining disciplined, supporting our clients, and managing the company for resilience across a range of environments.
Stated in 4 of 8 supplied quarters. Management reported: “What we can control is how we run the firm, remaining disciplined, supporting our clients, and managing the company for resilience across a range of environments.” “O'Hanley added: "Disciplined execution of our strategy continues to drive positive results.”
“What we can control is how we run the firm—remaining disciplined, supporting our clients, and managing the company for resilience across a range of environments.”
O'Hanley added: “Following the release of the Federal Reserve’s stress test results, we recently declared a 10% per share increase to our third quarter common stock dividend, reflecting the resilienc…
Stated in 3 of 8 supplied quarters. Management reported: “O'Hanley added: “Following the release of the Federal Reserve’s stress test results, we recently declared a 10% per share increase to our third quarter common stock dividend, reflecting the resilience of our franchise and our continued focus on returning capital to shareholders.”” “Through broad-based year-over-year fee revenue growth and continued expense discipline, we achieved positive fee and total operating leverage alongside healthy pre-tax margin expansion, all while continuing to return capital to our shareholders."”
In 3Q, we won our first Wealth Services mandate with one of the largest registered investment advisors in the United States.
Stated in 3 of 8 supplied quarters. Management reported: “In 3Q, we won our first Wealth Services mandate with one of the largest registered investment advisors in the United States.” “Building on the strong foundation of recent years, we moved forward with a clear focus on growth by delivering innovative products, executing targeted strategic investments, and expanding Wealth Services through our partnership with Apex Fintech Solutions."”
“In 3Q, we won our first Wealth Services mandate with one of the largest registered investment advisors in the United States.”
Amid a record quarter of Management fee revenue, our Investment Management business continued to innovate at pace, launching 39 new products as we continue to offer differentiated client solutions ac…
Stated in 1 of 8 supplied quarters. Management reported: “Amid a record quarter of Management fee revenue, our Investment Management business continued to innovate at pace, launching 39 new products as we continue to offer differentiated client solutions across our businesses."” “Document Exhibit 99.1 State Street Corporation One Congress Street Boston, MA 02114 NYSE: STT www.statestreet.com October 17, 2025 STATE STREET REPORTS THIRD QUARTER 2025 EPS OF $2.78 See note (a) below for a description of the presentation in this news release RON O’HANLEY CHAIRMAN AND CHIEF EXECUTIVE OFFICER $51.7T RECORD AUC/A $5.4T RECORD AUM "Our third-quarter financial results reflect strong performance, driven by disciplined execution against our strategic priorities.”
Over the trailing year it converted -3.08x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
20 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated volatile grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7346).
Not investment advice. As of 2026-11-04.
“Through broad-based year-over-year fee revenue growth and continued expense discipline, we achieved positive fee and total operating leverage alongside healthy pre-tax margin expansion, all while con…”
“We executed on our strategy to increase fee revenue growth while continuing to transform our operating model, enhance our capabilities and support our clients.”
“O'Hanley added: "Disciplined execution of our strategy continues to drive positive results.”
“Through broad-based year-over-year fee revenue growth and continued expense discipline, we achieved positive fee and total operating leverage alongside healthy pre-tax margin expansion, all while con…”
“As we look ahead, we remain intensely focused on executing against our strategic priorities to drive sustainable growth while also maintaining expense discipline and generating and returning capital…”
“O'Hanley added: “Following the release of the Federal Reserve’s stress test results, we recently declared a 10% per share increase to our third quarter common stock dividend, reflecting the resilienc…”
“Through broad-based year-over-year fee revenue growth and continued expense discipline, we achieved positive fee and total operating leverage alongside healthy pre-tax margin expansion, all while con…”
“As we look ahead, we remain intensely focused on executing against our strategic priorities to drive sustainable growth while also maintaining expense discipline and generating and returning capital…”
“Building on the strong foundation of recent years, we moved forward with a clear focus on growth by delivering innovative products, executing targeted strategic investments, and expanding Wealth Serv…”
“O'Hanley added: "We remained focused on innovation and enhancing our client capabilities, as evidenced by the advancement of our Wealth Services strategy through our recently announced partnership wi…”
“Amid a record quarter of Management fee revenue, our Investment Management business continued to innovate at pace, launching 39 new products as we continue to offer differentiated client solutions ac…”