State Street Corporation (STT)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$194.26+0.16%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · STT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 14.1% |
| Our one-year growth estimate | diamond | 7.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 6.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers
STT — debt issuance
Dated 2026-08-12
Other Events. On August 12, 2026, State Street Corporation (“State Street”) issued and sold 500,000 depositary shares (the “Depositary Shares”) each representing a 1/100th ownership interest in a share of State Street’s Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series L, without par value per share (the “Series L Preferred Stock”), with a liquidation preference of $100,000 per share (equivalent to $1,000 per Depositary Share) in a public offering pursuant to a registration st…
Why it matters: New servicing wins are crucial for revenue growth. Exceeding this amount would show strong demand for State Street's services.
Supportive ifNew servicing wins reported above $100 million in a quarter.
Worry ifNew servicing wins reported below $50 million in a quarter.
Why it matters: Better efficiency helps keep costs down. It also helps make more money.
Worry ifTotal expenses increase less than 10% year over year.
Less concerning ifTotal expenses rise by over 15%. This shows inefficiencies.
Why it matters: Growth in Investment Management AUM is key for future revenue. Slower growth may show market issues.
Worry ifInvestment Management AUM growth is under 20% compared to last year.
Less concerning ifInvestment Management AUM growth is 20% or more compared to last year.
Why it matters: If expenses rise faster than revenue, it may show problems with efficiency and profit.
Worry ifOperating expenses increase more than total revenue growth in the next quarter.
Less concerning ifOperating costs are rising slower than total sales growth.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$98 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $254 loss on $10,000 · 2.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,179 loss on $10,000 · 11.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Earnings per share is a critical measure of profitability. A decline could raise concerns among investors.
Worry ifQ3 EPS reported below $3.00.
Less concerning ifQ3 EPS reported at or above $3.00.
Why it matters: Better efficiency helps the company earn more money. It shows they manage costs well.
Supportive ifEfficiency numbers are better than in Q1 2026.
Worry ifEfficiency numbers are worse than in Q1 2026.
Why it matters: Continued revenue growth is key to State Street's strategy and investor confidence.
Supportive ifTotal revenue increases year over year by more than 15%.
Worry ifTotal revenue growth is under 5%. This shows possible challenges.
Why it matters: Quickly rising expenses can hurt profits and affect margins.
Worry ifOperating expenses rise more than 10% from last year in Q3.
Less concerning ifOperating expenses rise 10% or less from last year in Q3.
Why it matters: Total revenue growth is key to State Street's growth strategy. A drop below 15% may signal weakening momentum.
Worry ifQ3 total revenue growth was below 15% compared to last year.
Less concerning ifQ3 total revenue growth was 15% or higher compared to last year.
Why it matters: AUM growth is important for State Street's investment strategy. A slowdown may show market issues.
Worry ifQ3 Investment Management AUM growth was below 20% compared to last year.
Less concerning ifQ3 Investment Management AUM growth was 20% or higher compared to last year.
Why it matters: A dividend increase shows confidence in financial health. It also shows commitment to shareholders.
Supportive ifAnnouncement of a dividend increase for Q3 above $0.84 per share.
Worry ifNo increase in the dividend for Q3.
Why it matters: If expenses grow faster than 10%, it may show trouble managing costs during investments.
Worry ifTotal expenses went up more than 10% from last year in Q3.
Less concerning ifTotal expenses grew at 10% or lower year-over-year in Q3.