State Street Corporation (STT)
NYSEFinancialsAsset ManagementSnapshot 2026-07-07
$179.93+2.26%
Close 2026-07-07 · 1-day change
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Track STT free→Intact: The reason to own it still holds.
State Street grows revenue about 16% yearly. Assets under management rose 20%. The company keeps costs steady while expanding. Dividend hikes show strong cash flow.
Competition may slow fee growth. Rising costs could cut profit margins. Regulatory probes pose risks to business.
The price is about 19% above our fair value near $151. Analysts expect 7.5% revenue growth, close to our view. Our fair value is 10% below the Street median, so weigh the Street range.
Breaks if: AUM growth falls below 7% next year
Grow assets under management (AUM) through strategic initiatives and market share gains.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 3 of last 3 quarters. AUM increased from $4.67 trillion in 2025-Q1 to $5.62 trillion in 2026-Q1, a 20% increase. The company is delivering on its AUM expansion priority, with significant growth driven by market levels and net inflows.
“CEO: 'Investment Management AUM increased 20% to $5.6 trillion.'”
“CEO: 'Continued growth in AUM driven by market levels and net inflows.'”
“CEO: 'AUM growth supported by strong market performance and strategic initiatives.'”
Breaks if: Expense growth exceeds 10% next year
Improve operational efficiency through cost management and strategic investments.
Stated in 3 of last 3 quarters. Total expenses increased from $2.45B in 2025-Q1 to $2.81B in 2026-Q1, a 15% increase. Despite the rise in expenses, management continues to emphasize operational efficiency, though progress appears limited given the expense trajectory.
“CEO: 'Our focus on operational excellence enabled us to deliver strong results.'”
“CEO: 'Continued focus on operational efficiency and cost management.'”
“CEO: 'Operational efficiency improvements contributed to margin expansion.'”
Breaks if: YoY revenue growth falls below 7% next year
Focus on growing total revenue and fee revenue through strategic initiatives and market expansion.
Stated in 4 of last 4 quarters. Total revenue increased from $3.28B in 2025-Q1 to $3.80B in 2026-Q1, reflecting a 16% YoY growth. The company is delivering on its revenue growth priority, with consistent increases in fee revenue and net interest income.
“CEO: 'We delivered record quarterly fee revenue, net interest income, and total revenue.'”
“CEO: 'Achieved record fee and total revenue, reflecting consistent year-over-year growth.'”
“CEO: 'Total revenue increased 15% YoY, driven by higher fee revenue and net interest income.'”
“CEO: 'Total revenue grew 12% YoY, supported by strong fee revenue growth.'”