State Street Corporation is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.
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~$130
Valuation models combined (5)
Base case. Range ~$120–$160. Weighted average of 5 models (forward price-to-earnings vs peers, residual income, justified price-to-book, price-to-book vs peers, dividend discount (two-stage)), the forward price-to-earnings vs peers counting double.
Overvalued
The price is above our entire value range; our base value is 21% below it.
Price used: $169.31, November 2, 2026
State Street Corporation valuation: adjust assumptions and compare models →
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to June 2026 was $15.5bn, up 13.3% on a year earlier, faster than the 12.3% growth a quarter earlier. The diluted share count is down 3.4% on a year earlier, which lifts each remaining share.
Source: 10-Q filed July 30, 2026 on SEC EDGAR · Financials · Valuation
Revenue for the twelve months to June 2026 was $15.1bn, up 12.3% on a year earlier, faster than 10.0% a quarter earlier. The diluted share count is down 3.8% on a year earlier, which lifts each remaining share. Our valuation models combined value is $173 a share, against a share price of $167.
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
State Street Corporation's trailing-twelve-month revenue grew 13.3% year on year, with a free-cash-flow margin of -24.1%.
Current signal Free cash flow diverging from earnings: TTM free cash flow grew 43.5% while net income grew 23.6%: a 20pp divergence.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
State Street Corporation said its Markets division received eight awards from Euromoney in October 2026. The firm won five categories in the 2026 FX awards and three in the inaugural Euromoney Markets awards. Tony Bisegna, head of State Street Markets, noted the recognition reflects the breadth of the company's capabilities.
State Street Corporation said its board elected Alexander Vollert as an independent director on October 9, 2026. The company also announced it will redeem $500,000,000 of senior notes on November 18, 2026. State Street said it will fund the redemption using cash on hand.
State Street Corporation said it elected Alexander Vollert to its board on 13 October 2026. The former AXA Group Chief Operating Officer will join the Technology and Operations Committee and the Risk Committee. He previously led operations for approximately 10,000 employees across 18 countries.
We value State Street Corporation as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 9%: the 10-year Treasury yield (4.9%) plus a beta of 0.9 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$140 ~$120–$180 | Primary model, counts double |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | ~$120 ~$84–$170 | Included |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | ~$120 ~$100–$150 | Included |
| Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. | ~$160 ~$160–$450 | Included |
| Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. | ~$130 ~$110–$160 | Included |
| Combined value Weighted average of the models that apply: the primary model (forward price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | ~$130 ~$120–$160 | 5 models |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare State Street Corporation with asset managers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moderate moat
How hard State Street's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.
Net income has been a median 0.9% of total assets over 10 years.
Net margin has been a median 21.0%; its worst year was 13.2%.
The diluted share count fell 20.4% over five years.
AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (67 before it).
Next results: January 15, 2027, before the open. Analysts expect revenue of $4.1bn and EPS of $3.63 (range $3.51 to $3.82) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $13.81 | +34% | $15.9bn | +14% |
| Next | $15.51 | +12% | $16.8bn | +6% |
Next year's EPS estimate has moved +1.7% in 90 days, across 15 analysts.
The consensus EPS forecast for the current fiscal year is +1.1% on 90 days ago. In the last 30 days, 6 analysts raised State Street Corporation's forecast and 3 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $13.66 | $15.25 |
| 60 days ago | $13.69 | $15.30 |
| 30 days ago | $13.70 | $15.31 |
| 7 days ago | $13.76 | $15.48 |
| Now | $13.81 | $15.51 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Sept 2026 | $3.68 | $3.69 | +0.4% |
| Jun 2026 | $3.34 | $3.65 | +9.2% |
| Mar 2026 | $2.64 | $2.84 | +7.5% |
| Dec 2025 | $2.84 | $2.97 | +4.8% |
Adjusted EPS as companies report it, against the average analyst estimate.
Last 12 months +49.9%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $13.4bn | $15.1bn | +12.3% |
| Net margin | 21.3% | 23.0% | +7.9% |
| P/E multiple | 11.7x | 13.9x | +18.9% |
| Share count | 295m | 284m | +3.9% |
Biggest factor: p/e multiple.
Last 3 years +173.4%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $12.3bn | $15.1bn | +22.2% |
| Net margin | 22.2% | 23.0% | +3.4% |
| P/E multiple | 8.0x | 13.9x | +73.8% |
| Share count | 354m | 284m | +24.5% |
Biggest factor: p/e multiple.
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| STT | +31% | −14% | +4% | +30% | +36% | +34% |
| Industry peers (median) | +33% | −17% | +19% | +15% | −4% | −6% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| STT | 58% | 50% | 33% | 58% | 75% | 55% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| STT | −13% | −42% | −31% | −11% | −26% | −14% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since October 29, 2015: 60% from January 24, 2018 to March 23, 2020. Getting back needed a 148% gain, reached on January 7, 2022, 655 days after the low.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| October 14, 2026 | −3.7% | −0.8% | −3.0% | — |
| July 16, 2026 | −2.2% | −1.5% | −1.3% | +2.8% |
| April 17, 2026 | +5.8% | +1.0% | +6.2% | +8.3% |
| January 16, 2026 | −8.1% | −2.1% | −6.4% | −4.8% |
| October 17, 2025 | +2.1% | +1.6% | +2.8% | −0.1% |
| July 15, 2025 | −4.5% | −0.1% | −0.3% | +1.3% |
| April 17, 2025 | +1.3% | −2.2% | +9.7% | +23.4% |
How State Street Corporation’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.
Implied volatility is within its normal range against realised. Selling options earns the usual premium, nothing extra.
Our rule for “rich”: implied at least 1.2× 60-day realised (beyond measurement noise), above 1-year realised (not just a calm spell), and in the top 20% of our coverage that day. Never with results inside the option’s life. These are our conventions, built on research showing option prices usually imply more movement than follows, most when the gap is wide. How we judge this.
Not offered: rated Sell.
We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.
Own 100 shares, sell the $185 call expiring December 18, 2026 (46 days) for $1.45 a share — $145 per contract.
Previous session · Bid $1.45, ask $1.90, quoted Mon 2 Nov, 17:36 New York time with STT at $169. Option prices move with the shares: check the live chain at your broker before trading.
Own the shares, buy the $155 put and sell the $185 call, both expiring December 18, 2026 (46 days).
Offered because the shares trade at or above our fair value of $130: a way to hold on with a floor under the price, paid for by giving up upside the model does not expect. Strikes near 25-delta; the put at its ask and the call at its bid. Protection has a cost over time: research on protective puts finds they have usually lowered returns.
General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY23 Q4 | $11.9B |
| FY24 Q1 | $12B |
| FY24 Q2 | $12.1B |
| FY24 Q3 | $12.6B |
| FY24 Q4 | $13B |
| FY25 Q1 | $13.1B |
| FY25 Q2 | $13.4B |
| FY25 Q3 | $13.7B |
| FY25 Q4 | $13.9B |
| FY26 Q1 | $14.5B |
| FY26 Q2 | $15.1B |
| FY26 Q3 | $15.5B |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Revenue growth, TTM YoY |
|---|---|
| FY23 Q4 | -1.7% |
| FY24 Q1 | -1.5% |
| FY24 Q2 | -2.1% |
| FY24 Q3 | 4.8% |
| FY24 Q4 | 8.8% |
| FY25 Q1 | 9.7% |
| FY25 Q2 | 11.1% |
| FY25 Q3 | 8.4% |
| FY25 Q4 | 7.3% |
| FY26 Q1 | 10.0% |
| FY26 Q2 | 12.3% |
| FY26 Q3 | 13.3% |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY23 Q4 | -1.1% |
| FY24 Q1 | 15.4% |
| FY24 Q2 | -41.4% |
| FY24 Q3 | -20.6% |
| FY24 Q4 | -108.7% |
| FY25 Q1 | -82.9% |
| FY25 Q2 | -88.0% |
| FY25 Q3 | -48.3% |
| FY25 Q4 | 77.8% |
| FY26 Q1 | -25.9% |
| FY26 Q2 | 13.4% |
| FY26 Q3 | -24.1% |
What State Street earned on its loans and securities in FY2025, what it paid depositors and lenders, and how its revenue split between running costs, credit losses, tax and profit.
| Interest income | $11.6B | |
|---|---|---|
| Fee and other income | $11B | 78.8% of revenue |
| Interest paid | $8.7B | |
| Net interest income | $3B | 21.2% of revenue |
| Revenue | $13.9B | |
| Non-interest expense | $10.2B | 72.8% of revenue |
| Pre-tax profit | $3.7B | 26.7% of revenue |
| Income tax | $786M | 5.6% of revenue |
| Net income | $2.9B | 21.1% of revenue |
| Fiscal year | 2009 Dec 2009 | 2010 Dec 2010 | 2011 Dec 2011 | 2012 Dec 2012 | 2013 Dec 2013 | 2014 Dec 2014 | 2015 Dec 2015 | 2016 Dec 2016 | 2017 Dec 2017 | 2018 Dec 2018 | 2019 Dec 2019 | 2020 Dec 2020 | 2021 Dec 2021 | 2022 Dec 2022 | 2023 Dec 2023 | 2024 Dec 2024 | 2025 Dec 2025 | LTM Sept 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income | ||||||||||||||||||
| Revenue | 8.6 | 9.0 | 9.6 | 9.6 | 9.9 | 10.3 | 10.4 | 10.2 | 11.3 | 12.1 | 11.8 | 11.7 | 12.0 | 12.1 | 11.9 | 13.0 | 13.9 | 15.5 |
| Net income | −1.9 | 1.6 | 1.9 | 2.1 | 2.1 | 2.0 | 2.0 | 2.1 | 2.2 | 2.6 | 2.2 | 2.4 | 2.7 | 2.8 | 1.9 | 2.7 | 2.9 | 3.7 |
| Diluted EPS | −$4.31 | $3.09 | $3.79 | $4.20 | $4.43 | $4.53 | $4.47 | $4.97 | $5.19 | $6.39 | $5.38 | $6.32 | $7.19 | $7.19 | $5.58 | $8.21 | $9.40 | $13.07 |
| Growth (year on year) | ||||||||||||||||||
| Revenue | −19.2% | +3.6% | +7.2% | +0.6% | +2.2% | +4.2% | +0.8% | −1.5% | +10.4% | +7.7% | −3.1% | −0.5% | +2.8% | +1.0% | −1.7% | +8.8% | +7.3% | +13.3% |
| Net income | −203.9% | — | +23.4% | +7.3% | −0.5% | −1.4% | −2.1% | +8.2% | +0.6% | +20.3% | −13.5% | +7.9% | +11.3% | +3.0% | −29.9% | +38.2% | +9.6% | +23.6% |
| Diluted EPS | −200.2% | — | +22.7% | +10.8% | +5.5% | +2.3% | −1.3% | +11.2% | +4.4% | +23.1% | −15.8% | +17.5% | +13.8% | 0.0% | −22.4% | +47.1% | +14.5% | +28.0% |
| Margins | ||||||||||||||||||
| Net margin | −21.8% | 17.4% | 20.0% | 21.4% | 20.8% | 19.7% | 19.1% | 21.0% | 19.1% | 21.4% | 19.1% | 20.7% | 22.4% | 22.8% | 16.3% | 20.7% | 21.1% | 23.8% |
| Free-cash-flow margin | −52.7% | 6.3% | 32.1% | 16.4% | −24.5% | −9.6% | −20.3% | 16.4% | 55.9% | 78.9% | 42.2% | 25.4% | −62.5% | 92.4% | −1.1% | −108.7% | 77.8% | −24.1% |
| Cash flow | ||||||||||||||||||
| Cash from operations | −4.2 | 0.8 | 3.4 | 1.9 | −2.0 | −0.6 | −1.4 | 2.3 | 6.9 | 10.2 | 5.7 | 3.5 | −6.7 | 12.0 | 0.7 | −13.2 | 11.9 | −2.2 |
| Capital spending | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.7 | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.8 | 0.7 | 0.8 | 0.9 | 1.1 | 1.6 |
| Free cash flow | −4.6 | 0.6 | 3.1 | 1.6 | −2.4 | −1.0 | −2.1 | 1.7 | 6.3 | 9.6 | 5.0 | 3.0 | −7.5 | 11.2 | −0.1 | −14.1 | 10.8 | −3.7 |
| Stock-based pay | — | 0.2 | 0.3 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | — | — | — | — | — | — | — | — |
| Free cash flow after stock pay | — | 0.3 | 2.8 | 1.2 | −2.8 | −1.3 | −2.4 | 1.4 | 6.1 | 9.3 | — | — | — | — | — | — | — | — |
| Balance sheet | ||||||||||||||||||
| Cash | — | — | — | — | — | — | — | 1.2 | 2.0 | 3.2 | 3.3 | 3.5 | 3.6 | 4.0 | 4.0 | 3.1 | 4.4 | 4.8 |
| Total debt | 29.0 | 15.8 | 12.9 | 11.9 | 13.5 | 14.4 | 13.3 | 13.0 | 12.8 | 14.2 | 13.3 | 14.5 | 13.6 | 17.1 | 22.5 | 33.1 | 29.0 | 26.0 |
| Net debt (negative = net cash) | — | — | — | — | — | — | — | 11.8 | 10.8 | 11.0 | 10.0 | 11.0 | 10.0 | 13.1 | 18.5 | 30.0 | 24.5 | 21.2 |
| Diluted shares | 474m | 498m | 496m | 481m | 455m | 432m | 414m | 396m | 380m | 376m | 374m | 357m | 358m | 370m | 327m | 302m | 289m | 282m |
| Returned to shareholders | ||||||||||||||||||
| Dividends | 0.2 | 0.0 | 0.3 | 0.5 | 0.5 | 0.5 | 0.7 | 0.7 | 0.8 | 0.8 | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | 1.0 | 1.1 | 1.2 |
| Buybacks | 0.0 | 0.0 | 0.7 | 1.4 | 2.0 | 1.7 | 1.5 | 1.4 | 1.3 | 0.4 | 1.6 | 0.5 | 0.9 | 1.5 | 3.8 | 1.3 | 1.2 | 1.6 |
| Total returned | 0.2 | 0.0 | 1.0 | 1.9 | 2.5 | 2.2 | 2.2 | 2.1 | 2.1 | 1.2 | 2.5 | 1.4 | 1.8 | 2.5 | 4.8 | 2.4 | 2.3 | 2.8 |
| Quarter | 2024 Q4 Dec 2024 | 2025 Q1 Mar 2025 | 2025 Q2 Jun 2025 | 2025 Q3 Sept 2025 | 2025 Q4 Dec 2025 | 2026 Q1 Mar 2026 | 2026 Q2 Jun 2026 | 2026 Q3 Sept 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 3.4 | 3.3 | 3.4 | 3.5 | 3.7 | 3.8 | 4.0 | 4.0 |
| Net income | 0.8 | 0.6 | 0.7 | 0.9 | 0.7 | 0.8 | 1.1 | 1.1 |
| Diluted EPS | $2.44 | $2.04 | $2.17 | $2.78 | $2.42 | $2.49 | $3.65 | $3.69 |
| Growth (year on year) | ||||||||
| Revenue | +12.1% | +4.7% | +8.1% | +8.8% | +7.5% | +15.6% | +17.4% | +12.9% |
| Net income | +272.9% | +39.1% | −2.5% | +17.9% | −4.6% | +18.6% | +56.4% | +26.6% |
| Diluted EPS | +300.0% | +48.9% | +0.9% | +23.0% | −0.8% | +22.1% | +68.2% | +32.7% |
| Margins | ||||||||
| Net margin | 22.9% | 19.6% | 20.1% | 24.3% | 20.4% | 20.1% | 26.8% | 27.2% |
| Free-cash-flow margin | −225.1% | 66.1% | −254.1% | 216.0% | 266.6% | −327.0% | −74.1% | 47.6% |
| Cash flow | ||||||||
| Cash from operations | −7.4 | 2.4 | −8.4 | 7.9 | 10.0 | −12.1 | −2.3 | 2.3 |
| Capital spending | 0.2 | 0.2 | 0.3 | 0.2 | 0.3 | 0.3 | 0.7 | 0.3 |
| Free cash flow | −7.7 | 2.2 | −8.8 | 7.7 | 9.8 | −12.4 | −3.0 | 1.9 |
| Last 12 months unless stated | STT | BX | AMP | KKR | BNY | BEN | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $15.5bn | $16.1bn | $20.1bn | $21.3bn | $22.0bn | $9.3bn | $858m |
| Revenue growth, last 12 months | 13.3% | 17.2% | 8.8% | 31.1% | 11.2% | 7.9% | 17.2% |
| Revenue growth, 3-year average | 8.8% | 32.3% | 8.9% | 24.2% | 8.4% | 6.1% | 10.2% |
| Revenue growth, latest quarter | 12.9% | 35.9% | 6.1% | 12.5% | 11.7% | 14.3% | 14.4% |
| Net margin | 23.8% | 21.8% | 20.7% | 14.8% | 29.8% | 8.7% | 15.2% |
| Cash from operations / revenue | −14.0% | 34.7% | 37.2% | 11.7% | 42.7% | 3.0% | 26.4% |
| Free-cash-flow margin | −24.1% | 34.1% | 36.4% | 12.6% | 32.5% | 1.7% | 21.9% |
| Free-cash-flow margin, 3-year average | −31.0% | 32.1% | 38.5% | 26.6% | 5.7% | 10.4% | 17.6% |
| Stock pay / revenue | — | 9.8% | 1.0% | 3.6% | 0.0% | 1.6% | 3.7% |
| Change in share count | −3.4% | 1.9% | −5.8% | — | −3.8% | −0.2% | −0.2% |
| Measure | Company | Peer median | Rank |
|---|---|---|---|
| Revenue growth Growth | 13.3% | 17.2% | 23 of 43 |
| Change in growth rate Growth | +1.0pp | +1.0pp | 22 of 43 |
| Net margin Profitability | 23.8% | 15.2% | 13 of 43 |
| Change in share count Balance sheet | -3.4% | -0.3% | 10 of 33 |
Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Revenue From Fees | $11B | 78.7% | ▲ 8.1% |
| Account Servicing (part of Revenue From Fees) | $5.3B | 48.5% | ▲ 6.1% |
| Management Services (part of Revenue From Fees) | $2.4B | 21.8% | ▲ 12.9% |
| Foreign Exchange Trading Services (part of Revenue From Fees) | $1.6B | 14.7% | ▲ 15.2% |
| Processing Services and Other (part of Revenue From Fees) | $903M | 8.2% | ▲ 1.7% |
| Securities Financing Services (part of Revenue From Fees) | $505M | 4.6% | ▲ 15.3% |
| Other Fee Revenue (part of Revenue From Fees) | $236M | 2.1% | ▼ 18.3% |
| Interest Income Net | $3B | 21.2% | ▲ 1.3% |
| Total Other Income | $4M | 0.0% | — |
| Region | Revenue | Share | YoY |
|---|---|---|---|
| United States | $8B | 57.4% | ▲ 6.6% |
| Outside the US | $5.9B | 42.6% | ▲ 8.2% |
From State Street Corporation's 10-K filed February 19, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Blackrock, Inc. | $4.1B | 24.4M | 9.7% | ▲ 1.6% |
| Vanguard Capital Management LLC | $3B | 17.6M | 7.0% | ▼ 0.3% |
| Vanguard Portfolio Management LLC | $2.5B | 14.7M | 5.9% | ▼ 8.6% |
| FMR LLC | $2.4B | 13.9M | 5.5% | ▲ 20.5% |
| State Street Corp | $2.3B | 13.5M | 5.4% | ▲ 1.2% |
| Regents Of The University Of California | $1.7B | 9.9M | 4.0% | ▼ 1.5% |
| Geode Capital Management, LLC | $1.3B | 7.4M | 2.9% | ▼ 4.2% |
| Invesco Ltd. | $1.1B | 6.6M | 2.6% | ▼ 16.0% |
| Harris Associates L P | $808M | 4.8M | 1.9% | ▼ 22.5% |
| Morgan Stanley | $803M | 4.7M | 1.9% | ▼ 4.5% |
| Victory Capital Management Inc | $764M | 4.5M | 1.8% | ▲ 128.5% |
| Jpmorgan Chase & Co | $754M | 4.4M | 1.8% | ▼ 31.6% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not State Street Corporation's complete shareholder register. Values are as reported by the filers ; 8 inconsistently scaled filing rows were excluded.
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| O Hanley Ronald P Chairman, CEO and President | October 20, 2026 | Sell pre-set plan | 14,554 | $164.60 | $2.4M |
| Schaefer Elizabeth SVP, Chief Accounting Officer | August 3, 2026 | Sell | 500 | $181.19 | $90,595 |
| Hu W. Bradford EVP and Chief Risk Officer | July 24, 2026 | Sell pre-set plan | 9,758 | $184.52 | $1.8M |
| O Hanley Ronald P Chairman, CEO and President | July 21, 2026 | Sell pre-set plan | 14,553 | $184.17 | $2.7M |
| Horgan Kathryn M Executive Vice President | July 21, 2026 | Sell pre-set plan | 5,523 | $184.17 | $1M |
| Horgan Kathryn M Executive Vice President | June 11, 2026 | Sell pre-set plan | 5,500 | $162.78 | $895,290 |
| Richards Michael L EVP and Chief Admin Officer | June 8, 2026 | Sell | 1,500 | $162.14 | $243,210 |
| O Hanley Ronald P Chairman, CEO and President | May 26, 2026 | Sell pre-set plan | 14,553 | $155.35 | $2.3M |
| Hu W. Bradford EVP and Chief Risk Officer | May 26, 2026 | Sell pre-set plan | 9,212 | $155.35 | $1.4M |
| Schaefer Elizabeth SVP, Chief Accounting Officer | May 13, 2026 | Sell | 500 | $150.87 | $75,435 |
| Richards Michael L EVP and Chief Admin Officer | April 22, 2026 | Sell | 3,000 | $153.89 | $461,670 |
| Tahiri Mostapha EVP and COO | April 22, 2026 | Sell | 9,611 | $152.93 | $1.5M |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
In the last 12 months, 3 members of Congress disclosed 1 purchase and 5 sales of State Street Corporation shares.
Next expected around January 15, 2027 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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