State Street (NYSE:STT) Reaches New 1-Year High – Here’s Why

State Street Corporation (NYSE:STT) shares reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as $134.77 and last traded at $134.7380, with a volume of 1326064 shares traded. The stock had previously closed at $132.81.

More State Street News

Here are the key news stories impacting State Street this week:

• Positive Sentiment: Q4 revenue and core results beat estimates — State Street reported stronger-than-expected revenue and NII-driven fee growth, with EPS above consensus on the company release and analyst notes, supporting the firm’s top-line momentum. State Street Q4 Earnings Beat
• Positive Sentiment: Record assets under management/custody — State Street finished 2025 with record AUC/A and AUM (reported ~$5.7T), which underpins fee revenue stability and product distribution. SPDR Issuer State Street Ends 2025 With Record $5.7 Trillion AUM
• Positive Sentiment: Strategic expansion into digital assets — State Street launched a Digital Asset / tokenization platform to support tokenized MMFs, ETFs and custody services, which could drive new fee streams over time. State Street Launches Digital Asset Platform
• Neutral Sentiment: Company presentation and analyst commentary — Management hosted the scheduled earnings call and released slides; several analysts reiterated positive ratings and elevated price targets, but noted much of the good news was already priced in. Q4 Presentation / Slides
• Negative Sentiment: Rising expenses and restructuring charges weighed on profit — Multiple outlets highlighted a meaningful jump in expenses and restructuring costs that reduced Q4 profit and prompted a higher expense outlook for 2026; that guidance and cost uncertainty drove the selloff. State Street’s fourth-quarter profit falls as expenses weigh
• Negative Sentiment: Investor caution on cost trajectory — Market coverage flagged that, despite a paper beat, elevated operating costs and restructuring guidance raise questions about margin recovery and near-term profitability. State Street Drops After Q4 Results

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on STT. TD Cowen increased their price objective on shares of State Street from $135.00 to $155.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods increased their price target on State Street from $132.00 to $135.00 and gave the stock an “outperform” rating in a research report on Monday, October 20th. BMO Capital Markets initiated coverage on State Street in a research note on Friday, October 3rd. They set an “outperform” rating and a $130.00 price objective for the company. Evercore ISI upped their target price on State Street from $117.00 to $128.00 and gave the stock an “outperform” rating in a research note on Tuesday, September 30th. Finally, Zacks Research cut State Street from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 1st. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $133.77.

State Street Trading Down 6.1%

The stock has a market cap of $35.75 billion, a PE ratio of 13.54, a price-to-earnings-growth ratio of 0.91 and a beta of 1.43. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.59 and a current ratio of 0.59. The company has a 50 day moving average of $125.27 and a two-hundred day moving average of $117.13.

State Street (NYSE:STT) last issued its quarterly earnings data on Friday, January 16th. The asset manager reported $2.97 EPS for the quarter, beating the consensus estimate of $2.82 by $0.15. The company had revenue of $3.67 billion for the quarter, compared to analyst estimates of $3.57 billion. State Street had a return on equity of 13.37% and a net margin of 13.14%.State Street’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period last year, the company earned $2.60 earnings per share. Sell-side analysts anticipate that State Street Corporation will post 9.68 earnings per share for the current fiscal year.

State Street Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, January 12th. Shareholders of record on Friday, January 2nd were given a dividend of $0.84 per share. The ex-dividend date was Friday, January 2nd. This represents a $3.36 dividend on an annualized basis and a yield of 2.6%. State Street’s dividend payout ratio is currently 35.56%.

Insider Transactions at State Street

In other news, EVP Michael L. Richards sold 1,500 shares of State Street stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $117.24, for a total value of $175,860.00. Following the sale, the executive vice president owned 38,626 shares in the company, valued at $4,528,512.24. This trade represents a 3.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.29% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Regents of The University of California acquired a new position in shares of State Street during the third quarter valued at approximately $324,576,000. Norges Bank purchased a new stake in shares of State Street during the second quarter worth $256,367,000. Two Sigma Investments LP grew its holdings in shares of State Street by 261.0% during the third quarter. Two Sigma Investments LP now owns 1,217,802 shares of the asset manager’s stock worth $141,277,000 after buying an additional 880,507 shares in the last quarter. First Trust Advisors LP raised its position in shares of State Street by 36.8% in the third quarter. First Trust Advisors LP now owns 2,747,646 shares of the asset manager’s stock valued at $318,754,000 after buying an additional 738,456 shares during the last quarter. Finally, Jupiter Asset Management Ltd. purchased a new position in shares of State Street in the third quarter worth about $62,092,000. 87.44% of the stock is owned by hedge funds and other institutional investors.

State Street Company Profile

State Street Corporation is a global financial services company that provides a range of investment servicing, investment management and investment research and trading services to institutional investors. Its principal activities include custody and fund administration, securities lending, performance and risk analytics, trading and execution services, and foreign exchange. The company also offers investment management through State Street Global Advisors, a major provider of exchange-traded funds and institutional investment strategies.

State Street serves a broad client base of asset managers, insurance companies, pension funds, endowments, and other institutions across North America, Europe, Asia and other global markets.