• Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens
  • A+ Investor Full access to AAII.com, Journal, and a power data suite for investment ideas
  • AAII Platinum Full access to all of AAII's model portfolios and premium services at a significant discount
  • Dividend Investing Newsletter and model portfolio that focuses on dividend growth
  • AAII Growth Investing Find secular growth stocks poised for outperformance regardless of macroeconomic conditions.
  • Retirement Investing Discover trusted strategies for every stage of retirement. Get actionable insights and resources for smart retirement planning.
  • Sentiment Investing A research-driven newsletter with 10+ signals decoding sentiment across retail and institutional behavior.
  • Stock Superstars Report Get stock ideas inspired by the market's leading professionals
  • VMQ Stocks For the value investor looking to harness academic research in an actively managed portfolio
  • Bits and Bips Newsletter delivering insights on linking traditional finance, macro trends and cryptocurrency opportunities to help investors build stronger, more diversified portfolios.
All premium products come with free basic membership.
Explore All Membership Options
Join Now

Stock Evaluator: State Street Corporation (STT)

State Street Corporation STT

$184.16 1.34 0.73%
July 31, 2026 4:00:02 PM EST November 10, 2021 Volume: 1,820,738
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
QUALITY:
COMPANY SUMMARY
State Street Corporation provides various financial products and services to institutional investors. It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments. The company was founded in 1792 and is headquartered in Boston, Massachusetts.

Commentary & Analysis

Financial Summary

Share Statistics STT Industry
Median		 Percentile
(All Stocks)
Market Cap (Mil) $50,589.1 $2,836.7 93%
Shares Out (Mil) 281.1 74.1 82%
Institutional Ownership 99.5% 79.1% 89%
Float (Mil) 259.7 69.7 78%
Beta 1.43 0.94 80%
Avg Daily Volume (000s) 2,045 445 82%
Price Change
(52-week)		 62.8% 72.7% 84%
Growth STT Industry
Median		 Percentile
(All Stocks)
Sales (5yr) 3.6% 7.7% 29%
Net Income (5yr) 4.0% 8.9% 45%
EPS (5yr) 8.3% 9.6% 43
Dividends (5yr) 9.0% 1.3% 95%
Cash Flow (5yr) 57.3% 0.9% 95%
Estimates Qtrly Current
Fiscal
Year		 Next
Fiscal
Year
# of Estimates 11 13 14
Current EPS $3.617 $13.657 $15.249
Month Ago EPS $3.367 $12.754 $14.194
# Rev Up 0 1 1
# Rev Down 1 1 0
Three Months Ago EPS $3.259 $12.455 $13.775
Year/Year Chg (0.9%) 45.3% 88.5%
Financials STT Industry
Median		 Percentile
(All Stocks)
Sales (TTM) (Mil) $15,023 $871 88%
Net Income (TTM) (Mil) $3,456 $85 95%
EPS (TTM) $11.525 $1.000 96%
Operating Cash Flow (TTM) (Mil) $3,474 $64 93%
Net Cash Flow (TTM) (Mil) $270 $25 87%
Long-Term Debt (Q1) (Mil) $25,704 $209 96%
Enterprise Value (Q1) (Mil) na $1,297 na
Valuation STT Industry
Median		 Percentile
(All Stocks)
P/B 2.05 2.69 51%
P/E 16.3 19.1 40%
Dividend Yield 2.0% 0.9% 76%
PEG (5yr hist) 2.0 1.4 67%
Ratios STT Industry
Median		 Percentile
(All Stocks)
Gross Margin na 75.0% na
Net Margin 23.0% 15.8% 82%
ROA 0.9% 2.1% 45%
ROE 14.3% 13.4% 70%
Liabilities to Assets 93.2% 59.1% 90%
F-Score 3 5 19%

Passing Stock Screens

As of 7/31/2026, from a list of 60 stock screening strategies, STT meetings the criteria of 1 screen:
Stock Screen
GURU STRATEGY

Graham--Defensive Investor (Utility) Screen

Factors: Yield, Value, Quality, Industry/Sector
Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength. 
Performance Since Inception: 6.9%
+/- S&P 500: -0.6

Passing Stocks

1st Source Corporation SRCE
Aflac Incorporated AFL
Amalgamated Financial Corp. AMAL
American Financial Group, Inc. AFG
Ameris Bancorp ABCB
See All 182 Stocks (as of 7/31/2026)

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

Ⓒ 2026 American Association of Individual Investors