Stock Fundamentals

Company Information

Company Name
State Street Corp
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US8574771031
CIK: 0000093751
CUSIP: 857473102
Currency: USD
Full Time Employees: 51,503
Phone: 617 786 3000
Fiscal Year End: December
IPO Date: Jul 09, 1986
Description:

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.

Address:

One Congress Street, Boston, MA, United States, 02114

Directors & Officers

Name Title Year Born
Mr. Ronald Philip O'Hanley CEO, President & Chairman 1957
Mr. John F. Woods Executive VP & CFO 1964
Mr. Mostapha Tahiri Executive VP & COO 1975
Mr. Joerg Ambrosius Executive VP & President of Investment Services 1971
Mr. Mark R. Keating Executive VP & Global Head of Strategic Finance 1969
Ms. Yie-Hsin Hung President & CEO of State Street Investment Management 1963
Mr. Pankaj Vaish Executive VP & Global Chief Investment Officer and Treasury NA
Ms. Elizabeth Schaefer Senior VP, Chief Accounting Officer & Interim Controller 1975
Mr. Andrew Zitney Executive VP & Chief Information Officer NA
Ms. Elizabeth Lynn Executive VP & Global Head of Investor Relations NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 22, 2026 Mostapha Tahiri N/A Sale 9.61K $152.93 $1.47M
Apr 22, 2026 Michael L Richards N/A Sale 3.00K $153.89 $461.67K
Mar 30, 2026 Ro Khanna N/A Sale N/A $123.35 N/A
Mar 11, 2026 John Plansky N/A Sale 16.10K $124.32 $2.00M
Feb 24, 2026 Ro Khanna N/A Purchase N/A $127.21 N/A
Feb 17, 2026 Jake Auchincloss N/A Sale N/A $127.97 N/A
Feb 05, 2026 Ro Khanna N/A Sale N/A $128.72 N/A
Jan 29, 2026 Ro Khanna N/A Purchase N/A $131.43 N/A
Nov 21, 2025 Julia Letlow N/A Sale N/A $114.32 N/A
Nov 17, 2025 Jake Auchincloss N/A Sale N/A $112.88 N/A
Nov 11, 2025 Jonathan L. Jackson N/A Purchase N/A $119.49 N/A
Nov 03, 2025 Ro Khanna N/A Purchase N/A $116.71 N/A
Oct 27, 2025 Michael L Richards N/A Sale 1.50K $117.24 $175.86K
Aug 18, 2025 Jake Auchincloss N/A Sale N/A $111.14 N/A
Jul 22, 2025 Michael L Richards N/A Sale 990.00 $109.29 $108.20K
Jun 23, 2025 Ro Khanna N/A Sale N/A $101.30 N/A
Jun 05, 2025 Ro Khanna N/A Purchase N/A $96.42 N/A
May 16, 2025 Jake Auchincloss N/A Sale N/A $98.23 N/A
May 15, 2025 Ro Khanna N/A Purchase N/A $98.15 N/A
May 06, 2025 Elizabeth Schaefer N/A Sale 1.30K $90.72 $117.94K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 36.60M Dec 31, 2025 13.21% $0.07 -0.98%
BlackRock Inc 24.01M Mar 31, 2026 8.67% $0.05 -2.23%
State Street Corp 13.37M Mar 31, 2026 4.83% $0.06 0.22%
FMR Inc 11.54M Mar 31, 2026 4.17% $0.08 -13.33%
Regents Of The University Of California 10.07M Mar 31, 2026 3.63% $44.93 15.61%
Amvescap Plc. 7.83M Mar 31, 2026 2.82% $0.15 -2.23%
Geode Capital Management, LLC 7.74M Mar 31, 2026 2.79% $0.06 4.74%
JPMorgan Chase & Co 6.47M Mar 31, 2026 2.34% $0.05 1.49%
Harris Associates L.P. 6.15M Mar 31, 2026 2.22% $1.04 -2.51%
Morgan Stanley - Brokerage Accounts 4.95M Mar 31, 2026 1.79% $0.04 -5.14%
Franklin Resources Inc 4.25M Mar 31, 2026 1.54% $0.13 8.33%
Hotchkis & Wiley Capital Management LLC 4.24M Mar 31, 2026 1.53% $1.65 -3.43%
LSV Asset Management 4.09M Mar 31, 2026 1.47% $1.11 -3.32%
Northern Trust Corp 4.00M Mar 31, 2026 1.44% $0.07 2.49%
Dodge & Cox 3.50M Mar 31, 2026 1.26% $0.24 -26.23%
Dimensional Fund Advisors, Inc. 3.10M Mar 31, 2026 1.12% $0.08 1.70%
Nordea Investment Mgmt Bank Demark A/s 2.86M Mar 31, 2026 1.03% $0.33 1.25%
UBS Asset Mgmt Americas Inc 2.82M Mar 31, 2026 1.02% $0.07 2.02%
First Trust Advisors L.P. 2.77M Mar 31, 2026 1.00% $0.25 -22.74%
The Goldman Sachs Group Inc 2.73M Mar 31, 2026 0.98% $0.04 -8.72%

Shares Statistics

Shares Outstanding: 276.77M
Shares Float: 346.40M
% Insiders: 36.60%
% Institutions: 9,570.00%
Short % Float: 0.02%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 8.43M 3.04% ▲ 0.24% Apr 30, 2026
2 Vanguard 500 Index Investor 7.24M 2.61% ▲ 1.83% Apr 30, 2026
3 Vanguard Mid Cap Index Institutional 5.73M 2.07% ▲ 0.23% Apr 30, 2026
4 Vanguard Windsor II Inv 3.74M 1.35% ▲ 0.00% Mar 31, 2026
5 iShares Core S&P 500 ETF 3.61M 1.30% ▲ 0.29% Apr 30, 2026
6 Fidelity 500 Index 3.56M 1.29% ▲ 0.27% Mar 31, 2026
7 State Street® SPDR® S&P 500® ETF 3.35M 1.21% ▲ 0.33% Apr 30, 2026
8 Oakmark Investor 2.82M 1.02% ▼ 2.93% Mar 31, 2026
9 Dodge & Cox Stock I 2.68M 0.97% ▼ 27.70% Mar 31, 2026
10 First Trust Rising Dividend Achiev ETF 2.60M 0.94% ▲ 0.07% Apr 30, 2026

Valuation Metrics

Enterprise Value: $-47.99B
Trailing P/E: 16.24
Forward P/E: 13.12

Financial Highlights

Market Cap: $44.22B
P/E Ratio: $16.24
PEG Ratio: $1.08
Book Value: $87.01
Dividend/Share: $3.28
Dividend Yield: 2.11%
Earnings/Share: $9.84
Profit Margin: 21.30%
Operating Margin: 27.82%
ROA (TTM): 0.80%
ROE (TTM): 11.26%
Revenue (TTM): $14.39B
Revenue/Share (TTM): $51.04
Earnings Growth (YOY): -24.10%
Revenue Growth (YOY): -2.80%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.68x 1.07x 0.92x 0.43x 6.96x
2024-12-31 0.51x 1.45x 0.93x 0.37x 9.17x
2023-12-31 0.63x 0.92x 0.92x 0.36x 6.87x
2022-12-31 0.57x 0.81x 0.92x 2.15x 4.56x
2021-12-31 0.68x 0.65x 0.91x 1,057.00x 3.75x
2020-12-31 0.69x 0.81x 0.92x 7.73x 4.81x
2019-12-31 0.64x 0.59x 0.90x 1.97x 3.54x
2018-12-31 0.63x 0.61x 0.90x 3.13x 3.50x
2017-12-31 0.66x 0.69x 0.91x 4.96x 3.76x
2016-12-31 0.78x 0.81x 0.91x 4.95x 5.62x
2015-12-31 0.83x 0.84x 0.91x 5.75x 5.74x
2014-12-31 0.82x 1.10x 0.92x 6.22x 7.45x
2013-12-31 0.84x 1.05x 0.92x 6.49x 6.42x
2012-12-31 0.58x 0.57x 0.91x 5.81x 3.67x
2011-12-31 0.92x 1.05x 0.91x 4.14x 6.90x
2010-12-31 0.86x 1.75x 0.89x 2.73x 16.76x
2009-12-31 0.80x 3.02x 0.91x 3.50x 19.88x
2008-12-31 0.76x 2.68x 0.93x 1.28x 10.67x
2007-12-31 0.94x 2.15x 0.92x 0.55x 11.94x
2006-12-31 0.97x 3.69x 0.93x 0.55x 12.40x
2005-12-31 0.99x 4.08x 0.94x 0.71x 13.45x
2004-12-31 0.55x 4.24x 0.93x 1.28x 14.26x
2003-12-31 0.50x 4.78x 0.93x 1.53x 15.16x
2002-12-31 0.65x 6.39x 0.94x 1.56x 13.63x
2001-12-31 0.65x 6.38x 0.94x 0.51x 18.49x
2000-12-31 0.76x 7.41x 0.95x 0.38x 18.87x
1999-12-31 0.72x 7.75x 0.96x 0.58x 15.87x
1998-12-31 0.68x 6.02x 0.95x 0.44x 14.12x
1997-12-31 0.59x 4.11x 0.95x 0.51x 10.02x
1996-12-31 0.57x 4.59x 0.94x 0.50x 12.35x
1995-12-31 0.62x 3.80x 0.94x 0.40x 12.10x
1994-12-31 0.46x 4.52x 0.94x 1.60x 6.48x
1993-12-31 0.57x 3.36x 0.94x 1.73x 5.63x
1992-12-31 0.67x 3.68x 0.94x 1.59x 5.10x
1991-12-31 0.69x 6.00x 0.95x 0.48x 17.41x
1990-12-31 0.56x 4.03x 0.94x 0.34x 10.29x
1989-12-31 0.53x 4.57x 0.94x 0.38x 12.08x
1988-12-31 N/A N/A N/A N/A 0.00x
1987-12-31 N/A N/A N/A N/A 0.00x
1986-12-31 N/A N/A N/A N/A 0.00x
1985-12-31 N/A N/A N/A N/A 0.00x

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