(STT) State Street - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8574771031
STT: Custody, Fund Administration, Securities Finance, Investment Management, Portfolio Management
State Street Corporation (NYSE:STT) is a global financial services provider specializing in institutional investment solutions. The company offers a comprehensive suite of services, including custody, fund administration, and investment servicing for both traditional and alternative assets. Its product portfolio encompasses multi-asset class management, recordkeeping, client reporting, and transaction management, alongside derivatives and collateral services. State Street also provides securities finance, foreign exchange, and brokerage services, in addition to deposit and short-term investment solutions.
The company’s State Street Alpha platform integrates portfolio management, trading, and compliance tools with advanced data analytics, streamlining the investment process for institutional clients. It also offers front-office technology solutions that automate portfolio management, risk analytics, and post-trade settlement. State Street’s investment management division provides strategies across equity, fixed income, cash, multi-asset, and alternative investments, including SPDR ETFs and index funds. The company serves a diverse client base, including mutual funds, retirement plans, insurance companies, investment managers, and endowments.
Founded in 1792 and headquartered in Boston, Massachusetts, State Street Corporation is one of the oldest financial institutions in the U.S., with a strong focus on innovation and institutional investor solutions. Its services are designed to support the operational and investment needs of large-scale financial organizations. For more information, visit their website at https://www.statestreet.com/us/en/asset-manager.
Exchange: NYSE
Type: common stock
Country Origin: United States
GICS Sub Industry: Asset Management & Custody Banks
Based on the provided technical and fundamental data, here is a 3-month forecast for State Street Corporation (NYSE:STT):
Overall, STT is likely to face headwinds in the short term due to its technical positioning but may attract value investors given its attractive valuation metrics and stable profitability.
Additional Sources for STT Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
STT Stock Overview
| Market Cap in USD | 23,491m |
| Sector | Financial Services |
| Industry | Asset Management |
| GiC Sub-Industry | Asset Management & Custody Banks |
| IPO / Inception | 1986-07-09 |
STT Stock Ratings
| Growth Rating | 51.2 |
| Fundamental | 45.6 |
| Dividend Rating | 61.4 |
| Rel. Strength | -0.63 |
| Analysts | 3.47/5 |
| Fair Price Momentum | 80.11 USD |
| Fair Price DCF | 47.37 USD |
STT Dividends
| Dividend Yield 12m | 3.50% |
| Yield on Cost 5y | 6.09% |
| Annual Growth 5y | 0.57% |
| Payout Consistency | 93.9% |
STT Growth Ratios
| Growth Correlation 3m | -87.3% |
| Growth Correlation 12m | 73.2% |
| Growth Correlation 5y | 50.7% |
| CAGR 5y | 11.43% |
| CAGR/Max DD 5y | 0.28 |
| Sharpe Ratio 12m | 1.03 |
| Alpha | 9.63 |
| Beta | 0.987 |
| Volatility | 49.55% |
| Current Volume | 2951.4k |
| Average Volume 20d | 2303k |
As of April 23, 2025, the stock is trading at USD 83.84 with a total of 2,951,374 shares traded.
Over the past week, the price has changed by +3.00%, over one month by -8.94%, over three months by -12.98% and over the past year by +16.45%.
Partly, yes. Based on ValueRay Fundamental Analyses, State Street (NYSE:STT) is currently (April 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 45.57 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of STT as of April 2025 is 80.11. This means that STT is currently overvalued and has a potential downside of -4.45%.
State Street has received a consensus analysts rating of 3.47. Therefor, it is recommend to hold STT.
- Strong Buy: 4
- Buy: 4
- Hold: 6
- Sell: 2
- Strong Sell: 1
According to ValueRays Forecast Model, STT State Street will be worth about 86.5 in April 2026. The stock is currently trading at 83.84. This means that the stock has a potential upside of +3.2%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 103.5 | 23.4% |
| Analysts Target Price | 108.9 | 29.9% |
| ValueRay Target Price | 86.5 | 3.2% |