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STT

State StreetC
NYSE / Financial Services
Last Price
Quote time unavailable
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Current thesis
Record $59.2 trillion AUC/A, $6.3 trillion AUM, 10% servicing-fee growth, 20% management-fee growth and a 34.6% pre-tax margin support the raised outlook. One reported post-print revision was constructive: KBW kept Outperform and raised its target from $220 to $230.
Posture
Mixed
Lead driver
Value
What changed
12 setup hits (3d) with net bullish as of 2026-10-24.
What can break
Expense growth and strategic investment could erode operating leverage if fee growth slows; 2026 expense guidance was raised to 8%–8.5%. [#SEC-8K-2026-10-14]
Momentum
48
Value
54
Sentiment
54
Setup hits (3d)
12 · Net Bullish
AI TargetsBase $164.00 · Bull $190.00 · Bear $140.00Analysis 2026-10-19; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-19 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-23

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $195.83
Why
Momentum48 · Δ7d -8.2
Value54 · Δ7d -0.2
Sentiment54 · Δ7d -5.8
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.

Confirming evidence

  • • 12 setup hits (3d) with net bullish as of 2026-10-24.
  • • Value remains the lead driver in the composite, 7D delta -0.2.

Contradictions & invalidation

  • • Expense growth and strategic investment could erode operating leverage if fee growth slows; 2026 expense guidance was raised to 8%–8.5%. [#SEC-8K-2026-10-14]
  • • Fee revenue fell 2% sequentially despite 11% year-over-year growth; weaker markets, client flows or onboarding could pressure the raised outlook. [#SEC-8K-2026-10-14]
  • • The modest revenue miss, sequential fee-revenue decline, lower other-fee revenue and expenses rising 8% year over year temper the EPS beat.

Catalyst clock

2026-10-14

Q3 revenue miss offsets EPS growth

Lead driver: Value · See fundamentals
Momentum
48
8% active weight
Current posture
7d trendImproving
Δ7d
-8.2
Δ21d
-21.4
Value
54
47% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-7.3
Sentiment
54
45% active weight
Current posture
7d trendSoftening
Δ7d
-5.8
Δ21d
-27.3
Why this grade

Composite grade C. Momentum 47.6 / Value 54.4 / Sentiment 54.0

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-19. Scenario method

B+
Bull case
25%
Probability
Target price
$190.00
Analysis reference price unavailable
Analysis 2026-10-19 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$164.00
Analysis reference price unavailable
Analysis 2026-10-19 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$140.00
Analysis reference price unavailable
Analysis 2026-10-19 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$45.79B
Beta
1.44
Shares Out
272.83M
P/E (TTM)
14.1
P/S (TTM)
2.71
P/FCF (TTM) · Derived
-9.22
Rev YoY
+3.2%
EPS YoY
+68.3%
Gross Margin
-
Op Margin
+20.2%
Net Debt
$26.24B
Current Ratio
4.29
As of 2026-10-23 • Updated nightlySource: Internal modelMethods & Data