$155.64
1.97 (-1.25%)
Last updated: May 31, 2026 03:45
Fundamentals Overview
State Street Corporation is near the high of its 52-week range with premium valuation, trading relatively flat today.
Valuation premium
Intrinsic value (DCF)
+256% upside vs price
Profitability
Risk (Beta)
1.46 — higher vol
Earnings & growth
BullzEye Analysis
Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fund-level news and volume context, and risk. Single-stock valuation and sell-side inputs are not used for ETFs.
Composite Signal
Supporting (Buy):
3M vs S&P 500: +9.1%
Pressures (Sell):
Beta 1.46 (elevated)
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
What we exclude for ETFs (transparency)
- This ticker is detected as an ETF or fund. The score below uses a reduced input set compared with common stocks (details follow).
- Excluded from scoring: trailing P/E, PEG, P/S buckets and DCF fair value (built for operating companies; ETF tickers track a basket/NAV, not a single-issuer DCF).
- ETF-specific inputs (in addition to technicals, news/volume, risk): expense ratio band, distribution yield when ≥2.5%, and price position vs 52-week range.
- Excluded from scoring: sell-side consensus rating, institutional upgrade/downgrade counts, and consensus price targets (stock coverage workflow; not used for ETF units).
- Excluded from scoring: P/E versus sector, industry, or hand-picked stock peers (designed for common-stock valuation on single tickers).
- Excluded from scoring: 3-month return vs a sector-ETF proxy from issuer/industry metadata (often unrelated to the fund's real benchmark).
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B+. Recent institutional grades: mixed. Current institutional positions: Buy: 12, Equal Weight: 1, Hold: 2, Neutral: 2, Outperform: 4, Overweight: 6, Sector Perform: 2, Underperform: 1.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $554.06; current price is $155.64. That’s a +256% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 14.36 |
| DCF value (model) | $554.06 (256% upside) |
| PEG (TTM) | 2.09 |
| P/B (TTM) | 1.56 |
| P/S (TTM) | 1.89 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 0.66 |
| Quick Ratio (TTM) | 0.66 |
| Cash Ratio (TTM) | 0.44 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 13.47% |
| Gross margin (TTM) | 63.27% |
| Operating margin (TTM) | 17.05% |
| Debt to equity (TTM) | N/A |
Latest News
News loads when you open this tab.
Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for STT.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Wells Fargo | maintain | Overweight | Overweight | 2026-05-26 |
| JP Morgan | maintain | Neutral | Neutral | 2026-05-11 |
| Citigroup | maintain | Buy | Buy | 2026-05-08 |
| Argus Research | maintain | Buy | Buy | 2026-04-21 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2026-04-20 |
| RBC Capital | maintain | Sector Perform | Sector Perform | 2026-04-20 |
| Goldman Sachs | maintain | Buy | Buy | 2026-04-20 |
| Truist Securities | maintain | Hold | Hold | 2026-04-20 |
| Morgan Stanley | maintain | Overweight | Overweight | 2026-04-20 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2026-04-09 |
| B of A Securities | upgrade | Underperform | Neutral | 2026-04-06 |
| RBC Capital | maintain | Sector Perform | Sector Perform | 2026-03-26 |
| Morgan Stanley | maintain | Overweight | Overweight | 2026-01-20 |
| TD Cowen | maintain | Buy | Buy | 2026-01-07 |
| Truist Securities | downgrade | Buy | Hold | 2026-01-07 |
| Barclays | downgrade | Overweight | Equal Weight | 2026-01-05 |
| Citigroup | maintain | Buy | Buy | 2025-12-30 |
| Citigroup | maintain | Buy | Buy | 2025-10-24 |
| Wells Fargo | maintain | Overweight | Overweight | 2025-10-20 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2025-10-20 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-10-20 |
| Truist Securities | maintain | Buy | Buy | 2025-10-20 |
| Goldman Sachs | maintain | Buy | Buy | 2025-10-06 |
| Truist Securities | maintain | Buy | Buy | 2025-10-02 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2025-09-30 |
| Citigroup | upgrade | Neutral | Buy | 2025-09-05 |
| Truist Securities | maintain | Buy | Buy | 2025-08-14 |
| Truist Securities | maintain | Buy | Buy | 2025-07-16 |
| B of A Securities | maintain | Underperform | Underperform | 2025-07-16 |
| Wells Fargo | maintain | Overweight | Overweight | 2025-07-08 |