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State Street Corporation (STT) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Sell if holding. Analyst target reached at $152.88 — A.R:R is negative (-0.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.1% away).

State Street provides investment servicing (custody, fund administration, analytics) and investment management for institutional investors globally, with $53.80T in AUC/A and $5.67T in AUM and approximately 52,000 employees as of December 31, 2025. Revenue from... Read more

$152.88+0.1% A.UpsideScore 4.8/10#98 of 109 Asset Management
Stop $145.28Target $153.06(resistance)A.R:R -0.7:1
Analyst target$157.46+3.0%14 analysts
$153.06our TP
$152.88price
$157.46mean
$120
$175

Sell if holding. Analyst target reached at $152.88 — A.R:R is negative (-0.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.1% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 4.8/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 74d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Risks
Analyst target reached - limited upside remaining
Near 52-week high (2.1% away)
Weak overall score: 4.8/10

Key Metrics

P/E (TTM)15.3
P/E (Fwd)10.9
Mkt Cap$42.0B
EV/EBITDA
Profit Mgn21.3%
ROE11.3%
Rev Growth-2.8%
Beta1.38
Dividend2.23%
Rating analysts22

Quality Signals

Piotroski F2/9

Options Flow

P/C0.17bullish
IV33%normal
Max Pain$95-37.9% vs spot

Material Events(8-K, last 90d)

  • 2026-03-31Item 5.02LOW
    State Street appointed C. Jack Read as Executive VP, Global Controller and Chief Accounting Officer effective August 10, 2026, succeeding Elizabeth M. Schaefer. Mr. Read previously served as CAO at MSCI Inc. and Citizens Financial Group.
    SEC filing →
  • 2026-03-23Item 5.02LOW
    State Street Board elected Susan Gordon as independent director on March 19, 2026, appointed to Audit Committee and Technology and Operations Committee. No disagreements cited.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Revenue shrinking — -2.8% YoY. Growth thesis broken unless recovery story develops.static

Earnings Growth
0.0
Revenue Growth
1.8
Declining revenue: -3%
GatesA.R:R -0.7=NEGATIVEMomentum 4.9<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.9>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 74d clearSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
75 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $125.64Resistance $156.18

Price Targets

$145
$153
A.Upside+0.1%
A.R:R-0.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-10.4% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-14 (74d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is STT stock a buy right now?

Sell if holding. Analyst target reached at $152.88 — A.R:R is negative (-0.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.1% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $145.28. Score 4.8/10, moderate confidence.

What is the STT stock price target?

Take-profit target: $153.06 (+0.1% upside). Prior stop was $145.28. Stop-loss: $145.28.

What are the risks of investing in STT?

Analyst target reached - limited upside remaining; Near 52-week high (2.1% away); Weak overall score: 4.8/10.

Is STT overvalued or undervalued?

State Street Corporation trades at a P/E of 15.3 (forward 10.9). TrendMatrix value score: 7.1/10. Verdict: Sell.

What do analysts say about STT?

22 analysts cover STT with a consensus score of 3.8/5. Average price target: $157.

What does State Street Corporation do?State Street provides investment servicing (custody, fund administration, analytics) and investment management for...

State Street provides investment servicing (custody, fund administration, analytics) and investment management for institutional investors globally, with $53.80T in AUC/A and $5.67T in AUM and approximately 52,000 employees as of December 31, 2025. Revenue from custody/administration fees, investment management fees, foreign exchange trading, and net interest income; operates in 100+ geographic markets.

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