State Street (NYSE:STT) Stock Rating Upgraded by Wall Street Zen

State Street (NYSE:STT) was upgraded by equities researchers at Wall Street Zen from a “sell” rating to a “hold” rating in a note issued to investors on Saturday.

STT has been the subject of a number of other reports. Weiss Ratings restated a “buy (b)” rating on shares of State Street in a research note on Wednesday, October 8th. TD Cowen raised their target price on State Street from $135.00 to $155.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Morgan Stanley reissued an “overweight” rating and set a $168.00 price objective on shares of State Street in a research report on Tuesday, December 16th. BMO Capital Markets assumed coverage on shares of State Street in a report on Friday, October 3rd. They issued an “outperform” rating and a $130.00 target price for the company. Finally, Truist Financial reiterated a “hold” rating and issued a $138.00 price target (up previously from $131.00) on shares of State Street in a research note on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $133.77.

State Street Stock Down 6.1%

STT stock opened at $128.00 on Friday. The business’s 50 day moving average price is $125.27 and its two-hundred day moving average price is $117.13. The company has a market capitalization of $35.75 billion, a price-to-earnings ratio of 13.54, a price-to-earnings-growth ratio of 0.91 and a beta of 1.43. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.59 and a current ratio of 0.59. State Street has a fifty-two week low of $72.81 and a fifty-two week high of $137.05.

State Street (NYSE:STT) last issued its quarterly earnings results on Friday, January 16th. The asset manager reported $2.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.82 by $0.15. State Street had a net margin of 13.14% and a return on equity of 13.37%. The company had revenue of $3.67 billion during the quarter, compared to analyst estimates of $3.57 billion. During the same period last year, the business earned $2.60 EPS. State Street’s quarterly revenue was up 7.5% compared to the same quarter last year. As a group, analysts forecast that State Street will post 9.68 earnings per share for the current fiscal year.

Insider Activity

In other news, EVP Michael L. Richards sold 1,500 shares of the company’s stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $117.24, for a total value of $175,860.00. Following the transaction, the executive vice president directly owned 38,626 shares in the company, valued at approximately $4,528,512.24. This represents a 3.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.29% of the company’s stock.

Hedge Funds Weigh In On State Street

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. True Wealth Design LLC lifted its position in shares of State Street by 166.3% in the 3rd quarter. True Wealth Design LLC now owns 253 shares of the asset manager’s stock worth $29,000 after purchasing an additional 158 shares during the period. JPL Wealth Management LLC purchased a new position in shares of State Street in the third quarter worth $29,000. Flagship Wealth Advisors LLC purchased a new stake in State Street during the 3rd quarter valued at about $35,000. Measured Wealth Private Client Group LLC acquired a new position in State Street in the 3rd quarter worth approximately $35,000. Finally, SJS Investment Consulting Inc. raised its holdings in shares of State Street by 2,142.9% during the third quarter. SJS Investment Consulting Inc. now owns 314 shares of the asset manager’s stock worth $36,000 after purchasing an additional 300 shares during the last quarter. Institutional investors own 87.44% of the company’s stock.

Key Headlines Impacting State Street

Here are the key news stories impacting State Street this week:

• Positive Sentiment: Q4 revenue and core results beat estimates — State Street reported stronger-than-expected revenue and NII-driven fee growth, with EPS above consensus on the company release and analyst notes, supporting the firm’s top-line momentum. State Street Q4 Earnings Beat
• Positive Sentiment: Record assets under management/custody — State Street finished 2025 with record AUC/A and AUM (reported ~$5.7T), which underpins fee revenue stability and product distribution. SPDR Issuer State Street Ends 2025 With Record $5.7 Trillion AUM
• Positive Sentiment: Strategic expansion into digital assets — State Street launched a Digital Asset / tokenization platform to support tokenized MMFs, ETFs and custody services, which could drive new fee streams over time. State Street Launches Digital Asset Platform
• Neutral Sentiment: Company presentation and analyst commentary — Management hosted the scheduled earnings call and released slides; several analysts reiterated positive ratings and elevated price targets, but noted much of the good news was already priced in. Q4 Presentation / Slides
• Negative Sentiment: Rising expenses and restructuring charges weighed on profit — Multiple outlets highlighted a meaningful jump in expenses and restructuring costs that reduced Q4 profit and prompted a higher expense outlook for 2026; that guidance and cost uncertainty drove the selloff. State Street’s fourth-quarter profit falls as expenses weigh
• Negative Sentiment: Investor caution on cost trajectory — Market coverage flagged that, despite a paper beat, elevated operating costs and restructuring guidance raise questions about margin recovery and near-term profitability. State Street Drops After Q4 Results

About State Street

State Street Corporation is a global financial services company that provides a range of investment servicing, investment management and investment research and trading services to institutional investors. Its principal activities include custody and fund administration, securities lending, performance and risk analytics, trading and execution services, and foreign exchange. The company also offers investment management through State Street Global Advisors, a major provider of exchange-traded funds and institutional investment strategies.

State Street serves a broad client base of asset managers, insurance companies, pension funds, endowments, and other institutions across North America, Europe, Asia and other global markets.