State Street Corporation (STT) — Q4 2025 results
State Street reported fourth-quarter revenue of $3.67 billion, up 7.47% year over year and above the consensus revenue estimate of $3.64 billion. Gross profit increased to $2.08 billion (+6.39% YoY), while operating profit declined to $918 million (down 464.29% YoY).
Diluted earnings per share came in at $2.68, reflecting year-over-year growth but below the EPS estimate of $2.87. The company’s net income rose modestly to $747 million, a 2.61% increase versus the prior year.
On the balance sheet, State Street held substantial liquidity with $131.36 billion in cash and equivalents, and total liabilities of $338.21 billion. Operating cash flow remains a key area to watch at $7.90 billion, alongside modest capital investment of $(243 million).
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
State Street Corporation Insider Trading Activity
State Street Corporation insiders have traded $STT stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $STT stock by insiders over the last 6 months:
- HANLEY RONALD P O (Chairman, CEO and President) has made 0 purchases and 3 sales selling 54,495 shares for an estimated $6,077,744.
- KATHRYN M HORGAN (Executive Vice President) sold 5,676 shares for an estimated $672,889
- MICHAEL L RICHARDS (EVP and Senior Advisor) has made 0 purchases and 3 sales selling 3,490 shares for an estimated $399,227.
- ELIZABETH SCHAEFER (SVP, Chief Accounting Officer) sold 1,576 shares for an estimated $175,046
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
State Street Corporation Hedge Fund Activity
We have seen 473 institutional investors add shares of State Street Corporation stock to their portfolio, and 410 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- REGENTS OF THE UNIVERSITY OF CALIFORNIA added 2,797,825 shares (+inf%) to their portfolio in Q3 2025, for an estimated $324,575,678
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,417,820 shares (+74.6%) to their portfolio in Q3 2025, for an estimated $280,491,298
- FMR LLC added 1,672,541 shares (+17.4%) to their portfolio in Q3 2025, for an estimated $194,031,481
- CATALYST FINANCIAL PARTNERS LLC removed 1,600,463 shares (-60.5%) from their portfolio in Q3 2025, for an estimated $185,669,712
- VICTORY CAPITAL MANAGEMENT INC removed 1,201,696 shares (-25.6%) from their portfolio in Q3 2025, for an estimated $139,408,752
- COOKE & BIELER LP removed 1,097,831 shares (-50.2%) from their portfolio in Q3 2025, for an estimated $127,359,374
- TWO SIGMA INVESTMENTS, LP added 880,507 shares (+261.0%) to their portfolio in Q3 2025, for an estimated $102,147,617
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
State Street Corporation Government Contracts
We have seen $24,764,037 of award payments to $STT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PRIMARY PAYING AGENT SERVICES: $20,616,024
- THE CONTRACT WILL PROVIDE GLOBAL MASTER CUSTODY SERVICES FOR THE SAFEKEEPING AND ASSET SERVICING OF PLAN AS...: $3,748,013
- IGF::CT::IGF: $400,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
State Street Corporation Congressional Stock Trading
Members of Congress have traded $STT stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $STT stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 11/21.
- REPRESENTATIVE JAKE AUCHINCLOSS has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 11/17, 08/18.
- REPRESENTATIVE JONATHAN L. JACKSON purchased up to $15,000 on 11/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
State Street Corporation Analyst Ratings
Wall Street analysts have issued reports on $STT in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 10/24/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/20/2025
- Truist Securities issued a "Buy" rating on 10/02/2025
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
To track analyst ratings and price targets for State Street Corporation, check out Quiver Quantitative's $STT forecast page.
State Street Corporation Price Targets
Multiple analysts have issued price targets for $STT recently. We have seen 10 analysts offer price targets for $STT in the last 6 months, with a median target of $136.5.
Here are some recent targets:
- David Smith from Truist Securities set a target price of $138.0 on 01/07/2026
- Steven Alexopoulos from TD Cowen set a target price of $155.0 on 01/07/2026
- Jason Goldberg from Barclays set a target price of $152.0 on 01/05/2026
- Emily Ericksen from Citigroup set a target price of $150.0 on 12/30/2025
- David Konrad from Keefe, Bruyette & Woods set a target price of $135.0 on 10/20/2025
- Betsy Graseck from Morgan Stanley set a target price of $165.0 on 10/20/2025
- Mike Mayo from Wells Fargo set a target price of $129.0 on 10/20/2025
