Is State Street stock a buy right now?
As of early May 2025, State Street Corporation (STT) shares are trading at approximately $88.73, with an average daily trading volume of around 2.27 million shares. This robust liquidity signals continued investor interest in one of the U.S.’s largest and most respected asset managers. State Street recently reported exceptional Q1 2025 results: earnings and fee revenue both surged, assets under management rose 9% year-over-year to $4.7 trillion, and the company demonstrated disciplined expense management, fueling impressive operating leverage. While some technical indicators point to a short-term overbought condition—particularly an RSI of 81—market sentiment remains constructive. The company’s recent expansion in ETF market share and focus on technology-driven growth solidifies its competitive position within the evolving financial services sector. Shareholder returns through dividends (3.43% yield) and repurchases further underline the stock’s appeal for long-term portfolios. According to a consensus from more than 32 national and international banks, analysts are targeting a price of $115, reflecting optimism on State Street’s growth trajectory and operational resilience. In the context of a dynamic asset management industry, now appears to be an opportune moment for retail investors to keep a close watch on STT as part of a diversified strategy.
- EPS and revenue delivered double-digit growth year-over-year in Q1 2025.
- Attractive 3.43% dividend yield with a conservative 33.45% payout ratio.
- Expanded ETF market share in a rapidly growing segment.
- Operational leverage: expenses fell by 3%, boosting profit margins.
- Low forward P/E ratio implies value potential relative to peers.
- RSI of 81 indicates potential for short-term pullback or volatility.
- Volume has declined on price increases, possibly signaling near-term caution.
- What is State Street?
- How much is State Street stock?
- Our full analysis on State Street </b>stock
- How to buy State Street stock in United States?
- Our 7 tips for buying State Street stock
- The latest news about State Street
- FAQ
Why trust HelloSafe?
At HelloSafe, our expert has been monitoring State Street's performance for more than three years. Each month, hundreds of thousands of users in the United States rely on us to interpret market trends and highlight top investment opportunities. Our analyses are provided for informational purposes only and should not be considered investment advice. In line with our ethical charter, we have never been, and will never be, paid by State Street.
What is State Street?
| Indicator | Value | Analysis |
|---|---|---|
| 🏳️ Nationality | United States | U.S.-based, benefits from robust financial infrastructure and regulatory oversight. |
| 💼 Market | New York Stock Exchange (NYSE) | Listed on NYSE, providing strong liquidity and global investor access. |
| 🏛️ ISIN code | US8574771031 | Standard international identifier for stock, ensures broad tradability. |
| 👤 CEO | Ronald P. O'Hanley | Experienced CEO with a focus on expansion and operational efficiency. |
| 🏢 Market cap | $25.43 billion | Mid-to-large cap status, indicating stability with room for further growth. |
| 📈 Revenue | $3.28 billion (Q1 2025) | Revenue showed 5% year-over-year growth, signaling business strength and expansion. |
| 💹 EBITDA | Not directly disclosed | EBITDA not specified; margin trends suggest improved profitability due to cost control. |
| 📊 P/E Ratio (Price/Earnings) | 9.99 | Low P/E points to undervaluation compared to peers; potential value opportunity exists. |
How much is State Street stock?
The price of State Street stock is rising this week. As of now, STT is trading at $88.73, up $0.63 (+0.72%) over the past 24 hours and showing a solid gain for the week. The company’s market capitalization stands at $25.43 billion, with an average 3-month trading volume of 2.27 million shares. State Street’s P/E ratio is 9.99, offering a dividend yield of 3.43%, and the stock has a beta that suggests moderate volatility. Given current overbought conditions matched with strong fundamentals, investors should be aware of short-term swings but may find long-term potential appealing.
Check out the USA's best brokers!Compare brokersOur full analysis on State Street stock
After thorough analysis of State Street Corporation's (STT) recent quarterly results and its multi-year performance trajectory, our evaluation leverages both quantitative and qualitative indicators—including financial metrics, technical factors, sector trends, and competitive positioning—using proprietary screening methods. With STT showcasing strong financials and attractive valuation metrics, a key question arises: Why might State Street stock once again offer a strategic entry into the financial services and asset management sector in 2025?
Recent Performance and Market Context
State Street has displayed exceptional price resilience against a shifting macroeconomic landscape. Now trading at $88.73, STT has climbed approximately 27% from its 52-week low of $70.20, highlighting robust investor confidence. This positive path is supported by outstanding Q1 2025 performance: earnings per share reached $2.04, a 49% year-over-year increase and above consensus estimates, while revenue advanced by 5% and net income soared 39%.
- Expansion in ETF market share, capturing demand for passive investment vehicles.
- New servicing fee revenue wins, bolstering the company’s top line.
- Shareholder-friendly capital returns, with $320 million distributed through dividends and repurchases in Q1 2025.
- Sector tailwinds, as the asset management industry benefits from rising global equity markets and sustained demand for sophisticated investment solutions.
The U.S. financial services sector remains well positioned, buoyed by ongoing economic growth, regulatory developments, and a structural shift toward data-driven, technology-enabled asset servicing—a core strength for State Street.
Technical Analysis
From a technical standpoint, State Street largely appears bullish, though caution is warranted in the near term.
- Relative Strength Index (RSI 14) stands at 81, firmly in overbought territory, signaling strong demand but also indicating a possible pause or shallow correction.
- MACD remains positive, with the short-term average above the signal line, a traditional bullish sign.
- Moving averages (short above long) support the upward momentum, and a pivot point on April 8 generated a strong buy signal—STT has risen over 17% since then.
However, several cautionary signals are notable:
- Reduced volume on price advances could foreshadow consolidation or a mild retracement toward nearby support levels ($87.57 and $85.65).
- Key resistance levels include $89.83. A breakout above this level could spark a sustained rally, especially if accompanied by renewed volume.
Overall, State Street's technical profile remains bullish, with prime entry points possibly surfacing on pullbacks toward support or just before renewed upward momentum.
Fundamental Analysis
State Street continues to exhibit a fundamentally strong profile, supporting renewed investor interest:
- Revenue and Earnings Growth: Q1 2025 results revealed 6% fee revenue growth and a 9% boost in assets under management, propelled by broad-based product and platform strength. Operating leverage from a 3% reduction in expenses amplified growth.
- Attractive Valuation: With a 9.99x trailing and 9.34x forward P/E, and a PEG ratio of 0.96, STT is meaningfully discounted versus asset management peers and the S&P 500. Price/book (1.11) and price/sales (2.03) further highlight its value, anchored by robust profitability and scale.
- Strategic and Structural Strengths: Over $46.7 trillion in assets under custody/administration establish STT’s global leadership, complemented by ongoing technological innovation and an expanding high-growth ETF presence.
- Sustainable Dividend: A 3.43% yield, backed by a conservative 33.45% payout ratio, delivers stable income—attractive amid a sector emphasizing both growth and fiscal discipline.
Over the long term, State Street's blend of scale, market prominence, and investment in data and digital platforms positions it well for future outperformance.
Volume and Liquidity
Liquidity and trading activity provide crucial insight into market sentiment:
- Average daily trading volume of 2.27 million shares ensures liquidity, making it easy to enter or exit positions. Strong liquidity often attracts institutional interest.
- Float characteristics support active valuation, with recent insider buying indicating that leadership sees further upside.
Consistently robust trading volumes—especially during price rallies—suggest that institutional investors continue to regard STT’s risk/reward profile favorably.
Catalysts and Positive Outlook
State Street stands to gain from a mix of fundamental and strategic catalysts:
- Product Innovation and Technology Investments: Continued digitization and front-office software initiatives enhance client retention and drive new revenue opportunities.
- ETF and Passive Strategy Expansion: Growing ETF market share aligns with investor appetite for cost-efficient, scalable solutions.
- Operational Efficiency: Ongoing focus on expense management and margin improvement bolsters operational flexibility.
- Geographic and Business Line Expansion: Deepening State Street’s global reach captures both mature and emerging market opportunities.
- ESG Leadership: With institutional clients prioritizing ESG factors, State Street’s innovations in responsible investing provide further growth potential.
Continued capital returns point to management confidence, while regulatory developments and technological change further support the sector’s outlook.
Investment Strategies
Analyzing potential approaches, State Street stands out as an appealing choice across multiple investment horizons:
- Short-Term: Although technicals (high RSI) hint at a possible near-term retracement, pullbacks toward support ($87.57, $85.65) could create compelling tactical buy points. Momentum traders may pursue moves above resistance levels ($89.83, $91.70).
- Medium-Term: As fee growth and profitability climb, investors may use minor dips to build positions before earnings or strategic updates.
- Long-Term: For those seeking growth, yield, and sector leadership, STT’s core strengths, solid dividend, and proven execution make it a portfolio anchor. Discounted valuation and ongoing capital returns bolster the long-term case.
Optimal positioning appears to coincide with pullbacks near support or ahead of anticipated company and industry catalysts.
Is it the Right Time to Buy State Street?
In summary, State Street represents a blend of earnings momentum, balance sheet strength, strategic innovation, and enticing valuation. Its Q1 2025 outperformance across all key metrics underscores operational excellence, and a forward dividend yield above 3% combined with an industry-low P/E ratio drive renewed investor enthusiasm. Ongoing buybacks and insider accumulation signal management confidence and strategic alignment.
Though near-term technicals indicate the need for caution, medium- and long-term prospects remain bright. With reliable support levels, multiple operational catalysts, and favorable industry trends, State Street appears well-positioned for investors seeking exposure to global asset management and financial technology.
For those considering U.S. financial sector exposure—especially within asset management—State Street’s convergence of technical, fundamental, and strategic positives justifies close attention in 2025. The stock looks poised for a new bullish phase as market dynamics evolve.
State Street's current market profile exemplifies strength and potential, and this period may represent a strategic inflection point for forward-looking investors aiming to capture value in the next phase of financial services growth.
How to buy State Street stock in United States?
Buying shares of State Street Corporation (NYSE: STT) online is both straightforward and secure when you use a regulated US broker. Investors can choose between spot (cash) buying—where you become a direct shareholder—or trading share price movements via Contracts for Difference (CFDs), which allow leveraged positions without owning the underlying asset. Both methods have their benefits depending on your goals and risk appetite. To help you pick the right platform, a detailed broker comparison is provided further down the page for your convenience.
Spot Buying
A cash or spot purchase of State Street stock means you buy and own actual shares, typically held in your brokerage account. When investing this way, you usually pay a fixed commission per order—most US brokers charge between $0 and $10 per trade, often around $5.
Example
If the State Street share price is $88.73, with $1,000 (factoring in a $5 brokerage fee), you can buy approximately 11 shares.
✔️ Gain scenario:
If STT rises by 10%, your shares would be worth $1,100.
Result: That’s a $100 gross gain—+10% return on your investment.
Trading via CFD
CFDs (Contracts for Difference) let you speculate on State Street’s share price, both up or down, without owning the actual shares. CFD trading involves different fees, like the spread (difference between buy and sell price) and overnight financing if you hold leveraged positions. US residents should note that not all brokers offer CFDs due to local regulations, but it is a common method globally.
Example
You open a CFD position on State Street with $1,000 and apply 5x leverage. This means you control an exposure of $5,000.
✔️ Gain scenario:
If the STT price rises by 8%, your leveraged position earns 8% × 5 = 40%.
Result: That’s a $400 gain on your $1,000 stake (excluding fees).
Final Advice
Before investing, it’s crucial to compare broker fees, commissions, and trading conditions, as costs can vary and impact your returns. Whether you choose direct share ownership or CFD trading depends on your investment objectives, risk tolerance, and preferred strategy. Make sure to review the broker comparison tool further down the page to find the best fit for your needs, and always invest responsibly.
Our 7 tips for buying State Street stock
| Step | Specific tip for State Street |
|---|---|
| Analyze the market | Review the strength of the asset management sector and State Street’s recent earnings beats and revenue growth to gauge growth trends. |
| Choose the right trading platform | Pick a U.S.-regulated brokerage that offers access to the NYSE and research tools to help you analyze STT’s valuation and performance. |
| Define your investment budget | Decide how much to invest based on your risk profile, and aim to diversify since State Street operates within a competitive sector. |
| Choose a strategy (short or long term) | Consider a long-term approach to benefit from State Street’s dividend yield and market position; short-term traders may wait for a pullback. |
| Monitor news and financial results | Track State Street’s quarterly results, dividend announcements, and industry news to stay informed about factors impacting the stock. |
| Use risk management tools | Utilize stop-loss or limit orders, especially given STT’s recent overbought signals, to help protect your investment from volatility. |
| Sell at the right time | Evaluate selling after technical peaks or in response to significant news, especially if the price nears key resistance levels. |
The latest news about State Street
State Street’s Q1 2025 earnings significantly exceeded consensus, with EPS up 49% and strong fee revenue growth. Reporting results on April 17, State Street delivered earnings per share of $2.04, beating estimates of $1.98, and demonstrated robust momentum through a 49% year-over-year rise in earnings and a 5% increase in total revenue. Fee revenue—crucial for its asset management operations—grew 6%, while net income jumped 39%. This outperformance underscores the company’s ability to generate higher-value revenue streams in the core U.S. asset servicing and management sectors, benefitting American clients and institutional investors.
State Street’s assets under custody and under management reached record highs, highlighting confidence from U.S.-based clients. The corporation reported $46.7 trillion in assets under custody/administration (up 6% YoY) and $4.7 trillion in assets under management (up 9% YoY), reflecting rising demand from domestic institutions and pension funds. This U.S.-centric growth not only cements State Street’s leadership position among American asset servicing providers but signals the ongoing trust and reliance of key U.S. market participants—an important consideration for professional analysts tracking domestic financial infrastructure resilience.
State Street continues to return capital to shareholders, supporting its appeal among income-focused U.S. investors. The latest quarter saw $320 million returned to shareholders via repurchases and dividends, in addition to maintaining a strong dividend yield of 3.43% and a conservative 33.45% payout ratio. This commitment to capital return appeals directly to American income investors, reinforcing State Street’s reputation as a reliable source of yield within the U.S. financial sector amid persistent yield-seeking behavior among domestic asset managers and retirees.
Recent insider activity at State Street demonstrates confidence from senior company leaders. Disclosed insider transactions over the past 100 trades indicate more buying than selling, a positive signal for U.S. market watchers seeking verification of internal conviction regarding the company’s trajectory. Such patterns, especially when transparent and compliant with regulatory frameworks, frequently offer reassurance to institutional investors and support the stock’s credibility in the eyes of U.S.-based market participants.
Technical indicators remain bullish, but analysts advise short-term caution amid overbought conditions and volume-price divergence. With a 14-day RSI at 81 and moving averages confirming bullish momentum, State Street’s technical setup remains strong, having recently issued a buy signal after a notable 17.79% price move. Nonetheless, trading volume has declined on the latest price rises—a classic sign of potential exhaustion—prompting recommendations for near-term vigilance. U.S.-based traders and analysts are watching support zones at $87.57 and $85.65, but the overall tone remains constructive for long-term investors, given State Street’s resilient business fundamentals.
FAQ
What is the latest dividend for State Street stock?
State Street stock currently pays a quarterly dividend of $0.76 per share, which amounts to $3.04 annually. The most recent ex-dividend date was April 1, 2025. With a yield of 3.43%, State Street offers a consistent income stream supported by a conservative payout ratio of 33.45%. Historically, the company has maintained steady or growing dividends, illustrating a commitment to rewarding shareholders.
What is the forecast for State Street stock in 2025, 2026, and 2027?
Based on current levels, the projected share prices for State Street are $115.35 at the end of 2025, $133.10 at the end of 2026, and $177.46 at the end of 2027. These optimistic projections reflect the company’s ongoing growth in assets under management, solid earnings performance, and leadership in ETF market share. Continuously strong fee revenue and prudent capital management further enhance State Street’s positive long-term outlook.
Should I sell my State Street shares?
State Street demonstrates robust fundamentals, with a solid track record of profitability and strategic resilience in the financial services sector. The attractive valuation, consistent dividend history, and successful expansion into ETFs reinforce its potential for mid- to long-term growth. Given these strengths, holding State Street shares could continue to provide value, particularly for investors seeking both income and capital appreciation.
How are State Street dividends and capital gains taxed in the United States?
For U.S. investors, State Street dividends are generally qualified and taxed at long-term capital gains rates if certain holding periods are met. Capital gains from selling shares are taxed according to whether they’re short- or long-term. U.S. shareholders benefit from no withholding tax, and State Street dividends are eligible to be received in tax-advantaged accounts like IRAs or 401(k)s, helping defer or reduce immediate tax liabilities.
What is the latest dividend for State Street stock?
State Street stock currently pays a quarterly dividend of $0.76 per share, which amounts to $3.04 annually. The most recent ex-dividend date was April 1, 2025. With a yield of 3.43%, State Street offers a consistent income stream supported by a conservative payout ratio of 33.45%. Historically, the company has maintained steady or growing dividends, illustrating a commitment to rewarding shareholders.
What is the forecast for State Street stock in 2025, 2026, and 2027?
Based on current levels, the projected share prices for State Street are $115.35 at the end of 2025, $133.10 at the end of 2026, and $177.46 at the end of 2027. These optimistic projections reflect the company’s ongoing growth in assets under management, solid earnings performance, and leadership in ETF market share. Continuously strong fee revenue and prudent capital management further enhance State Street’s positive long-term outlook.
Should I sell my State Street shares?
State Street demonstrates robust fundamentals, with a solid track record of profitability and strategic resilience in the financial services sector. The attractive valuation, consistent dividend history, and successful expansion into ETFs reinforce its potential for mid- to long-term growth. Given these strengths, holding State Street shares could continue to provide value, particularly for investors seeking both income and capital appreciation.
How are State Street dividends and capital gains taxed in the United States?
For U.S. investors, State Street dividends are generally qualified and taxed at long-term capital gains rates if certain holding periods are met. Capital gains from selling shares are taxed according to whether they’re short- or long-term. U.S. shareholders benefit from no withholding tax, and State Street dividends are eligible to be received in tax-advantaged accounts like IRAs or 401(k)s, helping defer or reduce immediate tax liabilities.
