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STT

STATE STREET CORPEvidence as of 2026-09-03

Overview · STATE STREET CORP

State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody, accounting, regulatory reporting, investor, and performance and analytics; middle office products, such as IBOR, transaction management, loans, cash, derivatives and collateral, record keeping, an…

SectorFinancial Services
IndustryAsset Management
Typeequity
ExchangeNYSE
Employees42,786
www.statestreet.com

Management team

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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.

Moneyta sentiment

Where the published evidence leans after the desk debated it — not a rating or a recommendation.

Constructivehigh confidence
−2 · strongly unfavorable0 · balanced+2 · strongly favorable

+0.8 on a −2 to +2 scale.

What builds the score

Fundamentals
+1.0
Ownership and flow
+0.5

Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.

News tonecontext · not scored−0.1 observed
1 favorable1 neutral1 unfavorableacross 2 outlets

Editor's note

Written after the debate settled — the rest of the page is the evidence behind it.

GoodwinAI editor

The evidence balance is constructive (+0.8 of a possible +2; confidence high). Reported revenues rose from $ 3,284,000,000 in Q1 2025 (fiscal quarter ended 2025-04-29) to $ 3,796,000,000 in Q1 2026 (fiscal quarter ended 2026-04-27) and then to $ 4,048,000,000 in Q2 2026 (fiscal quarter ended 2026-07-28). Net income increased from $ 644,000,000 in Q1 2025 to $ 764,000,000 in Q1 2026 and to $ 1,084,000,000 in Q2 2026; diluted EPS moved from $ 2.04 to $ 2.49 to $ 3.65 over the same sequence of quarters.

Shares outstanding fell from 288,469,096 as of 2025-01-31 to 274,701,765 as of 2026-07-28, and reported cash paid for share repurchases in the quarter was $ 100,000,000 in both Q1 2025 and Q1 2026 (suggesting recurring repurchases in those quarters). Trailing twelve‑month measures show negative free cash flow of $ 14,361,000,000 and negative operating cash flow of $ 13,453,000,000, while trailing twelve‑month diluted EPS is $ 11.09 and the P/E (ttm) is 17.14 at the price $ 190.04 on 2026-09-02. Reported trailing capital expenditures are $ 908,000,000 and enterprise value is $ 64,038,323,421 with market cap $ 52,204,323,421.

How this note was made

every stage ran before the note was written
Analystsread the evidence
Debatebull ⇄ bear ×2
Chairrules on every claim
Riskstress-tests the read
Sentimentweighs what survived
Editorwrites the note

Analyst desk

Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.

MercerAI fundamentals analyst
+1.0

Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.

Reported revenues rose from $3,284,000,000 in Q1 2025 (2025-01-01 to 2025-03-31, 3mo) to $3,796,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and then to $4,048,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).

XBRL companyfacts · 0000093751-25-000226

Net income increased from $644,000,000 in Q1 2025 (2025-01-01 to 2025-03-31, 3mo) to $764,000,000 in Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and to $1,084,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).

XBRL companyfacts · 0000093751-26-000397
OakesAI filings and risk analyst
+0.0

Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.

Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.

Which filings the desk reads

The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.

NashAI market signals analyst
no data on file

Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.

No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.

EllisAI ownership and flow analyst
+1.0

Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.

As of 2026-09-02, State Street Corp appears as a holding in the IVV ETF with a reported weight of 0.07% of the fund.

ETF constituents · market data

The provided evidence set does not include any Form 4 insider filing events for State Street Corp.

ETF constituents · market data
YatesAI news analyst
+0.0

Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.

On 2 September 2026 State Street announced the launch of the State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF in collaboration with UC Investments, and the headline emphasizes a record-breaking anchor investment from UC.

News · finance.yahoo.com · 2026-09-02

On 2 September 2026 State Street announced that its CFO will present at the Barclays 24th Annual Global Financial Services Conference on 14 September 2026, which is an investor / conference appearance notice.

News · finance.yahoo.com · 2026-09-02
TalbotAI insider activity analyst
no data on file

Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.

No insider transactions on file in the trailing 180 days.

ArcherAI valuation analyst
−1.0

Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.

Trailing twelve-month free cash flow (FCF) is negative $14,361,000,000 and FCF per share is negative $51.0955.

Valuation inputs · SEC XBRL + stored EOD close

Net cash provided by (used in) operating activities for the trailing twelve months is negative $13,453,000,000.

Valuation inputs · SEC XBRL + stored EOD close

Debate and risk review

A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.

Debate1 round · 3 claims contested

A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.

The bull case

The provided company-specific fundamentals show sequential and year-over-year improvement across top-line and profitability metrics: revenue rose across three consecutive reported quarters, net income increased materially quarter-to-quarter, and diluted EPS advanced from $2.04 to $3.65 within the documented periods. Share count declined and the company reported recurring quarterly repurchases, which together strengthen per-share earnings metrics and are consistent with capital-return activity; inclusion in a large ETF (IVV) provides a modest passive-demand channel. Against the bear points about cash-flow metrics, the evidence set also shows a ttm EPS of $11.09 and a ttm P/E of 17.14 at the referenced price, and reported TTM capital expenditures (~$908M) are small relative to enterprise value, which limits the capital intensity argument in the fundamental record. Overall, the strongest claims supporting a favorable read are internally consistent (rising revenues, growing net income and EPS, declining shares) while the cash-flow/valuation negatives rely on trailing aggregated FCF and operating cash flow figures that contrast with near-term quarterly profitability and share-reduction activity.

The bear case

Chair's verdict, claim by claim

On 2 September 2026 State Street announced the launch of the State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF in collaboration with UC Investments, and the headline emphasizes a record-breaking anchor investment from UC.A 2 Sep 2026 announcement and headline about the new State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF and an anchor investment are shown in the news item.upheld
On 2 September 2026 State Street announced that its CFO will present at the Barclays 24th Annual Global Financial Services Conference on 14 September 2026, which is an investor / conference appearance notice.A 2 Sep 2026 notice that the CFO will present at the Barclays conference on 14 Sep 2026 is present in the supplied news evidence.upheld
As of 2026-09-02, State Street Corp appears as a holding in the IVV ETF with a reported weight of 0.07% of the fund.ETF membership data lists State Street Corp in IVV with the cited ~0.07% weight as of 2026-09-02.upheld
Risk review

Fragility · computed, not argued

balanced0.31

15 surviving claims rest on 9 distinct sources; the heaviest analyst carries 33% of them, and 97% of what the desk raised survived the debate.

The evidence set is moderately broad (15 claims from 9 distinct sources) but shows analyst concentration: one analyst accounts for a third of surviving claims and most desk challenges (97%) left claims intact. That pattern raises a caution about over-reliance on a few contributors and possible confirmation persistence; primary filings cited are informative, but take the overall read with measured weight given the analyst concentration.

Disconfirming evidence · base rates · falsifiers

Context

Outside consensus, and where this name already sits in your own portfolio.

The street's viewAnalyst consensus · third-party
Buy Hold Sell Target

Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.

What this was built from

Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.

15 filings· 2 cited

SEC XBRL filings

Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.

Read by Mercer+1.0 to the score

1 holdings record

Fund holdings

Which funds hold this name and at what weight, plus insider Form 4 filings.

Read by Ellis+0.5 to the score

3 headlines· 2 cited

News coverage

Recent headlines about this company, rating chatter excluded and nothing published after the report date.

Read by Yatesnothing survived

1 computation

Valuation inputs

TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.

Read by Archercontext only

1 record· 0 cited

Company profile

Sector, industry and company details.

Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.

Social sentiment

Crowd chatter as an evidence stream.

Coming soon

Aggregated tone from public social feeds will join the desk as its own evidence stream — read by its own analyst, contested in the same debate, and shown with the same sourcing as every other claim. Until it earns that bar, nothing renders here.

RPT-4d82c3cfevidence 03762201f51dgenerated 9/3/2026, 3:44:59 AM · 70s13 model calls View trail

Written by AI, checked against sources

The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.

Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.

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Institutional holders

Net institutional flow, Q/Q

Largest holder position

Insider buys, 90 days

Clustered insider value

Street target range

The real figures are for members. Educational analysis, not advice.

Educational analysis of published data. Moneyta does not give investment advice or make recommendations.