State Street Corporation $STT Stock Holdings Lifted by Lombard Odier Asset Management Switzerland SA

Lombard Odier Asset Management Switzerland SA grew its stake in shares of State Street Corporation (NYSE:STT) by 18.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,333 shares of the asset manager’s stock after purchasing an additional 5,600 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in State Street were worth $4,598,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. Wilkerson Advisory Group LLC purchased a new stake in shares of State Street in the fourth quarter valued at $29,000. Phillip James Consulting Co. acquired a new stake in shares of State Street during the 4th quarter valued at $30,000. JPL Wealth Management LLC purchased a new position in shares of State Street during the 3rd quarter valued at $29,000. Whipplewood Advisors LLC acquired a new position in shares of State Street in the first quarter worth $34,000. Finally, Reflection Asset Management acquired a new position in shares of State Street in the fourth quarter worth $35,000. Hedge funds and other institutional investors own 87.44% of the company’s stock.

Analyst Upgrades and Downgrades

STT has been the subject of a number of research reports. Truist Financial reissued a “hold” rating and set a $191.00 price objective (up from $176.00) on shares of State Street in a research report on Friday, July 17th. Keefe, Bruyette & Woods upped their target price on State Street from $195.00 to $215.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Evercore set a $200.00 price target on State Street in a report on Monday, July 20th. Wells Fargo & Company boosted their price target on State Street from $196.00 to $215.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Finally, Citigroup increased their price objective on State Street from $193.00 to $210.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $184.72.

State Street Trading Down 0.1%

NYSE:STT opened at $185.25 on Monday. State Street Corporation has a 12 month low of $104.64 and a 12 month high of $192.51. The firm has a market cap of $51.27 billion, a price-to-earnings ratio of 16.34, a P/E/G ratio of 0.77 and a beta of 1.42. The company has a quick ratio of 0.57, a current ratio of 0.59 and a debt-to-equity ratio of 1.04. The company’s 50 day moving average is $169.06 and its 200-day moving average is $146.08.

State Street (NYSE:STT) last released its earnings results on Thursday, July 16th. The asset manager reported $3.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.34 by $0.31. State Street had a return on equity of 15.26% and a net margin of 15.02%.The firm had revenue of $4.05 billion for the quarter, compared to analyst estimates of $3.88 billion. During the same quarter last year, the firm posted $2.04 EPS. The company’s revenue was up 23.3% on a year-over-year basis. Equities analysts anticipate that State Street Corporation will post 13.68 EPS for the current year.

State Street Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 13th. Shareholders of record on Thursday, October 1st will be issued a dividend of $0.92 per share. The ex-dividend date of this dividend is Thursday, October 1st. This is a positive change from State Street’s previous quarterly dividend of $0.84. This represents a $3.68 dividend on an annualized basis and a yield of 2.0%. State Street’s dividend payout ratio (DPR) is presently 29.63%.

More State Street News

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

• Positive Sentiment: Analysts remain constructive on State Street, with coverage citing it as one of the more bullish financial stocks and Zacks Research upgrading the shares from hold to strong-buy. Article: Analysts Are Bullish on These Financial Stocks: State Street (STT), Galaxy Digital (GLXY)
• Positive Sentiment: A new article asks whether State Street’s strong second-quarter earnings and higher payouts strengthen the bull case, highlighting investor optimism around improved fundamentals and shareholder returns. Article: Does Strong Q2 Earnings and Higher Payouts Change The Bull Case For State Street (STT)?
• Positive Sentiment: State Street’s latest quarterly results were strong, with earnings and revenue beating estimates and revenue rising sharply year over year, reinforcing the view that the company’s core business is performing well. Article: State Street (STT) Q2 2026 Earnings Call Transcript
• Positive Sentiment: State Street Bank issued $750 million of senior notes, which should bolster funding flexibility and may be viewed as prudent balance-sheet management. Article: State Street Bank Boosts Funding Through Senior Notes
• Neutral Sentiment: State Street and the NYSE are set to celebrate “Fearless Girl,” a brand/marketing event that is unlikely to materially affect earnings or valuation. Article: NYSE Content Update: State Street + NYSE to Celebrate ‘Fearless Girl’
• Neutral Sentiment: State Street exited a substantial holding in Mesoblast, but the stake change appears more like portfolio repositioning than a direct driver for STT’s own stock. Article: State Street Exits Substantial Holding in Mesoblast
• Neutral Sentiment: Coverage describing State Street’s valuation as facing a “crucial test” after strong growth suggests investors are still weighing whether the rally can be sustained. Article: State Street (NYSE:STT) Valuation Faces A Crucial Test After Strong Growth

Insider Activity

In related news, EVP W. Bradford Hu sold 9,212 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $155.35, for a total transaction of $1,431,084.20. Following the sale, the executive vice president directly owned 59,552 shares in the company, valued at $9,251,403.20. This represents a 13.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael L. Richards sold 1,500 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $162.14, for a total value of $243,210.00. Following the sale, the executive vice president owned 41,827 shares in the company, valued at $6,781,829.78. The trade was a 3.46% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 25,265 shares of company stock worth $3,935,103. Company insiders own 0.27% of the company’s stock.

State Street Profile

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.