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STT State Street Corp

NYSE, CIK 0000093751, fiscal year ends 12/31. Last price 167.83 on 2026-10-23, market value 46.1 billion dollars.

Machine-readable: STT.json, STT.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

PhilosophyScoreStatusCurrent inputs as ofHistory usedPriceVerificationRules
Graham Defensive n/a not scored (financial) — — — — method
Magic Formula n/a not scored — — — — method
Momentum 85 ok 2026-10-23 — 2026-10-23 — method
Insider 0 ok 2026-10-23 — — — method
Buffett Quality n/a not scored (financial) — — — — method
Lynch GARP n/a not scored (financial) — — — — method
Graham Enterprising n/a not scored (financial) — — — — method
Piotroski F-Score n/a not scored (financial) — — — — method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

InputValueUnitPeriod / dateSource
Traded price167.83USD per traded unit (share or ADS)2026-10-23Yahoo Finance
SEC shares outstanding274,701,765underlying shares2026-07-28SEC cover page 10-Q 0000093751-26-000397 (274,701,765 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/93751/000009375126000397/stt-20260630.htm 0000093751-26-000397
Depositary ratio1.0underlying shares per traded unit domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares46,103,197,220USD2026-10-23
shares at 2026-07-28
167.83 (price 2026-10-23) / 1 x 274,701,765 (shares at 2026-07-28) = 46,103,197,220

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

85 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
12-1 month return59.9 % (percentile 91.1)45.6 / 50
6 month return12.1 % (percentile 68.1)13.6 / 20
Price / 52-week high0.86913.0 / 15
Volatility penalty (60d annualised)19.8 %12.6 / 15
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Adjusted close series (14 months)167.832026-10-23Yahoo Finance / Alpaca Market Data daily historynot cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factorValueThresholdPoints
Open-market buy value / market cap (percentile among buyers)0.0 bp0.0 / 35
Distinct buyers00.0 / 25
Buyer seniority0.00.0 / 20
Recency (half-life 30d)0.00.0 / 10
Sales penalty (excludes 10b5-1 plan sales)0.02 bp-0.7 / 0
Inputs, 2 numbers with their sources
InputValuePeriodSourceCheck
Form 4 S Schaefer Elizabeth 2026-08-0390595.02026-08-03SEC Form 4 (insider transactions data set)not cross-checked
excluded 2026-10-20 S10b5-1 planrulenot cross-checked

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FYEndedRevenue, $MNet income, $MEPS dilutedDividendFiling
20132013-12-319,8642,0504.43paid0000093751-16-000446
20142014-12-3110,2742,0224.53paid0000093751-17-000249
20152015-12-3110,3601,9804.47paid0000093751-18-000308
20162016-12-3110,2912,1384.96paid0000093751-19-000390
20172017-12-3111,2662,1565.19paid0000093751-20-000684
20182018-12-3112,1312,5936.39paid0000093751-21-000476
20192019-12-3111,7562,2425.38paid0000093751-22-000424
20202020-12-3111,7032,4206.32paid0000093751-23-000489
20212021-12-3112,0272,6937.19paid0000093751-24-000498
20222022-12-3112,1482,7747.19paid0000093751-25-000111
20232023-12-3111,9451,9445.58paid0000093751-26-000124
20242024-12-3113,0002,6878.21paid0000093751-26-000124
20252025-12-3113,9442,9459.4paid0000093751-26-000124

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

DateInsiderRoleTypeSharesPriceValue
2026-10-20O Hanley Ronald PCEOsale plan14,554164.602,395,588
2026-08-03Schaefer Elizabethofficersale500181.1990,595
2026-07-24Hu W. Bradfordofficersale plan9,758184.521,800,546
2026-07-21O Hanley Ronald PCEOsale plan14,553184.172,680,226
2026-07-21Horgan Kathryn MPressale plan5,523184.171,017,171
2026-06-11Horgan Kathryn MPressale5,500162.78895,290
2026-06-08Richards Michael Lofficersale1,500162.14243,210
2026-05-26O Hanley Ronald PCEOsale14,553155.352,260,809
2026-05-26Hu W. Bradfordofficersale9,212155.351,431,084
2026-05-13Schaefer Elizabethofficersale500150.8775,435
2026-04-22Richards Michael Lofficersale3,000153.89461,670
2026-04-22Tahiri MostaphaCOOsale9,611152.931,469,810