State Stock Analysis

STT
 Stock
  

USD 73.52  3.54  4.59%   

The modest gains experienced by current holders of State Street Corp created some momentum for private investors as it was traded today as low as 73.26 and as high as 76.24 per share. The company executives have been quite successful in maneuvering the stock at opportune times to take advantage of all market conditions in October. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.46. The current volatility is consistent with the ongoing market swings in October 2022 as well as with State Street Corp unsystematic, company-specific events.
Additionally, take a look at World Market Map.
  
The State Street stock analysis report makes it easy to digest most publicly released information about State Street and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. State Stock analysis module also helps to analyze the State Street price relationship with some important fundamental indicators such as market cap and management efficiency.

State Stock Analysis Notes

About 91.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.16. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. State Street Corp has Price/Earnings To Growth (PEG) ratio of 2.22. The entity recorded earning per share (EPS) of 6.07. The firm last dividend was issued on the 30th of September 2022. State Street had 2:1 split on the 31st of May 2001. State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. State Street Corporation was founded in 1792 and is headquartered in Boston, Massachusetts. State Street operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 41000 people. To find out more about State Street Corp contact Cyrus Taraporevala at 617 786-3000 or learn more at www.statestreet.com.

State Street Corp Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. State Street's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding State Street Corp or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
State Street Corp has a frail financial position based on the latest SEC disclosures
Over 91.0% of the company shares are owned by institutional investors
On 13th of October 2022 State Street paid $ 0.63 per share dividend to its current shareholders
Latest headline from news.google.com: Analysts Give Endeavor Group Holdings, Inc. a Consensus Rating of Buy - Best Stocks

State Street Corp Upcoming and Recent Events

Earnings reports are used by State Street to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to State Street previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report19th of January 2022
Next Financial Report15th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End19th of January 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

State Largest EPS Surprises

Earnings surprises can significantly impact State Street's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2003-07-15
2003-06-300.470.520.0510 
2005-10-18
2005-09-300.670.750.0811 
2006-07-18
2006-06-300.830.930.112 
View All Earnings Estimates

State Street Thematic Classifications

In addition to having State Street stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Top FinTech
A collection of large financial service, investment, and banking companies
Investing
Money and asset management including investment banking
Management
Management services

State Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as State Street is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading State Street Corp backward and forwards among themselves. State Street's institutional investor refers to the entity that pools money to purchase State Street's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zweigdimenna Associates LlcCommon Shares98.6 K9.8 M
Zweigdimenna Associates LlcCommon Shares4.8 K459 K
Zweigdimenna Associates LlcCommon Shares70.3 K5.5 M
Zweigdimenna Associates LlcCommon SharesK216 K
Zweigdimenna Associates LlcCommon Shares3.5 K275 K
Zurich Insurance Group LtdCommon Shares282.4 K26.3 M
Zurich Insurance Group LtdCommon Shares379.9 K32.2 M
Note, although State Street's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

State Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 28.17 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate State Street's market, we take the total number of its shares issued and multiply it by State Street's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

State Profitablity

State Street's profitability indicators refer to fundamental financial ratios that showcase State Street's ability to generate income relative to its revenue or operating costs. If, let's say, State Street is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, State Street's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of State Street's profitability requires more research than a typical breakdown of State Street's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 22.74 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large.
Last ReportedProjected for 2022
Return on Average Assets 0.86  0.98 
Return on Average Equity 10.06  11.06 
Return on Invested Capital 0.0126  0.0142 
Return on Sales 0.22  0.25 

Management Efficiency

The entity has Return on Asset of 0.87 % which means that on every $100 spent on asset, it made $0.87 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 10.34 %, implying that it generated $10.34 on every 100 dollars invested. State Street management efficiency ratios could be used to measure how well state street corp manages its routine affairs as well as how well it operates its assets and liabilities. Return on Average Assets is likely to gain to 0.98 in 2022. Return on Average Equity is likely to gain to 11.06 in 2022. Deposit Liabilities is likely to drop to about 136 B in 2022. Total Liabilities is likely to drop to about 245.8 B in 2022
Last ReportedProjected for 2022
Book Value per Share 49.72  39.82 
Enterprise Value over EBIT(19.55) (20.06) 
Enterprise Value over EBITDA(15.08) (15.48) 
Price to Book Value 1.62  2.06 
Tangible Assets Book Value per Share 551.01  454.62 
Enterprise Value-40.2 B-41.3 B
Tangible Asset Value211.6 B178.2 B

Technical Drivers

As of the 28th of November, State Street has the Coefficient Of Variation of 1348.62, risk adjusted performance of 0.1089, and Semi Deviation of 2.08. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of State Street Corp, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for State Street Corp, which can be compared to its competition. Please validate State Street Corp mean deviation, information ratio, as well as the relationship between the Information Ratio and downside variance to decide if State Street is priced more or less accurately, providing market reflects its prevalent price of 73.52 per share. Given that State Street Corp has jensen alpha of 0.0809, we advise you to double-check State Street Corp's current market performance to make sure the company can sustain itself at a future point.

State Street Corp Price Movement Analysis

The output start index for this execution was nineteen with a total number of output elements of fourty-two. The Exponential Moving Average is calculated by weighting recent values of State Street Corp more heavily than older values.
.

State Street Corp Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific State Street insiders, such as employees or executives, is commonly permitted as long as it does not rely on State Street's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases State Street insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

State Street Outstanding Bonds

State Street issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. State Street Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most State bonds can be classified according to their maturity, which is the date when State Street Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

State Street Predictive Daily Indicators

State Street intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of State Street stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

State Street Forecast Models

State Street time-series forecasting models is one of many State Street's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary State Street's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About State Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how State Street prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling State shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as State Street. By using and applying State Stock analysis, traders can create a robust methodology for identifying State entry and exit points for their positions.
Last ReportedProjected for 2022
EBITDA Margin 0.30  0.32 
Gross Margin 0.90  0.89 
Profit Margin 22.39  19.91 

Current State Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. State analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. State analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
113.73Buy11Odds
State Street Corp current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most State analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand State stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of State Street Corp, talking to its executives and customers, or listening to State conference calls.
State Analyst Advice Details

State Stock Analysis Indicators

State Street Corp stock analysis indicators help investors evaluate how State Street stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading State Street shares will generate the highest return on investment. By understating and applying State Street stock analysis, traders can identify State Street position entry and exit signals to maximize returns.
Trailing Annual Dividend Rate2.08
Fifty Two Week Low58.62
Revenue Growth-1.10%
Payout Ratio33.10%
Average Daily Volume Last 10 Day2.87M
Shares Short Prior Month2.69M
Average Daily Volume In Three Month2.29M
Earnings Growth-8.20%
Shares Percent Shares Out0.66%
Earnings Quarterly Growth-3.40%
Forward Price Earnings9.29
Short Percent Of Float0.66%
Float Shares349.08M
Fifty Two Week High104.87
Fifty Day Average69.53
Two Hundred Day Average73.40
Enterprise Value To Revenue-4.73
Trailing Annual Dividend Yield2.72%
Additionally, take a look at World Market Map. You can also try Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

Complementary Tools for analysis

When running State Street Corp price analysis, check to measure State Street's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy State Street is operating at the current time. Most of State Street's value examination focuses on studying past and present price action to predict the probability of State Street's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move State Street's price. Additionally, you may evaluate how the addition of State Street to your portfolios can decrease your overall portfolio volatility.
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Is State Street's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of State Street. If investors know State will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about State Street listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.08) 
Market Capitalization
28.3 B
Quarterly Revenue Growth YOY
(0.011) 
Return On Assets
0.0087
Return On Equity
0.1
The market value of State Street Corp is measured differently than its book value, which is the value of State that is recorded on the company's balance sheet. Investors also form their own opinion of State Street's value that differs from its market value or its book value, called intrinsic value, which is State Street's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because State Street's market value can be influenced by many factors that don't directly affect State Street's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between State Street's value and its price as these two are different measures arrived at by different means. Investors typically determine State Street value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, State Street's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.