Shared on 08 Dec 25

Fair value Decreased 0.16%

STT: Future Fee Leverage And New CFO Moves Will Shape Returns

Analysts have nudged their fair value estimate for State Street slightly lower to approximately $130 per share from about $130.36, reflecting a modestly higher discount rate and fine tuned expectations for revenue growth, profitability, and future valuation multiples, amid broadly supportive Street target hikes that emphasize operating leverage and potential strategic upside. Analyst Commentary Bullish analysts are broadly constructive on State Street, pointing to a blend of equity market leverage, operating efficiency opportunities, and a refreshed leadership backdrop as catalysts that could unlock additional shareholder value beyond current expectations.

Shared on 24 Nov 25

STT: Future Fee Upside Expected As New CFO Initiatives Unfold

Analysts have raised their price targets for State Street, with the consensus increasing by up to $48. Strong revenue performance, improved outlooks, and expectations for ongoing fee growth and strategic shifts support the more favorable view.

Shared on 07 Nov 25

Fair value Increased 0.56%

STT: Future Fee Momentum And New CFO Appointment Will Drive Share Recovery

The consensus analyst price target for State Street has increased modestly from approximately $129.63 to $130.36. This change reflects continued confidence in the company's profitability prospects and steady revenue growth cited by analysts.

Shared on 24 Oct 25

Fair value Increased 1.83%

State Street's analyst price target has been raised from approximately $127.30 to $129.63 per share. Analysts cite factors such as a strong revenue beat, attractive valuation, and the potential for improved profitability due to higher market levels and ongoing strategic initiatives.

Shared on 10 Oct 25

Fair value Increased 8.34%

State Street's analyst price target has been revised upward from $117.50 to $127.30. This change reflects improved revenue growth expectations and continued optimism from analysts, citing increased fee generation, strategic changes, and positive momentum in new business wins.

Shared on 26 Sep 25

Fair value Increased 1.64%

Analysts have raised State Street’s price target to $117.50, citing continued organic fee growth, strong operating leverage, asset-driven revenue momentum, and sector tailwinds from rising markets and interest rates. Analyst Commentary Bullish analysts highlight State Street’s ability to drive organic fee growth while maintaining expense discipline, creating positive operating leverage.

Shared on 04 Sep 25

Fair value Increased 0.43%

Analysts maintain a positive outlook on State Street, citing robust AUC/A growth, higher fee revenues, and increased net interest income driven by favorable markets and rising rates, leaving the consensus price target unchanged at $115.11. Analyst Commentary Bullish analysts cite robust growth in assets under custody/administration (AUC/A), supported by a favorable equity market environment.

Shared on 07 May 25

Fair value Decreased 9.00%

Shared on 30 Apr 25

Fair value Increased 18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 15%

AnalystConsensusTarget has decreased revenue growth from 3.5% to 3.2% and increased future PE multiple from 11.2x to 12.9x.

Shared on 16 Apr 25

Fair value Decreased 12%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 09 Apr 25

Fair value Decreased 6.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 5.55%

Rising Market Momentum And Fee Expansion Will Drive Future Asset Servicing Success

STT: Future Fee Leverage And New CFO Moves Will Shape Returns

STT: Future Fee Upside Expected As New CFO Initiatives Unfold

STT: Future Fee Momentum And New CFO Appointment Will Drive Share Recovery

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