State Street Corporation $STT Stock Holdings Lessened by XML Financial LLC

05 Nov 2026, 10:23 by Kim Johansen · The Markets Daily

XML Financial LLC cut its position in State Street Corporation (NYSE:STT – Free Report) by 56.0% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 2,398 shares of the asset manager’s stock after selling 3,047 shares during the period. XML Financial LLC’s holdings in State Street were worth $419,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Philadelphia Investment Partners LLC bought a new stake in State Street during the second quarter worth $26,000. Bell Investment Advisors Inc acquired a new stake in State Street in the second quarter valued at $28,000. Elevation Wealth Partners LLC grew its position in shares of State Street by 153.6% in the 2nd quarter. Elevation Wealth Partners LLC now owns 175 shares of the asset manager’s stock valued at $30,000 after acquiring an additional 106 shares during the period. Continuum Advisory LLC bought a new position in shares of State Street in the 2nd quarter valued at about $30,000. Finally, Kelleher Financial Advisors acquired a new position in shares of State Street during the 2nd quarter worth about $33,000. 87.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at State Street

In other news, CEO Hanley Ronald P. O sold 14,554 shares of the business’s stock in a transaction dated Tuesday, October 20th. The shares were sold at an average price of $164.60, for a total value of $2,395,588.40. Following the completion of the sale, the chief executive officer owned 215,905 shares of the company’s stock, valued at approximately $35,537,963. The trade was a 6.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP W. Hu sold 7,099 shares of the company’s stock in a transaction dated Monday, October 26th. The shares were sold at an average price of $168.63, for a total transaction of $1,197,104.37. Following the completion of the transaction, the executive vice president owned 42,695 shares in the company, valued at $7,199,657.85. This trade represents a 14.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.27% of the stock is owned by company insiders.

State Street Price Performance

Shares of NYSE STT opened at $173.31 on Thursday. The firm has a market cap of $47.15 billion, a P/E ratio of 12.91, a price-to-earnings-growth ratio of 0.79 and a beta of 1.38. The business’s 50 day moving average is $179.00 and its 200-day moving average is $159.28. The company has a current ratio of 0.59, a quick ratio of 0.59 and a debt-to-equity ratio of 1.02. State Street Corporation has a 1-year low of $111.63 and a 1-year high of $195.93.

State Street (NYSE:STT – Get Free Report) last released its quarterly earnings results on Wednesday, October 14th. The asset manager reported $3.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.68 by $0.01. State Street had a return on equity of 16.11% and a net margin of 15.81%. The business had revenue of $4 billion during the quarter, compared to the consensus estimate of $4.03 billion. During the same period in the previous year, the company posted $2.78 EPS. The firm’s quarterly revenue was up 12.9% on a year-over-year basis. Equities research analysts predict that State Street Corporation will post 13.78 earnings per share for the current year.

State Street News Summary

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

Neutral Sentiment: State Street’s stock underperformed competing stocks on Wednesday despite advancing. State Street stock underperforms competitors
Neutral Sentiment: A personal-finance article discussed three State Street ETFs as possible building blocks for a self-managed portfolio. It is product coverage, not a direct update on State Street’s financial performance. Article on three State Street ETFs
Neutral Sentiment: State Street announced dates for its 2027 quarterly earnings releases and conference calls, including its fourth-quarter and full-year 2026 results call on January 15. The scheduling notice is routine and offers no new outlook. 2027 results release dates
Neutral Sentiment: Regulatory notices said State Street entities ceased to be substantial holders in several overseas companies. These appear to be investment-holding changes and do not, by themselves, indicate a change in State Street’s operating outlook. Kingsgate filing
Negative Sentiment: Pomerantz LLP said it is investigating investor claims involving State Street. The announcement could create a legal overhang, but the notice provided no details about the claims or any resulting case. Investor claims investigation notice

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Weiss Ratings cut shares of State Street from a “buy (a-)” rating to a “buy (b+)” rating in a report on Tuesday, October 6th. Argus raised their target price on shares of State Street from $168.00 to $212.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. JPMorgan Chase & Co. lifted their target price on shares of State Street from $187.50 to $192.50 and gave the stock a “neutral” rating in a report on Friday, October 30th. Keefe, Bruyette & Woods upped their price target on shares of State Street from $220.00 to $230.00 and gave the company an “outperform” rating in a research note on Thursday, October 15th. Finally, Truist Financial decreased their price target on shares of State Street from $190.00 to $171.00 and set a “hold” rating on the stock in a research note on Thursday, October 15th. Eleven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $193.97.

Check Out Our Latest Analysis on STT

State Street Profile

(Free Report)

State Street Corporation is a financial services holding company headquartered in Boston, Massachusetts. Founded in 1792, it provides services primarily to institutional investors, including asset owners, asset managers, insurance companies, official institutions and other financial organizations.