Company Dossier · Financials
State Street Corporation
- S&P 500
- Russell 1000
What State Street Corporation is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $15.1 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $2.02 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.46 billion, up 42% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.20 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $5.72 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 14, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed February 19, 2026): 1 risk factor added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $5.6 million on the open market.SEC Form 4
- 1,261 institutional managers reported a position at June 30, 2026 (+120 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 140 (129 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What State Street Corporation is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending85th pct
- Debt raised15th pct
- Buybacks vs capex94th pct
- Hiring filings96th pct
- Deals and private raises48th pct
- Patent publications26th pct
Confident ↔ Hedging
Mixed
- Call sentiment54th pct
- Call confidence69th pct
- Guidance changes—
- Risk factors added33rd pct
- Insider open-market trades29th pct
- + Call confidence
- − Insider open-market trades
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver51st pct
- Stress filings49th pct
Credit
How these are built →State Street Corporation's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$2.3B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Oct 15, 2026 | $750M | 5.963% | 2037 (11y) | +88bp | — |
| Apr 21, 2026 | $800M | 4.558% | 2032 (6y) | +65bp | — |
| Apr 21, 2026 | $700M | 5.094% | 2037 (11y) | +80bp | — |
| Oct 20, 2025 | $1B | 4.784% | 2036 (11y) | +80bp | — |
| Apr 22, 2025 | $1B | 4.834% | 2030 (5y) | +85bp | 4.834% |
| Feb 25, 2025 | $1.35B | 4.536% | 2028 (3y) | +45bp | 4.536% |
| Oct 17, 2024 | $1.2B | 4.330% | 2027 (3y) | +43bp | 4.330% |
| Aug 14, 2024 | $1B | 4.530% | 2029 (5y) | +77bp | — |
| Mar 13, 2024 | $1B | 4.993% | 2027 (3y) | +60bp | 4.993% |
| Nov 16, 2023 | $1B | 5.684% | 2029 (6y) | +125bp | — |
From the pricing term sheets State Street Corporation filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name State Street Corporation, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralState Street Stock Shines On As A Bet On Quality Among Global Banks (NYSE:STT)
seekingalpha.com · via Marketaux · Oct 9, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (CGCN GROUP, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (DALY CONSULTING GROUP)third_quarter 2026 · $0.0 million
- Oct 19, 2026LobbyingLobbying report (DAVIS & HARMAN LLP)third_quarter 2026 · $0.0 million
- Oct 14, 20268-KDirector or officer changeItem 5.02
- Oct 8, 2026LobbyingLobbying report (VENABLE LLP)third_quarter 2026 · $0.0 million
- Sep 14, 20268-KDirector or officer changeItem 5.02
- Jun 16, 2026Patent
- Jun 9, 2026Patent
- May 26, 20268-KShareholder vote resultsItem 5.07
- Mar 31, 20268-KDirector or officer changeItem 5.02
- Mar 23, 20268-KDirector or officer changeItem 5.02
- Feb 19, 202610-KAnnual report (10-K)1 risk factors added, 2 removed
- Jan 27, 2026Patent
- Sep 17, 20258-KDirector or officer changeItem 5.02
- May 19, 20258-KShareholder vote resultsItem 5.07
- Apr 30, 20258-KDirector or officer changeItem 5.02
- Feb 13, 202510-KAnnual report (10-K)0 risk factors added, 1 removed
- Jan 17, 20258-KDirector or officer changeItem 5.02
- Nov 13, 20248-KDirector or officer changeItem 5.02
- Jun 25, 2024Patent
- Apr 16, 2024Patent
- Feb 15, 202410-KAnnual report (10-K)1 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Blackstone Inc. BX | $16.1B | $5.5B | Jun 30, 2026 |
| Ameriprise Financial AMP | $19.8B | $8.1B | Jun 30, 2026 |
| KKR & Co. KKR | $21.3B | — | Jun 30, 2026 |
| Franklin Resources BEN | $9.3B | $0.9B | Jun 30, 2026 |
| T. Rowe Price TROW | $7.6B | $1.7B | Jun 30, 2026 |
| Invesco IVZ | $6.9B | $1.9B | Jun 30, 2026 |
| Apollo Global Management APO | $35.9B | — | Jun 30, 2026 |
| Ares Management ARES | $6.0B | — | Jun 30, 2026 |