STATE STREET CORP

STT, STT-PG · State Commercial Banks · 276.8M shares · -3%/yr ↓ buyback · EDGAR filings ↗

Net buyback after stock comp: $3.5B (gross $3.8B, SBC $268M)

Reference price $162.78 · est. market cap ~$45.1B — last insider sale, 2026-06-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B71

State Street — global custody bank with strong cash flow.

Strengths

Free cash flow 100th pct
Sticky custody/asset-servicing franchise
Revenue +7%

Risks

Low net-margin percentile (17th) and ROA (28th)
Fee and rate sensitivity
Expense pressure

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$312,475, last 6mo) Form 4 ↗
Buying back stockNet buyback — share count -3%/yr over 4y
Insider sellingInsider selling — 12 open-market sale(s) by 8 insider(s) (cluster of 8 insiders, ~$15M, last 6mo) Form 4 ↗

Quarterly revenue

2025-06-30 · $3.4B2025-09-30 · $3.5B2025-12-31 · $3.7B2026-03-31 · $3.8B

Last 4 quarters · from SEC filings.

Key metrics

Net margin

21.1%

Return on equity

10.6%

Return on assets

0.8%

Revenue growth (QoQ)

3.5%

Net-income growth

9.6%

Free cash flow

$10.8B

Tangible book value

$18.7B

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-11	Horgan Kathryn M	Sell	5.5K	$162.78
2026-06-08	RICHARDS MICHAEL L	Sell	1.5K	$162.14
2026-05-26	Hu W. Bradford	Sell	9.2K	$155.35
2026-05-26	O HANLEY RONALD P	Sell	15K	$155.35
2026-05-20	Freda William C	Grant	1.5K	—
2026-05-20	Fawcett Amelia C.	Grant	1.5K	—
2026-05-20	Halliday Patricia	Grant	1.5K	—
2026-05-20	DeMaio Donna	Grant	1.5K	—
2026-05-20	MATHEW SARA	Grant	1.5K	—
2026-05-20	Meaney William L	Grant	1.5K	—
2026-05-20	Portalatin Julio A	Grant	1.5K	—
2026-05-20	Gordon Susan M.	Grant	1.5K	—
2026-05-20	Porter Brian J.	Grant	1.5K	—
2026-05-20	Rhea John B	Grant	2.5K	—
2026-05-20	O'Sullivan Sean	Grant	1.5K	—
2026-05-20	Chandoha Marie A	Grant	1.5K	—
2026-05-15	O HANLEY RONALD P	Option exercise	2.2K	—
2026-05-15	O HANLEY RONALD P	Disposition	2.2K	$147.14
2026-05-15	TAHIRI MOSTAPHA	Tax withheld	91	$152.85
2026-05-15	Schaefer Elizabeth	Tax withheld	191	$152.85
2026-05-15	RICHARDS MICHAEL L	Tax withheld	195	$152.85
2026-05-13	Schaefer Elizabeth	Sell	500	$150.87
2026-04-22	TAHIRI MOSTAPHA	Sell	9.6K	$152.93
2026-04-22	RICHARDS MICHAEL L	Sell	3.0K	$153.89
2026-03-19	Gordon Susan M.	Grant	324	—
2026-03-11	PLANSKY JOHN	Sell	16K	$124.32
2026-03-05	Porter Brian J.	Buy	2.5K	$124.99
2026-03-02	O HANLEY RONALD P	Sell	29K	$125.70
2026-02-26	Woods John F	Grant	16K	—
2026-02-26	RICHARDS MICHAEL L	Grant	6.0K	—
2026-02-26	PLANSKY JOHN	Grant	13K	—
2026-02-26	TAHIRI MOSTAPHA	Grant	14K	—
2026-02-26	Hu W. Bradford	Grant	12K	—
2026-02-26	AMBROSIUS JOERG	Grant	11K	—
2026-02-26	AMBROSIUS JOERG	Grant	746	—
2026-02-26	AMBROSIUS JOERG	Tax withheld	355	$132.27
2026-02-26	Hung Yie-Hsin	Grant	20K	—
2026-02-26	Horgan Kathryn M	Grant	9.5K	—
2026-02-26	Shelton Mark	Grant	11K	—
2026-02-26	O HANLEY RONALD P	Grant	44K	—
2026-02-26	Schaefer Elizabeth	Grant	4.2K	—
2026-02-24	RICHARDS MICHAEL L	Sell	2.5K	$127.91
2026-02-23	Horgan Kathryn M	Sell	5.7K	$127.10
2026-02-23	AMBROSIUS JOERG	Sell	8.8K	$128.00
2026-02-13	O HANLEY RONALD P	Option exercise	1.3K	—
2026-02-13	TAHIRI MOSTAPHA	Grant	10K	—
2026-02-13	TAHIRI MOSTAPHA	Tax withheld	1.6K	$127.97
2026-02-13	TAHIRI MOSTAPHA	Tax withheld	2.3K	$127.97
2026-02-13	Horgan Kathryn M	Grant	17K	—
2026-02-13	Horgan Kathryn M	Tax withheld	6.8K	$127.97
2026-02-13	Horgan Kathryn M	Tax withheld	4.8K	$127.97
2026-02-13	Shelton Mark	Tax withheld	2.5K	$127.97
2026-02-13	Schaefer Elizabeth	Tax withheld	211	$127.97
2026-02-13	AMBROSIUS JOERG	Grant	12K	—
2026-02-13	AMBROSIUS JOERG	Tax withheld	2.5K	$127.97
2026-02-13	AMBROSIUS JOERG	Tax withheld	938	$127.97
2026-02-13	O HANLEY RONALD P	Disposition	1.3K	$130.65
2026-02-13	O HANLEY RONALD P	Option exercise	2.2K	—
2026-02-13	O HANLEY RONALD P	Disposition	2.2K	$130.65
2026-02-13	O HANLEY RONALD P	Grant	94K	—
2026-02-13	O HANLEY RONALD P	Tax withheld	44K	$127.97
2026-02-13	O HANLEY RONALD P	Tax withheld	22K	$127.97
2026-02-13	PLANSKY JOHN	Grant	23K	—
2026-02-13	PLANSKY JOHN	Tax withheld	9.6K	$127.97
2026-02-13	PLANSKY JOHN	Tax withheld	7.7K	$127.97
2026-02-13	Hu W. Bradford	Grant	27K	—
2026-02-13	Hu W. Bradford	Tax withheld	12K	$127.97
2026-02-13	Hu W. Bradford	Tax withheld	7.0K	$127.97
2026-02-13	RICHARDS MICHAEL L	Grant	11K	—
2026-02-13	RICHARDS MICHAEL L	Tax withheld	4.0K	$127.97
2026-02-13	RICHARDS MICHAEL L	Tax withheld	2.4K	$127.97
2026-02-13	Hung Yie-Hsin	Tax withheld	16K	$127.97
2025-11-28	Horgan Kathryn M	Sell	5.7K	$118.55
2025-11-14	O HANLEY RONALD P	Option exercise	1.3K	—
2025-11-14	O HANLEY RONALD P	Disposition	1.3K	$116.23
2025-11-14	O HANLEY RONALD P	Option exercise	2.2K	—
2025-11-14	O HANLEY RONALD P	Disposition	2.2K	$116.23
2025-11-14	Schaefer Elizabeth	Tax withheld	173	$116.84
2025-11-14	RICHARDS MICHAEL L	Tax withheld	333	$116.84
2025-11-14	PLANSKY JOHN	Tax withheld	3.6K	$116.84
2025-11-14	TAHIRI MOSTAPHA	Tax withheld	74	$116.84
2025-11-11	Hung Yie-Hsin	Gift	6.0K	—
2025-10-27	RICHARDS MICHAEL L	Sell	1.5K	$117.24
2025-09-15	Porter Brian J.	Grant	1.4K	—
2025-08-29	Woods John F	Grant	78K	—
2025-08-28	O HANLEY RONALD P	Gift	17K	—
2025-08-26	RICHARDS MICHAEL L	Sell	1.0K	$115.17
2025-08-21	O HANLEY RONALD P	Sell	13K	$112.39
2025-08-19	Schaefer Elizabeth	Sell	1.6K	$111.07
2025-08-15	O HANLEY RONALD P	Disposition	2.2K	$110.05
2025-08-15	Keating Mark R	Tax withheld	590	$111.07
2025-08-15	Schaefer Elizabeth	Tax withheld	173	$111.07
2025-08-15	TAHIRI MOSTAPHA	Tax withheld	70	$111.07
2025-08-15	Bisegna Anthony	Tax withheld	567	$111.07
2025-08-15	RICHARDS MICHAEL L	Tax withheld	206	$111.07
2025-08-15	O HANLEY RONALD P	Option exercise	1.3K	—
2025-08-15	O HANLEY RONALD P	Disposition	1.3K	$110.05
2025-08-15	O HANLEY RONALD P	Option exercise	2.2K	—
2025-08-12	O HANLEY RONALD P	Sell	39K	$111.24
2025-08-12	O HANLEY RONALD P	Sell	1.7K	$111.47
2025-08-11	Hung Yie-Hsin	Gift	1.7K	—
2025-08-06	Chandoha Marie A	Gift	5.5K	—
2025-07-22	RICHARDS MICHAEL L	Sell	990	$109.29
2025-05-30	O HANLEY RONALD P	Sell	41K	$96.21
2025-05-30	O HANLEY RONALD P	Sell	94	$96.72
2025-05-30	Horgan Kathryn M	Sell	11K	$96.61
2025-05-15	O HANLEY RONALD P	Disposition	2.2K	$86.45
2025-05-15	O HANLEY RONALD P	Gift	10K	—
2025-05-15	RICHARDS MICHAEL L	Tax withheld	205	$98.20
2025-05-15	Schaefer Elizabeth	Tax withheld	173	$98.20
2025-05-15	TAHIRI MOSTAPHA	Tax withheld	50	$98.20
2025-05-15	Bisegna Anthony	Tax withheld	566	$98.20
2025-05-15	Keating Mark R	Tax withheld	590	$98.20
2025-05-15	O HANLEY RONALD P	Option exercise	1.3K	—
2025-05-15	O HANLEY RONALD P	Disposition	1.3K	$86.45
2025-05-15	O HANLEY RONALD P	Option exercise	2.2K	—
2025-05-14	Meaney William L	Grant	2.4K	—
2025-05-14	MATHEW SARA	Grant	2.4K	—
2025-05-14	Portalatin Julio A	Grant	2.4K	—
2025-05-14	Chandoha Marie A	Grant	2.4K	—
2025-05-14	O'Sullivan Sean	Grant	2.4K	—
2025-05-14	Halliday Patricia	Grant	2.4K	—
2025-05-14	Halliday Patricia	Tax withheld	506	$97.71
2025-05-14	DeMaio Donna	Grant	2.4K	—
2025-05-14	Fawcett Amelia C.	Grant	2.4K	—
2025-05-14	Freda William C	Grant	2.4K	—
2025-05-14	Rhea John B	Grant	4.0K	—
2025-05-09	RICHARDS MICHAEL L	Sell	750	$94.04
2025-05-06	Schaefer Elizabeth	Sell	1.3K	$90.72
2025-05-02	TAHIRI MOSTAPHA	Sell	4.0K	$90.43
2025-05-01	Bisegna Anthony	Sell	3.5K	$88.74
2025-05-01	PLANSKY JOHN	Sell	12K	$88.83
2025-02-28	Hu W. Bradford	Grant	16K	—
2025-02-28	de Saint-Aignan Patrick	Sell	20K	$98.24
2025-02-28	Schaefer Elizabeth	Grant	2.4K	—
2025-02-28	Keating Mark R	Grant	5.3K	—
2025-02-28	Hung Yie-Hsin	Grant	27K	—
2025-02-28	Bisegna Anthony	Grant	9.5K	—
2025-02-28	PLANSKY JOHN	Grant	14K	—
2025-02-28	AMBROSIUS JOERG	Grant	11K	—
2025-02-28	AMBROSIUS JOERG	Tax withheld	5.2K	$99.23
2025-02-28	Shelton Mark	Grant	15K	—
2025-02-28	O HANLEY RONALD P	Grant	47K	—
2025-02-28	Horgan Kathryn M	Grant	10K	—
2025-02-28	TAHIRI MOSTAPHA	Grant	16K	—
2025-02-19	AMBROSIUS JOERG	Sell	2.9K	$100.07
2025-02-18	Fogarty Ann	Sell	3.7K	$99.47
2025-02-18	de Saint-Aignan Patrick	Sell	8.0K	$99.96
2025-02-18	SUMME GREGORY L	Sell	11K	$100.00
2025-02-18	SUMME GREGORY L	Sell	3.0K	$100.00
2025-02-15	TAHIRI MOSTAPHA	Tax withheld	415	$99.16
2025-02-15	O HANLEY RONALD P	Option exercise	2.5K	—
2025-02-15	O HANLEY RONALD P	Disposition	2.5K	$99.16
2025-02-15	O HANLEY RONALD P	Option exercise	1.3K	—
2025-02-15	O HANLEY RONALD P	Disposition	1.3K	$98.58
2025-02-15	O HANLEY RONALD P	Option exercise	2.2K	—
2025-02-15	O HANLEY RONALD P	Disposition	2.2K	$98.58
2025-02-15	O HANLEY RONALD P	Grant	59K	—
2025-02-15	O HANLEY RONALD P	Tax withheld	28K	$99.16
2025-02-15	O HANLEY RONALD P	Tax withheld	21K	$99.16
2025-02-15	Hu W. Bradford	Grant	2.4K	—
2025-02-15	Hu W. Bradford	Tax withheld	1.2K	$99.16
2025-02-15	Hu W. Bradford	Tax withheld	3.5K	$99.16
2025-02-15	PLANSKY JOHN	Grant	11K	—
2025-02-15	PLANSKY JOHN	Tax withheld	5.3K	$99.16
2025-02-15	PLANSKY JOHN	Tax withheld	5.2K	$99.16
2025-02-15	FRANZ BRIAN J	Grant	12K	—
2025-02-15	FRANZ BRIAN J	Tax withheld	6.0K	$99.16
2025-02-15	FRANZ BRIAN J	Tax withheld	3.4K	$99.16
2025-02-15	Fogarty Ann	Grant	8.3K	—
2025-02-15	Fogarty Ann	Tax withheld	3.3K	$99.16
2025-02-15	Fogarty Ann	Tax withheld	1.6K	$99.16
2025-02-15	AMBROSIUS JOERG	Grant	1.2K	—
2025-02-15	AMBROSIUS JOERG	Tax withheld	2.2K	$99.16
2025-02-15	AMBROSIUS JOERG	Tax withheld	1.5K	$99.16
2025-02-15	Timby Sarah	Tax withheld	491	$99.16
2025-02-15	Horgan Kathryn M	Grant	10K	—
2025-02-15	Horgan Kathryn M	Tax withheld	4.9K	$99.16
2025-02-15	Horgan Kathryn M	Tax withheld	4.6K	$99.16
2025-02-15	Bisegna Anthony	Grant	7.6K	—
2025-02-15	Bisegna Anthony	Tax withheld	2.8K	$99.16
2025-02-15	Bisegna Anthony	Tax withheld	1.6K	$99.16
2025-02-15	Schaefer Elizabeth	Tax withheld	233	$99.16
2025-02-15	Milrod Donna M	Grant	10K	—
2025-02-15	Milrod Donna M	Tax withheld	6.0K	$99.16
2025-02-15	Milrod Donna M	Tax withheld	3.5K	$99.16
2025-02-15	Keating Mark R	Grant	2.8K	—
2025-02-15	Keating Mark R	Tax withheld	918	$99.16
2025-02-15	Keating Mark R	Tax withheld	556	$99.16
2025-02-15	AMBROSIUS JOERG	Grant	6.2K	—
2025-02-15	Shelton Mark	Tax withheld	1.4K	$99.16
2025-02-15	Hung Yie-Hsin	Tax withheld	13K	$99.16
2025-02-15	TAHIRI MOSTAPHA	Grant	5.1K	—
2025-02-15	TAHIRI MOSTAPHA	Tax withheld	685	$99.16

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

Date	Items
2026-05-26	Shareholder voteExhibits	filing ↗
2026-04-24	OtherExhibits	filing ↗
2026-04-17	ResultsReg FDExhibits	filing ↗
2026-03-31	Exec/director changeExhibits	filing ↗
2026-03-23	Exec/director changeExhibits	filing ↗
2026-01-16	ResultsReg FDExhibits	filing ↗
2025-10-29	Reg FD	filing ↗
2025-10-23	OtherExhibits	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-05-26	2026-05-20	0000093751-26-000365 ↗
10-Q	2026-04-29	2026-03-31	0000093751-26-000196 ↗
8-K	2026-04-24	2026-04-21	0001193125-26-177253 ↗
8-K	2026-04-17	2026-04-17	0000093751-26-000184 ↗
8-K	2026-03-31	2026-03-27	0000093751-26-000173 ↗
8-K	2026-03-23	2026-03-19	0000093751-26-000166 ↗
10-K	2026-02-19	2025-12-31	0000093751-26-000124 ↗
8-K	2026-01-16	2026-01-16	0000093751-26-000008 ↗
10-Q	2025-10-30	2025-09-30	0000093751-25-000575 ↗
8-K	2025-10-29	2025-10-29	0000093751-25-000568 ↗
8-K	2025-10-23	2025-10-20	0001193125-25-248752 ↗
8-K	2025-10-17	2025-10-17	0000093751-25-000560 ↗