State Street Reports Q4 Earnings, Stock Declines Despite Strong Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 20 Jan 26
Source: TipRanks
State Street Corporation's stock fell 3.02% as it hit a 20-day low, amid a broader market decline with the Nasdaq-100 down 1.71% and the S&P 500 down 1.65%.
The company reported adjusted Q4 EPS of $2.97, exceeding analyst expectations of $2.85, yet the stock declined 2.42%, indicating market concerns about future guidance. Despite significant sales growth of 7% year-over-year, reaching $3.667 billion, the cautious outlook for 2026, anticipating fee revenue growth of only 4% to 6% and rising expenses, has raised investor apprehensions.
This decline reflects a sector rotation as investors reassess their positions in light of the company's mixed signals regarding future profitability and growth amidst a challenging macroeconomic environment.
Analyst Views on STT
Wall Street analysts forecast STT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STT is 142.27 USD with a low forecast of 128.00 USD and a high forecast of 168.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
7 Buy
4 Hold
1 Sell
Moderate Buy
Current: 128.020
Low
128.00
Averages
142.27
High
168.00
Current: 128.020
Low
128.00
Averages
142.27
High
168.00
About STT
State Street Corporation is a financial holding company. The Company, through its subsidiary, State Street Bank and Trust Company (State Street Bank), provides a range of financial products and services to institutional investors. It operates through two lines of business: Investment Servicing and Investment Management. Its Investment Servicing line of business provides a range of services and market and financing solutions to institutional clients, including mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, investment managers, foundations and endowments worldwide. Through State Street Investment Services, State Street Markets and State Street Alpha, it offers a range of solutions, including transaction management, derivatives, collateral services, and others. Investment Management line of business provides a range of investment management solutions and products through State Street Investment Management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
