Bill Nygren Remains Unconcerned About Market Fluctuations, Preferring Stocks in GM, Delta, and Capital One.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 20 2025
0mins
Should l Buy STT?
Source: Barron's
Market Volatility: Bill Nygren, manager of the Oakmark Fund, remains unconcerned about recent market fluctuations.
Value Stocks: He believes that now is an excellent time to seek out value stocks, indicating that there are more opportunities available than many might realize.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy STT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on STT
Wall Street analysts forecast STT stock price to fall
12 Analyst Rating
7 Buy
4 Hold
1 Sell
Moderate Buy
Current: 142.740
Low
128.00
Averages
142.27
High
168.00
Current: 142.740
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.
State Street Q1 Earnings Announcement Scheduled
- Earnings Release Date: State Street (STT) is set to announce its Q1 earnings on April 17 before market open, with a consensus EPS estimate of $2.64, reflecting a 29.4% year-over-year increase, which could further validate the company's growth potential amid market recovery.
- Revenue Growth Expectations: The anticipated revenue for Q1 is $3.69 billion, representing a 12.5% year-over-year increase, indicating the company's ongoing efforts in organic growth and market recovery, potentially boosting investor confidence.
- Historical Performance: Over the past two years, State Street has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, which may attract more investor attention due to this consistent performance record.
- Revision Trends: In the last three months, EPS estimates have seen 7 upward revisions and 1 downward revision, while revenue estimates have experienced 6 upward revisions with no downward adjustments, suggesting increasing analyst confidence in the company's future performance.
See More
Investors Anticipate Q1 Earnings to Propel Market Recovery
- Market Recovery Signal: Following President Trump's suspension of attacks on Iran, the Dow Jones Industrial Average surged over 1,300 points this week, marking its best single-day performance since April 2025, indicating investor confidence in market recovery.
- Earnings Season Outlook: The S&P 500 companies are expected to report a blended earnings growth rate of 12.5% for Q1, marking the sixth consecutive quarter of double-digit growth, with the information technology sector projected to jump 44%, underscoring its significance to the market.
- Risk Warning: Despite the optimistic overall earnings outlook, Delta Air Lines announced it would
See More
State Street Expands Partnership with Thornburg Investment Management
- Long-standing Partnership: State Street's relationship with Thornburg Investment Management, which began in 1987, has now expanded to include comprehensive ETF servicing for Thornburg's new share classes, reflecting a solid foundation of trust and collaboration in the financial services sector.
- Market Innovation Drive: This expansion positions State Street as the second provider in the U.S. to service active ETF share classes, highlighting the growing demand for flexibility among active managers in how they deliver their strategies, thereby reinforcing State Street's leadership in the global ETF services market.
- Asset Management Scale: As of March 31, 2026, Thornburg manages approximately $57 billion in client assets, while State Street boasts $53.8 trillion in assets under custody and management, showcasing the formidable strength and market influence of both firms in the asset management landscape.
- Client Demand Response: The introduction of Thornburg's ETF share classes aims to meet investor demand for choice and flexibility in accessing active strategies, with State Street's support enabling Thornburg to better adapt to market changes and enhance client experience and investment outcomes.
See More
State Street Files for Nasdaq 100 ETF Amidst Competition
- Increased ETF Competition: State Street filed for a Nasdaq 100 ETF on Tuesday, following a similar application from BlackRock, indicating heightened competition in the ETF space, particularly against Invesco, which has long dominated this market.
- Clear Investment Strategy: The ETF aims to track the performance of 100 non-financial companies based on market capitalization, with a commitment to invest at least 80% of its net assets in securities comprising the index under normal market conditions, highlighting its focus on tech stocks.
- Nasdaq's Global Expansion: Nasdaq announced it is selectively choosing new partners to enhance the index's global exposure, reflecting its commitment to international markets, especially as demand continues to grow, potentially opening up more opportunities for ETF products.
- Stable Market Reaction: State Street's stock remained unchanged at $130.20 in premarket trading on Tuesday, while Invesco and BlackRock shares fell by 1.7% and 1.3%, respectively, indicating a cautious initial market response to the new ETF filings.
See More
Financial Stocks Underperform, Investors Remain Cautious
- Industry Challenges: Financial stocks have collectively dropped 8.8% over the past six months due to an unpredictable interest rate and inflation environment, significantly underperforming the S&P 500's 2.8% decline, indicating investor concerns about the sector's outlook.
- State Street's Lackluster Performance: With a market cap of $35.75 billion, State Street has seen only 3.6% annual revenue growth over the past five years, and its EPS growth of 9.1% annually falls short of the peer group average, reflecting limited growth potential compared to smaller competitors.
- Raymond James's Strong Growth: Raymond James, valued at $28.26 billion, has achieved an impressive 11.7% annual revenue growth over the last five years, bolstered by share buybacks that accelerated EPS growth, showcasing management's expertise in identifying profitable investments.
- Evercore's Market Share Gains: Evercore, with a market cap of $11.93 billion, has reported a remarkable 25.9% annual revenue growth over the last two years, with EPS increasing by 50.2% annually, indicating its success in capturing market share during the current cycle.
See More
Social Security Faces Imminent Funding Shortfall by 2032
- Funding Shortfall Warning: The Social Security trust fund is projected to run out by 2032, potentially leading to a 23% to 28% cut in benefits for approximately 75 million Americans, necessitating urgent congressional action to prevent these cuts from impacting millions of lives.
- Historical Lessons: The last major reforms in 1983 involved bipartisan legislation to restore the program's solvency, highlighting the need for lawmakers to unite again to ensure Social Security's sustainability and avoid repeating past mistakes.
- Multiple Solutions Proposed: Senator Bill Cassidy's proposal includes borrowing $1.5 trillion to create a separate investment fund aimed at enhancing the growth potential of Social Security funds through more aggressive investment strategies, although this raises concerns about associated risks.
- Tax Reform Proposal: Senator Sheldon Whitehouse's suggestion to increase Social Security taxes for individuals earning over $400,000 could extend the solvency of both Social Security and Medicare by at least 75 years, but its acceptance by both parties remains uncertain.
See More
State Street Q1 Earnings Announcement Scheduled
- Earnings Release Date: State Street (STT) is set to announce its Q1 earnings on April 17 before market open, with a consensus EPS estimate of $2.64, reflecting a 29.4% year-over-year increase, which could further validate the company's growth potential amid market recovery.
- Revenue Growth Expectations: The anticipated revenue for Q1 is $3.69 billion, representing a 12.5% year-over-year increase, indicating the company's ongoing efforts in organic growth and market recovery, potentially boosting investor confidence.
- Historical Performance: Over the past two years, State Street has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, which may attract more investor attention due to this consistent performance record.
- Revision Trends: In the last three months, EPS estimates have seen 7 upward revisions and 1 downward revision, while revenue estimates have experienced 6 upward revisions with no downward adjustments, suggesting increasing analyst confidence in the company's future performance.
See More
Investors Anticipate Q1 Earnings to Propel Market Recovery
- Market Recovery Signal: Following President Trump's suspension of attacks on Iran, the Dow Jones Industrial Average surged over 1,300 points this week, marking its best single-day performance since April 2025, indicating investor confidence in market recovery.
- Earnings Season Outlook: The S&P 500 companies are expected to report a blended earnings growth rate of 12.5% for Q1, marking the sixth consecutive quarter of double-digit growth, with the information technology sector projected to jump 44%, underscoring its significance to the market.
- Risk Warning: Despite the optimistic overall earnings outlook, Delta Air Lines announced it would
See More
State Street Expands Partnership with Thornburg Investment Management
- Long-standing Partnership: State Street's relationship with Thornburg Investment Management, which began in 1987, has now expanded to include comprehensive ETF servicing for Thornburg's new share classes, reflecting a solid foundation of trust and collaboration in the financial services sector.
- Market Innovation Drive: This expansion positions State Street as the second provider in the U.S. to service active ETF share classes, highlighting the growing demand for flexibility among active managers in how they deliver their strategies, thereby reinforcing State Street's leadership in the global ETF services market.
- Asset Management Scale: As of March 31, 2026, Thornburg manages approximately $57 billion in client assets, while State Street boasts $53.8 trillion in assets under custody and management, showcasing the formidable strength and market influence of both firms in the asset management landscape.
- Client Demand Response: The introduction of Thornburg's ETF share classes aims to meet investor demand for choice and flexibility in accessing active strategies, with State Street's support enabling Thornburg to better adapt to market changes and enhance client experience and investment outcomes.
See More
State Street Files for Nasdaq 100 ETF Amidst Competition
- Increased ETF Competition: State Street filed for a Nasdaq 100 ETF on Tuesday, following a similar application from BlackRock, indicating heightened competition in the ETF space, particularly against Invesco, which has long dominated this market.
- Clear Investment Strategy: The ETF aims to track the performance of 100 non-financial companies based on market capitalization, with a commitment to invest at least 80% of its net assets in securities comprising the index under normal market conditions, highlighting its focus on tech stocks.
- Nasdaq's Global Expansion: Nasdaq announced it is selectively choosing new partners to enhance the index's global exposure, reflecting its commitment to international markets, especially as demand continues to grow, potentially opening up more opportunities for ETF products.
- Stable Market Reaction: State Street's stock remained unchanged at $130.20 in premarket trading on Tuesday, while Invesco and BlackRock shares fell by 1.7% and 1.3%, respectively, indicating a cautious initial market response to the new ETF filings.
See More
Financial Stocks Underperform, Investors Remain Cautious
- Industry Challenges: Financial stocks have collectively dropped 8.8% over the past six months due to an unpredictable interest rate and inflation environment, significantly underperforming the S&P 500's 2.8% decline, indicating investor concerns about the sector's outlook.
- State Street's Lackluster Performance: With a market cap of $35.75 billion, State Street has seen only 3.6% annual revenue growth over the past five years, and its EPS growth of 9.1% annually falls short of the peer group average, reflecting limited growth potential compared to smaller competitors.
- Raymond James's Strong Growth: Raymond James, valued at $28.26 billion, has achieved an impressive 11.7% annual revenue growth over the last five years, bolstered by share buybacks that accelerated EPS growth, showcasing management's expertise in identifying profitable investments.
- Evercore's Market Share Gains: Evercore, with a market cap of $11.93 billion, has reported a remarkable 25.9% annual revenue growth over the last two years, with EPS increasing by 50.2% annually, indicating its success in capturing market share during the current cycle.
See More
Social Security Faces Imminent Funding Shortfall by 2032
- Funding Shortfall Warning: The Social Security trust fund is projected to run out by 2032, potentially leading to a 23% to 28% cut in benefits for approximately 75 million Americans, necessitating urgent congressional action to prevent these cuts from impacting millions of lives.
- Historical Lessons: The last major reforms in 1983 involved bipartisan legislation to restore the program's solvency, highlighting the need for lawmakers to unite again to ensure Social Security's sustainability and avoid repeating past mistakes.
- Multiple Solutions Proposed: Senator Bill Cassidy's proposal includes borrowing $1.5 trillion to create a separate investment fund aimed at enhancing the growth potential of Social Security funds through more aggressive investment strategies, although this raises concerns about associated risks.
- Tax Reform Proposal: Senator Sheldon Whitehouse's suggestion to increase Social Security taxes for individuals earning over $400,000 could extend the solvency of both Social Security and Medicare by at least 75 years, but its acceptance by both parties remains uncertain.
See More
