NYSEFinancialsAsset ManagementSnapshot 2026-08-31
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Create your account →Broken: Primary pillar broken — Assets under management increase at least 7% per year: AUM growth not reported.
State Street grows revenue about 16% yearly. Assets under management rose 20%. The company keeps costs steady while expanding. Dividend hikes show strong cash flow.
Competition may slow fee growth. Rising costs could cut profit margins. Regulatory probes pose risks to business.
The price is about 19% above our fair value near $151. Analysts expect 7.5% revenue growth, close to our view. Our fair value is 10% below the Street median, so weigh the Street range.
Breaks if: AUM growth falls below 7% next year
Breaks if: Expense growth exceeds 10% next year
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is characterized as a durable compounder, focusing on steady revenue growth and asset management. The current thesis state is intact, supported by strong recent financial performance despite some management volatility.
The market currently prices STT at a premium compared to its peers, indicating that it is seen as expensive. However, the expectations gap is relatively small, suggesting that investors are not overly optimistic about future growth.
Management has consistently prioritized increasing total revenue and expanding assets under management (AUM), both of which are on track. Recent financial performance has been strong, but there is a low miss risk, indicating stability in the near term.
The thesis hinges on the performance of sector bellwethers like BLK, BX, and KKR. If these companies continue to perform well, it could support STT's growth. Conversely, any negative guidance from these peers could impact STT's momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports the outlook. The company also expanded its investment management assets under management. This growth helps increase total revenue and fee revenue. No new threats have emerged.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Improve operational efficiency through cost management and strategic investments.
Breaks if: YoY revenue growth falls below 7% next year
Overall, STT presents a complex picture with strong fundamentals but potential risks tied to sector performance. Not investment advice.
