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State Street share price today

State Street Corporation · STT · Financials · Asset Management · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

State Street share price: $173.31 at the close on 4 November 2026, +46.5% in a year.

MixedBusiness trend from the last 12 quarters
$173.31Price +46.5% in a year
1.9×P/BV higher than 94% of the last 5.3 years
$4.0 BRevenue (Sep 2026) +13.3% on a year ago
$1.0 BProfit (Sep 2026) +28.4% on a year ago
25.7%Net margin +3.0 points on a year ago
13%ROE FY25
0.95%ROA latest

State Street Corporation's share price has risen faster than its earnings: +46.5% in a year, against +14.5% for earnings per share.

The main question: the share price moved +46.5% in a year while yearly earnings per share moved +14.5%. The difference came from the market paying a higher multiple.

The price has been rising for 79 weeks, and the P/BV is higher than 94% of its own last 5.3 years. Over the last four quarters, results have been improving, with profit +28.4% on a year earlier, with the net margin at 25.7%. What will decide it: whether earnings grow into a price that has already moved.

What is the State Street share price today?

State Street Corporation's share price was $173.31 at the close on 4 November 2026. It has been rising for 79 weeks. That is 8.6% above its average price over the last 200 trading days. In the last 52 weeks it traded between $114 and $194, and at that close it sat 74% of the way up from that low.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today State Street Corporation is in stage 2. The phase helps read everything below.

Over the past 13 weeks it has done worse than the S&P 500, and it has been behind for 6 weeks running.

1Y

Nov 2026: $173.31, 8.6% above its 200-day average. The price has been rising for 79 weeks.

  • Price $173.31
  • 50-day avg $179.01
  • 200-day avg $159.53
Nov 2026: $173.31, 8.6% above its 200-day average. The price has been rising for 79 weeks.
WeekPrice50-day avg200-day avg
31 Oct 2025$115.66$114.38$101.93
7 Nov 2025$118.31$114.56$102.40
14 Nov 2025$116.84$115.10$102.86
21 Nov 2025$114.36$115.26$103.22
28 Nov 2025$119.02$115.67$103.58
5 Dec 2025$123.61$116.40$104.11
12 Dec 2025$127.67$117.58$104.85
19 Dec 2025$128.50$118.68$105.69
26 Dec 2025$132.28$120.06$106.58
2 Jan 2026$129.07$121.38$107.45
9 Jan 2026$132.57$123.09$108.49
16 Jan 2026$128.02$124.78$109.56
23 Jan 2026$126.09$125.47$110.46
30 Jan 2026$130.86$126.61$111.71
6 Feb 2026$132.35$128.33$112.95
13 Feb 2026$127.97$129.58$114.03
20 Feb 2026$127.94$130.04$114.81
27 Feb 2026$128.62$130.11$115.70
6 Mar 2026$121.04$129.85$116.39
13 Mar 2026$121.34$129.00$117.05
20 Mar 2026$121.97$127.96$117.66
27 Mar 2026$122.52$127.13$118.34
2 Apr 2026$128.80$126.94$118.93
10 Apr 2026$139.42$127.70$119.81
17 Apr 2026$145.43$128.83$120.74
24 Apr 2026$150.74$130.80$121.79
1 May 2026$152.00$133.25$122.91
8 May 2026$149.49$135.29$123.92
15 May 2026$152.85$137.75$124.90
22 May 2026$153.95$140.79$125.98
29 May 2026$155.64$143.70$126.92
5 Jun 2026$161.75$147.35$128.13
12 Jun 2026$167.63$151.21$129.38
18 Jun 2026$168.31$154.24$130.48
26 Jun 2026$168.11$157.24$131.93
2 Jul 2026$170.69$159.02$133.09
10 Jul 2026$180.22$161.68$134.74
17 Jul 2026$182.50$164.96$136.46
24 Jul 2026$185.40$168.37$138.18
31 Jul 2026$184.16$171.32$139.85
7 Aug 2026$184.68$174.27$141.62
14 Aug 2026$191.74$177.37$143.47
21 Aug 2026$187.13$179.96$145.26
28 Aug 2026$193.33$182.40$147.14
4 Sep 2026$194.26$184.46$148.98
11 Sep 2026$193.40$186.28$150.55
18 Sep 2026$182.87$187.04$152.23
25 Sep 2026$181.34$186.90$153.72
2 Oct 2026$175.96$186.19$154.92
9 Oct 2026$174.96$185.49$156.10
16 Oct 2026$165.72$183.97$157.06
23 Oct 2026$167.83$181.94$157.95
30 Oct 2026$169.77$180.18$158.91
4 Nov 2026$173.31$179.01$159.53
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $173.31, 8.6% above its 200-day average. The price has been rising for 79 weeks.

  • Price $173.31
  • 50-day avg $179.01
  • 200-day avg $159.53
Nov 2026: $173.31, 8.6% above its 200-day average. The price has been rising for 79 weeks.
WeekPrice50-day avg200-day avg
3 Nov 2023$67.76$67.26$73.90
10 Nov 2023$67.60$67.12$73.39
17 Nov 2023$70.19$67.03$72.83
24 Nov 2023$70.38$66.89$72.39
1 Dec 2023$73.92$67.01$71.85
8 Dec 2023$73.97$67.60$71.43
15 Dec 2023$77.63$68.71$71.12
22 Dec 2023$77.19$69.92$70.87
29 Dec 2023$77.46$70.84$70.90
5 Jan 2024$78.21$71.85$70.97
12 Jan 2024$76.51$73.15$71.07
19 Jan 2024$75.86$73.83$71.07
26 Jan 2024$75.11$74.58$71.02
2 Feb 2024$73.43$75.03$70.94
9 Feb 2024$72.84$75.31$70.92
16 Feb 2024$72.49$75.23$70.95
23 Feb 2024$73.58$75.16$71.04
1 Mar 2024$73.85$74.80$71.17
8 Mar 2024$72.43$74.37$71.29
15 Mar 2024$72.50$73.85$71.40
22 Mar 2024$75.84$73.51$71.48
28 Mar 2024$77.32$73.56$71.53
5 Apr 2024$75.80$73.78$71.61
12 Apr 2024$75.78$73.86$71.69
19 Apr 2024$73.37$73.91$71.70
26 Apr 2024$73.39$74.07$71.68
3 May 2024$74.39$74.18$71.77
10 May 2024$76.58$74.42$71.89
17 May 2024$78.01$74.83$72.03
24 May 2024$75.39$75.19$72.11
31 May 2024$75.59$75.31$72.16
7 Jun 2024$74.76$75.17$72.33
14 Jun 2024$70.91$74.68$72.43
21 Jun 2024$72.24$74.39$72.49
28 Jun 2024$74.00$74.29$72.56
5 Jul 2024$73.72$74.29$72.60
12 Jul 2024$78.56$74.51$72.77
19 Jul 2024$84.49$75.44$73.19
26 Jul 2024$85.29$76.24$73.67
2 Aug 2024$80.91$76.90$74.15
9 Aug 2024$78.21$77.14$74.43
16 Aug 2024$81.18$77.60$74.81
23 Aug 2024$84.04$78.44$75.20
30 Aug 2024$87.10$79.81$75.67
6 Sep 2024$83.29$80.81$75.98
13 Sep 2024$83.28$81.74$76.31
20 Sep 2024$88.50$83.02$76.68
27 Sep 2024$88.20$83.63$77.07
4 Oct 2024$87.31$83.92$77.31
11 Oct 2024$89.83$84.31$77.61
18 Oct 2024$91.43$85.71$77.96
25 Oct 2024$90.38$86.91$78.29
1 Nov 2024$92.80$88.07$78.72
8 Nov 2024$94.78$89.02$79.22
15 Nov 2024$95.48$90.00$79.74
22 Nov 2024$97.50$91.29$80.32
29 Nov 2024$98.51$92.22$80.85
6 Dec 2024$98.41$93.16$81.49
13 Dec 2024$100.46$94.45$82.16
20 Dec 2024$98.20$95.37$82.77
27 Dec 2024$98.58$95.98$83.29
3 Jan 2025$97.67$96.54$83.80
10 Jan 2025$93.91$96.96$84.24
17 Jan 2025$97.63$97.44$84.75
24 Jan 2025$99.06$97.70$85.19
31 Jan 2025$101.62$98.28$85.84
7 Feb 2025$99.44$98.58$86.48
14 Feb 2025$99.16$98.58$87.10
21 Feb 2025$98.70$98.71$87.62
28 Feb 2025$99.23$98.51$88.18
7 Mar 2025$89.65$97.97$88.55
14 Mar 2025$86.81$96.68$88.80
21 Mar 2025$90.55$95.83$89.17
28 Mar 2025$89.04$95.38$89.60
4 Apr 2025$76.25$94.08$89.95
11 Apr 2025$79.41$91.87$90.10
17 Apr 2025$81.26$90.39$90.24
25 Apr 2025$87.38$89.01$90.52
2 May 2025$90.53$87.92$90.77
9 May 2025$93.81$87.34$90.96
16 May 2025$98.29$87.70$91.28
23 May 2025$96.10$88.73$91.68
30 May 2025$96.28$89.42$92.07
6 Jun 2025$98.62$89.93$92.49
13 Jun 2025$96.14$90.73$92.87
20 Jun 2025$99.62$92.38$93.12
27 Jun 2025$106.00$94.71$93.60
3 Jul 2025$110.31$96.87$94.11
11 Jul 2025$109.56$99.10$94.66
18 Jul 2025$108.51$100.78$95.11
25 Jul 2025$112.93$102.37$95.70
1 Aug 2025$108.59$103.75$96.28
8 Aug 2025$111.08$105.13$96.74
15 Aug 2025$111.07$106.63$97.26
22 Aug 2025$115.48$108.06$97.75
29 Aug 2025$114.97$109.84$98.27
5 Sep 2025$112.95$110.75$98.63
12 Sep 2025$112.44$111.26$99.04
19 Sep 2025$113.50$111.50$99.38
26 Sep 2025$115.71$112.20$99.77
3 Oct 2025$116.38$112.81$100.17
10 Oct 2025$111.00$113.11$100.62
17 Oct 2025$111.37$113.54$101.00
24 Oct 2025$116.12$113.87$101.42
31 Oct 2025$115.66$114.38$101.93
7 Nov 2025$118.31$114.56$102.40
14 Nov 2025$116.84$115.10$102.86
21 Nov 2025$114.36$115.26$103.22
28 Nov 2025$119.02$115.67$103.58
5 Dec 2025$123.61$116.40$104.11
12 Dec 2025$127.67$117.58$104.85
19 Dec 2025$128.50$118.68$105.69
26 Dec 2025$132.28$120.06$106.58
2 Jan 2026$129.07$121.38$107.45
9 Jan 2026$132.57$123.09$108.49
16 Jan 2026$128.02$124.78$109.56
23 Jan 2026$126.09$125.47$110.46
30 Jan 2026$130.86$126.61$111.71
6 Feb 2026$132.35$128.33$112.95
13 Feb 2026$127.97$129.58$114.03
20 Feb 2026$127.94$130.04$114.81
27 Feb 2026$128.62$130.11$115.70
6 Mar 2026$121.04$129.85$116.39
13 Mar 2026$121.34$129.00$117.05
20 Mar 2026$121.97$127.96$117.66
27 Mar 2026$122.52$127.13$118.34
2 Apr 2026$128.80$126.94$118.93
10 Apr 2026$139.42$127.70$119.81
17 Apr 2026$145.43$128.83$120.74
24 Apr 2026$150.74$130.80$121.79
1 May 2026$152.00$133.25$122.91
8 May 2026$149.49$135.29$123.92
15 May 2026$152.85$137.75$124.90
22 May 2026$153.95$140.79$125.98
29 May 2026$155.64$143.70$126.92
5 Jun 2026$161.75$147.35$128.13
12 Jun 2026$167.63$151.21$129.38
18 Jun 2026$168.31$154.24$130.48
26 Jun 2026$168.11$157.24$131.93
2 Jul 2026$170.69$159.02$133.09
10 Jul 2026$180.22$161.68$134.74
17 Jul 2026$182.50$164.96$136.46
24 Jul 2026$185.40$168.37$138.18
31 Jul 2026$184.16$171.32$139.85
7 Aug 2026$184.68$174.27$141.62
14 Aug 2026$191.74$177.37$143.47
21 Aug 2026$187.13$179.96$145.26
28 Aug 2026$193.33$182.40$147.14
4 Sep 2026$194.26$184.46$148.98
11 Sep 2026$193.40$186.28$150.55
18 Sep 2026$182.87$187.04$152.23
25 Sep 2026$181.34$186.90$153.72
2 Oct 2026$175.96$186.19$154.92
9 Oct 2026$174.96$185.49$156.10
16 Oct 2026$165.72$183.97$157.06
23 Oct 2026$167.83$181.94$157.95
30 Oct 2026$169.77$180.18$158.91
4 Nov 2026$173.31$179.01$159.53
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $173.31, 8.6% above its 200-day average. The price has been rising for 79 weeks.

  • Price $173.31
  • 50-day avg $179.01
  • 200-day avg $159.53
Nov 2026: $173.31, 8.6% above its 200-day average. The price has been rising for 79 weeks.
WeekPrice50-day avg200-day avg
29 Oct 2021$98.55$90.45$84.40
12 Nov 2021$99.07$91.77$85.60
26 Nov 2021$93.35$93.30$86.66
10 Dec 2021$93.51$94.74$87.56
23 Dec 2021$93.03$95.27$88.10
7 Jan 2022$101.66$95.11$88.75
21 Jan 2022$90.99$95.38$89.39
4 Feb 2022$98.89$94.95$90.00
18 Feb 2022$93.39$96.22$90.76
4 Mar 2022$80.51$94.99$90.73
18 Mar 2022$88.93$92.89$90.60
1 Apr 2022$85.81$90.67$90.80
14 Apr 2022$75.81$88.63$90.86
29 Apr 2022$66.97$82.90$90.29
13 May 2022$69.21$79.25$89.51
27 May 2022$73.04$76.46$88.50
10 Jun 2022$65.23$72.96$87.68
24 Jun 2022$66.27$69.13$86.40
8 Jul 2022$63.03$67.19$85.38
22 Jul 2022$68.16$66.28$84.30
5 Aug 2022$70.66$66.62$83.21
19 Aug 2022$72.26$66.97$81.93
2 Sep 2022$67.68$68.14$80.52
16 Sep 2022$70.10$69.50$79.45
30 Sep 2022$60.81$69.61$78.07
14 Oct 2022$61.11$68.27$76.58
28 Oct 2022$74.78$67.47$75.11
11 Nov 2022$80.99$68.65$74.09
25 Nov 2022$77.06$69.75$73.16
9 Dec 2022$79.03$72.06$72.26
23 Dec 2022$77.49$75.26$72.05
6 Jan 2023$80.68$77.20$71.73
20 Jan 2023$84.28$78.65$71.42
3 Feb 2023$91.08$81.11$71.87
17 Feb 2023$92.00$84.40$73.01
3 Mar 2023$90.42$86.10$73.89
17 Mar 2023$71.77$86.45$74.40
31 Mar 2023$75.69$84.98$74.68
14 Apr 2023$80.03$82.87$75.28
28 Apr 2023$72.26$78.90$75.79
12 May 2023$66.54$74.79$75.90
26 May 2023$68.47$72.08$75.77
9 Jun 2023$73.91$71.76$75.71
23 Jun 2023$71.07$71.19$75.89
7 Jul 2023$73.88$70.84$75.95
21 Jul 2023$70.27$71.22$76.33
4 Aug 2023$73.14$71.99$76.78
18 Aug 2023$67.95$72.18$76.84
1 Sep 2023$69.85$71.08$76.42
15 Sep 2023$71.85$70.77$76.17
29 Sep 2023$66.96$70.05$75.69
13 Oct 2023$64.28$68.71$75.02
27 Oct 2023$62.93$67.44$74.31
10 Nov 2023$67.60$67.12$73.39
24 Nov 2023$70.38$66.89$72.39
8 Dec 2023$73.97$67.60$71.43
22 Dec 2023$77.19$69.92$70.87
5 Jan 2024$78.21$71.85$70.97
19 Jan 2024$75.86$73.83$71.07
2 Feb 2024$73.43$75.03$70.94
16 Feb 2024$72.49$75.23$70.95
1 Mar 2024$73.85$74.80$71.17
15 Mar 2024$72.50$73.85$71.40
28 Mar 2024$77.32$73.56$71.53
12 Apr 2024$75.78$73.86$71.69
26 Apr 2024$73.39$74.07$71.68
10 May 2024$76.58$74.42$71.89
24 May 2024$75.39$75.19$72.11
7 Jun 2024$74.76$75.17$72.33
21 Jun 2024$72.24$74.39$72.49
5 Jul 2024$73.72$74.29$72.60
19 Jul 2024$84.49$75.44$73.19
2 Aug 2024$80.91$76.90$74.15
16 Aug 2024$81.18$77.60$74.81
30 Aug 2024$87.10$79.81$75.67
13 Sep 2024$83.28$81.74$76.31
27 Sep 2024$88.20$83.63$77.07
11 Oct 2024$89.83$84.31$77.61
25 Oct 2024$90.38$86.91$78.29
8 Nov 2024$94.78$89.02$79.22
22 Nov 2024$97.50$91.29$80.32
6 Dec 2024$98.41$93.16$81.49
20 Dec 2024$98.20$95.37$82.77
3 Jan 2025$97.67$96.54$83.80
17 Jan 2025$97.63$97.44$84.75
31 Jan 2025$101.62$98.28$85.84
14 Feb 2025$99.16$98.58$87.10
28 Feb 2025$99.23$98.51$88.18
14 Mar 2025$86.81$96.68$88.80
28 Mar 2025$89.04$95.38$89.60
11 Apr 2025$79.41$91.87$90.10
25 Apr 2025$87.38$89.01$90.52
9 May 2025$93.81$87.34$90.96
23 May 2025$96.10$88.73$91.68
6 Jun 2025$98.62$89.93$92.49
20 Jun 2025$99.62$92.38$93.12
3 Jul 2025$110.31$96.87$94.11
18 Jul 2025$108.51$100.78$95.11
1 Aug 2025$108.59$103.75$96.28
15 Aug 2025$111.07$106.63$97.26
29 Aug 2025$114.97$109.84$98.27
12 Sep 2025$112.44$111.26$99.04
26 Sep 2025$115.71$112.20$99.77
10 Oct 2025$111.00$113.11$100.62
24 Oct 2025$116.12$113.87$101.42
7 Nov 2025$118.31$114.56$102.40
21 Nov 2025$114.36$115.26$103.22
5 Dec 2025$123.61$116.40$104.11
19 Dec 2025$128.50$118.68$105.69
2 Jan 2026$129.07$121.38$107.45
16 Jan 2026$128.02$124.78$109.56
30 Jan 2026$130.86$126.61$111.71
13 Feb 2026$127.97$129.58$114.03
27 Feb 2026$128.62$130.11$115.70
13 Mar 2026$121.34$129.00$117.05
27 Mar 2026$122.52$127.13$118.34
10 Apr 2026$139.42$127.70$119.81
24 Apr 2026$150.74$130.80$121.79
8 May 2026$149.49$135.29$123.92
22 May 2026$153.95$140.79$125.98
5 Jun 2026$161.75$147.35$128.13
18 Jun 2026$168.31$154.24$130.48
2 Jul 2026$170.69$159.02$133.09
17 Jul 2026$182.50$164.96$136.46
31 Jul 2026$184.16$171.32$139.85
14 Aug 2026$191.74$177.37$143.47
28 Aug 2026$193.33$182.40$147.14
11 Sep 2026$193.40$186.28$150.55
25 Sep 2026$181.34$186.90$153.72
9 Oct 2026$174.96$185.49$156.10
23 Oct 2026$167.83$181.94$157.95
4 Nov 2026$173.31$179.01$159.53
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

10Y

Nov 2026: $173.31, 8.6% above its 200-day average. The price has been rising for 79 weeks.

  • Price $173.31
  • 50-day avg $179.01
  • 200-day avg $159.53
Nov 2026: $173.31, 8.6% above its 200-day average. The price has been rising for 79 weeks.
WeekPrice50-day avg200-day avg
28 Oct 2016$70.48$70.18–
18 Nov 2016$78.50$71.60–
9 Dec 2016$80.53$74.13–
30 Dec 2016$77.72$76.48–
20 Jan 2017$79.01$79.17–
10 Feb 2017$78.11$79.15–
3 Mar 2017$80.22$79.35–
24 Mar 2017$77.21$78.99–
13 Apr 2017$77.30$79.01–
5 May 2017$83.60$79.70$75.28
26 May 2017$81.99$80.35$76.62
16 Jun 2017$88.25$82.30$77.76
7 Jul 2017$90.87$85.29$79.12
28 Jul 2017$93.17$87.90$80.71
18 Aug 2017$92.42$91.25$82.45
8 Sep 2017$92.50$92.42$83.65
29 Sep 2017$95.54$93.59$84.84
20 Oct 2017$99.12$95.02$86.27
10 Nov 2017$90.65$95.01$87.23
1 Dec 2017$95.48$94.73$88.26
22 Dec 2017$97.93$94.96$89.59
12 Jan 2018$107.24$95.97$90.99
2 Feb 2018$107.47$100.89$93.14
23 Feb 2018$104.50$103.06$94.57
16 Mar 2018$106.87$105.62$96.42
6 Apr 2018$97.49$104.36$97.43
27 Apr 2018$100.26$102.81$98.24
18 May 2018$99.32$101.26$98.79
8 Jun 2018$100.46$99.76$99.19
29 Jun 2018$93.09$98.93$99.51
20 Jul 2018$85.87$97.04$99.33
10 Aug 2018$83.99$93.11$98.48
31 Aug 2018$86.91$89.14$97.99
21 Sep 2018$88.77$87.20$97.53
12 Oct 2018$81.46$86.02$96.59
2 Nov 2018$69.98$82.10$94.36
23 Nov 2018$71.89$77.88$91.82
14 Dec 2018$63.53$72.76$89.32
4 Jan 2019$64.19$67.69$86.45
25 Jan 2019$72.64$67.45$84.29
15 Feb 2019$70.66$66.87$82.01
8 Mar 2019$68.10$69.24$80.01
29 Mar 2019$65.81$70.01$77.68
18 Apr 2019$69.96$69.47$75.76
10 May 2019$64.81$68.18$73.85
31 May 2019$55.25$65.26$71.97
21 Jun 2019$55.52$61.80$69.70
12 Jul 2019$55.19$58.15$67.50
2 Aug 2019$55.66$56.53$65.47
23 Aug 2019$49.96$54.96$63.95
13 Sep 2019$61.15$54.41$62.66
4 Oct 2019$56.87$55.08$62.05
25 Oct 2019$65.75$56.99$61.87
15 Nov 2019$72.54$62.93$61.87
6 Dec 2019$77.02$67.09$62.15
27 Dec 2019$80.12$73.24$62.76
17 Jan 2020$82.56$77.42$63.72
7 Feb 2020$79.14$78.88$64.35
28 Feb 2020$68.11$78.59$65.04
20 Mar 2020$46.67$71.17$64.81
9 Apr 2020$60.95$63.34$64.57
1 May 2020$59.08$57.63$64.87
22 May 2020$55.32$55.44$64.83
12 Jun 2020$63.12$59.87$65.84
2 Jul 2020$63.13$61.52$66.40
24 Jul 2020$62.35$62.77$66.76
14 Aug 2020$70.53$64.72$67.10
4 Sep 2020$68.35$65.85$66.91
25 Sep 2020$58.50$65.46$66.00
16 Oct 2020$66.58$65.42$64.76
6 Nov 2020$62.23$63.24$63.34
27 Nov 2020$71.59$64.29$62.77
18 Dec 2020$70.66$68.04$62.90
8 Jan 2021$77.13$70.08$64.41
29 Jan 2021$70.00$73.23$65.85
19 Feb 2021$71.93$73.69$66.86
12 Mar 2021$83.80$75.67$68.41
1 Apr 2021$84.95$77.66$69.70
23 Apr 2021$81.11$80.83$71.21
14 May 2021$86.75$83.82$72.87
4 Jun 2021$86.90$84.86$74.15
25 Jun 2021$83.23$84.29$75.28
16 Jul 2021$84.34$84.46$76.79
6 Aug 2021$90.00$84.47$78.46
27 Aug 2021$94.28$85.71$80.48
17 Sep 2021$84.82$87.81$81.83
8 Oct 2021$91.20$88.42$82.86
29 Oct 2021$98.55$90.45$84.40
19 Nov 2021$94.75$92.56$86.22
10 Dec 2021$93.51$94.74$87.56
31 Dec 2021$93.00$95.11$88.33
21 Jan 2022$90.99$95.38$89.39
11 Feb 2022$99.17$95.77$90.46
4 Mar 2022$80.51$94.99$90.73
25 Mar 2022$90.53$91.65$90.69
14 Apr 2022$75.81$88.63$90.86
6 May 2022$70.13$80.91$89.97
27 May 2022$73.04$76.46$88.50
17 Jun 2022$61.75$70.67$86.93
8 Jul 2022$63.03$67.19$85.38
29 Jul 2022$71.04$66.37$83.78
19 Aug 2022$72.26$66.97$81.93
9 Sep 2022$73.00$68.60$80.01
30 Sep 2022$60.81$69.61$78.07
21 Oct 2022$69.12$67.66$75.83
11 Nov 2022$80.99$68.65$74.09
2 Dec 2022$77.72$70.55$72.58
23 Dec 2022$77.49$75.26$72.05
13 Jan 2023$82.97$78.03$71.53
3 Feb 2023$91.08$81.11$71.87
24 Feb 2023$87.17$85.07$73.35
17 Mar 2023$71.77$86.45$74.40
6 Apr 2023$76.16$84.11$74.93
28 Apr 2023$72.26$78.90$75.79
19 May 2023$68.00$72.86$75.84
9 Jun 2023$73.91$71.76$75.71
30 Jun 2023$73.18$70.80$75.89
21 Jul 2023$70.27$71.22$76.33
11 Aug 2023$73.68$72.49$76.94
1 Sep 2023$69.85$71.08$76.42
22 Sep 2023$67.81$70.18$75.98
13 Oct 2023$64.28$68.71$75.02
3 Nov 2023$67.76$67.26$73.90
24 Nov 2023$70.38$66.89$72.39
15 Dec 2023$77.63$68.71$71.12
5 Jan 2024$78.21$71.85$70.97
26 Jan 2024$75.11$74.58$71.02
16 Feb 2024$72.49$75.23$70.95
8 Mar 2024$72.43$74.37$71.29
28 Mar 2024$77.32$73.56$71.53
19 Apr 2024$73.37$73.91$71.70
10 May 2024$76.58$74.42$71.89
31 May 2024$75.59$75.31$72.16
21 Jun 2024$72.24$74.39$72.49
12 Jul 2024$78.56$74.51$72.77
2 Aug 2024$80.91$76.90$74.15
23 Aug 2024$84.04$78.44$75.20
13 Sep 2024$83.28$81.74$76.31
4 Oct 2024$87.31$83.92$77.31
25 Oct 2024$90.38$86.91$78.29
15 Nov 2024$95.48$90.00$79.74
6 Dec 2024$98.41$93.16$81.49
27 Dec 2024$98.58$95.98$83.29
17 Jan 2025$97.63$97.44$84.75
7 Feb 2025$99.44$98.58$86.48
28 Feb 2025$99.23$98.51$88.18
21 Mar 2025$90.55$95.83$89.17
11 Apr 2025$79.41$91.87$90.10
2 May 2025$90.53$87.92$90.77
23 May 2025$96.10$88.73$91.68
13 Jun 2025$96.14$90.73$92.87
3 Jul 2025$110.31$96.87$94.11
25 Jul 2025$112.93$102.37$95.70
15 Aug 2025$111.07$106.63$97.26
5 Sep 2025$112.95$110.75$98.63
26 Sep 2025$115.71$112.20$99.77
17 Oct 2025$111.37$113.54$101.00
7 Nov 2025$118.31$114.56$102.40
28 Nov 2025$119.02$115.67$103.58
19 Dec 2025$128.50$118.68$105.69
9 Jan 2026$132.57$123.09$108.49
30 Jan 2026$130.86$126.61$111.71
20 Feb 2026$127.94$130.04$114.81
13 Mar 2026$121.34$129.00$117.05
2 Apr 2026$128.80$126.94$118.93
24 Apr 2026$150.74$130.80$121.79
15 May 2026$152.85$137.75$124.90
5 Jun 2026$161.75$147.35$128.13
26 Jun 2026$168.11$157.24$131.93
17 Jul 2026$182.50$164.96$136.46
7 Aug 2026$184.68$174.27$141.62
28 Aug 2026$193.33$182.40$147.14
18 Sep 2026$182.87$187.04$152.23
9 Oct 2026$174.96$185.49$156.10
30 Oct 2026$169.77$180.18$158.91
4 Nov 2026$173.31$179.01$159.53
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

Price stage: Rising from Oct 2025 to Nov 2026.

Price stage: Falling in Nov 2023; Sideways from Dec 2023 to Jun 2024; Rising from Jul 2024 to Mar 2025; Sideways from Mar 2025 to May 2025; Rising from May 2025 to Nov 2026.

Price stage: Rising from Oct 2021 to Feb 2022; Sideways from Mar 2022 to Jun 2022; Falling from Jul 2022 to Oct 2022; Sideways from Nov 2022 to Apr 2023; Sideways from May 2023 to Nov 2023; Sideways from Dec 2023 to Jun 2024; Rising from Jul 2024 to Feb 2025; Sideways from Mar 2025 to Apr 2025; Rising from May 2025 to Nov 2026.

Price stage: Rising from Dec 2017 to Jun 2018; Sideways from Jun 2018 to Oct 2018; Falling from Nov 2018 to Oct 2019; Sideways from Oct 2019 to Feb 2020; Sideways from Mar 2020 to Nov 2020; Sideways from Nov 2020 to Feb 2021; Rising from Mar 2021 to Feb 2022; Sideways from Mar 2022 to Jun 2022; Falling from Jul 2022 to Oct 2022; Sideways from Nov 2022 to Apr 2023; Sideways from May 2023 to Nov 2023; Sideways from Dec 2023 to Jun 2024; Rising from Jul 2024 to Nov 2026.

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?

Ahead in 265 of 527 weeks

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no S&P 500 reading
7 Oct 2016+34.6%
14 Oct 2016+22.5%
21 Oct 2016+23.2%
28 Oct 2016+9.3%
4 Nov 2016+8.0%
11 Nov 2016+13.0%
18 Nov 2016+13.8%
25 Nov 2016+11.6%
2 Dec 2016+10.5%
9 Dec 2016+9.3%
16 Dec 2016+8.0%
23 Dec 2016+6.9%
30 Dec 2016+8.3%
6 Jan 2017+8.4%
13 Jan 2017+13.6%
20 Jan 2017+5.5%
27 Jan 2017+0.1%
3 Feb 2017+0.2%
10 Feb 2017−4.8%
17 Feb 2017−4.8%
24 Feb 2017−6.2%
3 Mar 2017−6.3%
10 Mar 2017−5.7%
17 Mar 2017−5.3%
24 Mar 2017−5.5%
31 Mar 2017−3.0%
7 Apr 2017−8.0%
13 Apr 2017−9.2%
21 Apr 2017−5.1%
28 Apr 2017+6.4%
5 May 2017+3.3%
12 May 2017+2.5%
19 May 2017−1.2%
26 May 2017+1.8%
2 Jun 2017+0.7%
9 Jun 2017+6.9%
16 Jun 2017+9.9%
23 Jun 2017+9.0%
30 Jun 2017+10.1%
7 Jul 2017+12.4%
14 Jul 2017+13.5%
21 Jul 2017+11.9%
28 Jul 2017+7.3%
4 Aug 2017+10.5%
11 Aug 2017+9.4%
18 Aug 2017+12.5%
25 Aug 2017+12.8%
1 Sep 2017+11.2%
8 Sep 2017+4.6%
15 Sep 2017+3.9%
22 Sep 2017+6.9%
29 Sep 2017+2.6%
6 Oct 2017+3.7%
13 Oct 2017+4.0%
20 Oct 2017+4.8%
27 Oct 2017−4.0%
3 Nov 2017−7.2%
10 Nov 2017−7.3%
17 Nov 2017−6.4%
24 Nov 2017−7.5%
1 Dec 2017−4.2%
8 Dec 2017−2.1%
15 Dec 2017−2.2%
22 Dec 2017−4.8%
29 Dec 2017−4.1%
5 Jan 2018−7.7%
12 Jan 2018−1.0%
19 Jan 2018−0.5%
26 Jan 2018+7.4%
2 Feb 2018+9.6%
9 Feb 2018+9.0%
16 Feb 2018+7.3%
23 Feb 2018+7.5%
2 Mar 2018+7.5%
9 Mar 2018+7.4%
16 Mar 2018+5.6%
23 Mar 2018+3.3%
29 Mar 2018+3.6%
6 Apr 2018+3.9%
13 Apr 2018−2.3%
20 Apr 2018−2.5%
27 Apr 2018−2.6%
4 May 2018−5.6%
11 May 2018−2.3%
18 May 2018−4.4%
25 May 2018−2.9%
1 Jun 2018−7.3%
8 Jun 2018−8.3%
15 Jun 2018−9.1%
22 Jun 2018−6.0%
29 Jun 2018−9.7%
6 Jul 2018−10.9%
13 Jul 2018−12.8%
20 Jul 2018−18.7%
27 Jul 2018−18.8%
3 Aug 2018−17.7%
10 Aug 2018−21.4%
17 Aug 2018−19.5%
24 Aug 2018−19.9%
31 Aug 2018−17.8%
7 Sep 2018−17.4%
14 Sep 2018−16.2%
21 Sep 2018−15.8%
28 Sep 2018−17.2%
5 Oct 2018−11.4%
12 Oct 2018−10.6%
19 Oct 2018−13.9%
26 Oct 2018−18.0%
2 Nov 2018−15.3%
9 Nov 2018−12.1%
16 Nov 2018−11.7%
23 Nov 2018−8.1%
30 Nov 2018−10.9%
7 Dec 2018−16.3%
14 Dec 2018−16.8%
21 Dec 2018−14.7%
28 Dec 2018−9.4%
4 Jan 2019−13.4%
11 Jan 2019−11.6%
18 Jan 2019+1.3%
25 Jan 2019+9.2%
1 Feb 2019+2.4%
8 Feb 2019−1.9%
15 Feb 2019−2.7%
22 Feb 2019−5.3%
1 Mar 2019−2.0%
8 Mar 2019+0.6%
15 Mar 2019+2.3%
22 Mar 2019−8.0%
29 Mar 2019−10.3%
5 Apr 2019−7.5%
12 Apr 2019−6.0%
18 Apr 2019−10.7%
26 Apr 2019−18.0%
3 May 2019−14.4%
10 May 2019−12.5%
17 May 2019−17.6%
24 May 2019−19.9%
31 May 2019−22.3%
7 Jun 2019−21.7%
14 Jun 2019−23.9%
21 Jun 2019−19.9%
28 Jun 2019−18.5%
5 Jul 2019−20.6%
12 Jul 2019−25.9%
19 Jul 2019−16.6%
26 Jul 2019−13.0%
2 Aug 2019−16.7%
9 Aug 2019−19.5%
16 Aug 2019−17.9%
23 Aug 2019−16.0%
30 Aug 2019−13.4%
6 Sep 2019−12.1%
13 Sep 2019+6.4%
20 Sep 2019+6.8%
27 Sep 2019+5.9%
4 Oct 2019+1.5%
11 Oct 2019+7.8%
18 Oct 2019+5.2%
25 Oct 2019+9.0%
1 Nov 2019+17.1%
8 Nov 2019+32.1%
15 Nov 2019+36.6%
22 Nov 2019+38.8%
29 Nov 2019+38.9%
6 Dec 2019+42.9%
13 Dec 2019+24.0%
20 Dec 2019+24.3%
27 Dec 2019+24.7%
3 Jan 2020+30.4%
10 Jan 2020+29.2%
17 Jan 2020+18.9%
24 Jan 2020+10.1%
31 Jan 2020+6.5%
7 Feb 2020+0.7%
14 Feb 2020−1.0%
21 Feb 2020−2.9%
28 Feb 2020−3.6%
6 Mar 2020−16.4%
13 Mar 2020−10.5%
20 Mar 2020−12.4%
27 Mar 2020−17.8%
3 Apr 2020−11.4%
9 Apr 2020−10.8%
17 Apr 2020−15.5%
24 Apr 2020−12.8%
1 May 2020−9.8%
8 May 2020−11.9%
15 May 2020−14.9%
22 May 2020−16.9%
29 May 2020−13.2%
5 Jun 2020+10.2%
12 Jun 2020−5.7%
19 Jun 2020+5.2%
26 Jun 2020+6.0%
2 Jul 2020−4.8%
10 Jul 2020−9.0%
17 Jul 2020−6.7%
24 Jul 2020−4.8%
31 Jul 2020−7.5%
7 Aug 2020+1.1%
14 Aug 2020+12.0%
21 Aug 2020+7.2%
28 Aug 2020−0.2%
4 Sep 2020−10.6%
11 Sep 2020−7.0%
18 Sep 2020−12.4%
25 Sep 2020−12.9%
2 Oct 2020−12.4%
9 Oct 2020−5.6%
16 Oct 2020−0.1%
23 Oct 2020−3.0%
30 Oct 2020−7.7%
6 Nov 2020−15.2%
13 Nov 2020−9.2%
20 Nov 2020−4.1%
27 Nov 2020−1.6%
4 Dec 2020+3.8%
11 Dec 2020+2.5%
18 Dec 2020+2.4%
24 Dec 2020+10.5%
31 Dec 2020+10.0%
8 Jan 2021+6.2%
15 Jan 2021+7.7%
22 Jan 2021+2.8%
29 Jan 2021+5.5%
5 Feb 2021+9.4%
12 Feb 2021−2.4%
19 Feb 2021−3.9%
26 Feb 2021−2.9%
5 Mar 2021+0.3%
12 Mar 2021+7.5%
19 Mar 2021+13.6%
26 Mar 2021+12.3%
1 Apr 2021+9.6%
9 Apr 2021+4.2%
16 Apr 2021−6.9%
23 Apr 2021+0.5%
30 Apr 2021+7.2%
7 May 2021+7.8%
14 May 2021+11.9%
21 May 2021+13.5%
28 May 2021+9.1%
4 Jun 2021−0.7%
11 Jun 2021−7.7%
18 Jun 2021−12.8%
25 Jun 2021−10.8%
2 Jul 2021−9.0%
9 Jul 2021−8.6%
16 Jul 2021+1.5%
23 Jul 2021−0.3%
30 Jul 2021−1.3%
6 Aug 2021−1.7%
13 Aug 2021−2.4%
20 Aug 2021−7.0%
27 Aug 2021+1.2%
3 Sep 2021−0.3%
10 Sep 2021−0.4%
17 Sep 2021+1.2%
24 Sep 2021−1.0%
1 Oct 2021+2.4%
8 Oct 2021+7.9%
15 Oct 2021+6.6%
22 Oct 2021+13.5%
29 Oct 2021+8.4%
5 Nov 2021+0.4%
12 Nov 2021+4.3%
19 Nov 2021+4.3%
26 Nov 2021−2.9%
3 Dec 2021−3.2%
10 Dec 2021+1.1%
17 Dec 2021+4.1%
23 Dec 2021+2.5%
31 Dec 2021−1.8%
7 Jan 2022+5.0%
14 Jan 2022+7.7%
21 Jan 2022−5.1%
28 Jan 2022−1.2%
4 Feb 2022+7.6%
11 Feb 2022+5.8%
18 Feb 2022+6.0%
25 Feb 2022−0.3%
4 Mar 2022−5.9%
11 Mar 2022−1.4%
18 Mar 2022+0.2%
25 Mar 2022+1.1%
1 Apr 2022−3.1%
8 Apr 2022−13.2%
14 Apr 2022−21.1%
22 Apr 2022−19.4%
29 Apr 2022−21.7%
6 May 2022−20.8%
13 May 2022−21.4%
20 May 2022−17.5%
27 May 2022−12.6%
3 Jun 2022−6.4%
10 Jun 2022−13.3%
17 Jun 2022−12.9%
24 Jun 2022−13.0%
1 Jul 2022−10.3%
8 Jul 2022−12.0%
15 Jul 2022−1.3%
22 Jul 2022+3.4%
29 Jul 2022+6.1%
5 Aug 2022+0.2%
12 Aug 2022+1.9%
19 Aug 2022−1.2%
26 Aug 2022−3.0%
2 Sep 2022−0.6%
9 Sep 2022+7.6%
16 Sep 2022+8.1%
23 Sep 2022+1.7%
30 Sep 2022+2.3%
7 Oct 2022+5.2%
14 Oct 2022+0.2%
21 Oct 2022+6.7%
28 Oct 2022+10.8%
4 Nov 2022+15.8%
11 Nov 2022+14.8%
18 Nov 2022+10.8%
25 Nov 2022+12.2%
2 Dec 2022+11.1%
9 Dec 2022+11.5%
16 Dec 2022+11.4%
23 Dec 2022+17.7%
30 Dec 2022+20.5%
6 Jan 2023+22.9%
13 Jan 2023+24.3%
20 Jan 2023+16.2%
27 Jan 2023+17.0%
3 Feb 2023+11.2%
10 Feb 2023+11.9%
17 Feb 2023+18.9%
24 Feb 2023+14.6%
3 Mar 2023+17.0%
10 Mar 2023+2.9%
17 Mar 2023−9.4%
24 Mar 2023−10.9%
31 Mar 2023−9.5%
6 Apr 2023−11.0%
14 Apr 2023−7.0%
21 Apr 2023−16.8%
28 Apr 2023−22.9%
5 May 2023−24.9%
12 May 2023−29.0%
19 May 2023−28.9%
26 May 2023−27.4%
2 Jun 2023−26.7%
9 Jun 2023−18.9%
16 Jun 2023−9.9%
23 Jun 2023−10.3%
30 Jun 2023−11.6%
7 Jul 2023−10.2%
14 Jul 2023−23.8%
21 Jul 2023−14.3%
28 Jul 2023−11.4%
4 Aug 2023−1.5%
11 Aug 2023+2.5%
18 Aug 2023−4.3%
25 Aug 2023−6.1%
1 Sep 2023−7.8%
8 Sep 2023−8.7%
15 Sep 2023−3.5%
22 Sep 2023−3.9%
29 Sep 2023−4.9%
6 Oct 2023−9.7%
13 Oct 2023−1.7%
20 Oct 2023−0.8%
27 Oct 2023−1.5%
3 Nov 2023−4.6%
10 Nov 2023−7.1%
17 Nov 2023+0.0%
24 Nov 2023+0.7%
1 Dec 2023+4.1%
8 Dec 2023+2.1%
15 Dec 2023+2.2%
22 Dec 2023+3.8%
29 Dec 2023+4.5%
5 Jan 2024+11.1%
12 Jan 2024+8.6%
19 Jan 2024+2.4%
26 Jan 2024+0.7%
2 Feb 2024−5.4%
9 Feb 2024−6.0%
16 Feb 2024−7.5%
23 Feb 2024−7.0%
1 Mar 2024−11.8%
8 Mar 2024−13.3%
15 Mar 2024−15.2%
22 Mar 2024−11.8%
28 Mar 2024−10.2%
5 Apr 2024−13.9%
12 Apr 2024−8.1%
19 Apr 2024−5.9%
26 Apr 2024−6.6%
3 May 2024−2.1%
10 May 2024+1.2%
17 May 2024+1.6%
24 May 2024−1.8%
31 May 2024−0.5%
7 Jun 2024−1.1%
14 Jun 2024−8.7%
21 Jun 2024−9.2%
28 Jun 2024−8.3%
5 Jul 2024−9.7%
12 Jul 2024−6.0%
19 Jul 2024+4.3%
26 Jul 2024+9.1%
2 Aug 2024+4.5%
9 Aug 2024−0.2%
16 Aug 2024−0.6%
23 Aug 2024+5.3%
30 Aug 2024+8.3%
6 Sep 2024+10.2%
13 Sep 2024+13.9%
20 Sep 2024+18.1%
27 Sep 2024+14.2%
4 Oct 2024+15.1%
11 Oct 2024+10.8%
18 Oct 2024+1.7%
25 Oct 2024−0.4%
1 Nov 2024+7.5%
8 Nov 2024+9.0%
15 Nov 2024+11.9%
22 Nov 2024+10.1%
29 Nov 2024+6.2%
6 Dec 2024+5.7%
13 Dec 2024+13.1%
20 Dec 2024+6.9%
27 Dec 2024+7.6%
3 Jan 2025+8.6%
10 Jan 2025+4.4%
17 Jan 2025+4.6%
24 Jan 2025+4.6%
31 Jan 2025+4.1%
7 Feb 2025+4.5%
14 Feb 2025−0.2%
21 Feb 2025+0.5%
28 Feb 2025+2.1%
7 Mar 2025−3.7%
14 Mar 2025−6.7%
21 Mar 2025−3.2%
28 Mar 2025−3.1%
4 Apr 2025−7.3%
11 Apr 2025−7.4%
17 Apr 2025−4.9%
25 Apr 2025−2.4%
2 May 2025−5.1%
9 May 2025+0.4%
16 May 2025+1.7%
23 May 2025+0.8%
30 May 2025−2.2%
6 Jun 2025+6.0%
13 Jun 2025+4.7%
20 Jun 2025+4.6%
27 Jun 2025+8.4%
3 Jul 2025+20.9%
11 Jul 2025+21.2%
18 Jul 2025+14.3%
25 Jul 2025+13.5%
1 Aug 2025+10.3%
8 Aug 2025+5.5%
15 Aug 2025+4.7%
22 Aug 2025+8.7%
29 Aug 2025+10.0%
5 Sep 2025+6.5%
12 Sep 2025+6.8%
19 Sep 2025+2.3%
26 Sep 2025+1.5%
3 Oct 2025−1.5%
10 Oct 2025−3.4%
17 Oct 2025−3.2%
24 Oct 2025−3.5%
31 Oct 2025−3.2%
7 Nov 2025+1.2%
14 Nov 2025+0.8%
21 Nov 2025−3.1%
28 Nov 2025−2.4%
5 Dec 2025+3.5%
12 Dec 2025+9.8%
19 Dec 2025+10.7%
26 Dec 2025+10.0%
2 Jan 2026+8.8%
9 Jan 2026+13.1%
16 Jan 2026+10.8%
23 Jan 2026+6.8%
30 Jan 2026+11.7%
6 Feb 2026+8.9%
13 Feb 2026+8.1%
20 Feb 2026+7.3%
27 Feb 2026+7.7%
6 Mar 2026−0.1%
13 Mar 2026−2.1%
20 Mar 2026−0.4%
27 Mar 2026+0.8%
2 Apr 2026+3.8%
10 Apr 2026+7.3%
17 Apr 2026+10.9%
24 Apr 2026+16.0%
1 May 2026+12.0%
8 May 2026+6.1%
15 May 2026+11.0%
22 May 2026+12.2%
29 May 2026+10.7%
5 Jun 2026+23.9%
12 Jun 2026+26.2%
18 Jun 2026+22.9%
26 Jun 2026+22.2%
2 Jul 2026+19.0%
10 Jul 2026+18.2%
17 Jul 2026+20.8%
24 Jul 2026+19.5%
31 Jul 2026+17.5%
7 Aug 2026+18.7%
14 Aug 2026+20.4%
21 Aug 2026+18.9%
28 Aug 2026+22.5%
4 Sep 2026+15.7%
11 Sep 2026+12.3%
18 Sep 2026+6.6%
25 Sep 2026+2.1%
2 Oct 2026−0.3%
9 Oct 2026−6.0%
16 Oct 2026−11.9%
23 Oct 2026−12.3%
30 Oct 2026−9.0%
4 Nov 2026−5.3%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 10 years the share price moved +226% while the S&P 500 moved +261%, so it is behind the index over that whole period. It was last ahead over 13 weeks in the week of 25 September 2026. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does State Street pay?

State Street Corporation paid $3.44 per share over the last four reported quarters. The most recent declaration was $0.92 for Sep 2026. At today's price of $173.31 that is a yield of 1.98%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $0.92 (Sep 2026)

  • Dividend per share $0.92
Dividend per share each quarter: latest $0.92 (Sep 2026)
QuarterDividend per share
Dec 2023$0.69
Mar 2024$0.69
Jun 2024$0.69
Sep 2024$0.76
Dec 2024$0.76
Mar 2025$0.76
Jun 2025$0.76
Sep 2025$0.84
Dec 2025$0.84
Mar 2026$0.84
Jun 2026$0.84
Sep 2026$0.92
Declared dividend per share, $ a share, each reported quarter. 12 quarters on file.

Which stock lists is State Street on?

State Street is on one of our US lists: S&P 500 companies.

Is State Street profitable?

State Street Corporation earned $1.0 B of net profit in the Sep 2026 quarter, +28.4% on the same quarter a year earlier. That is the 3rd quarter in a row of profit growth. Full-year FY25 profit was $2.7 B. Over 4 years profit has grown 1.4% a year on average. That is 25.7% of the quarter's revenue.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

The same quarter a year earlier earned $802 M.

For the full year, FY25 profit was $2.7 B (+9.4% on the year before).

FY25 profit $2.7 B (+9.4% on the year before), 1.4% a year over 4 years

  • Net profit $2.7 B
FY25 profit $2.7 B (+9.4% on the year before), 1.4% a year over 4 years
QuarterNet profit
FY21$2.6 B
FY22$2.7 B
FY23$1.8 B
FY24$2.5 B
FY25$2.7 B

Growth on a year earlier

  • Growth on a year earlier 9.4%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY223.4%
FY23−31.5%
FY2436.4%
FY259.4%
Top: net profit each year, $ B. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Sep 2026: $1.0 B (+28.4% on a year earlier), the 3rd quarter in a row of growth

  • Net profit (quarterly) $1.0 B
Sep 2026: $1.0 B (+28.4% on a year earlier), the 3rd quarter in a row of growth
QuarterNet profit (quarterly)
Dec 2023$172 M
Mar 2024$418 M
Jun 2024$655 M
Sep 2024$682 M
Dec 2024$728 M
Mar 2025$597 M
Jun 2025$630 M
Sep 2025$802 M
Dec 2025$688 M
Mar 2026$705 M
Jun 2026$1.0 B
Sep 2026$1.0 B

Growth on a year earlier

  • Growth on a year earlier 28.4%
Growth on a year earlier
QuarterGrowth on a year earlier
Dec 2023−75.3%
Mar 2024−20.4%
Jun 2024−9.8%
Sep 202471.4%
Dec 2024323.3%
Mar 202542.8%
Jun 2025−3.8%
Sep 202517.6%
Dec 2025−5.5%
Mar 202618.1%
Jun 202662.9%
Sep 202628.4%
Top: net profit each quarter, $ B. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed +13.3% on a year earlier and the margin moved +3.0 percentage points. Most of the change came from keeping more of each sale.

On average over the last four quarters, profit changed +26.0% and revenue +13.7%. Profit is growing faster than sales: fixed costs are spread over more sales, so each extra dollar of revenue adds more to profit.

How much revenue does State Street make, and is it growing?

State Street Corporation reported $4.0 B of income in the Sep 2026 quarter, +13.3% on the same quarter a year earlier. That is the 11th quarter in a row with growth on the year before. Over 4 years it has grown 3.6% a year on average. The last full year, FY25, came in at $13.9 B.

For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.

The last four reported quarters add to $15.5 B.

FY25 revenue was $13.9 B, +7.4% on the year before.

FY25 revenue $13.9 B (+7.4% on the year before), 3.6% a year over 4 years

  • Revenue $13.9 B
FY25 revenue $13.9 B (+7.4% on the year before), 3.6% a year over 4 years
QuarterRevenue
FY21$12.1 B
FY22$12.1 B
FY23$11.9 B
FY24$12.9 B
FY25$13.9 B

Growth on a year earlier

  • Growth on a year earlier 7.4%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY220.6%
FY23−1.9%
FY248.6%
FY257.4%
Top: revenue each year, $ B. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Sep 2026: $4.0 B (+13.3% on a year earlier), the 11th quarter in a row of growth

  • Revenue (quarterly) $4.0 B
Sep 2026: $4.0 B (+13.3% on a year earlier), the 11th quarter in a row of growth
QuarterRevenue (quarterly)
Dec 2023$3.0 B
Mar 2024$3.1 B
Jun 2024$3.2 B
Sep 2024$3.2 B
Dec 2024$3.4 B
Mar 2025$3.3 B
Jun 2025$3.4 B
Sep 2025$3.5 B
Dec 2025$3.7 B
Mar 2026$3.8 B
Jun 2026$4.0 B
Sep 2026$4.0 B

Growth on a year earlier

  • Growth on a year earlier 13.3%
Growth on a year earlier
QuarterGrowth on a year earlier
Dec 2023−3.9%
Mar 20241.8%
Jun 20241.7%
Sep 202420.1%
Dec 202412.5%
Mar 20255.2%
Jun 20257.5%
Sep 20259.4%
Dec 20257.6%
Mar 202615.5%
Jun 202618.4%
Sep 202613.3%
Top: revenue each quarter, $ B. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +13.7% on average, against 3.6% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +13.7%, against +11.1% a year over the last 8 quarters (stabilising); profit over the last 12 months grew +25.1%, against +33.8% a year (rolling over).

How much does State Street keep from what it earns?

State Street Corporation's net margin was 25.7% in the Sep 2026 quarter, 3.0 percentage points higher than the same quarter a year ago. Across 5 years it has been between 15.3% and 21.9%. The latest quarter is above every full year in that period.

Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.

Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.

FY25: 19.6%, within a range of 15.3% to 21.9% over 5 years

  • Net margin 19.6%
FY25: 19.6%, within a range of 15.3% to 21.9% over 5 years
QuarterNet margin
FY2121.3%
FY2221.9%
FY2315.3%
FY2419.2%
FY2519.6%

Change on the year before (points)

  • Change on the year before (points) +0.4 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22+0.6 pts
FY23−6.6 pts
FY24+3.9 pts
FY25+0.4 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Sep 2026: net margin 25.7% (+3.0 points on a year earlier)

  • Net margin 25.7%
Sep 2026: net margin 25.7% (+3.0 points on a year earlier)
QuarterNet margin
Dec 20235.7%
Mar 202413.4%
Jun 202420.6%
Sep 202421.1%
Dec 202421.4%
Mar 202518.2%
Jun 202518.4%
Sep 202522.7%
Dec 202518.8%
Mar 202618.7%
Jun 202625.3%
Sep 202625.7%

Change on a year earlier (points)

  • Change on a year earlier (points) +3.0 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Dec 2023−16.4 pts
Mar 2024−3.8 pts
Jun 2024−2.6 pts
Sep 2024+6.3 pts
Dec 2024+15.7 pts
Mar 2025+4.8 pts
Jun 2025−2.2 pts
Sep 2025+1.6 pts
Dec 2025−2.6 pts
Mar 2026+0.5 pts
Jun 2026+6.9 pts
Sep 2026+3.0 pts
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

How many of State Street's loans have gone bad?

State Street Corporation does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.

Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.

Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.

How fast is State Street's loan book growing?

State Street Corporation's revenue was $13.9 B in FY25, +7.4% on the year before, so the loan book is growing. The latest quarter was +13.3% on a year earlier. The net margin on that income is 25.7%, +3.0 percentage points on a year ago.

We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.

Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.

FY25: revenue $13.9 B (+7.4% on the year before), net margin 19.6%

  • Revenue $13.9 B
FY25: revenue $13.9 B (+7.4% on the year before), net margin 19.6%
QuarterRevenue
FY21$12.1 B
FY22$12.1 B
FY23$11.9 B
FY24$12.9 B
FY25$13.9 B

Net margin

  • Net margin 19.6%
Net margin
QuarterNet margin
FY2121.3%
FY2221.9%
FY2315.3%
FY2419.2%
FY2519.6%
Top: revenue each year, $ B. Below: net margin, %. 5-year window. A grey bar is lower than the year before.

In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.

What is State Street's P/BV ratio, and how does it compare with its own history?

State Street Corporation's P/BV is 1.9×, near the high end of its own history: higher than 94% of past readings. Its usual P/BV (the middle reading) is 1.2×, over 5.3 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.

P/BV 1.9× against a usual 1.2×: near the high end of its own history: higher than 94% of past readings

  • P/BV 1.92×
  • Median 1.20×
P/BV 1.9× against a usual 1.2×: near the high end of its own history: higher than 94% of past readings
WeekP/BVMedian
2 Jul 20211.18×1.20×
16 Jul 20211.18×1.20×
30 Jul 20211.22×1.20×
13 Aug 20211.27×1.20×
27 Aug 20211.32×1.20×
10 Sep 20211.22×1.20×
24 Sep 20211.20×1.20×
8 Oct 20211.18×1.20×
22 Oct 20211.29×1.20×
5 Nov 20211.24×1.20×
19 Nov 20211.23×1.20×
3 Dec 20211.16×1.20×
17 Dec 20211.19×1.20×
31 Dec 20211.34×1.20×
14 Jan 20221.50×1.20×
28 Jan 20221.35×1.20×
11 Feb 20221.43×1.20×
25 Feb 20221.28×1.20×
11 Mar 20221.18×1.20×
25 Mar 20221.31×1.20×
8 Apr 20221.27×1.20×
22 Apr 20221.07×1.20×
6 May 20221.06×1.20×
20 May 20221.02×1.20×
3 Jun 20221.08×1.20×
17 Jun 20220.93×1.20×
1 Jul 20220.98×1.20×
15 Jul 20221.01×1.20×
29 Jul 20221.10×1.20×
12 Aug 20221.16×1.20×
26 Aug 20221.07×1.20×
9 Sep 20221.13×1.20×
23 Sep 20220.98×1.20×
7 Oct 20220.97×1.20×
21 Oct 20221.07×1.20×
4 Nov 20221.17×1.20×
18 Nov 20221.18×1.20×
2 Dec 20221.21×1.20×
16 Dec 20221.21×1.20×
30 Dec 20221.21×1.20×
13 Jan 20231.25×1.20×
27 Jan 20231.36×1.20×
10 Feb 20231.39×1.20×
24 Feb 20231.31×1.20×
10 Mar 20231.20×1.20×
24 Mar 20231.08×1.20×
6 Apr 20231.13×1.20×
21 Apr 20231.09×1.20×
5 May 20231.01×1.20×
19 May 20231.00×1.20×
2 Jun 20231.06×1.20×
16 Jun 20231.09×1.20×
30 Jun 20231.06×1.20×
14 Jul 20230.99×1.20×
28 Jul 20231.03×1.20×
11 Aug 20231.07×1.20×
25 Aug 20230.98×1.20×
8 Sep 20231.02×1.20×
22 Sep 20230.98×1.20×
6 Oct 20230.93×1.20×
20 Oct 20230.92×1.20×
3 Nov 20230.97×1.20×
17 Nov 20231.00×1.20×
1 Dec 20231.05×1.20×
15 Dec 20231.11×1.20×
29 Dec 20231.10×1.20×
12 Jan 20241.06×1.20×
26 Jan 20241.04×1.20×
9 Feb 20241.01×1.20×
23 Feb 20241.02×1.20×
8 Mar 20241.00×1.20×
22 Mar 20241.05×1.20×
5 Apr 20241.04×1.20×
19 Apr 20241.01×1.20×
3 May 20241.02×1.20×
17 May 20241.07×1.20×
31 May 20241.04×1.20×
14 Jun 20240.97×1.20×
28 Jun 20241.02×1.20×
12 Jul 20241.05×1.20×
26 Jul 20241.14×1.20×
9 Aug 20241.05×1.20×
23 Aug 20241.13×1.20×
6 Sep 20241.12×1.20×
20 Sep 20241.19×1.20×
4 Oct 20241.12×1.20×
18 Oct 20241.17×1.20×
1 Nov 20241.19×1.20×
15 Nov 20241.22×1.20×
29 Nov 20241.26×1.20×
13 Dec 20241.28×1.20×
27 Dec 20241.26×1.20×
10 Jan 20251.20×1.20×
24 Jan 20251.27×1.20×
7 Feb 20251.28×1.20×
21 Feb 20251.27×1.20×
7 Mar 20251.15×1.20×
21 Mar 20251.16×1.20×
4 Apr 20250.95×1.20×
17 Apr 20251.01×1.20×
2 May 20251.13×1.20×
16 May 20251.23×1.20×
30 May 20251.20×1.20×
13 Jun 20251.20×1.20×
27 Jun 20251.32×1.20×
11 Jul 20251.32×1.20×
25 Jul 20251.36×1.20×
8 Aug 20251.34×1.20×
22 Aug 20251.39×1.20×
5 Sep 20251.36×1.20×
19 Sep 20251.36×1.20×
3 Oct 20251.36×1.20×
17 Oct 20251.31×1.20×
31 Oct 20251.36×1.20×
14 Nov 20251.37×1.20×
28 Nov 20251.39×1.20×
12 Dec 20251.50×1.20×
26 Dec 20251.55×1.20×
9 Jan 20261.52×1.20×
23 Jan 20261.45×1.20×
6 Feb 20261.52×1.20×
20 Feb 20261.47×1.20×
6 Mar 20261.39×1.20×
20 Mar 20261.40×1.20×
2 Apr 20261.47×1.20×
17 Apr 20261.67×1.20×
1 May 20261.74×1.20×
15 May 20261.75×1.20×
29 May 20261.78×1.20×
12 Jun 20261.92×1.20×
26 Jun 20261.93×1.20×
10 Jul 20262.00×1.20×
24 Jul 20262.06×1.20×
7 Aug 20262.05×1.20×
21 Aug 20262.08×1.20×
4 Sep 20262.10×1.20×
18 Sep 20262.03×1.20×
2 Oct 20261.95×1.20×
16 Oct 20261.83×1.20×
30 Oct 20261.88×1.20×
4 Nov 20261.92×1.20×

Book value per share

  • Book value per share $90.37
Book value per share
WeekBook value per share
2 Jul 2021–
16 Jul 2021–
30 Jul 2021–
13 Aug 2021–
27 Aug 2021–
10 Sep 2021–
24 Sep 2021$71.58
8 Oct 2021$71.58
22 Oct 2021$71.58
5 Nov 2021$71.58
19 Nov 2021$71.58
3 Dec 2021$71.58
17 Dec 2021$71.58
31 Dec 2021$69.37
14 Jan 2022$69.37
28 Jan 2022$69.37
11 Feb 2022$69.37
25 Feb 2022$69.37
11 Mar 2022$69.37
25 Mar 2022$69.37
8 Apr 2022$69.37
22 Apr 2022$69.37
6 May 2022$69.37
20 May 2022$69.37
3 Jun 2022$69.37
17 Jun 2022$66.05
1 Jul 2022$66.05
15 Jul 2022$66.05
29 Jul 2022$66.05
12 Aug 2022$66.05
26 Aug 2022$66.05
9 Sep 2022$66.05
23 Sep 2022$64.33
7 Oct 2022$64.33
21 Oct 2022$64.33
4 Nov 2022$64.33
18 Nov 2022$64.33
2 Dec 2022$64.33
16 Dec 2022$64.33
30 Dec 2022$64.33
13 Jan 2023$64.33
27 Jan 2023$64.33
10 Feb 2023$64.33
24 Feb 2023$64.33
10 Mar 2023$64.33
24 Mar 2023$64.33
6 Apr 2023$67.69
21 Apr 2023$67.69
5 May 2023$67.69
19 May 2023$67.69
2 Jun 2023$67.69
16 Jun 2023$67.69
30 Jun 2023$69.01
14 Jul 2023$69.01
28 Jul 2023$69.01
11 Aug 2023$69.01
25 Aug 2023$69.01
8 Sep 2023$69.01
22 Sep 2023$69.01
6 Oct 2023$69.01
20 Oct 2023$69.01
3 Nov 2023$69.01
17 Nov 2023$69.01
1 Dec 2023$69.01
15 Dec 2023$69.01
29 Dec 2023$70.14
12 Jan 2024$70.14
26 Jan 2024$70.14
9 Feb 2024$70.14
23 Feb 2024$70.14
8 Mar 2024$70.14
22 Mar 2024$72.27
5 Apr 2024$72.27
19 Apr 2024$72.27
3 May 2024$72.27
17 May 2024$72.27
31 May 2024$72.27
14 Jun 2024$72.27
28 Jun 2024$72.85
12 Jul 2024$72.85
26 Jul 2024$72.85
9 Aug 2024$72.85
23 Aug 2024$72.85
6 Sep 2024$72.85
20 Sep 2024$74.50
4 Oct 2024$74.50
18 Oct 2024$74.50
1 Nov 2024$74.50
15 Nov 2024$74.50
29 Nov 2024$74.50
13 Dec 2024$74.50
27 Dec 2024$78.22
10 Jan 2025$78.22
24 Jan 2025$78.22
7 Feb 2025$78.22
21 Feb 2025$78.22
7 Mar 2025$78.22
21 Mar 2025$78.22
4 Apr 2025$77.95
17 Apr 2025$77.95
2 May 2025$77.95
16 May 2025$77.95
30 May 2025$77.95
13 Jun 2025$77.95
27 Jun 2025$80.13
11 Jul 2025$80.13
25 Jul 2025$80.13
8 Aug 2025$80.13
22 Aug 2025$80.13
5 Sep 2025$80.13
19 Sep 2025$83.16
3 Oct 2025$83.16
17 Oct 2025$83.16
31 Oct 2025$83.16
14 Nov 2025$83.16
28 Nov 2025$83.16
12 Dec 2025$83.16
26 Dec 2025$85.33
9 Jan 2026$85.33
23 Jan 2026$85.33
6 Feb 2026$85.33
20 Feb 2026$85.33
6 Mar 2026$85.33
20 Mar 2026$85.33
2 Apr 2026$87.01
17 Apr 2026$87.01
1 May 2026$87.01
15 May 2026$87.01
29 May 2026$87.01
12 Jun 2026$87.01
26 Jun 2026$87.33
10 Jul 2026$87.33
24 Jul 2026$87.33
7 Aug 2026$87.33
21 Aug 2026$87.33
4 Sep 2026$87.33
18 Sep 2026$89.95
2 Oct 2026$89.95
16 Oct 2026$89.95
30 Oct 2026$89.95
4 Nov 2026$90.37
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 5.3 years of history; short peaks above 2.1× are drawn at the top edge.

PEG 0.68 at the Sep 2026 quarter end: below 1.0, so the P/E is smaller than the earnings growth rate

  • PEG 0.68×
  • PEG = 1.0 1.00×
PEG 0.68 at the Sep 2026 quarter end: below 1.0, so the P/E is smaller than the earnings growth rate
QuarterPEGPEG = 1.0
Sep 20210.85×1.00×
Dec 20210.77×1.00×
Mar 20220.83×1.00×
Jun 20220.92×1.00×
Sep 20220.88×1.00×
Dec 20221.50×1.00×
Mar 20230.88×1.00×
Jun 20231.05×1.00×
Sep 20232.57×1.00×
Dec 20231.99×1.00×
Mar 20240.99×1.00×
Jun 20240.95×1.00×
Sep 20241.01×1.00×
Dec 20240.96×1.00×
Mar 20250.93×1.00×
Jun 20251.16×1.00×
Sep 20250.87×1.00×
Dec 20251.09×1.00×
Mar 20261.09×1.00×
Jun 20260.88×1.00×
Sep 20260.68×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 21 quarters.
1.9×P/BV · higher than 94% of its last 5.3 years
0.63PEG · today, as reported

Why the multiple is where it is: over the past year book value grew while the price moved +46.5%. The price ran ahead of book value, which pushed the multiple up within its own range.

Where the price move came from: over 5 years the price moved +12.6% a year; about +3.2% a year came from book-value growth and about +9.4 percentage points from the multiple (the market paying more). The split is approximate (price return minus book-value growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is high against its own past, so the book value trend underneath matters more than the multiple.

Is the State Street business getting better or worse?

State Street Corporation's business is giving mixed signals. There is no clear direction across the growth lines, with ROE steady at 12.0%; each line tells part of the story. This is based on 12 quarters of 4 measures.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +7.4% in FY25, profit +9.4%

  • Revenue growth 7.4%
Growth year by year: revenue +7.4% in FY25, profit +9.4%
QuarterRevenue growth
FY21–
FY220.6%
FY23−1.9%
FY248.6%
FY257.4%

Profit growth, EPS growth

  • Profit growth 9.4%
  • EPS growth 14.5%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY223.4%0%
FY23−31.5%−22.4%
FY2436.4%47.1%
FY259.4%14.5%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue stabilising, profit rolling over

  • Revenue 13.7%
Three growth lines over twelve quarters: revenue stabilising, profit rolling over
QuarterRevenue
Dec 2023−1.9%
Mar 2024−1.2%
Jun 2024−2.3%
Sep 20244.4%
Dec 20248.6%
Mar 20259.5%
Jun 202511%
Sep 20258.6%
Dec 20257.4%
Mar 202610%
Jun 202612.8%
Sep 202613.7%

Profit, EPS

  • Profit 25.1%
  • EPS 29.8%
Profit, EPS
QuarterProfitEPS
Dec 2023−31.5%−23.6%
Mar 2024−34.1%−25.2%
Jun 2024−37.2%−28.1%
Sep 2024−17.8%−7.6%
Dec 202436.4%49.8%
Mar 202555.3%66.5%
Jun 202560.5%67.5%
Sep 202543.1%49%
Dec 20259.4%14.4%
Mar 20266.1%10.8%
Jun 202622.1%27.1%
Sep 202625.1%29.8%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 12%
ROE: the return line, worked out each quarter
QuarterROE
Dec 20237.7%
Mar 20247%
Jun 20246.6%
Sep 20247.5%
Dec 20249.8%
Mar 202510%
Jun 20259.7%
Sep 202510%
Dec 20259.8%
Mar 202610.2%
Jun 202611.4%
Sep 202612%
Net profit over the last 12 months as a share of equity at the quarter end, %.
Steady highRevenue growth · latest +13.7%, range −2.3% to +13.7%
RisingProfit growth · latest +25.1%, range −37.2% to +60.5%
RisingEPS growth · latest +29.8%, range −28.1% to +67.5%
Steady highROE · latest 12.0%, range 6.6% to 12.0%

Why it matters: when the lines disagree, each line above matters more than any single label.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue+7.4%+4.6%——
Profit+9.4%+0.7%——
EPS+14.5%+9.3%——
Stock price+46.5%+36.8%+12.6%+9.4%
+13.3%Revenue growth (Sep 2026) · latest quarter against a year ago
+28.4%Profit growth (Sep 2026) · latest quarter against a year ago
3.6%Revenue, 4 years · yearly growth over the long run

How much does State Street earn on its equity and assets?

State Street Corporation earned a return on equity of 10% in FY25. Its lowest yearly reading on file was 8% in FY23. On its assets, every $100 earned about $0.95, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.

Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.

That return is below the level a bank needs to grow its net worth quickly, which helps explain why its multiple is where it is.

FY25: ROE 10%, ROA 0.80%, up from a FY23 low of 8%

  • ROE 9.8%
FY25: ROE 10%, ROA 0.80%, up from a FY23 low of 8%
QuarterROE
FY219.4%
FY2210.6%
FY237.7%
FY249.8%
FY259.8%

ROA

  • ROA 0.8%
ROA
QuarterROA
FY210.9%
FY220.9%
FY230.6%
FY240.8%
FY250.8%
Return on equity each year, % (top); return on assets, % (below). 5-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Sep 2026: ROE 15.5% (last 12 months), ROA 1.10%

  • ROE (12 months) 15.5%
Sep 2026: ROE 15.5% (last 12 months), ROA 1.10%
QuarterROE (12 months)
Dec 20237.1%
Mar 20243.5%
Jun 20247.7%
Sep 202411.6%
Dec 202411.5%
Mar 202512.2%
Jun 20259.9%
Sep 202510.3%
Dec 202512.5%
Mar 202610.8%
Jun 202611%
Sep 202615.5%

ROA (12 months)

  • ROA (12 months) 1.1%
ROA (12 months)
QuarterROA (12 months)
Dec 20230.6%
Mar 20240.3%
Jun 20240.6%
Sep 20240.9%
Dec 20240.9%
Mar 20250.9%
Jun 20250.7%
Sep 20250.7%
Dec 20250.9%
Mar 20260.8%
Jun 20260.8%
Sep 20261.1%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

Why ROE moved: profit grew 1.4% a year over 4 years while net worth grew more slowly. When earnings recover faster than net worth builds up, ROE climbs off its low.

Does State Street have too much debt?

For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.

For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.

What is the State Street shareholding pattern?

0.0% of State Street Corporation's tradable shares are in short positions, which are bets that the price will fall, so very few traders are betting against this stock. At normal trading volumes, closing those positions would take about 0.0 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

0.0%Short interest · of the tradable float
0.0Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is State Street from balance-sheet trouble?

For State Street Corporation, the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

How does State Street rank in its industry?

62.3 out of 100, rank 7 of 30 in Asset Management, with 80% of the evidence available.

State Street Corporation scores 62.3 out of 100 against the 30 companies it is compared with in Asset Management, ranking 7. The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.

The four parts add up to the total exactly: 23.3 + 13.2 + 14.5 + 11.3 = 62.3. This is the same number shown on the industry page; it is worked out once for the whole group and read here.

What would change it: The score would fall if ROA turns down or gross NPA rises while the share price lags its sector.

Which companies is State Street compared with?

State Street ranks 7 of 30 Asset Management companies on the 4-Factor Sector Score, with 62.3 out of 100.

  1. 1Victory Capital Holdings, Inc.VCTR · leader · Most evidence points up · 76% evidence69.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 22.2/35 · Income 51.4% · Profit 33.2% · 71% evidenceCapital efficiency 18.8/25 · ROA 10.6% · ROE 18.8% · GNPA — · 68% evidenceValuation 13.3/20 · P/BV 2.21× · P/BV÷ROE 0.12 · 70% evidenceRelative strength 15.4/20 · Lead over its industry 29.6% · Lead over S&P 500 33.6% · 1 year 96.4% · 100% evidence · 12 of 12 weeks aheadExact sum: 22.2 + 18.8 + 13.3 + 15.4 = 69.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  2. 2Northern Trust CorporationNTRS · quiet · Most evidence points up · 80% evidence67.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 26.6/35 · Income 17.6% · Profit 41.8% · 81% evidenceCapital efficiency 16.2/25 · ROA 1.8% · ROE 24% · GNPA — · 68% evidenceValuation 14.6/20 · P/BV 2.32× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 10.3/20 · Lead over its industry 1.7% · Lead over S&P 500 4.7% · 1 year 37% · 100% evidence · 4 of 12 weeks aheadExact sum: 26.6 + 16.2 + 14.6 + 10.3 = 67.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  3. 3Equitable Holdings, Inc.EQH · leader · Most evidence points up · 67% evidence65.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 17.9/35 · Income -22.5% · Profit -344.3% · 45% evidenceCapital efficiency 13.0/25 · ROA 0.8% · ROE 144.8% · GNPA — · 68% evidenceValuation 14.8/20 · P/BV 10.1× · P/BV÷ROE 0.07 · 70% evidenceRelative strength 19.7/20 · Lead over its industry 11.2% · Lead over S&P 500 14.1% · 1 year 24% · 100% evidence · 12 of 12 weeks aheadExact sum: 17.9 + 13 + 14.8 + 19.7 = 65.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  4. 4Franklin Resources, Inc.BEN · turning · Evidence leans up · 76% evidence64.5out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 24.6/35 · Income 7.9% · Profit 100% · 71% evidenceCapital efficiency 13.3/25 · ROA 3% · ROE 9.6% · GNPA — · 68% evidenceValuation 13.4/20 · P/BV 1.2× · P/BV÷ROE 0.13 · 70% evidenceRelative strength 13.2/20 · Lead over its industry 6.7% · Lead over S&P 500 10% · 1 year 52.4% · 100% evidence · 3 of 12 weeks aheadExact sum: 24.6 + 13.3 + 13.4 + 13.2 = 64.5 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  5. 5Blackstone Inc.BX · basing · Evidence leans up · 80% evidence62.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 26.3/35 · Income 20.9% · Profit 31.3% · 81% evidenceCapital efficiency 19.7/25 · ROA 14.3% · ROE 32.4% · GNPA — · 68% evidenceValuation 11.6/20 · P/BV 4.27× · P/BV÷ROE 0.13 · 70% evidenceRelative strength 5.2/20 · Lead over its industry -10.8% · Lead over S&P 500 -8.9% · 1 year -13.9% · 100% evidence · 3 of 12 weeks aheadExact sum: 26.3 + 19.7 + 11.6 + 5.2 = 62.8 · What this means: Earnings are strong; relative strength in its sector is -10.8% and the one-year return is -13.9%.
  6. 6BlackRock, Inc.BLK · breaking out · Evidence leans up · 80% evidence62.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 21.1/35 · Income 24.7% · Profit 13.4% · 81% evidenceCapital efficiency 15.6/25 · ROA 3.6% · ROE 12.8% · GNPA — · 68% evidenceValuation 8.3/20 · P/BV 2.54× · P/BV÷ROE 0.2 · 70% evidenceRelative strength 17.8/20 · Lead over its industry 4.8% · Lead over S&P 500 7.6% · 1 year 13.1% · 100% evidence · 5 of 12 weeks aheadExact sum: 21.1 + 15.6 + 8.3 + 17.8 = 62.8 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  7. 7State Street Corporation this pageSTT · quiet · Evidence leans up · 80% evidence62.3out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 23.3/35 · Income 13.7% · Profit 25.1% · 81% evidenceCapital efficiency 13.2/25 · ROA 1.1% · ROE 15.5% · GNPA — · 68% evidenceValuation 14.5/20 · P/BV 1.67× · P/BV÷ROE 0.11 · 70% evidenceRelative strength 11.3/20 · Lead over its industry 4% · Lead over S&P 500 7.1% · 1 year 46.5% · 100% evidence · 5 of 12 weeks aheadExact sum: 23.3 + 13.2 + 14.5 + 11.3 = 62.3 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  8. 8SEI Investments CompanySEIC · losing its lead · Evidence leans up · 80% evidence60.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 15.4/35 · Income 12.8% · Profit 1.7% · 81% evidenceCapital efficiency 20.0/25 · ROA 14.9% · ROE 28.5% · GNPA — · 68% evidenceValuation 10.3/20 · P/BV 4.28× · P/BV÷ROE 0.15 · 70% evidenceRelative strength 15.1/20 · Lead over its industry 9% · Lead over S&P 500 12.1% · 1 year 31% · 100% evidence · 8 of 12 weeks aheadExact sum: 15.4 + 20 + 10.3 + 15.1 = 60.8 · What this means: Relative strength against the index is 12.1%, and revenue and profit growth are weak.
  9. 9T. Rowe Price Group, Inc.TROW · quiet · Evidence leans up · 76% evidence58.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 16.8/35 · Income 7% · Profit 9.1% · 71% evidenceCapital efficiency 18.3/25 · ROA 12% · ROE 16.2% · GNPA — · 68% evidenceValuation 13.1/20 · P/BV 2× · P/BV÷ROE 0.12 · 70% evidenceRelative strength 10.5/20 · Lead over its industry -0.9% · Lead over S&P 500 1.8% · 1 year 9.7% · 100% evidence · 1 of 12 weeks aheadExact sum: 16.8 + 18.3 + 13.1 + 10.5 = 58.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  10. 10Ameriprise Financial, Inc.AMP · quiet · Evidence leans up · 76% evidence58.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 20.4/35 · Income 9.1% · Profit 22.4% · 71% evidenceCapital efficiency 17.1/25 · ROA 2.4% · ROE 57.4% · GNPA — · 68% evidenceValuation 13.1/20 · P/BV 6.48× · P/BV÷ROE 0.11 · 70% evidenceRelative strength 7.8/20 · Lead over its industry -1.7% · Lead over S&P 500 0.9% · 1 year 14.3% · 100% evidence · 5 of 12 weeks aheadExact sum: 20.4 + 17.1 + 13.1 + 7.8 = 58.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  11. 11Brookfield Asset Management Ltd.BAM · turning · Evidence leans up · 76% evidence58.4out of 100GrowthCapitalValuationRelative
  12. 12Ares Management CorporationARES · turning · Evidence leans up · 76% evidence56.7out of 100GrowthCapitalValuationRelative
  13. 13Affiliated Managers Group, Inc.AMG · quiet · Evidence leans up · 76% evidence56.7out of 100GrowthCapitalValuationRelative
  14. 14Corebridge Financial, Inc.CRBG · leader · Too little evidence to rank firmly · 55% evidence55.9out of 100GrowthCapitalValuationRelative
  15. 15Principal Financial Group, Inc.PFG · turning · Evidence leans up · 76% evidence55.4out of 100GrowthCapitalValuationRelative
  16. 16Raymond James Financial, Inc.RJF · basing · Evidence leans down · 76% evidence49.2out of 100GrowthCapitalValuationRelative
  17. 17Invesco Ltd.IVZ · quiet · Evidence leans down · 67% evidence47.0out of 100GrowthCapitalValuationRelative
  18. 18Brookfield CorporationBN · basing · Evidence leans down · 76% evidence45.6out of 100GrowthCapitalValuationRelative
  19. 19TPG Inc.TPG · turning · Evidence leans down · 64% evidence44.0out of 100GrowthCapitalValuationRelative
  20. 20Blue Owl Capital Inc.OWL · quiet · Evidence leans down · 76% evidence43.4out of 100GrowthCapitalValuationRelative
  21. 21Main Street Capital CorporationMAIN · basing · Evidence leans down · 76% evidence37.6out of 100GrowthCapitalValuationRelative
  22. 22KKR & Co. Inc.KKR · basing · Evidence leans down · 76% evidence37.0out of 100GrowthCapitalValuationRelative
  23. 23Ares Capital CorporationARCC · basing · Evidence leans down · 76% evidence35.3out of 100GrowthCapitalValuationRelative
  24. 24StepStone Group Inc.STEP · turning · Most evidence points down · 67% evidence33.5out of 100GrowthCapitalValuationRelative
  25. 25Blue Owl Capital CorporationOBDC · basing · Most evidence points down · 64% evidence31.3out of 100GrowthCapitalValuationRelative
  26. 26Apollo Global Management, Inc.APO · basing · Most evidence points down · 64% evidence31.1out of 100GrowthCapitalValuationRelative
  27. 27Blackstone Secured Lending FundBXSL · quiet · Most evidence points down · 76% evidence30.6out of 100GrowthCapitalValuationRelative
  28. 28The Carlyle Group Inc.CG · basing · Most evidence points down · 64% evidence22.9out of 100GrowthCapitalValuationRelative
  29. 29Janus Henderson Group plcJHG · Too little evidence to rank firmly · 43% evidence73.9out of 100GrowthCapitalValuationRelative
  30. 30Pershing Square Inc.PS · breaking out · Too little evidence to rank firmly · 35% evidence51.1out of 100GrowthCapitalValuationRelative

Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. Financial companies use P/BV÷ROE and asset quality; PEG, industrial OPM and ROCE are excluded. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.

The figures in this ranking come from the industry comparison: results through the Sep 2026 quarter, and the P/E at that quarter's end. The sections above use the latest weekly price, so a P/E or return there can differ a little from the one here. The stage words in this ranking (such as losing its lead or breaking out) describe the lead over the index, not the price phase in the price section.

Related companies: Asset Management, all 30 compared on one page.

Which companies are close to State Street in size?

State Street is the 7th largest of 90 Asset Management companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: KKR & Co. Inc., Brookfield Asset Management and Apollo Global Management, Inc. Just below it: Ameriprise Financial, Inc., Ares Management Corporation and Raymond James Financial, Inc.

Asset Management companies close in size

  1. KKR & Co. Inc. $90.9 billion
  2. Brookfield Asset Management Ltd. $86.5 billion
  3. Apollo Global Management, Inc. $72.5 billion
  4. State Street Corporation $47.2 billion
  5. Ameriprise Financial, Inc. $45.8 billion
  6. Ares Management Corporation $45.2 billion
  7. Raymond James Financial, Inc. $32.4 billion

All 90 Asset Management companies, largest first

Companies close in size in other industries

  1. Ventas, Inc. $47.5 billion · REIT - Healthcare Facilities
  2. HEICO Corporation $47.2 billion · Aerospace & Defense
  3. State Street Corporation $47.2 billion
  4. Nokia Oyj $46.9 billion · Communication Equipment
  5. Franco-Nevada Corporation $46.8 billion · Gold

What else do people ask about State Street?

What were State Street's latest quarterly results?

State Street Corporation reported total income of $4.0 B and net profit of $1.0 B for the Sep 2026 quarter. Income rose 13.3% and profit rose 28.4% compared with a year earlier. Earnings per share were $3.69.

The net margin was 25.7%, 3.0 percentage points higher than a year earlier (as of 4 November 2026).

What is State Street's market cap?

State Street Corporation's market capitalisation is $47.2 B at a stock price of $173.31. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is State Street performing?

State Street Corporation's share price has been rising for 79 weeks. In its latest quarter, income rose 13.3% and profit rose 28.4% compared with a year earlier. Over the past 13 weeks it has done worse than the S&P 500, for 6 weeks running (as of 4 November 2026).

Will State Street's stock price go up?

This page does not forecast State Street Corporation's stock price. What it shows instead: the stock price is $173.31, and it has been rising for 79 weeks. Its P/BV of 1.9× is higher than 94% of its own last 5 years (as of 4 November 2026).

Where is State Street in its business cycle?

State Street Corporation's FY25 net margin was 19.6%, against a 5-year range of 15.3% to 21.9%: the middle of its own range, neither a peak nor a low. The latest quarter was 25.7%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the State Street story?

The main question: the share price moved +46.5% in a year while yearly earnings per share moved +14.5%. The difference came from the market paying a higher multiple.

On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is State Street a stock worth studying right now?

What the numbers show: State Street Corporation's share price has risen faster than its earnings: +46.5% in a year, against +14.5% for earnings per share. The main open question: whether earnings grow into a price that has already moved.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

See the plain-text version of this page.

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