Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, STATE STREET CORP insiders sold a net $12.9M of stock across 106 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jul 21, 2026.
The trade is 6.7% of the 215,905 shares held after it.
No other insider sold within 30 days.
625 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman, CEO and President O HANLEY RONALD P sold about $2.4M of STT under a 10b5-1 plan on Oct 20, 2026; 625 funds added in the latest 13F quarter.
4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on May 13, 2026.
The trade is 6.2% of the 8,073 shares held after it.
3 other insiders sold within 30 days.
625 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Chief Accounting Officer Schaefer Elizabeth sold about $90.6K of STT on Aug 3, 2026; 3 other insiders sold within 30 days and 625 funds added in the latest 13F quarter.
1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on May 26, 2026.
The trade is 19.6% of the 49,794 shares held after it.
3 other insiders sold within 30 days.
625 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP and Chief Risk Officer Hu W. Bradford sold about $1.8M of STT on Jul 24, 2026; 3 other insiders sold within 30 days and 625 funds added in the latest 13F quarter.
6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Jun 11, 2026.
The trade is 5.4% of the 103,171 shares held after it.
3 other insiders sold within 30 days.
625 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Horgan Kathryn M sold about $1.0M of STT on Jul 21, 2026; 3 other insiders sold within 30 days and 625 funds added in the latest 13F quarter.
7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on May 26, 2026.
The trade is 6.0% of the 240,959 shares held after it.
3 other insiders sold within 30 days.
625 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman, CEO and President O HANLEY RONALD P sold about $2.7M of STT on Jul 21, 2026; 3 other insiders sold within 30 days and 625 funds added in the latest 13F quarter.
106 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
STT planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Hu W. Bradford
Filed 2026-10-26
$1.2M
O HANLEY RONALD P
Filed 2026-10-20
$2.4M
Schaefer Elizabeth
Filed 2026-08-31
$96.1K
Schaefer Elizabeth
Filed 2026-08-03
$90.6K
Hu W. Bradford
Filed 2026-07-24
$1.8M
STT mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Victory Pioneer Mid Cap Value VCT Portfolio
$5.8M position · as of 2026-06-30
5.1%
Victory Pioneer Mid Cap Value Fund
$35.7M position · as of 2026-07-31
4.6%
Invesco KBW Bank ETF
$241.2M position · as of 2026-05-31
4.5%
Fidelity Advisor Financials Fund
$26.4M position · as of 2026-07-31
3.9%
Oakmark U.S. Large Cap ETF
$40.5M position · as of 2026-06-30
3.9%
VIP Financials Portfolio
$10.2M position · as of 2026-06-30
3.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Government contracts
Award ceilings over the contract's life, subsidiaries included.
Not annual revenue (USASpending.gov).
Pension Benefit Guaranty Corporation
PRIMARY PAYING AGENT SERVICES · 2023-04-01
$40.9M
Pension Benefit Guaranty Corporation
THE CONTRACT WILL PROVIDE GLOBAL MASTER CUSTODY SERVICES FOR THE SAFEKEEPING AND ASSET SERVICING OF · 2025-03-31
$7.7M
Federal awards ≥ $25M in the last 90 days, matched via the SAM.gov parent registry
Executive pay vs shareholder return · Mr. O'Hanley
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$13.4M
$10.6M
$8.8M
+11%
-3%
2022
$18.0M
$10.1M
$7.6M
+8%
-2%
2021
$14.1M
$22.7M
$8.7M
+25%
+24%
2020
$9.3M
$8.6M
$8.0M
-5%
-10%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $12.9M sold by insiders over 180 days, 625 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $3.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$15.1B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM STT
FY Dec 2025
$13.9B
FY Dec 2024
$13.0B
FY Dec 2023
$11.9B
FY Dec 2022
$12.1B
FY Dec 2021
$12.0B
Jun 2026
$4.0B
Mar 2026
$3.8B
Dec 2025
$3.7B
Sep 2025
$3.5B
Jun 2025
$3.4B
Mar 2025
$3.3B
Dec 2024
$3.4B
Sep 2024
$3.3B
At each fiscal year end
Single quarter
Net margin, TTM
+23.0%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM STT
FY Dec 2025
+21.1%
FY Dec 2024
+20.7%
FY Dec 2023
+16.3%
FY Dec 2022
+22.8%
FY Dec 2021
+22.4%
Jun 2026
+26.8%
Mar 2026
+20.1%
Dec 2025
+20.4%
Sep 2025
+24.3%
Jun 2025
+20.1%
Mar 2025
+19.6%
Dec 2024
+22.9%
Sep 2024
+22.4%
At each fiscal year end
Single quarter
Free cash flow, TTM
$2.0B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM STT
FY Dec 2025
$10.8B
FY Dec 2024
-$14.1B
FY Dec 2023
-$126.0M
FY Dec 2022
$11.2B
FY Dec 2021
-$7.5B
Jun 2026
-$3.0B
Mar 2026
-$12.4B
Dec 2025
$9.8B
Sep 2025
$7.7B
Jun 2025
-$8.8B
Mar 2025
$2.2B
Dec 2024
-$7.7B
Sep 2024
$2.5B
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity STT
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt STT
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+12.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity STT
FY Dec 2025
+11.1%
FY Dec 2024
+10.9%
FY Dec 2023
+7.9%
FY Dec 2022
+10.6%
FY Dec 2021
+10.1%
Jun 2026
+12.4%
Mar 2026
+11.3%
Dec 2025
+11.1%
Sep 2025
+11.1%
Jun 2025
+10.9%
Mar 2025
+11.2%
Dec 2024
+10.9%
Sep 2024
+8.5%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets STT
FY Dec 2025
+0.8%
FY Dec 2024
+0.8%
FY Dec 2023
+0.6%
FY Dec 2022
+0.9%
FY Dec 2021
+0.9%
Jun 2026
+0.9%
Mar 2026
+0.8%
Dec 2025
+0.8%
Sep 2025
+0.8%
Jun 2025
+0.8%
Mar 2025
+0.8%
Dec 2024
+0.8%
Sep 2024
+0.7%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital STT
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed STT
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
14.80x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing STT
FY Dec 2025
13.71x
FY Dec 2024
11.94x
FY Dec 2023
13.96x
FY Dec 2022
10.79x
FY Dec 2021
12.93x
Jun 2026
14.96x
Mar 2026
12.84x
Dec 2025
13.71x
Sep 2025
12.30x
Jun 2025
11.93x
Mar 2025
10.07x
Dec 2024
11.94x
Sep 2024
13.85x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no debt line filed
Enterprise value STT
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.4%
TTM free cash flow over market value at close 2026-10-23
FCF yield STT
FY Dec 2025
+30.1%
FY Dec 2024
-49.1%
FY Dec 2023
-0.5%
FY Dec 2022
+39.4%
FY Dec 2021
-22.1%
Jun 2026
+4.3%
Mar 2026
-10.6%
Dec 2025
+30.1%
Sep 2025
-20.1%
Jun 2025
-38.9%
Mar 2025
-42.2%
Dec 2024
-49.1%
Sep 2024
-9.9%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.54x
P/E over trailing EPS growth of 27%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing STT
FY Dec 2025
0.95x
FY Dec 2024
0.25x
FY Dec 2023
n/a
FY Dec 2022
873,360,554,301,849.50x
FY Dec 2021
0.94x
Jun 2026
0.55x
Mar 2026
1.18x
Dec 2025
0.95x
Sep 2025
0.26x
Jun 2025
0.18x
Mar 2025
0.16x
Dec 2024
0.25x
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
STT ranks highest on growth (59th percentile) and risk and compliance (59th), and lowest on insider conviction (2nd), among Banks peers.
Profitability
50
Inputs
Return on equity+12.4% · 71 pct, sector of 327
Return on assets+0.9% · 30 pct, sector of 334
Return on invested capitalfewer than four consecutive quarters of operating income
Return on capital employedfewer than four consecutive quarters of operating income
Growth
59
Inputs
Revenue growth, YoY+7.3% · 59 pct, sector of 151
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
2
Inputs
Net Form 4 buying (codes P and S), 180d-$10.5M · 4 pct, sector of 274
Insider buyers, 180d0 · 0 pct, sector of 274
Institutional and government
55
Inputs
Funds adding, latest quarter625 · 97 pct, sector of 257
Congress net buyers, 365d-1 · 12 pct, sector of 33
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
59
Inputs
Short interest, % of float+2.1% · 60 pct, sector of 378
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+10.4% · 58 pct, sector of 127
2 not measured: Financial health, US patents
Financial health needs 1 of 2 inputs, 0 present: no debt line filed
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
STT filings, in plain words
Are State Street insiders buying or selling STT?
In the 180 days to 2026-10-27, State Street insiders were net sellers, a net $12.9M across purchases and sales reported on Form 4, by 5 sellers.
Have members of Congress traded STT?
Yes. In the year to 2026-10-27, 1 House member disclosed buying STT and 2 House members disclosed selling it; the latest on record is a sale by Jake Auchincloss dated 2026-05-18.
Are there planned insider sales of STT?
Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $3.8M of stock; the latest, by Hu W. Bradford, was filed 2026-10-26.
Read the full summary
In the 180 days to 2026-10-27, State Street insiders were net sellers of STT, a net $12.9M across purchases and sales reported on Form 4 by 5 sellers. 10% of the 10 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 1 member of Congress disclosed buying STT and 2 members disclosed selling it; the latest on record is a sale by Jake Auchincloss dated 2026-05-18. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $3.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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