Harvest Investment Advisors LLC Makes New Investment in State Street Corporation $STT

Posted by Brenda Bartman on Jun 17th, 2026

Harvest Investment Advisors LLC bought a new position in State Street Corporation (NYSE:STT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 19,767 shares of the asset manager’s stock, valued at approximately $2,550,000. State Street comprises about 1.4% of Harvest Investment Advisors LLC’s portfolio, making the stock its 12th largest position.

A number of other institutional investors also recently modified their holdings of STT. Wilkerson Advisory Group LLC bought a new position in shares of State Street in the fourth quarter worth about $29,000. JPL Wealth Management LLC bought a new stake in shares of State Street during the third quarter worth approximately $29,000. Measured Wealth Private Client Group LLC bought a new stake in shares of State Street during the third quarter worth approximately $35,000. Ameriflex Group Inc. raised its stake in shares of State Street by 102.5% during the third quarter. Ameriflex Group Inc. now owns 318 shares of the asset manager’s stock worth $37,000 after buying an additional 161 shares during the last quarter. Finally, Board of the Pension Protection Fund bought a new stake in shares of State Street during the fourth quarter worth approximately $39,000. 87.44% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on STT shares. Royal Bank Of Canada boosted their price target on shares of State Street from $135.00 to $155.00 and gave the stock a “sector perform” rating in a research note on Monday, April 20th. Citigroup boosted their price target on shares of State Street from $150.00 to $172.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Seaport Research Partners reissued a “buy” rating and set a $170.00 price target on shares of State Street in a research note on Monday, April 20th. Wells Fargo & Company boosted their price target on shares of State Street from $162.00 to $171.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Finally, The Goldman Sachs Group boosted their price target on shares of State Street from $152.00 to $168.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Three equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $158.57.

Get Our Latest Stock Report on State Street

Insider Activity at State Street

In other news, CEO Hanley Ronald P. O sold 14,553 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $155.35, for a total value of $2,260,808.55. Following the completion of the transaction, the chief executive officer owned 255,512 shares in the company, valued at $39,693,789.20. This represents a 5.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael L. Richards sold 3,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $153.89, for a total transaction of $461,670.00. Following the completion of the transaction, the executive vice president owned 43,522 shares of the company’s stock, valued at $6,697,600.58. This trade represents a 6.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 37,876 shares of company stock worth $5,866,583 over the last ninety days. 0.27% of the stock is owned by corporate insiders.

State Street Stock Up 2.3%

Shares of NYSE STT opened at $171.19 on Wednesday. The stock has a market cap of $47.38 billion, a P/E ratio of 17.36, a P/E/G ratio of 0.92 and a beta of 1.43. The firm has a 50 day moving average price of $152.45 and a 200 day moving average price of $136.31. The company has a debt-to-equity ratio of 1.04, a quick ratio of 0.57 and a current ratio of 0.57. State Street Corporation has a 52-week low of $96.16 and a 52-week high of $172.63.

State Street (NYSE:STT – Get Free Report) last issued its quarterly earnings data on Friday, April 17th. The asset manager reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.64 by $0.20. The firm had revenue of $3.80 billion during the quarter, compared to analysts’ expectations of $3.59 billion. State Street had a net margin of 13.47% and a return on equity of 14.22%. The business’s revenue for the quarter was up 15.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.04 earnings per share. Analysts expect that State Street Corporation will post 12.35 EPS for the current year.

State Street Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, July 13th. Investors of record on Wednesday, July 1st will be issued a dividend of $0.84 per share. The ex-dividend date is Wednesday, July 1st. This represents a $3.36 dividend on an annualized basis and a yield of 2.0%. State Street’s payout ratio is currently 34.08%.

About State Street

(Free Report)

State Street Corporation is a global financial services company that provides a range of investment servicing, investment management and investment research and trading services to institutional investors. Its principal activities include custody and fund administration, securities lending, performance and risk analytics, trading and execution services, and foreign exchange. The company also offers investment management through State Street Global Advisors, a major provider of exchange-traded funds and institutional investment strategies.

State Street serves a broad client base of asset managers, insurance companies, pension funds, endowments, and other institutions across North America, Europe, Asia and other global markets.