State Street Corporation $STT Stock Sold by XML Financial LLC

Posted by Brian Himes on Nov 5th, 2026

XML Financial LLC lessened its holdings in shares of State Street Corporation (NYSE:STT – Free Report) by 56.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 2,398 shares of the asset manager’s stock after selling 3,047 shares during the period. XML Financial LLC’s holdings in State Street were worth $419,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Philadelphia Investment Partners LLC bought a new stake in shares of State Street in the 2nd quarter valued at about $26,000. Bell Investment Advisors Inc acquired a new stake in shares of State Street in the 2nd quarter valued at approximately $28,000. Elevation Wealth Partners LLC boosted its stake in State Street by 153.6% during the 2nd quarter. Elevation Wealth Partners LLC now owns 175 shares of the asset manager’s stock worth $30,000 after acquiring an additional 106 shares during the last quarter. Continuum Advisory LLC bought a new position in State Street during the 2nd quarter worth approximately $30,000. Finally, Keating Financial Advisory Services Inc. acquired a new position in State Street during the second quarter valued at approximately $33,000. Institutional investors own 87.44% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on STT. Morgan Stanley upped their target price on shares of State Street from $183.00 to $195.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. TD Cowen assumed coverage on shares of State Street in a research report on Thursday, October 8th. They set a “buy” rating and a $205.00 price target on the stock. Bank of America decreased their price target on shares of State Street from $197.00 to $186.00 in a report on Monday, October 5th. Zacks Research cut shares of State Street from a “strong-buy” rating to a “hold” rating in a research report on Friday, September 18th. Finally, The Goldman Sachs Group raised their price objective on State Street from $211.00 to $215.00 and gave the stock a “buy” rating in a research note on Friday, October 2nd. Eleven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $193.97.

Read Our Latest Stock Analysis on State Street

Key Stories Impacting State Street

Here are the key news stories impacting State Street this week:

Neutral Sentiment: State Street’s stock underperformed competing stocks on Wednesday despite advancing. State Street stock underperforms competitors
Neutral Sentiment: A personal-finance article discussed three State Street ETFs as possible building blocks for a self-managed portfolio. It is product coverage, not a direct update on State Street’s financial performance. Article on three State Street ETFs
Neutral Sentiment: State Street announced dates for its 2027 quarterly earnings releases and conference calls, including its fourth-quarter and full-year 2026 results call on January 15. The scheduling notice is routine and offers no new outlook. 2027 results release dates
Neutral Sentiment: Regulatory notices said State Street entities ceased to be substantial holders in several overseas companies. These appear to be investment-holding changes and do not, by themselves, indicate a change in State Street’s operating outlook. Kingsgate filing
Negative Sentiment: Pomerantz LLP said it is investigating investor claims involving State Street. The announcement could create a legal overhang, but the notice provided no details about the claims or any resulting case. Investor claims investigation notice

State Street Stock Performance

Shares of STT stock opened at $173.31 on Thursday. The company has a debt-to-equity ratio of 1.02, a quick ratio of 0.59 and a current ratio of 0.59. The company has a market capitalization of $47.15 billion, a P/E ratio of 12.91, a price-to-earnings-growth ratio of 0.79 and a beta of 1.38. The company’s 50 day moving average price is $179.00 and its two-hundred day moving average price is $159.28. State Street Corporation has a 52 week low of $111.63 and a 52 week high of $195.93.

State Street (NYSE:STT – Get Free Report) last announced its quarterly earnings results on Wednesday, October 14th. The asset manager reported $3.69 earnings per share for the quarter, beating analysts’ consensus estimates of $3.68 by $0.01. The firm had revenue of $4 billion for the quarter, compared to analyst estimates of $4.03 billion. State Street had a net margin of 15.81% and a return on equity of 16.11%. The business’s revenue was up 12.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.78 earnings per share. On average, analysts expect that State Street Corporation will post 13.78 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP W. Hu sold 7,099 shares of State Street stock in a transaction that occurred on Monday, October 26th. The stock was sold at an average price of $168.63, for a total value of $1,197,104.37. Following the sale, the executive vice president owned 42,695 shares of the company’s stock, valued at approximately $7,199,657.85. This trade represents a 14.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ronald O’Hanley sold 14,554 shares of the company’s stock in a transaction that occurred on Tuesday, October 20th. The stock was sold at an average price of $164.60, for a total value of $2,395,588.40. Following the transaction, the chief executive officer directly owned 215,905 shares of the company’s stock, valued at approximately $35,537,963. This trade represents a 6.32% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.27% of the stock is currently owned by company insiders.

About State Street

(Free Report)

State Street Corporation is a financial services holding company headquartered in Boston, Massachusetts. Founded in 1792, it provides services primarily to institutional investors, including asset owners, asset managers, insurance companies, official institutions and other financial organizations.

The company’s businesses include investment servicing, asset management, securities finance, foreign exchange, and trading and research services. Through its servicing operations, State Street provides custody, fund accounting, administration, investment operations, transfer agency and related support.