State Street Statistics

Total Valuation

State Street has a market cap or net worth of GBP 31.26 billion.

Market Cap	31.26B
Enterprise Value	n/a

Important Dates

The last earnings date was Friday, April 17, 2026.

Earnings Date	Apr 17, 2026
Ex-Dividend Date	Apr 1, 2026

Share Statistics

Current Share Class	276.92M
Shares Outstanding	n/a
Shares Change (YoY)	-4.14%
Shares Change (QoQ)	-0.68%
Owned by Insiders (%)	0.60%
Owned by Institutions (%)	97.17%
Float	261.60M

Valuation Ratios

The trailing PE ratio is 14.61 and the forward PE ratio is 12.31.

PE Ratio	14.61
Forward PE	12.31
PS Ratio	2.87
PB Ratio	1.49
P/TBV Ratio	2.72
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	n/a

Enterprise Valuation

EV / Earnings	n/a
EV / Sales	n/a
EV / EBITDA	n/a
EV / EBIT	n/a
EV / FCF	n/a

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	n/a
Debt / EBITDA	n/a
Debt / FCF	n/a
Interest Coverage	n/a

Financial Efficiency

Return on equity (ROE) is 11.26%.

Return on Equity (ROE)	11.26%
Return on Assets (ROA)	0.80%
Return on Invested Capital (ROIC)	n/a
Return on Capital Employed (ROCE)	n/a
Weighted Average Cost of Capital (WACC)	6.85%
Revenue Per Employee	211,957
Profits Per Employee	41,602
Employee Count	51,425
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, State Street has paid 615.69 million in taxes.

Income Tax	615.69M
Effective Tax Rate	20.96%

Stock Price Statistics

The stock price has increased by +74.15% in the last 52 weeks. The beta is 1.38, so State Street's price volatility has been higher than the market average.

Beta (5Y)	1.38
52-Week Price Change	+74.15%
50-Day Moving Average	131.13
200-Day Moving Average	121.65
Relative Strength Index (RSI)	75.50
Average Volume (20 Days)	293

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	1.66

Income Statement

In the last 12 months, State Street had revenue of GBP 10.90 billion and earned 2.14 billion in profits. Earnings per share was 7.46.

Revenue	10.90B
Gross Profit	10.90B
Operating Income	3.37B
Pretax Income	2.94B
Net Income	2.14B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	7.46

Balance Sheet

The company has 105.36 billion in cash and 22.86 billion in debt, giving a net cash position of 82.50 billion.

Cash & Cash Equivalents	105.36B
Total Debt	22.86B
Net Cash	82.50B
Net Cash Per Share	n/a
Equity (Book Value)	21.01B
Book Value Per Share	66.13
Working Capital	-147.94B

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Depreciation & Amortization	n/a
Net Borrowing	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross Margin	n/a
Operating Margin	30.96%
Pretax Margin	26.94%
Profit Margin	21.30%
EBITDA Margin	n/a
EBIT Margin	n/a
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of 2.43, which amounts to a dividend yield of 1.60%.

Dividend Per Share	2.43
Dividend Yield	1.60%
Dividend Growth (YoY)	4.76%
Years of Dividend Growth	1
Payout Ratio	n/a
Buyback Yield	4.14%
Shareholder Yield	5.73%
Earnings Yield	6.84%
FCF Yield	n/a

Dividend Details

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

Altman Z-Score	n/a
Piotroski F-Score	2