State Street delivers 16.81% average annual return over 5 years

scanx
Reviewed by
Shriram SScanX News Team
Key Highlights

State Street has outperformed the market by 4.99% on an annualised basis over the past 5 years, generating an average annual return of 16.81%. A $100 investment made 5 years ago would be worth $212.90 today, based on a stock price of $191.74 at the time of writing. The company's current market capitalisation stands at $52.67 billion, reflecting the compounding effect of sustained above-market returns over the period.

powered bylight_fuzz_icon
48289637

*this image is generated using AI for illustrative purposes only.

State Street has delivered an average annual return of 16.81% over the past 5 years, outperforming the broader market by 4.99% on an annualised basis. The company currently carries a market capitalisation of $52.67 billion.

Investment performance over 5 years

To illustrate the impact of compounded returns, a $100 investment in State Street stock made 5 years ago would be worth $212.90 today, based on a stock price of $191.74 at the time of writing.

The following table summarises the key performance metrics:

Metric: Value
Average annual return: 16.81%
Market outperformance (annualised): 4.99%
Value of $100 invested 5 years ago: $212.90
Stock price at time of writing: $191.74
Market capitalisation: $52.67 billion

What the numbers show

The data highlights how compounded returns can meaningfully grow an initial investment over a multi-year period. State Street's annualised outperformance of 4.99% relative to the market, sustained over 5 years, translated into a cumulative return that more than doubled a $100 investment to $212.90.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

Can State Street sustain its 4.99% annualized outperformance against the broader market given current interest rate volatility and shifting asset management trends?

How might the recent consolidation in the custody and asset servicing sector impact State Street's competitive positioning and future market share?

What role will digital asset custody solutions play in driving State Street's revenue growth over the next five years?

like18
dislike

State Street sets Q3 and Q4 2026 earnings call dates

scanx
Reviewed by
Jubin VScanX News Team
Key Highlights

State Street Corporation announced its earnings call schedule for late 2026. The Q3 call is on October 14, 2026, and the Q4/full-year call is on January 15, 2027. Results will be released at 7:30 a.m. ET before each call.

powered bylight_fuzz_icon
47518081

*this image is generated using AI for illustrative purposes only.

State Street Corporation (NYSE: STT) has announced the schedule for its upcoming quarterly financial results conference calls for the remainder of 2026. The company will host the third-quarter 2026 earnings call on Wednesday, October 14, 2026, at 11:00 a.m. ET. The fourth-quarter and full-year 2026 financial results will be presented on Friday, January 15, 2027, at 10:00 a.m. ET. These events provide investors with direct access to management commentary on the firm’s performance in asset servicing and investment management.

The quarterly financial results will be released at approximately 7:30 a.m. ET on the day of each associated conference call. Materials related to the earnings releases will be available on State Street’s Investor Relations website prior to the calls. Details regarding participation methods will be provided closer to each scheduled date. For those unable to attend the live webcasts, a replay will be available on the website for approximately one month following each event.

Earnings Schedule

Quarter Date Time (ET)
Third-Quarter 2026 October 14, 2026 11:00 a.m.
Fourth-Quarter and Full-Year 2026 January 15, 2027 10:00 a.m.

Company Overview

State Street Corporation is a leading global provider of financial services to institutional investors, offering investment servicing, investment management, and investment research and trading. As of June 30, 2026, the company reported $57.9 trillion in assets under custody and/or administration. Additionally, State Street managed $6.3 trillion in assets under management, which includes approximately $157 billion of assets related to SPDR products for which State Street Global Advisors Funds Distributors, LLC acts solely as the marketing agent. The firm operates in more than 100 geographic markets and employs approximately 51,000 people worldwide.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might the current interest rate environment impact State Street's fee income from asset servicing in Q3 2026?

What strategic initiatives is management prioritizing to grow the $6.3 trillion AUM amid increasing competition from passive investment providers?

Could geopolitical tensions or regulatory changes in key markets affect the $57.9 trillion in assets under custody during the remainder of 2026?

like16
dislike

More News on State Street Corp