STT NYSE Week ended 31 Jul 2026

Weekly Investor Report

State Street Corp · Financial Services · Asset Management

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Latest close 184.2 USD
-0.7% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 25.5% above the Trend Line and sits at 90.6% of its 52-week range. The latest completed week returned -0.7%, after a 7.9% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 47/100 conviction, while the latest news-sentiment score is 52/100. Near-term considerations: price is close to its 52-week high; volume confirmation is below normal; earnings are due in 75d.

Setup score 79 out of 100
Latest Close 184.2 USD 31 Jul 2026
1W Return -0.7% latest completed week
4W Return 7.9% short-term follow-through
12W Return 23.8% quarterly tape
Trend Breadth 100.0% 52 of 52 weeks active
Volume Ratio 0.9x vs 13-week average
What is working
  • The trend backdrop is active with a 57-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 6 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -0.7% Latest completed week; four-week move 7.9%. Indicator stack 100/81 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 58.16% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Bullish 47/100 conviction; expected move 5.7%. News sentiment 52/100 51 relevant articles in the latest sentiment read. Event risk 75d Next report is scheduled for 16 Oct 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 25.5% above the Trend Line and sits at 90.6% of its 52-week range. The latest completed week returned -0.7%, after a 7.9% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.9812-week average 0.91

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.98Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers66 reversal markers

No recent accumulation markers. 6 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 7.9% over four weeks, 23.8% over 12 weeks, and 73.1% over one year. The current trend has remained active for 57 consecutive weeks.

Performance by holding period

1W-0.7%
4W7.9%
12W23.8%
26W41.7%
52W73.1%
Active trend streak57 weeks
Active weeks in one year52
Trend breadth100.0%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.69Latest activity-pressure read.
Pressure change11.4%Four-week change in activity pressure.
Leadership27.47Latest relative-leadership reading.
RS change24.9%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 30 Jun 2026 Field coverage 100% Model confidence 100%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength91/100Blend of value, momentum, and quality. Underlying universe rank 10; rank 1 is best.
Value67/100Relative valuation strength. Underlying universe rank 34; rank 1 is best.
Quality83/100Profitability and accounting quality. Underlying universe rank 18; rank 1 is best.
Momentum89/100Medium-term price momentum. Underlying universe rank 12; rank 1 is best.
Growth23/100Revenue and earnings growth. Underlying universe rank 78; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework59/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
14.7x
Price divided by trailing earnings.
Price / sales
2.2x
Market value relative to trailing revenue.
EV / EBITDA
16.3x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
7.9%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
65.3%
Gross profit retained from each unit of revenue.
Operating margin
19.0%
Operating profit retained from revenue.
Free-cash-flow margin
27.8%
Free cash flow generated from revenue.
Return on invested capital
6.3%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
2.2%
Latest one-year revenue growth.
EPS growth
21.3%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
1.8%
Cash dividends relative to market value.
Buyback yield
1.1%
Net share repurchases relative to market value.
Shareholder yield
2.9%
Dividend yield plus net buyback yield.
Net debt / EBITDA
5.3x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

STT shows bullish options pressure with a 47/100 conviction score, put-call volume ratio of 0.41, expected move of 5.7%, and Sharemaestro trend signal active.

Conviction47/100
Expected move5.7%
Put/call volume0.41
Pressure46
Speculation40
Volatility44
Trend agreement57
Open options detail
Insider activity12 / 8

12 acquisitions and 8 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment52/100

Weighted news tone is neutral across 51 relevant articles.

10 positive · 38 neutral · 3 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings75dNext report is scheduled for 16 Oct 2026; event risk rises as the date approaches.
Options expected move5.7%Nearest-chain priced movement where available.
52-week drawdown-4.3%Distance below the 52-week high.
13-week volatility1.9%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher20 of 266 weeks finished lower.
Best week+8.2%Week of 10 Apr.
Worst week-5.9%Week of 6 Mar.
Latest week-0.7%Week of 31 Jul.

Shape of recent returns

Strong gains4
Modest gains16
Flat weeks0
Modest losses5
Sharp losses1
Recent vol1.9%13-week weekly-return volatility.
Base vol2.7%52-week weekly-return volatility.
Up/down split35/17Count of positive and negative weeks in the 52-week window.
Average skew2.5% / -1.7%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape80/100

Trend, activity pressure, participation, and risk combine to a 80/100 tape read.

 Indicator analysis83/100

Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 12/12.

Activity pressure 0.98; 6 reversal markers Next-Week ExpectancyPositive 58.16%

Next-week expectancy is positive with a 58.16% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors82/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 30 SVQF59/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 420.0 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options61/100

STT shows bullish options pressure with a 47/100 conviction score, put-call volume ratio of 0.41, expected move of 5.7%, and Sharemaestro trend signal active.

Bullish · Call-side pressure · Expected move 5.7% Sentiment52/100

Weighted news tone is neutral across 51 relevant articles.

State Street’s $5.7 Trillion Portfolio Chief Missed Bitcoin at $500. But She Saw Gold’s $3,000 Run Coming Years Earlier Insiders12 / 8

12 acquisitions and 8 disposals in the latest 180-day insider tape.

 Earnings75d

Next report is scheduled for 16 Oct 2026; event risk rises as the date approaches.

 Research flow4 items

2 recent research articles and 2 Market Watch posts are available.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 2026184.2 USD-0.7%146.7 USD97.60 USD1.6927.479.5MOn
24 Jul 2026185.4 USD1.6%144.9 USD96.85 USD1.6630.6910.9MOn
17 Jul 2026182.5 USD1.3%143.0 USD96.08 USD1.6728.8717.4MOn
10 Jul 2026180.2 USD5.6%141.2 USD95.32 USD1.6126.2413.1MOn
3 Jul 2026170.7 USD2.0%139.4 USD94.57 USD1.5222.006.1MOn
26 Jun 2026167.3 USD-0.1%137.7 USD93.90 USD1.4222.8315.7MOn
19 Jun 2026167.5 USD0.4%136.1 USD93.26 USD1.2320.8014.2MOn
12 Jun 2026166.8 USD3.6%134.3 USD92.60 USD1.0222.1810.9MOn
5 Jun 2026161.0 USD3.9%132.5 USD91.96 USD0.8719.407.7MOn
29 May 2026154.9 USD1.1%131.1 USD91.36 USD0.8712.689.6MOn
22 May 2026153.2 USD0.7%129.7 USD90.78 USD0.9513.618.4MOn
15 May 2026152.1 USD2.2%128.4 USD90.20 USD1.1114.299.0MOn
8 May 2026148.8 USD-1.7%127.0 USD89.62 USD1.1612.539.2MOn
1 May 2026151.3 USD0.3%125.7 USD89.05 USD0.9917.6010.3MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.