How this company measures up on the fundamentals that matter
State Street Corporation provides various financial products and services to institutional investors. It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments. The company was founded in 1792 and is headquartered in Boston, Massachusetts.
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading at $149 against a fair value of $276, a 46% discount. Moderate competitive position. Fails ethical screen (Business activity screen). Ranks better than 78% of screened stocks.
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | O'HANLEY RONALD P. | Chief Executive Officer | 2,204 | — | |
| 2026-05-13 | SCHAEFER ELIZABETH | Officer | 500 | $75,435 | |
| 2026-04-22 | RICHARDS MICHAEL L | Officer | 3,000 | $461,670 | |
| 2026-04-22 | TAHIRI MOSTAPHA | Chief Operating Officer | 9,611 | $1,469,810 | |
| 2026-03-19 | GORDON SUSAN M. | Director | 324 | — | |
| 2026-03-11 | PLANSKY JOHN | Officer | 16,100 | $2,001,552 | |
| 2026-03-05 | PORTER BRIAN J | Director | 2,500 | $312,475 | |
| 2026-03-02 | O'HANLEY RONALD P. | Chief Executive Officer | 29,107 | $3,658,750 | |
| 2026-02-26 | RICHARDS MICHAEL L | Officer | 5,967 | — | |
| 2026-02-26 | TAHIRI MOSTAPHA | Chief Operating Officer | 14,259 | — |
Congressional trading disclosures involving this instrument
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 2026-05-18 | Jake Auchincloss | Democrat | Sale | 15K–50K |
| 2026-04-13 | Ro Khanna | Democrat | Purchase | 1K–15K |
| 18 May2026 | Jake Auchincloss | Democrat | sell | 15K–50K |
| 18 May2026 | Jake Auchincloss | Democrat | sell | 15K–50K |
Data sourced from public filings and market feeds. Not financial advice. Updated: