66/100BState Street stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for State Street is 186.89, 8.0% above the current price of 173.03. Their targets range from 171.00 to 200.00.
Of the 14 firms that rated State Street in the past 12 months, 9 rate it buy or strong buy, 5 hold and 0 sell or strong sell (each firm at its latest rating): a Buy consensus.
Analysts' 1-year price targets range from 171.00 to 200.00, with an average of 186.89.
| Buy | 9 | |
| Hold | 5 | |
| Sell | 0 |
12-month price target
| Highest target | 200.00 |
| Average target | 186.89 |
| Lowest target | 171.00 |
| Current price | 173.03 |
State Street price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their State Street price target and rating?
How analysts rate State Street, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
9 of 14 firms rate it buy now, against 8 of 10 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
State Street analyst upgrades, downgrades and price targets
The latest rating change came on 6 April 2026, when B of A Securities upgraded State Street from Underperform to Neutral. The most recent new target came from Truist Financial on 15 October 2026: 171.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 15 Oct 2026 | Truist Financial | Reiterated · Hold | 190.00 → 171.00 | -10.0% | 165.39 |
| 15 Oct 2026 | RBC Capital Gerard Cassidy | Reiterated · Sector Perform | 155.00 → 175.00 | +12.9% | 162.92 |
| 6 Oct 2026 | Capital One Financial | — | 200.00 | — | 175.99 |
| 6 Oct 2026 | Truist Financial | Reiterated · Hold | 191.00 → 190.00 | -0.5% | 176.37 |
| 20 Jul 2026 | Evercore ISI | Reiterated · Outperform | 186.00 → 200.00 | +7.5% | 183.99 |
| 17 Jul 2026 | Truist Financial | Reiterated · Hold | 150.00 → 191.00 | +27.3% | 183.22 |
| 17 Jul 2026 | Morgan Stanley Manan Gosalia | Reiterated · Overweight | 183.00 → 195.00 | +6.6% | 185.66 |
| 17 Jul 2026 | Barclays | Reiterated · Equal Weight | 165.00 → 200.00 | +21.2% | 185.66 |
| 6 Jul 2026 | Evercore ISI Glenn Schorr | Reiterated · Outperform | 158.00 → 186.00 | +17.7% | 174.42 |
| 30 Jun 2026 | Goldman Sachs Alexander Blostein | Reiterated · Buy | 168.00 → 194.00 | +15.5% | 170.18 |
| 29 Jun 2026 | Morgan Stanley | Reiterated · Overweight | 166.00 → 183.00 | +10.2% | 170.54 |
| 26 Jun 2026 | UBS | — | 176.00 | — | 166.65 |
| 26 May 2026 | Wells Fargo | Reiterated · Overweight | 129.00 → 171.00 | +32.6% | 153.95 |
| 21 Apr 2026 | Argus Research | Reiterated · Buy | 168.00 | — | 155.56 |
| 20 Apr 2026 | Seaport Global | — | 170.00 | — | 149.28 |
| 20 Apr 2026 | Truist Financial | Reiterated · Hold | 136.00 → 150.00 | +10.3% | 148.74 |
| 20 Apr 2026 | Morgan Stanley | Reiterated · Overweight | 164.00 → 166.00 | +1.2% | 149.23 |
| 20 Apr 2026 | Evercore ISI | — | 158.00 | — | 149.21 |
| 20 Apr 2026 | RBC Capital | Reiterated · Sector Perform | 155.00 | — | 148.82 |
| 20 Apr 2026 | Goldman Sachs | Reiterated · Buy | 128.00 → 168.00 | +31.3% | 145.43 |
| 20 Apr 2026 | Barclays | — | 152.00 → 165.00 | +8.6% | 145.43 |
| 6 Apr 2026 | B of A Securities | Upgraded · Underperform → Neutral | — | — | — |
| 20 Jan 2026 | Truist Financial | — | 138.00 → 136.00 | -1.4% | 124.70 |
| 20 Jan 2026 | Morgan Stanley | Reiterated · Overweight | 168.00 → 164.00 | -2.4% | 125.29 |
| 7 Jan 2026 | Truist Financial | Downgraded · Buy → Hold | 131.00 → 138.00 | +5.3% | 134.32 |
| 6 Jan 2026 | Loop Capital Markets | — | 144.00 | — | 133.01 |
| 5 Jan 2026 | Barclays Jason Goldberg | Downgraded · Overweight → Equal Weight | 152.00 | — | 129.07 |
| 16 Dec 2025 | Morgan Stanley Betsy Graseck | — | 165.00 → 168.00 | +1.8% | 127.21 |
State Street EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect State Street's EPS to grow 23.2% a year until 2028, faster than over the last 5 years (8.3% a year) and the last 3 years (9.3%).
Analysts expect State Street's revenue to fall 7.9% a year until 2028. Over the last 5 years it grew 13.4% a year, and over the last 3 years it grew 18.3%.
Revenue
EPS
Does State Street beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 7.3% off the result, either way, and their revenue estimate 47.8%, over the last 12 quarters.
- EPS beats
- 97 / 127
- Revenue beats
- 111 / 115
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +7.3%
- Since
- January 1993
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 14 Oct 2026 | 3.68 | 3.69 | +0.3% | 4.03B | 4.00B | -0.8% |
| Q2 FY2026 | 16 Jul 2026 | 3.34 | 3.65 | +9.3% | 3.88B | 4.05B | +4.3% |
| Q1 FY2026 | 17 Apr 2026 | 2.64 | 2.84 | +7.6% | 3.67B | 3.80B | +3.6% |
| Q4 FY2025 | 16 Jan 2026 | 2.84 | 2.97 | +4.6% | 3.60B | 3.67B | +1.8% |
| Q3 FY2025 | 17 Oct 2025 | 2.64 | 2.78 | +5.3% | 3.46B | 5.75B | +66.1% |
| Q2 FY2025 | 15 Jul 2025 | 2.35 | 2.53 | +7.7% | 3.35B | 5.80B | +72.8% |
| Q1 FY2025 | 17 Apr 2025 | 2.00 | 2.04 | +2.0% | 3.32B | 5.49B | +65.4% |
| Q4 FY2024 | 17 Jan 2025 | 2.29 | 2.60 | +13.5% | 3.33B | 5.67B | +70.5% |
| Q3 FY2024 | 15 Oct 2024 | 2.12 | 2.26 | +6.6% | 3.19B | 5.54B | +73.4% |
| Q2 FY2024 | 16 Jul 2024 | 2.03 | 2.15 | +5.9% | 3.15B | 5.45B | +73.3% |
| Q1 FY2024 | 12 Apr 2024 | 1.50 | 1.69 | +12.7% | 3.06B | 5.31B | +73.5% |
| Q4 FY2023 | 19 Jan 2024 | 1.81 | 2.04 | +12.7% | 2.95B | 4.96B | +68.1% |
State Street stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If State Street's earnings grow at the 19.5% a year analysts expect to FY2028, then 15.0% a year, it would earn about 23.27 a share in FY2030. At the P/E it has traded at over the last five years (10.7 to 13.9) that is 247.91 to 323.09 a share, or 295.80 at its average P/E of 12.7. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 13.77 | 146.71 | 175.05 | 191.20 |
| FY2027 | 15.51 | 165.24 | 197.16 | 215.36 |
| FY2028 | 17.59 | 187.45 | 223.67 | 244.31 |
| FY2029 (extrapolated) | 20.23 | 215.57 | 257.22 | 280.95 |
| FY2030 (extrapolated) | 23.27 | 247.91 | 295.80 | 323.09 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 15.0% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (10.7, 12.7, 13.9).
Is State Street stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
State Street's P/E of 13.9 is near the top of its 5-year range (8.0 to 15.9, median 10.8). Analysts do not expect faster growth than in recent years, so it is expensive compared with its own history. Buyers pay less for each point of growth than usual: a PEG of 0.6 on expected growth against 1.3 on its median P/E and past five years' growth. At its usual P/E (10.8 × EPS of 12.46), State Street's fair value is 134.12; the price, 173.03, is 29.0% above it. Its forward P/E, on the consensus for FY2026, is 12.6.
Fair value is the usual (median) P/E of the last five years times the earnings per share of the last twelve months; the ends of the bar are the same earnings at its lowest and highest P/E of those years (8.0 and 15.9). The price against its P/E range
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 13.89
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 10.76
- Five-year P/E range
- 8.0 – 15.9
- Forward P/E (FY2026)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 12.57
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 0.71
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- +8.0%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 35.850 | 71.4258Price 35.85193 | +99.2% | |
| 29.050 | 56.2634Price 29.0596 | +93.7% | |
| 241.000 | 464.49205Price 241.00627 | +92.7% | |
| 123.590 | 237.24178Price 123.59297 | +92.0% | |
| 161.400 | 305.52159Price 161.40396 | +89.3% | |
| 157.460 | 297.58169Price 157.46471 | +89.0% | |
| 217.560 | 405.38304Price 217.56507 | +86.3% |
Furthest below the fair value on each stock's page, updated every day.