January 15, 2026
Finance

State Street Anticipated to Post Strong Q4 Performance as Analysts Adjust Targets Ahead of Earnings Release

Leading analysts update forecasts with mixed outlooks ahead of State Street's quarterly financial disclosure

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Summary

State Street Corporation is preparing to announce its fourth-quarter earnings, with analysts forecasting improvements in both earnings per share and revenue compared to the previous year. The company's shares have recently experienced a modest uptick, while analysts from prominent firms have adjusted their ratings and price targets, reflecting varying perspectives on the stock's future potential.

Key Points

State Street is expected to report higher Q4 earnings per share of $2.84 compared to $2.60 a year earlier.
Quarterly revenue is projected at $3.62 billion, exceeding the previous year’s $3.41 billion.
The company declared a quarterly cash dividend of 84 cents per share on December 18.
Analysts have updated ratings and price targets with mixed changes, reflecting both bullish and cautious outlooks.

State Street Corporation, a financial services entity headquartered in Boston, Massachusetts, is scheduled to report its earnings for the fourth quarter before the market opens on Friday, January 16. Market analysts anticipate that the firm will deliver an earnings per share (EPS) figure of $2.84, representing an increase from the $2.60 EPS recorded in the corresponding quarter last year.

Revenue expectations are also elevated, with a consensus estimate of $3.62 billion, up from $3.41 billion in the previous year's fourth quarter, according to data compiled by Benzinga Pro. This projected growth reflects analysts’ confidence in State Street’s operational performance during the period.

In addition to earnings expectations, State Street recently declared a quarterly cash dividend of 84 cents per share on December 18. This move underscores the company’s commitment to returning value to its shareholders.

In the stock market, shares of State Street closed at $134.72 on Wednesday, experiencing a 1.4% increase on that day. This uptick may be viewed as investors positioning themselves ahead of the anticipated earnings announcement.

Turning to analyst evaluations, several of the most accurate and influential voices in equity research have provided their updated ratings and price targets for State Street stock in the recent period, reflecting a variety of perspectives.

Steven Alexopoulos from TD Cowen has maintained a Buy rating on State Street shares while raising his price target from $135 to $155, evidencing bullish sentiment. Alexopoulos is known for an accuracy rate of 67%, suggesting a reasonably reliable forecasting history.

Conversely, David Smith of Truist Securities has downgraded the stock’s rating from Buy to Hold, despite increasing the price target to $138. Smith’s accuracy stands at 81%, indicating a strong track record in his projections.

Similarly, Jason Goldberg, an analyst at Barclays with a 62% accuracy rate, adjusted his rating from Overweight to Equal-Weight on January 5, while concurrently raising the price target from $120 to $152. This shift signifies a more conservative stance on the stock's near-term prospects.

On the other hand, Citigroup's Emily Ericksen, with a 63% accuracy rate, has upheld a Buy rating, increasing her price target from $136 to $150 as of December 30. This position aligns with a favorable view toward the company’s future valuation.

Mike Mayo of Wells Fargo, an analyst with a 73% accuracy rate, continues to assign an Overweight rating and has elevated his price target from $121 to $129 as of October 20. Mayo’s stance indicates confidence in the stock’s potential to outperform relative to the market.

The variation in analyst opinions and target revisions highlights the differing assessments of State Street’s performance trajectory even as consensus earnings forecasts point to growth. Investors evaluating positions in the company’s stock should consider these diverse perspectives while factoring in the company’s recent dividend declaration and stock price movement.

Furthermore, investor attention is drawn to Benzinga’s platform, which offers up-to-date analyst ratings sorted by multiple parameters such as ticker, company, or rating changes. This resource serves as a valuable tool for those seeking granular insights into equity market evaluations.

Risks
  • Divergent analyst ratings and target prices indicate uncertainty regarding the company’s near-term performance.
  • A downgrade from some analysts suggests potential challenges or concerns that could affect stock performance.
  • Forecasts are predictions and subject to revisions, implying inherent unpredictability in earnings and revenue outcomes.
Disclosure
Education only / not financial advice
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