State Street Corporation is on the verge of announcing its financial results for the fourth quarter, with market analysts projecting a positive performance. Anticipated figures suggest a rise in both quarterly earnings per share and total revenue when compared to the same period last year. This outlook comes amidst a landscape of diverse opinions from leading financial experts, some of whom have adjusted their price targets upward, while others have adopted a more cautious stance by downgrading their recommendations.
State Street's Financial Prospects and Analyst Revisions for Q4 2025
On January 16, 2026, State Street Corporation (NYSE: STT), a prominent financial services company based in Boston, Massachusetts, is slated to disclose its fourth-quarter earnings report before the market opens. Industry analysts are forecasting a solid financial showing, with an expected earnings per share of $2.84, a notable increase from the $2.60 reported in the corresponding period of the previous year. Furthermore, the consensus revenue estimate for the quarter stands at $3.62 billion, up from $3.41 billion year-over-year, according to data compiled by Benzinga Pro. Preceding this announcement, on December 18, State Street declared a quarterly cash dividend of 84 cents per common share. The company's stock experienced a modest uptick, closing at $134.72 on Wednesday, January 14, 2026, marking a 1.4% gain.
Several financial analysts have recently updated their outlooks on State Street's stock: Steven Alexopoulos of TD Cowen reiterated a 'Buy' rating and elevated his price target from $135 to $155 on January 7, 2026, boasting a 67% accuracy rate. Conversely, David Smith from Truist Securities revised his rating from 'Buy' to 'Hold' on the same day, while marginally increasing the price target from $131 to $138; Smith maintains an 81% accuracy record. Jason Goldberg of Barclays also adjusted his rating downward from 'Overweight' to 'Equal-Weight' on January 5, 2026, though he raised his price target from $120 to $152, with a 62% accuracy. Citigroup's Emily Ericksen maintained a 'Buy' rating and increased her price target from $136 to $150 on December 30, 2025, holding a 63% accuracy rate. Lastly, Mike Mayo of Wells Fargo kept an 'Overweight' rating, boosting his price target from $121 to $129 on October 20, 2025, reflecting a 73% accuracy rate.
The varying perspectives from these respected analysts highlight the complex nature of evaluating financial institutions. Investors should consider these diverse expert opinions, along with their own research, when assessing the potential future trajectory of State Street Corporation's stock. The upcoming earnings call will likely provide further clarity on the company's performance and future strategy.