InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$165.72

2026-10-16

Market Cap

$45.5B

Volume

3.6M

52-Wk High

$195.93

52-Wk Low

$104.64

Trailing PE

13.3

P/S

1.95

Gross Margin

66.4%

Net Margin

15.8%

ROE

13%

ROIC

3%

Piotroski

5/9

Altman Z

0.5

1-Yr Return

+46.7%

5-Yr Return

+301.8%

State Street Corporation (STT) is a well-established global financial services firm that delivers a wide array of financial products and specialized services to institutional investors worldwide. The company's extensive offerings include core investment servicing functionalities such as secure asset custody, detailed product accounting, daily valuation, comprehensive administration, master trust and master custody arrangements, and specific depotbank services. It also manages record-keeping, cash, foreign exchange, brokerage, and various trading activities. Further services in this area encompass securities finance, advanced custody solutions, deposit and short-term investment facilities, as well as loan and lease financing. State Street additionally provides operational outsourcing for both traditional and alternative investment managers, complemented by sophisticated analytics for performance, risk, and compliance, along with financial data management. Beyond servicing, the firm offers capabilities in portfolio management and risk analysis, supporting trading and post-trade settlement processes with built-in compliance features and managed data solutions. Its investment management division provides a diverse range of strategies and products. These span core and enhanced indexing, multi-asset class approaches, active quantitative and fundamental management, and various alternative investment strategies. State Street is also a proponent of environmental, social, and governance (ESG) investing, offers solutions for defined benefit and defined contribution plans, and provides global fiduciary expertise, including its prominent SPDR brand of exchange-traded funds (ETFs). State Street's client roster is broad, serving mutual funds, collective investment vehicles, other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments, and other investment managers. With roots dating back to its founding in 1792, State Street Corporation is headquartered in Boston, Massachusetts.

SectorFinancial ServicesIndustryAsset ManagementExchangeNYSEMarket Cap$45.5BEmployees52,000 (SEC-filed)CEORonald Philip O'HanleyIPO1980-03-17CountryUS

One Congress Street, Boston, MA 02114 · Tel 617 786 3000 · statestreet.com

INSIDERSTREET SCORE17 / 100Street mean $187.20 (5 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALTWO-WAY FLOW$0.3M buys against $18.1M sells / 6 mo

1 Year vs S&P 500 · STT +46.7% · S&P 500 +15.9% · spread +30.9pp

7 Years vs S&P 500 · STT +301.8% · S&P 500 +189.9% · spread +111.9pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE17of 100

Score Breakdown

Profitability	59/100
Growth	56/100
Momentum	0/100
Quality	18/100
Earnings Quality	40/100
Balance Sheet	29/100
Value	71/100
Risk (safety)	15/100
Overall	17.2/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
AMP	48
ARES	45
APO	54
NTRS	33
RJF	51
BAM	50
STT	17

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 60 in 23 Q2, latest 17 — -43 since. Dropped below the 55 line in 23 Q3, at 46. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY17 / 100IS Score 17.2 / 100 · -42.7 from peak of 60

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 20 / 100 · Power -60 · 4 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit below the midpoint — business quality at 17 and price structure at 20 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 17.2	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 18 → 47 → 12 → 17	the direction matters more than the level
Technical vote share back above 50%	now 18%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,264 → now 1,264	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score1 of 4top 66% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)1248 up / 1111 downnet +137 funds

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,264 · latest 1,264 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	1,264	253.7M	$41.6B	91.1%
2026 Q1	1,140	254.9M	$31.9B	91.5%
2025 Q4	1,102	259.0M	$32.8B	93.0%
2025 Q3	1,033	258.8M	$29.8B	93.0%
2025 Q2	999	259.2M	$27.1B	93.1%
2025 Q1	994	259.8M	$22.9B	93.3%
2024 Q4	1,008	257.6M	$24.9B	92.5%
2024 Q3	926	257.2M	$22.6B	92.4%
2024 Q2	909	271.3M	$19.8B	97.5%
2024 Q1	929	268.4M	$20.5B	96.4%
2023 Q4	908	264.9M	$20.4B	95.2%
2023 Q3	845	273.0M	$18.2B	98.1%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Vollert Karl Alexander	director	2026-10-09	A-Award	784	—	784
Richards Michael L	EVP and Chief Admin Officer	2026-09-02	GIFT	1,009	—	40,622
Read Craig Jack	EVP, Global Controller and CAO	2026-08-31	A-Award	9,408	—	9,408
O Hanley Ronald P	director, Chairman, CEO and President	2026-08-14	EXERCISE	2,204	—	243,163
O Hanley Ronald P	director, Chairman, CEO and President	2026-08-14	D-Return	2,204	$0.40M	240,959
O Hanley Ronald P	director, Chairman, CEO and President	2026-08-14	GIFT	10,500	—	230,459
O Hanley Ronald P	director, Chairman, CEO and President	2026-08-14	EXERCISE	2,204	—	4,408
Richards Michael L	EVP and Chief Admin Officer	2026-08-14	TAX W/H	196	$0.04M	41,631

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	13	119,417	$18.1M	Counted
P — Open-market purchases	1	2,500	$0.3M	Counted
M — Exercises (paired A/D)	2	4,408	—	None — mechanics
F — Tax withholding	6	1,082	$0.2M	None — compensation
G — Gifts	2	11,509	—	None

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalTwo-Way Flow

Open-Market Sells$18.1M13 txns / 6 mo

Open-Market Buys$0.3M1 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Member	Chamber	Trade	Size band	Traded	Disclosed
Jake Auchincloss	House	SELL	$15,001 - $50,000	2026-05-18	2026-05-25
Jake Auchincloss	House	SELL	$15,001 - $50,000	2026-05-18	2026-05-25
Jake Auchincloss	House	SELL	$15,001 - $50,000	2026-05-18	2026-05-25
David Perdue	Senate	SELL	$15,001 - $50,000	2020-04-14	2021-05-02
David Perdue	Senate	SELL	$15,001 - $50,000	2020-04-14	2021-05-01
David Perdue	Senate	SELL	$15,001 - $50,000	2020-04-14	2021-05-01

House 12-Mo13 trades3 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

13F Filers (last complete Q)1,140

13F Shares255M91.5% of shares out

New / Closed141 / 83positions, QoQ

Increased / Reduced432 / 338positions, QoQ

Put/Call (13F)1.09option positions

Free Float99.6%274M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Ferguson Wellman Capital Managemen	798,247	$139M
Wedge Capital Management L L P/Nc	181,850	$32M
Godsey & Gibb, Inc	171,753	$30M
Allied Investment Advisors, Llc	113,473	$20M
Burney Co/	106,997	$19M
Argent Capital Management Llc	97,579	$17M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$1.4B
VTI	0.1%	$1.4B
VTSAX	0.1%	$1.4B
VSMPX	0.1%	$1.4B
VFIAX	0.1%	$1.3B
VOO	0.1%	$1.3B

13F Filers Holding STT — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session43.9%2026-10-15

20-Day Avg42.2%50-day 50.8%

TrendFalling20d vs 50d

By Market CenterQ: 43% · N: 57% · B: 32%latest session

Weekly Notional ($B)

Where STT Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	2.5M	41 sh
Ubsa Ubs Ats	1.6M	43 sh
Sgmt Sigma X2	1.3M	39 sh
Mstx Ms Trajectory Cross (Ats-1)	1.0M	32 sh
Mlix Instinct X	1.0M	58 sh
Ebxl Level Ats	0.9M	22 sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Where a dollar of State Street Corporation revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
UNITED STATES	$8.0B	57%
Non-US	$5.9B	43%

STT (live moat model)Peer median: AMP · ARES · APO · NTRS · RJF

Component scores from the live moat model. Peer median illustrative.

Moat score 49/100 — Weak; primary source Switching Costs.

3.8 · Employees (SEC filings)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Officer	Title
Ronald Philip O'Hanley	Chief Executive Officer, President & Chairman
Joerg Ambrosius	Executive Vice President & President of Investment Services
John F. Woods	Executive Vice President & Chief Financial Officer
Yie-Hsin Hung	President & Chief Executive Officer of State Street Investment Management

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+5.8%

Next Report2027-01-15

Income Quality-1.48OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

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Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	-0.3%	+13.6%	+34.4%	+19.6%	+3.0%
Gross profit	+3.9%	+0.4%	-1.7%	+7.9%	+8.1%
Operating income	+9.4%	+4.9%	-30.4%	+46.6%	+9.9%
Net income	+11.3%	+3.0%	-29.9%	+38.2%	+9.6%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	12.0	13.7	18.4	22.0	22.6
Cost of revenue	-0.0	1.6	6.5	9.1	8.7
Gross profit	12.1	12.1	11.9	12.8	13.9
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	4.7	4.5	4.7	4.9	5.3
Operating income	3.2	3.3	2.3	3.4	3.7
EBITDA	4.7	4.5	3.2	4.0	4.3
D&A	1.6	1.2	0.9	0.6	0.6
Pretax income	3.2	3.3	2.3	3.4	3.7
Income tax	0.5	0.6	0.4	0.7	0.8
Net income	2.7	2.8	1.9	2.7	2.9
Diluted EPS ($)	7.19	7.19	5.58	8.21	9.40
Diluted shares (M)	358	370	327	302	289

Operating CF$5B

CapEx$1B

Free cash flow$4B

SBC$0B

Buybacks$1B

Net cash change$1B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	105.6	91.7	116.1	131.4
ST investments	40.6	44.5	18.4	14.7
Receivables (net)	4.5	5.7	4.7	43.2
Total current assets	151.2	142.6	140.0	190.1
PP&E (net)	2.8	3.2	3.5	3.2
Goodwill + intangibles	9.0	8.9	8.8	9.1
Total assets	301.5	297.3	353.2	366.0
Accounts payable	0.0	0.0	0.0	0.0
Short-term debt	5.4	6.5	13.5	4.7
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	263.4	227.5	275.4	279.0
Long-term debt	12.7	17.7	23.2	25.0
Total liabilities	276.3	273.5	327.9	338.2
Shareholders' equity	25.2	23.8	25.3	27.8

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	2.8	1.9	2.7	2.9
D&A	1.2	0.9	0.6	0.6
Stock-based compensation	0.3	0.0	0.0	0.3
Working capital change	7.5	(2.5)	(17.1)	(3.6)
Operating cash flow	12.0	0.7	(13.2)	5.3
Capital expenditures	(0.7)	(0.8)	(0.9)	(1.1)
Investing cash flow	6.8	12.7	(39.5)	(13.1)
Buybacks	(1.6)	(3.9)	(2.9)	(1.3)
Dividends paid	(1.0)	(1.0)	(1.0)	(1.1)
Debt issuance / (repay)	4.1	4.2	10.7	(7.3)
Financing cash flow	(18.4)	(13.4)	51.8	9.0
Free cash flow	11.2	(0.1)	(14.1)	4.3

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	10.1%	10.6%	7.9%	10.9%	11.1%	13%
ROA	0.9%	0.9%	0.6%	0.8%	0.8%	0.9%
ROIC	-1.9%	-2.7%	-2.2%	-3.7%	-3.3%	2.9%
Gross margin	100.2%	88.6%	64.8%	58.5%	61.4%	66.4%
Operating margin	26.4%	24.3%	12.6%	15.5%	16.5%	20.0%
Net margin	22.4%	20.3%	10.6%	12.2%	13.0%	15.8%
EBITDA margin	39.3%	32.8%	17.4%	18.2%	18.9%	22.6%
FCF margin	-63.1%	82.1%	-0.7%	-64.3%	12.1%	—
VALUATION
P/E	11.30	9.26	11.68	10.50	12.58	13.3
P/B	1.11	1.02	0.95	1.11	1.33	1.6
P/S	2.55	1.88	1.24	1.28	1.64	1.95
P/FCF	-4.05	2.29	-180.14	-2.00	13.57	-8.8
EV/EBITDA	-29.16	-22.81	-27.88	-17.39	-18.48	12.7
EV/Revenue	-11.57	-7.48	-4.86	-3.16	-3.50	2.9
Earnings yield	8.9%	10.8%	8.6%	9.5%	8.0%	8.11%
FCF yield	-24.7%	43.7%	-0.6%	-50.1%	7.4%	-11.31%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	0.68	0.57	0.63	0.51	0.68	92.69
Quick ratio	0.68	0.57	0.63	0.51	0.68	92.69
Debt / equity	0.55	0.73	1.02	1.45	1.07	0.91
Debt / assets	4.8%	6.1%	8.2%	10.4%	8.1%	6.5%
Net debt / EBITDA	-35.59	-28.54	-34.98	-24.44	-27.12	4.03
Interest coverage	792.75	2.15	0.36	0.37	0.43	—

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.04	0.04	0.06	0.07	0.06	0.06
Receivables turnover	3.40	3.72	4.45	4.91	4.74	4.8
DSO (days)	107	98	82	74	77	77
DPO (days)	—	0	0	0	0	—
Cash conversion cycle	—	98	82	74	77	77
GROWTH (YoY)
Revenue growth	-1.4%	14.7%	34.4%	19.6%	3.0%	—
Net income growth	11.3%	3.0%	-29.9%	38.2%	9.6%	—
EPS growth	7.1%	5.2%	-17.8%	44.7%	12.4%	—
FCF growth	-353.1%	249.2%	-101.1%	-11119.0%	119.3%	—
PER SHARE ($)
EPS (diluted, TTM)	7.25	7.62	6.26	9.06	10.19	13.44
Book value / share	73.62	69.22	76.67	85.44	96.33	104.71
Revenue / share	32.05	37.56	59.17	74.13	78.29	84.95
FCF / share	-20.23	30.83	-0.41	-47.69	9.44	-18.78
Cash / share	493.56	401.74	438.88	453.92	505.22	287.41
SHAREHOLDER RETURN & SCORES
Buyback yield	4.7%	6.3%	17.1%	10.3%	3.5%	3.65%
Altman Z-Score	-0.09	-0.18	-0.07	-0.20	-0.01	0.5
Piotroski F-Score	4	6	5	4	9	5/9
Beneish M-Score	-2.34	-2.16	-2.04	-2.27	4.94	-2.31

Model	Score	Zone	Note
Piotroski F-Score	5 / 9	Middling
Altman Z-Score	0.5	Distress (<1.81)	Distress
Income quality	-1.48	Accrual-heavy	OCF ÷ net income
Beneish M-Score	-2.31	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.79
Interest burden	1.00
Operating margin	19.0%
Asset turnover	0.06×
Financial leverage	14.31×
= ROE	12%

Growth Quality (live)	Value
Revenue stability	0.97
Earnings stability	0.21
Earnings persistence	0.91
Revenue CAGR 3y	11.6%
EPS CAGR 3y	14.2%
FCF CAGR 3y	—

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Buyback Yield3.65%

Dividend Yield2.08%

Total Shareholder Return6.07%cash yield

SBC / Revenue1.2%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
AMP	$44.2B	11.9	63%	22.2%	+9.0%	5/9	+7.4%
ARES	$36.9B	49.0	15%	10.5%	+45.4%	6/9	-20.0%
APO	$65.4B	24.0	14%	12.1%	+34.6%	6/9	-8.0%
NTRS	$30.3B	14.1	17%	18.8%	+3.1%	8/9	+33.7%
RJF	$30.1B	13.4	18%	13.6%	+9.1%	7/9	—
BAM	$72.4B	26.3	10%	52.9%	+26.5%	4/9	—
KKR	$77.4B	25.7	11%	12.4%	+30.7%	8/9	—
BN	$81.7B	65.2	3%	1.8%	+2.2%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

38 Analysts

Str Sell (0)Sell (4)Hold (15)Buy (18)Str Buy (1)

Mean Target (qtr)$187.205 targets

Target vs. Price+13.0%last-quarter mean

Next Report2027-01-15street $3.66

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$15.92B	$15.99B / $15.88B	$13.77	$14.20 / $13.47	9
FY2027	$16.82B	$17.13B / $16.60B	$15.47	$15.99 / $14.66	12
FY2028	$17.64B	$18.06B / $16.94B	$17.60	$18.56 / $16.73	7

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$184.00	+11.0%	4
Last Quarter	$187.20	+13.0%	5
Last Year	$168.63	+1.8%	30
All Time	$126.95	-23.4%	75

Rolling mean of published targets vs. last close $165.72. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

A-

DCF

5/5

ROE

4/5

ROA

3/5

Debt/Eq

3/5

P/E

3/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

STT +46.7% vs S&P 500 +15.9% — spread +30.9pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$175.39	-9.67	-5.51%	Below
SMA 50	$183.77	-18.05	-9.82%	Below
SMA 200	$156.92	+8.80	+5.61%	Above
EMA 9	$171.16	-5.44	-3.18%	Below
EMA 21	$175.45	-9.73	-5.55%	Below
EMA 50	$178.95	-13.23	-7.39%	Below
EMA 200	$160.46	+5.26	+3.28%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBEARISHPower Score -604 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%20

Momentum 25%9

Volume 20%31

Volatility 10%0

Patterns 15%38

This Week18% bullishof 11 price-based votes

4 Weeks Ago18%+0 pts since

12 Weeks Ago100%-82 pts since

ReadStabilizingweek-over-week trajectory

Price vs SMA 20$175.39

Price vs SMA 50$183.77

Price vs SMA 200$156.92

EMA 9/21 Cross171.2/175.4

SMA 50/200Golden

ADX DirectionADX 39

Supertrend$177

Parabolic SAR$176

SMA Slope-0.810

RSI24.4

Stochastic K/D43/41

StochRSI K/D7/23

Williams %R-59

CCI-159

TSI vs Signal-37.5

CMO-51.2

ROC-5.81%

OBV SignalDistrib

Chaikin MF0.210

MFI45

Force Index-5M

Elder Ray Bull-5.31

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 41

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$166.13 / $169.60 / $171.61	S1 / S2	$164.12 / $160.65
Bollinger (20,2)	$166.57 – $184.20	Squeeze	Off
52-wk range	$104.64 – $195.93	Off 52-wk high	-15.4%
ATR (14)	$4.80 (2.9%)	Historical vol	19.3%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

-1.7%Jan45%

-1.3%Feb55%

+1.0%Mar52%

+0.6%Apr60%

+0.7%May50%

-0.6%Jun50%

+4.2%Jul70%

-1.5%Aug45%

-0.8%Sep50%

+3.5%Oct75%

+3.8%Nov75%

+2.5%Dec80%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	STT	S&P 500
Weekly volatility (σ, 1y)	3.23%	1.83%
Best / worst week (1y)	+8.2% / -5.4%	—
Max drawdown (5y, monthly)	-42.6%	—
1-week VaR (95%)	-4.9%	—
Beta (5y)	1.42	1.00

STT EQUITY WEATHER (LIVE)RAINY · -38

Trend-39

Momentum-42

Volume-24

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 210 stories, weekly buckets, −1 to +1.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-38.3-21.2 vs industry

Trend-38.8-28.9 vs industry

Momentum-42.3-35.3 vs industry

Volume-24.1-24.1 vs industry

Reading	STT	Asset Management n=10,831	Financial Services n=24,134	All US symbols n=70,435
Overall	-38.3	-17.0	-16.3	-20.5
Trend	-38.8	-9.8	-12.5	-21.3
Momentum	-42.3	-7.0	-4.4	-15.8
Volume	-24.1	+0.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Ronald P. O’Hanley Chairman, CEO and Preside	$19.5M	93% equity+incentive
John F. Woods Executive Vice President and C	$17.5M	84% equity+incentive
Yie-Hsin Hung President and CEO of State Str	$10.7M	93% equity+incentive
Joerg Ambrosius Executive Vice President and	$8.7M	56% equity+incentive
Mostapha Tahiri Executive Vice President and	$6.9M	90% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	79
Social	79
Governance	74
Composite ESG	77

Composite ESG Trend

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-16 to 2026-10-14
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	115 rows · 1997 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-07-21 to 2026-10-09
Proposed sales (Form 144)	edgar/form144	not present for this symbol
Beneficial ownership (13D/G)	edgar/13dg	not present for this symbol
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.