Contravisory Investment Management Inc. Has $83,000 Stake in State Street Corporation $STT

Posted by ABMN Staff on Jun 27th, 2026

Contravisory Investment Management Inc. lessened its holdings in shares of State Street Corporation (NYSE:STT – Free Report) by 84.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 655 shares of the asset manager’s stock after selling 3,539 shares during the quarter. Contravisory Investment Management Inc.’s holdings in State Street were worth $83,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Chicago Partners Investment Group LLC raised its holdings in State Street by 1.6% in the 4th quarter. Chicago Partners Investment Group LLC now owns 5,351 shares of the asset manager’s stock worth $675,000 after acquiring an additional 83 shares during the period. Wedmont Private Capital boosted its position in shares of State Street by 1.3% in the fourth quarter. Wedmont Private Capital now owns 6,498 shares of the asset manager’s stock valued at $861,000 after acquiring an additional 85 shares during the period. Arjuna Capital grew its stake in shares of State Street by 0.4% in the fourth quarter. Arjuna Capital now owns 25,139 shares of the asset manager’s stock worth $3,243,000 after acquiring an additional 95 shares during the last quarter. LVW Advisors LLC grew its position in State Street by 1.7% in the 4th quarter. LVW Advisors LLC now owns 5,605 shares of the asset manager’s stock worth $723,000 after purchasing an additional 96 shares during the last quarter. Finally, Security National Bank of SO Dak increased its holdings in shares of State Street by 0.5% during the 2nd quarter. Security National Bank of SO Dak now owns 21,528 shares of the asset manager’s stock worth $2,289,000 after purchasing an additional 105 shares during the period. 87.44% of the stock is owned by institutional investors.

State Street Price Performance

State Street stock opened at $168.44 on Friday. The business’s fifty day moving average is $157.67 and its two-hundred day moving average is $139.01. The company has a debt-to-equity ratio of 1.04, a quick ratio of 0.57 and a current ratio of 0.57. The firm has a market cap of $46.62 billion, a P/E ratio of 17.08, a P/E/G ratio of 0.93 and a beta of 1.43. State Street Corporation has a 52 week low of $101.98 and a 52 week high of $175.46.

State Street (NYSE:STT – Get Free Report) last issued its quarterly earnings results on Friday, April 17th. The asset manager reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.64 by $0.20. State Street had a net margin of 13.47% and a return on equity of 14.22%. The business had revenue of $3.80 billion during the quarter, compared to analyst estimates of $3.59 billion. During the same quarter last year, the business posted $2.04 earnings per share. State Street’s revenue for the quarter was up 15.6% compared to the same quarter last year. Equities research analysts forecast that State Street Corporation will post 12.35 earnings per share for the current fiscal year.

State Street Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, July 13th. Investors of record on Wednesday, July 1st will be paid a dividend of $0.84 per share. This represents a $3.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Wednesday, July 1st. State Street’s dividend payout ratio (DPR) is presently 34.08%.

Insiders Place Their Bets

In other State Street news, EVP Michael L. Richards sold 1,500 shares of State Street stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $162.14, for a total transaction of $243,210.00. Following the transaction, the executive vice president directly owned 41,827 shares in the company, valued at approximately $6,781,829.78. The trade was a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Mostapha Tahiri sold 9,611 shares of the stock in a transaction dated Wednesday, April 22nd. The stock was sold at an average price of $152.93, for a total value of $1,469,810.23. Following the completion of the sale, the chief operating officer owned 64,642 shares of the company’s stock, valued at $9,885,701.06. This trade represents a 12.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 37,876 shares of company stock worth $5,866,583. 0.27% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of State Street from $137.50 to $158.50 and gave the stock a “neutral” rating in a report on Monday, May 11th. Bank of America raised shares of State Street from an “underperform” rating to a “neutral” rating and set a $143.00 price target for the company in a research report on Monday, April 6th. Zacks Research downgraded State Street from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Keefe, Bruyette & Woods boosted their price target on State Street from $157.00 to $175.00 and gave the company an “outperform” rating in a research note on Monday, April 20th. Finally, Wells Fargo & Company upped their price target on State Street from $171.00 to $196.00 and gave the company an “overweight” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $164.16.

Check Out Our Latest Report on State Street

Trending Headlines about State Street

Here are the key news stories impacting State Street this week:

Positive Sentiment: State Street plans to increase its quarterly dividend by 10% after passing the 2026 stress test, reinforcing its capital strength and shareholder-return story. STT Announces Plan for 10% Dividend Hike Post 2026 Stress Test Results
Positive Sentiment: Truist Financial raised its price target on State Street to $176 from $150, implying continued upside potential even while keeping a hold rating. State Street price target raised by Truist Financial Corporation
Positive Sentiment: Wall Street expectations for State Street’s upcoming Q2 earnings point to another double-digit EPS increase, which could support sentiment if results confirm the trend. State Street Corporation’s Q2 2026 Earnings: What to Expect
Neutral Sentiment: Barclays kept a hold rating on State Street, and another analyst update also suggests investors remain constructive but not aggressively bullish at current levels. Barclays Remains a Hold on State Street (STT)
Neutral Sentiment: Commentary on State Street’s 65% annual stock gain and current valuation suggests investors are debating whether the rally has already priced in a lot of good news. State Street (STT) Stock After 65% Year Gain Are Recent Valuation Signals Justified

State Street Profile

(Free Report)

State Street Corporation is a global financial services company that provides a range of investment servicing, investment management and investment research and trading services to institutional investors. Its principal activities include custody and fund administration, securities lending, performance and risk analytics, trading and execution services, and foreign exchange. The company also offers investment management through State Street Global Advisors, a major provider of exchange-traded funds and institutional investment strategies.

State Street serves a broad client base of asset managers, insurance companies, pension funds, endowments, and other institutions across North America, Europe, Asia and other global markets.