State Street stock target cut to $113 at KBW, retains Outperform

Published 21/04/2025, 15:56
State Street stock target cut to $113 at KBW, retains Outperform

On Monday, Keefe, Bruyette & Woods (KBW) announced a revision of the price target for State Street Corporation (NYSE:STT), reducing it to $113 from the previous target of $118, while maintaining an Outperform rating on the shares. The adjustment follows State Street’s recent performance amidst challenging market conditions.

KBW’s analysis highlighted that State Street managed to surpass profit expectations primarily through effective expense management. The company reported a $0.07 per share earnings beat on a pre-provision net revenue (PPNR) basis, which was attributed to $0.11 lower expenses, mitigating the impact of a $0.04 shortfall in net interest income (NII). With a market capitalization of $24.39 billion and an InvestingPro Financial Health Score of 2.29 (FAIR), the company maintains solid fundamentals despite market headwinds.

Despite a downturn in the market during the first quarter of 2025, State Street’s core fees remained in line with expectations. This steadiness was largely due to management fees, which helped to compensate for FX revenues that fell short of projections. The company has demonstrated resilience with 9.48% revenue growth over the last twelve months and has maintained dividend payments for an impressive 55 consecutive years, currently yielding 3.74%. The firm acknowledged the current market challenges that may continue to present revenue headwinds throughout 2025. Nevertheless, State Street’s management has reaffirmed its financial guidance for the year.

KBW expects that State Street’s strategic focus on controlling expenses and executing share buybacks will support the company’s ability to deliver near 18% returns. The firm emphasized State Street’s strong performance relative to its peers, noting its minimal credit risk and attractive valuation. Trading at a P/E ratio of 8.96x and price-to-book of 1.06x, State Street is currently trading at 7.5 times KBW’s estimated 2026 earnings, which represents a 26% discount compared to its Global Systemically Important Bank (GSIB) peers. According to InvestingPro’s Fair Value analysis, the stock appears to be undervalued at current levels.

In conclusion, despite the reduction in the price target, KBW remains positive about State Street’s prospects, reiterating an Outperform rating based on the company’s expected above-peer returns and robust risk management strategies. With a beta of 1.44, investors should note the stock’s higher volatility compared to the market.

In other recent news, State Street Corporation reported its first-quarter 2025 earnings, with an earnings per share (EPS) of $2.04, slightly above the projected $2.00. Although the company missed revenue expectations, reporting $3.28 billion against a forecasted $3.32 billion, it still achieved a 21% year-over-year growth in EPS. The company maintains its full-year fee revenue growth guidance of 3-5% and plans to achieve $350-400 million in new servicing fee revenue wins for 2025. In related developments, Truist Securities has adjusted its outlook for State Street, lowering the stock price target from $89.00 to $85.00 while maintaining a Hold rating. This adjustment follows State Street’s earnings report and reflects potential increased economic risks. Truist analysts slightly reduced the 2025 EPS estimate by $0.05 to $9.40, while the 2026 EPS forecast remains at $10.15. These recent developments highlight the company’s strategic initiatives and ongoing challenges in the current economic climate.

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