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State Street stock rated Hold, reflecting raised EPS estimates amid management changes

EditorAhmed Abdulazez Abdulkadir
Published 10/16/2024, 07:06 AM
STT
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On Wednesday, Deutsche Bank maintained a Hold rating on State Street (NYSE:STT), while increasing the price target to $90 from the previous $87. The adjustment reflects higher earnings per share (EPS) estimates. The bank's analyst acknowledged the positive aspects of State Street's upward revenue guidance and management's commitment to achieving positive operating leverage within the current year.

The analyst noted the potential volatility in the Net Interest Income (NII) outlook for State Street as a factor that could limit the stock's upside potential in the near term. Additionally, the upcoming departure of CFO Eric Aboaf in February 2025 was mentioned as a source of uncertainty. However, it was also noted that State Street has initiated the search for a replacement, considering internal candidates for the role.

State Street's commitment to maintaining positive operating leverage was highlighted as a positive indicator for the company's performance. This objective aligns with the management's strategic focus on efficient operations and profitability.

Despite the positive revenue guidance and operational goals, the analyst expressed caution due to the forecasted volatility in NII and the transition in the company's financial leadership. The departure of the CFO is a significant event, and the search for a successor is underway, which the company has confirmed includes evaluating internal candidates.

In conclusion, while the price target for State Street has been increased to $90, based on higher EPS estimates, Deutsche Bank continues to recommend a Hold rating on the stock. The bank's analysis suggests that while there are positive factors at play, there are also elements of uncertainty that may affect the stock's performance in the short term.

In other recent news, State Street Corporation (NYSE:STT)'s third-quarter earnings for 2024 exceeded expectations, leading to Goldman Sachs, Evercore ISI, Barclays, and Wells Fargo raising their price targets for the company. The positive outlook was driven by strong performances across various business segments, including State Street's Servicing, Trading, and Software businesses. An anticipated acceleration in share repurchases for the fourth quarter of 2024 and robust net interest income also contributed to the upward revisions.

In the recent quarter, State Street reported a record earnings per share of $2.26, a significant increase from the previous year's $1.25. It also saw a 7% growth in fee revenues and a 9% increase in total revenues. The company secured $466 billion in assets under custody/administration and achieved record quarterly net flows of $100 billion in its Global Advisors division.

In terms of future expectations, State Street aims for total fee revenue growth at or slightly above 4% to 5%, and an upward revision of net interest income growth to 4% to 5%. It also plans to generate $1 billion in software revenue over the next five years and is on track to win 6 to 8 new Alpha clients this year.

Other recent developments include a partnership with Apollo Global Management (NYSE:APO) for private market opportunities and the launch of 20 new ETFs. However, potential headwinds due to a shift in asset mix towards cash and variability in lending activity have been noted.

InvestingPro Insights

State Street's recent performance and financial metrics provide additional context to Deutsche Bank's analysis. According to InvestingPro data, the company's market capitalization stands at $27.42 billion, with a P/E ratio of 15.35 over the last twelve months as of Q2 2024. This relatively modest valuation aligns with Deutsche Bank's cautious Hold rating.

InvestingPro Tips highlight that State Street has maintained dividend payments for 54 consecutive years and has raised its dividend for 13 consecutive years. This consistent dividend history, coupled with a current dividend yield of 3.31%, may appeal to income-focused investors despite the analyst's concerns about NII volatility.

The company's stock is trading near its 52-week high, with a significant price uptick of 28.03% over the last six months. This performance supports Deutsche Bank's decision to increase the price target, reflecting improved investor sentiment.

For readers seeking a more comprehensive analysis, InvestingPro offers 7 additional tips that could provide further insights into State Street's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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