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    State Street (STT) Valuation Check As Cash Management ETF And Mariner Tech Partnership Expand Growth Story

    Simply Wall St·02/15/2026 02:29:07
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    State Street (STT) is back in focus after launching a low cost, actively managed prime money market ETF and securing a major Charles River wealth platform mandate from Mariner, highlighting its role in cash management and advisor technology.

    See our latest analysis for State Street.

    These product and client wins come as State Street’s recent share price return has cooled, with a 30 day share price return of 5% and a 7 day share price return decline of 3.31%, even though its 90 day share price return of 9.53% and 1 year total shareholder return of 32.92% point to momentum that has built over a longer stretch.

    If this cash management and fintech news has you thinking about other ways to put capital to work, take a look at our 23 top founder-led companies as a curated set of potential ideas beyond large financial institutions.

    With shares up 33% over the past year but down in the last month, and trading at what some investors view as a less attractive valuation relative to its growth, you have to ask: is there still an entry point here, or is the market already assuming years of future progress?

    Most Popular Narrative: 10.9% Undervalued

    With State Street last closing at $127.97 and the most followed narrative placing fair value at $143.60, the market and the narrative are not fully aligned yet.

    The acceleration of passive and ETF investing continues to benefit State Street's leading SPDR ETF franchise, as evidenced by significant inflows, expanding market share in low-cost products, and record trading volumes, which are expected to drive increased recurring management fees and higher operating margins over time.

    Read the complete narrative.

    Curious what kind of revenue and margin path is baked into that fair value? The narrative leans on measured growth, improving profitability, and a future earnings multiple that assumes consistent execution, not perfection.

    Result: Fair Value of $143.60 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, there is still real execution risk if fee pressure in ETFs intensifies or if blockchain based settlement reduces the need for traditional custody services.

    Find out about the key risks to this State Street narrative.

    Build Your Own State Street Narrative

    If you are not fully on board with this story or simply prefer to test the numbers yourself, you can build a custom narrative in just a few minutes. Start with Do it your way.

    A great starting point for your State Street research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    If you are serious about sharpening your portfolio, do not stop with a single stock story. Use the screener to hunt for your next opportunity.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.