State Street STT
NYSE STT
$193.41 +2.06 (+1.08%)
At close: Sep 11, 2026 · 4:00 PM EDT

State Street (STT) Invested Capital (2012 - 2016)

State Street's (STT) quarterly Invested Capital came in at $34.0 billion in Q3 2016, up 1.37% on a YoY basis from $33.5 billion in Q4 2015, and little changed quarter-over-quarter from $34.0 billion in Q2 2016.

Analysis

State Street (STT) Invested Capital (2012 - 2016) Analysis & Trends

State Street (STT) has reported Invested Capital for 5 consecutive years, with $34.0 billion the latest figure, recorded in Q3 2016.

  • For the quarter ending Q3 2016, Invested Capital rose 1.37% year-over-year to $34.0 billion; the trailing twelve-month figure through Sep 2016 stood at $34.0 billion (up 1.37% YoY), and the FY2015 full-year result was $32.6 billion, up 3.92% from the prior year.
  • Invested Capital held at $34.0 billion in Q3 2016 per STT's latest filing, from $34.0 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $34.0 billion in Q2 2016 and bottomed at $29.8 billion in Q1 2015.
  • Historically, Invested Capital has averaged $31.6 billion across 5 years, with a median of $31.1 billion in 2014.
  • The sharpest annual moves came in 2013 and 2016: Invested Capital retreated 1.62% in 2013, then grew 11.71% in 2016.
  • Over 5 years, Invested Capital stood at $30.6 billion in 2012, then retreated by 1.62% to $30.1 billion in 2013, then grew by 4.3% to $31.4 billion in 2014, then grew by 3.92% to $32.6 billion in 2015, then climbed by 4.25% to $34.0 billion in 2016.
  • According to Business Quant data, Invested Capital over the past three periods registered $34.0 billion, $34.0 billion, and $31.8 billion for Q3 2016, Q2 2016, and Q1 2016 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Bank of New York Mellon 110.37 Bn 49.74 Bn - 80.45 Bn
2 State Street 53.13 Bn 53.13 Bn - -
3 Northern Trust 34.62 Bn 34.62 Bn - 22.03 Bn
4 Sei Investments 12.83 Bn 12.74 Bn - 2.57 Bn
5 Healthequity 7.98 Bn 7.72 Bn 257.95 Mn 2.92 Bn
6 AtlasClear Holdings 26.96 Mn -13.53 Mn - 36.46 Mn
Historic Data

Historic Data

Download Data
DateValue
Sep 30, 2016 33.98 Bn
Jun 30, 2016 34.00 Bn
Mar 31, 2016 31.82 Bn
Dec 31, 2015 32.60 Bn
Sep 30, 2015 33.53 Bn
Jun 30, 2015 30.43 Bn
Mar 31, 2015 29.84 Bn
Dec 31, 2014 31.37 Bn
Sep 30, 2014 30.17 Bn
Jun 30, 2014 30.74 Bn
Dec 31, 2013 30.08 Bn
Dec 31, 2012 30.57 Bn