Financials · State Commercial Banks · NYSE · CIK 36270 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $240.34 · Day +0.88% · Mkt cap $34.7B · P/E (FY) 14.1× · 1Y +28.6% · Off 52W high −6.1% · Vol (1Y) 21.8% Price2023-08-21 → 2026-08-21 MTB close: $128 on 2023-08-21 to $240 on 2026-08-21. Split-adj closes · 240 of 5,312 · price returnⓘ At a glance | Short interest3.7% of sh out | | Days to cover4.4d | | 13F net flow (QoQ)−0.56% | | Top-10 13F concentration58.7% | | Next report (est.)2026-10-14 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)14.1× | | Sales (TTM)$9.96B | | Earnings (TTM)$3.03B | | ROE9.8% | | Net margin29.4% | | Debt / equity0.37× | | EPS growth 3Y13.8% | | Sales growth 3Y5.8% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+21.0% | | 1Y+28.6% | | 3Y+106.2% | | 5Y+105.8% | | 10Y+171.2% | | Since incept. (ann.)+7.0% |
Total return · from 2005-07-07ⓘ Risk | Ann. volatility (1Y)21.8% | | Ann. volatility (3Y)26.6% | | Sharpe (1Y)1.26 | | Sharpe (3Y)1.05 | | Max drawdown (1Y)−17.0% | | Max drawdown (3Y)−28.5% | | Beta (3Y vs SPY)0.89 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| FMR LLC | 13.2M | $2.7B | 8.84% | −1.2% | | BlackRock, Inc. | 13.0M | $2.7B | 8.73% | +0.8% | | WELLINGTON MANAGEMENT GROUP LLP | 10.0M | $2.1B | 6.68% | −2.0% | | VANGUARD CAPITAL MANAGEMENT LLC | 9.8M | $2.0B | 6.56% | new | | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.5M | $1.5B | 5.03% | new | | STATE STREET CORP | 7.2M | $1.5B | 4.80% | −2.1% | | MORGAN STANLEY | 4.5M | $920M | 2.99% | +11.4% | | GEODE CAPITAL MANAGEMENT, LLC | 4.4M | $910M | 2.96% | +3.3% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-15 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-07-15 | $5.32 | +25.5% | $2.53B | +5.7% | | 2026-03-31 | 2026-04-15 | $4.13 | +24.4% | $2.44B | +5.9% | | 2025-12-31 | 2026-01-16 | $4.62 | +19.4% | $2.48B | +3.8% | | 2025-09-30 | 2025-10-16 | $4.82 | +19.9% | $2.51B | +7.8% |
As-reported XBRL · next 2026-10-14 est.ⓘ Segment mixFY2025 (ended Dec 2025) Institutional Services And Wealth Management 52% · Retail Banking 30% · Commercial Banking 18% business · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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