Northern Trust Corporation (NTRS)
NASDAQ:NTRS
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NTRS Stock Chart & Stats
$159.16
-$1.10(-1.07%)
At close: 4:00 PM EST
$159.16
-$1.10(-1.07%)
Day’s Range― - ―
52-Week Range$117.72 - $176.99
Previous CloseN/A
Volume299.85K
Average Volume (3M)1.08M
Market Cap
$32.56B
Enterprise Value-$762.68M
Total Cash (Recent Filing)$60.17B
Total Debt (Recent Filing)$16.37B
Price to Earnings (P/E)18.3
Beta1.04
Next Earnings
Jul 22, 2026EPS Estimate
2.67Next Dividend Ex-DateN/A
Dividend Yield2.21%
Share Statistics
EPS (TTM)9.60
Shares Outstanding185,047,260
10 Day Avg. Volume1,250,808
30 Day Avg. Volume1,077,089
Financial Highlights & Ratios
PEG Ratio-1.51
Price to Book (P/B)1.98
Price to Sales (P/S)1.79
P/FCF Ratio4.69
Enterprise Value/Market Cap-0.02
Enterprise Value/Revenue-0.05
Enterprise Value/Gross Profit-0.09
Enterprise Value/Ebitda-0.22
Forecast
1Y Price Target
$174.00Price Target Upside9.32% Upside
Rating ConsensusHold
Number of Analyst Covering11
EPS Forecast (FY)10.86
Revenue Forecast (FY)$8.80B
Bulls Say, Bears Say
Bulls Say
Scale In Asset ServicingNorthern’s enormous custody and administration scale drives recurring, high‑margin servicing revenue and operating leverage. Large AUC/A supports durable client stickiness, fee economics, and cross‑sell across wealth, custody and trading services, sustaining profit resilience over time.
Recurring Fee GrowthConsistent growth in trust, investment and servicing fees underpins a steady, asset‑linked revenue base less reliant on transactional swings. Recurring fees tied to client AUM/AUC/A support predictability in revenue, margin stability and long‑term cash generation for reinvestment and returns.
Net Interest Income MomentumA structurally stronger NII stream diversifies earnings away from fee cyclicality. Record NII with upgraded guidance indicates durable banking income potential, improving overall earnings stability, ROE support and the firm’s ability to fund capital returns even if markets soften.
Bears Say
Cash Flow VolatilityMulti‑year volatility in operating and free cash flows weakens predictability for capital allocation, dividends and buybacks. Irregular conversion from earnings to cash raises concern about the durability of shareholder returns and the firm’s buffer to absorb stress or fund strategic investments.
Deposit Concentration & Persistence RiskReliance on a few large, potentially non‑persistent institutional deposits creates funding volatility and NII uncertainty. If oversized deposits exit, funding costs and liquidity profiles could worsen, pressuring margins and forcing more defensive balance‑sheet or pricing moves over months to years.
Leverage InconsistencyLarge swings in leverage indicate inconsistent balance‑sheet management and raise doubts about long‑term capital strategy. Such variability can limit flexibility, complicate regulatory planning and investor expectations, and increase execution risk if leverage shifts back under stress.
Northern News
NTRS FAQ
What was Northern Trust Corporation’s price range in the past 12 months?
Northern Trust Corporation lowest stock price was $117.72 and its highest was $176.99 in the past 12 months.
What is Northern Trust Corporation’s market cap?
Northern Trust Corporation’s market cap is $32.56B.
When is Northern Trust Corporation’s upcoming earnings report date?
Northern Trust Corporation’s upcoming earnings report date is Jul 22, 2026 which is in 25 days.
How were Northern Trust Corporation’s earnings last quarter?
Northern Trust Corporation released its earnings results on Apr 21, 2026. The company reported $2.71 earnings per share for the quarter, beating the consensus estimate of $2.323 by $0.387.
Is Northern Trust Corporation overvalued?
According to Wall Street analysts Northern Trust Corporation’s price is currently Undervalued.
Does Northern Trust Corporation pay dividends?
Northern Trust Corporation pays a Quarterly dividend of $0.8 which represents an annual dividend yield of 2.21%. See more information on Northern Trust Corporation dividends here
What is Northern Trust Corporation’s EPS estimate?
Northern Trust Corporation’s EPS estimate is 2.67.
How many shares outstanding does Northern Trust Corporation have?
Northern Trust Corporation has 185,047,260 shares outstanding.
What happened to Northern Trust Corporation’s price movement after its last earnings report?
Northern Trust Corporation reported an EPS of $2.71 in its last earnings report, beating expectations of $2.323. Following the earnings report the stock price went up 8.019%.
Which hedge fund is a major shareholder of Northern Trust Corporation?
Currently, no hedge funds are holding shares in NTRS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Northern Stock Smart Score
Neutral
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Analyst Consensus
Hold
Average Price Target:
$174.00 (9.32% Upside)
$174.00 (9.32% Upside)
Blogger Sentiment
Bullish
NTRS Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 171.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $4.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 4.0%
Last 30 Days ▼ 4.0%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
45.36%
12-Months-Change
Fundamentals
Return on Equity
14.45%
Trailing 12-Months
Asset Growth
5.76%
Trailing 12-Months
Company Description
Northern Trust Corporation
Northern Trust Corporation, a financial holding company established in 1889 and based in Chicago, Illinois, offers a comprehensive suite of wealth management, asset servicing, asset management, and banking solutions worldwide. Its diverse client base includes corporations, institutions, families, and individual investors. The company structures its operations across two primary segments: Asset Servicing and Wealth Management. The Asset Servicing division delivers a broad spectrum of support and operational services tailored for institutional entities. These services include custody, fund administration, outsourced investment operations, investment management, investment risk and analytical reporting, employee benefit services, securities lending, foreign exchange, treasury management, brokerage, transition management, and banking and cash management solutions. This segment serves corporate and public retirement funds, charitable foundations, endowments, investment managers, insurance companies, sovereign wealth funds, and other major institutional investors. Conversely, the Wealth Management segment is dedicated to high-net-worth individuals, families, business owners, executives, professionals, retirees, and established privately held businesses. Its offerings span trust administration, investment management, custody, philanthropic advisory, financial consulting, guardianship and estate administration, family business consulting, family financial education, brokerage services, and private and business banking. Furthermore, Northern Trust provides extensive asset management capabilities, encompassing active and passive strategies for both equity and fixed income, cash management, and alternative asset classes like private equity and hedge funds of funds. These investment products are delivered via diverse vehicles, including individually managed accounts, bank common and collective funds, registered investment companies, exchange-traded funds, non-U.S. collective investment funds, and unregistered private investment funds. The corporation also offers sophisticated overlay and other risk management services.
NTRS Company Deck
NTRS Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted multiple strong financial and operational achievements — double-digit revenue and fee growth, record quarterly NII, substantial operating-leverage driven margin expansion, robust Asset Servicing wins, continued product innovation and active capital returns — while noting some transitory headwinds (sequential NIM pressure from large short-term deposits), non‑persistent deposit inflows, modest expense growth, regulatory/market uncertainties, and an unrealized securities loss. Overall performance and guidance were upgraded in areas (NII outlook), and management emphasized strategic investments (AI, talent, alternatives) intended to sustain organic growth.View all NTRS earnings summariesNTRS Revenue Breakdown
70.18% Noninterest income
29.82% Net interest income
NTRS Stock 12 Month Forecast
Average Price Target
$174.00
▲(9.32% Upside)
Technical Analysis
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Ownership Overview
1.67% Insiders
25.85% Mutual Funds
16.73% Other Institutional Investors
29.52% Public Companies and
Individual Investors