Northern Trust (NTRS) Stock Overview
A financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 5/6 |
NTRS Community Fair Values
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Analyst Price Targets
Northern Trust Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$161.60 |
| 52 Week High | US$173.19 |
| 52 Week Low | US$96.28 |
| Beta | 1.29 |
| 1 Month Change | 13.60% |
| 3 Month Change | 7.16% |
| 1 Year Change | 66.79% |
| 3 Year Change | 124.01% |
| 5 Year Change | 36.49% |
| Change since IPO | 6,724.16% |
Recent News & Updates
NTRS: Fee Momentum Into 2026 Will Depend On Execution And Service Expansion
The updated analyst price target for Northern Trust increases to $168.58 from $153.04. This reflects analysts' use of a slightly lower discount rate, modestly higher revenue growth and profit margin assumptions, and a higher future P/E multiple in their refreshed models.Results: Northern Trust Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates
Apr 23
Recent updates
NTRS: Fee Momentum Into 2026 Will Depend On Execution And Service Expansion
The updated analyst price target for Northern Trust increases to $168.58 from $153.04. This reflects analysts' use of a slightly lower discount rate, modestly higher revenue growth and profit margin assumptions, and a higher future P/E multiple in their refreshed models.Results: Northern Trust Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates
Apr 23NTRS: Fee Momentum Into 2026 Will Rely On Execution And Service Expansion
The updated analyst price target for Northern Trust moves slightly lower to reflect a fair value adjustment from about $155.82 to $153.04, as analysts factor in revised assumptions on discount rates, growth, margins and future P/E while balancing recent upgrades and target changes across the Street. Analyst Commentary Recent Street research on Northern Trust reflects a mix of optimism and caution, with several firms adjusting ratings and price targets in both directions.NTRS: Capital Markets Recovery Into 2026 Will Support Fee Momentum
The updated analyst price target for Northern Trust has inched down by about $1 to $155.82 as analysts balance slightly stronger long term revenue growth and profit margin assumptions with a modestly lower future P/E multiple and discount rate. Analyst Commentary Recent research on Northern Trust has become more mixed, with several firms lifting price targets over the past few months and one later cut, as analysts reassess both earnings power and what multiple to pay for the shares.NTRS: Capital Markets Recovery Into 2026 Will Support Fee Resilience
Analyst price targets for Northern Trust have been revised upward by several firms, with increases ranging from $8 to $20 as analysts point to supportive sector conditions, recent bank target adjustments and projections for stronger capital markets activity by 2026. Analyst Commentary Recent research points to a more constructive stance on Northern Trust, with several firms lifting price targets in light of sector-wide adjustments and expectations for healthier capital markets activity into 2026.NTRS: Fair Value View Will Reflect Sector Tailwinds And Execution Risks
The analyst price target for Northern Trust has increased by a double-digit dollar amount, with analysts highlighting a series of recent target raises across the Street as they update their views on the bank and trust sector. Analyst Commentary Recent research updates on Northern Trust cluster around higher price targets, with several banks revising their views as part of broader sector work on trust banks and capital markets names.NTRS: Fair Value View Will Balance Capital Markets Tailwinds And Execution Risks
The analyst price target for Northern Trust has been adjusted higher to $157.11 from $154.61 as analysts factor in slightly stronger revenue growth, a modestly higher future P/E assumption, and incremental improvements in expected profitability and risk assumptions. Analyst Commentary Recent research has clustered around higher price targets for Northern Trust, with several banks adjusting their models to reflect updated assumptions on growth, profitability, and sector drivers.NTRS: Fair Value View Weighs Rising Rate Tailwinds And Execution Risks
The updated analyst price target for Northern Trust rises to about $155 from roughly $143, as analysts factor in slightly higher revenue growth, improved profit margin assumptions, and a modestly lower future P/E multiple supported by recent price target increases across several research firms. Analyst Commentary Recent research updates cluster around higher price targets for Northern Trust, with analysts revisiting their models on growth, profitability, and relative valuation across the trust bank and broader capital markets peer group.Northern Trust: Solid Q4, But Valuation Is Too Elevated
Jan 22NTRS: Fair Value View Maintains Balance As 7% Prime Rate And Q3 Mix Persist
Analysts have lifted their blended fair value estimate for Northern Trust to about $143 from roughly $138, citing modestly higher modeled revenue growth, slightly stronger profit margins, and a higher future P/E assumption that aligns with recent price target moves across the Street. Analyst Commentary Recent research updates on Northern Trust show a mix of optimism and caution, with higher price targets clustered around different views on growth, profitability, and balance sheet quality.NTRS: Shares Will Stay Balanced As 7% Prime Rate And Q3 Mixed Drivers Persist
Northern Trust's analyst price target has been updated to $137.93 from $134.64 as analysts factor in modest adjustments to revenue growth, profit margin and long term P/E assumptions following mixed Q3 outcomes and differing price target revisions across the Street. Analyst Commentary Analysts are split on Northern Trust, with some focusing on earnings quality and margin strength, while others are more cautious about core revenue trends and fee pressure.NTRS: Shares Will Remain Balanced Amid 7% Prime Rate And Mixed Earnings Trends
Northern Trust's analyst price target has been nudged slightly higher to approximately $135, as analysts factor in modestly improved valuation metrics supported by resilient net interest income trends, solid fee-based revenue expectations, and ongoing, though uneven, operating performance across recent quarterly results. Analyst Commentary Street research on Northern Trust reflects a balanced mix of optimism and caution, with price targets clustering in a range that brackets the newly revised consensus near $135.NTRS: Shares Will Stay Balanced Amid 7% Prime Rate And Mixed Earnings Drivers
Northern Trust's analyst price target has been modestly reduced by about $0.15 as analysts recalibrate valuation models to reflect mixed Q3 fee trends, slightly stronger net interest income expectations, and a more balanced outlook on growth and profitability across wealth management and trust banking. Analyst Commentary Recent Street research on Northern Trust reflects a nuanced mix of optimism and caution, with price targets moving in a relatively narrow band as analysts recalibrate for the latest quarter's dynamics and evolving interest rate expectations.NTRS: Shares Will Remain Balanced Amid 7% Prime Rate And Mixed Earnings Outlook
Northern Trust’s average analyst price target has shifted higher, supported by analysts who cite an improved net interest income outlook and solid wealth management growth as key factors for the upward adjustment. Analyst Commentary Recent Street research on Northern Trust reflects a range of perspectives, with some analysts highlighting the bank’s improving financial outlook and growth initiatives, while others remain cautious due to ongoing industry challenges and execution risks.NTRS: Shares Will Face Uncertainty Amid 7% Prime Rate And Mixed Fee Trends
Northern Trust's analyst price target has been revised slightly lower to $134.50 from $134.86. Analysts factor in modest model adjustments reflecting small shifts in revenue expectations and profit margins following recent quarterly trends.Fee Headwinds And Market Shifts Will Shape Margins In Coming Quarters
Analysts have modestly increased their fair value estimate for Northern Trust to $134.86 per share, citing adjusted discount rates, slight shifts in revenue growth assumptions, and a resilient profit margin outlook. This follows mixed but generally stable Street sentiment on recent results and future prospects.Passive Investing And Fee Pressures Will Squeeze Profit Margins
The analyst consensus price target for Northern Trust has been raised from approximately $126 to $133 per share. This reflects modest model adjustments and a generally cautious but stable outlook from analysts on trust banks and capital market trends.Passive Investing And Fee Pressures Will Squeeze Profit Margins
Northern Trust’s consensus price target was modestly raised to $126.38, as analysts cited outperformance in asset growth, market-driven fee gains, and relatively strong profitability, though concerns remain about valuation following speculation-driven rallies and persistent market volatility. Analyst Commentary Strong growth in assets under custody/administration (AUC/A) outpacing peers, especially when isolating from general market effects.Passive Investing And Fee Pressures Will Squeeze Profit Margins
Analyst price targets for Northern Trust rose to $124.25 as bullish views center on superior long-term asset growth, improved profitability from market tailwinds, and renewed M&A speculation, though the stock’s recent rally and regulatory hurdles temper upside expectations. Analyst Commentary Bullish analysts are raising price targets on Northern Trust due to strong long-term growth in assets under custody/administration, which significantly outpaced peers since the post-GFC period, benefiting from rising equity and fixed income markets.Northern Trust's (NASDAQ:NTRS) Shareholders Will Receive A Bigger Dividend Than Last Year
Sep 04Passive Investing And Fee Pressures Will Squeeze Profit Margins
Driven by robust AUC/A growth, improving profitability, and positive market and revenue trends—partially offset by skepticism around deal speculation and regulatory hurdles—analysts have raised Northern Trust’s price target from $117.79 to $122.17. Analyst Commentary Bullish analysts cite robust growth in assets under custody/administration (AUC/A) at Northern Trust, outpacing peers when market effects are stripped out.Northern Trust Corporation (NASDAQ:NTRS) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates
Jul 26Northern Trust: Stable And Sustainable, But Overvalued
Feb 26Shareholder Returns
| NTRS | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -3.2% | -0.2% | 0.6% |
| 1Y | 66.8% | 15.6% | 28.4% |
Return vs Industry: NTRS exceeded the US Capital Markets industry which returned 15.6% over the past year.
Return vs Market: NTRS exceeded the US Market which returned 28.4% over the past year.
Price Volatility
| NTRS volatility | |
|---|---|
| NTRS Average Weekly Movement | 4.5% |
| Capital Markets Industry Average Movement | 3.7% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: NTRS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: NTRS's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1889 | 23,800 | Mike O’Grady | www.northerntrust.com |
Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals. It operates in two segments, Asset Servicing and Wealth Management. The Asset Servicing segment offers asset servicing and related services, including custody, fund administration, investment operations outsourcing, investment management, investment risk and analytical, employee benefit, securities lending, foreign exchange, treasury management, brokerage, transition management, banking, and cash management services.
Northern Trust Corporation Fundamentals Summary
| NTRS fundamental statistics | |
|---|---|
| Market cap | US$29.84b |
| Earnings (TTM) | US$1.81b |
| Revenue (TTM) | US$8.36b |
16.5x
P/E Ratio3.6x
P/S RatioIs NTRS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NTRS income statement (TTM) | |
|---|---|
| Revenue | US$8.36b |
| Cost of Revenue | US$0 |
| Gross Profit | US$8.36b |
| Other Expenses | US$6.55b |
| Earnings | US$1.81b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Jul 22, 2026
| Earnings per share (EPS) | 9.79 |
| Gross Margin | 100.00% |
| Net Profit Margin | 21.66% |
| Debt/Equity Ratio | 134.0% |
How did NTRS perform over the long term?
See historical performance and comparisonDividends
2.0%
Current Dividend Yield33%
Payout RatioDoes NTRS pay a reliable dividends?
See NTRS dividend history and benchmarks| Northern Trust dividend dates | |
|---|---|
| Ex Dividend Date | Jun 05 2026 |
| Dividend Pay Date | Jul 01 2026 |
| Days until Ex dividend | 30 days |
| Days until Dividend pay date | 56 days |
Does NTRS pay a reliable dividends?
See NTRS dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 21:39 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Northern Trust Corporation is covered by 37 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jason Goldberg | Barclays |
| Jason Goldberg | Barclays |
| Lucas Montgomery | Bernstein |