Inside the research
Northern Trust Corporation
NTRS Research profile · latest available data
Price overview
$175.73
▲ +1.23 (+0.7%)
| 52w hi | $190.57 |
|---|---|
| 52w lo | $120.18 |
| Vol | 924.50K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.45
| Short | +0.26 |
|---|---|
| Medium | +0.49 |
| Long | +0.74 |
computed 2026-09-27
Key fundamentals
Northern Trust Corporation
Financial Services · Asset Management
| Market cap | $32.15B |
|---|---|
| Enterprise value | $39.38B |
| Trailing P/E | 15.11x |
| Forward P/E | 13.82x |
| P / S (ttm) | 3.54x |
| Profit margin | 24.7% |
| Return on equity | 17.1% |
| Revenue growth | +36.4% |
| Earnings growth | +98.6% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.47 | |
| Sector | +0.02 | |
| Technical | +0.22 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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 analytics services, employee benefit services, securities lending, foreign exchange, treasury management, brokerage, transition management, banking, and cash management services. It serves corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, sovereign wealth funds, and other institutional investors. The Wealth Management segment offers trust, investment management, custody, and philanthropic services; financial consulting; guardianship and estate administration; family business consulting; family financial education; brokerage; and private and business banking services. This segment also provides global custody, fiduciary services, family office consulting, and technology solutions to high-net-worth individuals and families, business owners, executives, professionals, retirees, and established privately held businesses. In addition, it offers asset management and related services comprising active and passive equity; active and passive fixed income; cash management; multi-asset and alternative asset classes that include private equity and hedge funds of funds; and multi-manager advisory services and products through separately managed accounts, bank common and collective funds, registered investment companies, exchange-traded funds, non-U.S. collective investment funds, and unregistered private investment funds. Further, the company provides overlay and other risk management services. The company was founded in 1889 and is headquartered in Chicago, Illinois.
Risk Metrics
| Beta vs SPX | 1.04 |
|---|---|
| Corr SPX | 0.61 |
| Annual vol | 27.3% |
| Annual ret | +36.1% |
| Sharpe | 1.32 |
| Max DD | -25.8% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $169.73 |
|---|---|
| High / Low | $192.00 / $145.00 |
| Median | $175.00 |
| Analysts | 13 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 2 | |
| Hold | 9 | |
| Sell | 1 | |
| Strong Sell | 2 |
Recent rating actions
| 2026-04-22 | Wells Fargo | → Equal-Weight |
| 2026-04-22 | Truist Securities | → Hold |
| 2026-04-22 | RBC Capital | → Outperform |
| 2026-04-22 | Goldman Sachs | → Neutral |
| 2026-04-22 | Barclays | → Equal-Weight |
| 2026-04-06 | Goldman Sachs | → Neutral |
Officers & Board
| CEO | Michael G. O'Grady since 2018 |
|---|
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-03 | Other Material Event, Exhibits | read |
| 2026-07-22 | Earnings Release, Reg FD Disclosure… | read |
| 2026-04-22 | Shareholder Vote, Exhibits | read |
| 2026-04-21 | Reg FD Disclosure, Exhibits | read |
| 2026-04-21 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-10 | Reg FD Disclosure, Exhibits | read |
| 2026-01-22 | Earnings Release, Reg FD Disclosure… | read |
| 2025-11-19 | Other Material Event, Exhibits | read |
| 2025-10-22 | Earnings Release, Reg FD Disclosure… | read |
| 2025-09-03 | Officer / Director Change, Exhibits | read |
| 2025-07-28 | Other Material Event, Exhibits | read |
| 2025-07-23 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-31 | SMITH DAVID BYRON JR | Gift | 1.12K | — | |
| 2026-07-29 | Moritz Robert Edward Jr. | Buy | 255 | $45.79K | |
| 2026-07-01 | Thompson Donald | Grant | 126 | $22.08K | |
| 2026-07-01 | SLARK MARTIN P | Grant | 62 | $10.82K | |
| 2026-07-01 | Petrino Richard | Grant | 5 | $946 | |
| 2026-07-01 | Mehta Siddharth N | Grant | 27 | $4.72K | |
| 2026-07-01 | Klevorn Marcy S | Grant | 57 | $10.01K | |
| 2026-07-01 | Dhandapani Chandra | Grant | 26 | $4.56K | |
| 2026-07-01 | Tribbett Charles A | Grant | 70 | $12.27K | |
| 2026-07-01 | Harrison Dean M | Grant | 131 | $23.00K |
Flow & Concentration
| Insider 180d net | $45.79K |
|---|---|
| Insider buys / sells | 1 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 0.91% |
|---|---|
| $ / share (TTM) | $1.60 |
| 5y CAGR | +2.1% |
Annual dividend per share
| 2021 | $2.80 |
|---|---|
| 2022 | $2.90 |
| 2023 | $3.00 |
| 2024 | $3.00 |
| 2025 | $3.10 |
| 2026 | $0.80 |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $5.02B | +1.9% | |
| Net income | $1.11B | +2.7% | |
| Cash from ops | $2.63B | +7.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $175.29 | $176.22 | $173.23 | $175.73 | 924.50K |
| Sep 24 | $174.24 | $175.38 | $172.65 | $174.50 | 772.40K |
| Sep 23 | $172.09 | $175.99 | $171.38 | $173.99 | 967.40K |
| Sep 22 | $178.30 | $178.84 | $172.94 | $173.40 | 1.17M |
| Sep 21 | $179.33 | $179.85 | $177.57 | $178.95 | 796.90K |
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