Northern Trust Corporation

Northern Trust Corporation

NTRSยทNASDAQ

$142.25

+0.59%
Financial ServicesAsset Management

Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals worldwide. 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 services, employee benefit services, securities lending, foreign exchange, treasury management, brokerage services, transition management services, banking, and cash management services. This segment 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; financial consulting; guardianship and estate administration; family business consulting; family financial education; brokerage services; and private and business banking services. This segment serves high-net-worth individuals and families, business owners, executives, professionals, retirees, and established privately held businesses. The company also provides asset management services, such as active and passive equity; active and passive fixed income; cash management; alternative asset classes comprising 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. In addition, it offers overlay and other risk management services. Northern Trust Corporation was founded in 1889 and is headquartered in Chicago, Illinois.

At a Glance

Live Snapshot
Market Cap$26.43B
EPS8.7900
P/E Ratio16.18
Earnings Date04/20/2026
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Northern Trust Corporation Street Expectations Map

NTRS ยท NASDAQ

Wall Street analysts project that NTRS stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 149.20, with estimates ranging from a low of 131.00 to a high of 160.00.

Lowest Target
131.00
-7.91%
Consensus Target
149.20
4.89%
Highest Target
160.00
12.48%

The consensus 1-year price target stands at 149.20, with estimates ranging from a low of 131.00 to a high of 160.00.

Analyst Consensus Analysis

Upside Potential

+4.9%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

19.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.58x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Northern Trust Corporation Forward Estimates of Revenue

NTRS ยท NASDAQ
Latest Revenue
14.30B
FY 2025
Avg Estimate
8.37B
FY 2026
Estimate Range
8.24B - 8.47B
Analyst Spread

Forward Growth Analysis

Projected Growth-41.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Northern Trust Corporation Forward Estimates of Net Income

NTRS ยท NASDAQ
Latest Net Income
1.74B
FY 2025
Avg Estimate
1.90B
FY 2026
Estimate Range
1.86B - 1.93B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Northern Trust Corporation Forward Estimates of EPS

NTRS ยท NASDAQ
Latest EPS
8.79
FY 2025
Avg Estimate
$9.37
FY 2026
Estimate Range
$9.22 - $9.58
Analyst Spread

Forward Growth Analysis

Projected Growth+6.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Northern Trust Corporation Forward Estimates of EBIT

NTRS ยท NASDAQ
Latest EBIT
2.33B
FY 2025
Avg Estimate
1.82B
FY 2026
Estimate Range
1.79B - 1.84B
Analyst Spread

Forward Growth Analysis

Projected Growth-22.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Northern Trust Corporation Forward Estimates of EBITDA

NTRS ยท NASDAQ
Latest EBITDA
3.21B
FY 2025
Avg Estimate
2.37B
FY 2026
Estimate Range
2.33B - 2.39B
Analyst Spread

Forward Growth Analysis

Projected Growth-26.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Northern Trust Corporation Forward Estimates of SG&A Expense

NTRS ยท NASDAQ
Latest SG&A Expense
3.47B
FY 2025
Avg Estimate
2.63B
FY 2026
Estimate Range
2.59B - 2.66B
Analyst Spread

Forward Growth Analysis

Projected Growth-24.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Northern Trust Corporation Insider Positioning

NTRS ยท NASDAQ

During the last 12 months, insiders have purchased $753K and sold $10.18M worth of NTRS shares, resulting in $9.42M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

1.2K

186.11K

Sold

39.9K

5.86M

Net Activity

-5.7M

-$5.68M

6-9 Months

Bought

4.2K

534.46K

Sold

12.6K

1.62M

Net Activity

-1.1M

-$1.08M

9-12 Months

Bought

256

32.34K

Sold

20.5K

2.69M

Net Activity

-2.7M

-$2.66M

Top Buyers

1
MREJ

Moritz Robert Edward Jr.

Director

4.7K sharesโ€ข4 transactions

$604K

2
PR

Petrino Richard

Director

1.0K sharesโ€ข1 transactions

$149K

Top Sellers

1
CP

Cherecwich Peter

Officer: Chief Operating Officer

25.0K sharesโ€ข1 transactions

$3.74M

2
FSL

Fradkin Steven L

Officer: Vice Chairman

17.6K sharesโ€ข4 transactions

$2.30M

3
PT

Parker Teresa

Officer: President/Asset Servicing

7.6K sharesโ€ข1 transactions

$997K

4
LSC

Levy Susan Cohen

Officer: Evp And General Counsel

7.2K sharesโ€ข1 transactions

$924K

5
STA

South Thomas A

Officer: Executive Vice President

5.0K sharesโ€ข1 transactions

$695K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $9.42M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.07:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.