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Northern Trust Corporation (NTRS)

Upturn stock ratingUpturn stock rating
$130.99
Last Close (24-hour delay)
Profit since last BUY24%
upturn advisory
Consider higher Upturn Star rating
BUY since 74 days
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Upturn Advisory Summary

08/28/2025: NTRS (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

15 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $122.17

1 Year Target Price $122.17

Analysts Price Target For last 52 week
$122.17 Target price
52w Low $81.05
Current$130.99
52w High $133

Analysis of Past Performance

Type Stock
Historic Profit 19.99%
Avg. Invested days 38
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 25.03B USD
Price to earnings Ratio 15.41
1Y Target Price 122.17
Price to earnings Ratio 15.41
1Y Target Price 122.17
Volume (30-day avg) 15
Beta 1.3
52 Weeks Range 81.05 - 133.00
Updated Date 08/29/2025
52 Weeks Range 81.05 - 133.00
Updated Date 08/29/2025
Dividends yield (FY) 2.29%
Basic EPS (TTM) 8.52

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 22.08%
Operating Margin (TTM) 28.51%

Management Effectiveness

Return on Assets (TTM) 1.06%
Return on Equity (TTM) 13.59%

Valuation

Trailing PE 15.41
Forward PE 15.41
Enterprise Value 33650208768
Price to Sales(TTM) 3.19
Enterprise Value 33650208768
Price to Sales(TTM) 3.19
Enterprise Value to Revenue 4.88
Enterprise Value to EBITDA -
Shares Outstanding 190660992
Shares Floating 188273012
Shares Outstanding 190660992
Shares Floating 188273012
Percent Insiders 0.73
Percent Institutions 88.44

ai summary icon Upturn AI SWOT

Northern Trust Corporation

stock logo

Company Overview

overview logo History and Background

Northern Trust Corporation was founded in Chicago in 1889. Initially focused on trust and banking services, it has evolved into a leading global provider of wealth management, asset servicing, and asset management solutions.

business area logo Core Business Areas

  • Wealth Management: Provides investment management, trust and estate administration, financial planning, and private banking services to high-net-worth individuals and families.
  • Asset Servicing: Offers custody, fund administration, investment operations outsourcing, and related services to institutional investors worldwide, including corporations, pension funds, and investment managers.
  • Asset Management: Provides investment management services through Northern Trust Asset Management, offering a range of active, passive, and alternative investment strategies.

leadership logo Leadership and Structure

Michael O'Grady serves as Chairman and Chief Executive Officer. The organizational structure includes business units aligned with the core business areas, supported by corporate functions such as technology, finance, and risk management.

Top Products and Market Share

overview logo Key Offerings

  • Assets Under Custody (AUC) in USD Billions: 14500
  • Custody Services: Custody services represent a significant portion of Northern Trust's revenue within Asset Servicing. Market share data varies, but Northern Trust is consistently ranked among the top global custodians. Competitors include BNY Mellon, State Street, and JPMorgan Chase.
  • Assets Under Management (AUM) in USD Billions: 1400
  • Investment Management: Investment Management services offer a range of active, passive, and alternative investment strategies. Competitors include BlackRock, Vanguard, and State Street Global Advisors.
  • Total Assets (USD Billions): 360
  • Wealth Management Services: Wealth Management, including private banking and trust services. Competitors include Goldman Sachs, Morgan Stanley, and UBS.

Market Dynamics

industry overview logo Industry Overview

The financial services industry is highly competitive and subject to regulatory changes, technological advancements, and macroeconomic conditions. Trends include increased demand for ESG investing, growing regulatory complexity, and digitalization.

Positioning

Northern Trust Corporation is positioned as a provider of high-quality, customized financial solutions, differentiated by its focus on client service, technology, and risk management.

Total Addressable Market (TAM)

The TAM for asset servicing and wealth management is estimated to be in the trillions of dollars globally. Northern Trust is well-positioned within the high-net-worth and institutional segments of this TAM.

Upturn SWOT Analysis

Strengths

  • Strong brand reputation
  • Global network
  • Diversified business model
  • Experienced management team
  • Strong capital position

Weaknesses

  • Dependence on interest rate environment
  • High operating expenses
  • Exposure to regulatory scrutiny
  • Slow organic growth relative to peers

Opportunities

  • Expansion into emerging markets
  • Development of new technology solutions
  • Strategic acquisitions
  • Growth in ESG investing

Threats

  • Increased competition
  • Economic downturn
  • Regulatory changes
  • Cybersecurity risks
  • Geopolitical instability

Competitors and Market Share

competitor logo Key Competitors

  • The Bank of New York Mellon Corporation (BK)
  • State Street Corporation (STT)
  • JPMorgan Chase & Co. (JPM)
  • BlackRock, Inc. (BLK)

Competitive Landscape

Northern Trust is positioned as a high-quality provider of financial solutions, with a focus on client service and risk management. Its competitive advantages include a strong brand reputation and a global network. However, it faces competition from larger and more diversified financial institutions.

Major Acquisitions

Paragon Group

  • Year: 2021
  • Acquisition Price (USD millions): 100
  • Strategic Rationale: Expanded Northern Trust's wealth management capabilities in the Southeast region.

Growth Trajectory and Initiatives

Historical Growth: Northern Trust has experienced moderate growth in revenue and earnings over the past decade, driven by organic growth and strategic acquisitions.

Future Projections: Analysts project continued growth in revenue and earnings, driven by increased demand for asset servicing and wealth management solutions. Projected EPS growth is around 5-7% per year.

Recent Initiatives: Recent initiatives include investments in technology, expansion into new markets, and development of new ESG-focused investment products.

Summary

Northern Trust is a stable financial institution with a strong presence in asset servicing and wealth management. Its consistent dividend payments and focus on client service are key strengths. Challenges include navigating regulatory complexities and keeping pace with technological advancements, but it remains a well-positioned player in the financial services industry.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (SEC)
  • Analyst Reports
  • Financial News Outlets

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Financial data is hypothetical and for demonstration purposes.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Northern Trust Corporation

Exchange NASDAQ
Headquaters Chicago, IL, United States
IPO Launch date 1990-03-26
Chairman & CEO Mr. Michael Gerard O'Grady
Sector Financial Services
Industry Asset Management
Full time employees 23400
Full time employees 23400

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 provides asset management services, such as active and passive equity; active and passive fixed income; cash management; muti-asset and 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. The company was founded in 1889 and is headquartered in Chicago, Illinois.