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Upturn AI SWOT - About
NTRS 
Northern Trust Corporation (NTRS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/03/2025: NTRS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $108.68
1 Year Target Price $108.68
| 1 | Strong Buy |
| 1 | Buy |
| 10 | Hold |
| 1 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 20.65% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 25.62B USD | Price to earnings Ratio 12.3 | 1Y Target Price 108.68 |
Price to earnings Ratio 12.3 | 1Y Target Price 108.68 | ||
Volume (30-day avg) 15 | Beta 1.24 | 52 Weeks Range 78.41 - 133.00 | Updated Date 07/3/2025 |
52 Weeks Range 78.41 - 133.00 | Updated Date 07/3/2025 | ||
Dividends yield (FY) 2.37% | Basic EPS (TTM) 10.71 |
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 25.75% | Operating Margin (TTM) 26.89% |
Management Effectiveness
Return on Assets (TTM) 1.38% | Return on Equity (TTM) 17.68% |
Valuation
Trailing PE 12.3 | Forward PE 16.5 | Enterprise Value 35382644736 | Price to Sales(TTM) 2.99 |
Enterprise Value 35382644736 | Price to Sales(TTM) 2.99 | ||
Enterprise Value to Revenue 4.65 | Enterprise Value to EBITDA - | Shares Outstanding 194539008 | Shares Floating 191532954 |
Shares Outstanding 194539008 | Shares Floating 191532954 | ||
Percent Insiders 0.71 | Percent Institutions 87.02 |
Upturn AI SWOT
Northern Trust Corporation
Company Overview
History and Background
Northern Trust Corporation was founded in 1889 in Chicago. It began as a trust company focused on wealth management and has grown into a global financial services provider, expanding its offerings and geographic reach over the years. It became a publicly traded company in 1971.
Core Business Areas
- Corporate & Institutional Services (C&IS): Provides asset servicing, fund administration, investment management, and related services to corporations, institutions, and investment managers worldwide.
- Wealth Management: Offers wealth management services including investment management, financial planning, trust and estate services, and private banking to high-net-worth individuals and families.
Leadership and Structure
Michael O'Grady is the Chairman and Chief Executive Officer. The company operates under a traditional corporate structure with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Asset Servicing: Provides custody, fund administration, and related services for institutional investors. Northern Trust is a major player in this market, competing with BNY Mellon, State Street, and JP Morgan Chase. Specific market share data is difficult to pinpoint due to the fragmented nature of the industry but is a leading provider. Competitors: BNY Mellon (BK), State Street (STT), JP Morgan Chase (JPM).
- Investment Management: Offers a range of investment strategies and products to institutional and individual investors. Competes with BlackRock (BLK), Vanguard, and Fidelity. AUM approxiamtely $1.3 Trillion as of 2023.
- Wealth Management Services: Provides tailored financial solutions to high-net-worth clients including banking services, estate planning, and tax guidance. Northern Trust is a substantial player in this field, with competitors such as Goldman Sachs Private Wealth Management (GS), Morgan Stanley Wealth Management (MS), and UBS Wealth Management (UBS).
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes, technological advancements, and economic fluctuations. It is currently experiencing a shift towards digitalization and a greater emphasis on ESG investing.
Positioning
Northern Trust Corporation is positioned as a high-end, client-focused provider of financial services, emphasizing trust, expertise, and long-term relationships. Its competitive advantage lies in its reputation for stability, global reach, and comprehensive service offerings.
Total Addressable Market (TAM)
The TAM for asset servicing and wealth management is substantial, estimated in the trillions of dollars globally. Northern Trust is positioned to capture a share of this market by leveraging its reputation, global network, and comprehensive service offerings. Their current market capitalization is approxiamtely $20 Billion
Upturn SWOT Analysis
Strengths
- Strong reputation and brand recognition
- Global presence and network
- Comprehensive service offerings
- High client retention rates
- Strong capital position
Weaknesses
- Relatively high operating costs
- Dependence on market performance
- Slower growth compared to some competitors
- Cybersecurity risk
Opportunities
- Expansion into new markets
- Increased demand for ESG investing
- Technological innovation and digitalization
- Acquisition of smaller players
- Growing ultra-high net worth population
Threats
- Increased competition
- Regulatory changes and compliance costs
- Economic downturns
- Geopolitical risks
- Interest rate fluctuations
Competitors and Market Share
Key Competitors
- Bank of New York Mellon (BK)
- State Street Corporation (STT)
- JPMorgan Chase & Co. (JPM)
- BlackRock (BLK)
Competitive Landscape
Northern Trust possesses a strong reputation and focus on high-net-worth clients, but faces competition from larger players with more diverse service offerings and greater resources. Maintaining client relationships is key.
Major Acquisitions
Belgravia Group
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expand wealth management services and expertise in Australia.
Growth Trajectory and Initiatives
Historical Growth: Northern Trust's growth has been steady, driven by organic expansion and strategic acquisitions. However, the pace of growth has been moderate compared to some competitors.
Future Projections: Future growth projections depend on market conditions, regulatory changes, and the company's ability to execute its strategic initiatives. Analyst estimates vary, so refer to financial websites for latest predictions.
Recent Initiatives: Recent initiatives include investments in technology, expansion into new markets, and a focus on ESG investing.
Summary
Northern Trust Corporation is a well-established financial services provider with a strong reputation. Its focus on wealth management and asset servicing, especially among high-net-worth individuals, serves as its strength. However, it faces challenges due to higher operating costs and dependence on market performance and is facing increased competition, regulatory changes, and economic risks which requires vigilance. The company should continue innovation and strategic acquisitions for further growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change rapidly. Consult a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
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