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Upturn AI SWOT - About
NTRS 
Northern Trust Corporation (NTRS)
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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
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 $122.17
1 Year Target Price $122.17
| 1 | Strong Buy |
| 1 | Buy |
| 10 | Hold |
| 1 | Sell |
| 2 | Strong Sell |
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 Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| 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 |
Upturn AI SWOT
Northern Trust Corporation
Company Overview
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.
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 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
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
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
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.
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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