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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
10/30/2025: NTRS (2-star) is currently NOT-A-BUY. Pass it for now.
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 $134.71
1 Year Target Price $134.71
| 1 | Strong Buy |
| 1 | Buy |
| 10 | Hold |
| 1 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 14.8% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.33B USD | Price to earnings Ratio 15 | 1Y Target Price 134.71 |
Price to earnings Ratio 15 | 1Y Target Price 134.71 | ||
Volume (30-day avg) 15 | Beta 1.32 | 52 Weeks Range 80.54 - 135.48 | Updated Date 10/31/2025 |
52 Weeks Range 80.54 - 135.48 | Updated Date 10/31/2025 | ||
Dividends yield (FY) 2.40% | Basic EPS (TTM) 8.58 |
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 2025-10-22 | When Before Market | Estimate 2.24 | Actual 2.29 |
Profitability
Profit Margin 21.76% | Operating Margin (TTM) 30.33% |
Management Effectiveness
Return on Assets (TTM) 1.06% | Return on Equity (TTM) 13.43% |
Valuation
Trailing PE 15 | Forward PE 14.27 | Enterprise Value 38030385152 | Price to Sales(TTM) 3.07 |
Enterprise Value 38030385152 | Price to Sales(TTM) 3.07 | ||
Enterprise Value to Revenue 4.94 | Enterprise Value to EBITDA - | Shares Outstanding 189117000 | Shares Floating 186142190 |
Shares Outstanding 189117000 | Shares Floating 186142190 | ||
Percent Insiders 0.73 | Percent Institutions 88.66 |
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 expanded globally to offer wealth management, asset servicing, and asset management. Key milestones include international expansion and the development of sophisticated investment solutions.
Core Business Areas
- Wealth Management: Provides personalized investment management, financial planning, trust, and private banking services to high-net-worth individuals and families.
- Asset Servicing: Offers custody, fund administration, investment operations outsourcing, and securities lending services to institutional investors globally.
- Asset Management: Manages investment portfolios for institutions and individuals through a range of investment strategies and vehicles.
Leadership and Structure
Michael Ou2019Grady is the current Chairman and CEO. The organizational structure includes business units focused on wealth management, asset servicing, and asset management, supported by corporate functions such as technology, finance, and risk management.
Top Products and Market Share
Key Offerings
- Custody Services: Provides safekeeping and administration of assets for institutional investors. Market share is significant but varies regionally; estimates place Northern Trust among the top global custodians. Competitors include State Street, BNY Mellon, and JP Morgan Chase.
- Number of Users: Large institutional clients and High-Net-Worth individuals
- Revenue From Custody Services: A significant portion of the total asset servicing revenue but is not broken out specifically.
- Investment Management: Offers a range of investment strategies across asset classes. Performance varies based on market conditions and investment strategies. Competitors include BlackRock, Vanguard, and Fidelity.
- Market Share: Northern Trust has a relatively smaller market share compared to the industry giants and has a niche client base.
- Number of Users: Institutional clients
- Revenue From Investment Management: A significant portion of asset management revenue but is not broken out specifically.
Market Dynamics
Industry Overview
The financial services industry is characterized by increasing regulation, technological disruption, and intense competition. Trends include the rise of passive investing, increased demand for sustainable investing, and the growing importance of data and analytics.
Positioning
Northern Trust is positioned as a high-quality, relationship-driven provider of financial services, targeting sophisticated clients with complex needs. Its competitive advantage lies in its personalized service, expertise in wealth management and asset servicing, and strong reputation.
Total Addressable Market (TAM)
The TAM for asset servicing and wealth management is multi-trillion USD globally. Northern Trust is positioned to capture a portion of this market by focusing on specific client segments and delivering specialized services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- High-quality client service
- Deep expertise in wealth management and asset servicing
- Conservative risk management
- Global presence
Weaknesses
- Relatively high cost structure
- Slower growth compared to some competitors
- Reliance on traditional business models
- Potential for technology integration challenges
- Lower margins when compared to competition in some fields
Opportunities
- Growing demand for wealth management and asset servicing in emerging markets
- Adoption of new technologies to improve efficiency and client experience
- Expansion of sustainable investing offerings
- Strategic acquisitions to expand capabilities and market reach
- Expanding into fintech partnerships
Threats
- Increased competition from fintech companies
- Regulatory changes and compliance costs
- Economic downturns and market volatility
- Cybersecurity risks
- Interest Rate fluctuations affecting lending
Competitors and Market Share
Key Competitors
- State Street Corporation (STT)
- BNY Mellon (BK)
- JPMorgan Chase & Co. (JPM)
Competitive Landscape
Northern Trust competes with larger institutions but differentiates itself through its focus on high-net-worth individuals and specialized asset servicing. Its advantages include strong client relationships and a reputation for quality, while its disadvantages include a relatively higher cost structure.
Major Acquisitions
Paragon Group
- Year: 2018
- Acquisition Price (USD millions): 147
- Strategic Rationale: Expanded Northern Trust's capabilities in outsourced investment management and consulting services.
Growth Trajectory and Initiatives
Historical Growth: Northern Trust's growth has been steady, driven by its core businesses. Specific growth rates should be mentioned here and are to be found in financial reports.
Future Projections: Analyst estimates project continued growth, driven by increased demand for wealth management and asset servicing. Specific growth rates and revenue targets should be found in financial reports and updated here.
Recent Initiatives: Recent strategic initiatives include investments in technology, expansion of sustainable investing offerings, and strategic acquisitions.
Summary
Northern Trust is a well-established financial institution with a strong reputation in wealth management and asset servicing. Its focus on high-net-worth clients and specialized services provides a competitive advantage. Challenges include increasing competition and the need to adapt to technological changes. Strategic initiatives and a focus on client relationships will be crucial for future growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Northern Trust Corporation Investor Relations
- SEC Filings
- Market Research Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data is subject to change, and actual results may vary.
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 23600 | Website https://www.northerntrust.com |
Full time employees 23600 | Website https://www.northerntrust.com | ||
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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