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Upturn AI SWOT - About
NTRS 
Northern Trust Corporation (NTRS)
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Upturn Advisory Summary
09/11/2025: 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 $124.25
1 Year Target Price $124.25
| 1 | Strong Buy |
| 1 | Buy |
| 10 | Hold |
| 1 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.32% | Avg. Invested days 39 | 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 09/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.69B USD | Price to earnings Ratio 15.2 | 1Y Target Price 124.25 |
Price to earnings Ratio 15.2 | 1Y Target Price 124.25 | ||
Volume (30-day avg) 15 | Beta 1.32 | 52 Weeks Range 80.54 - 132.18 | Updated Date 09/11/2025 |
52 Weeks Range 80.54 - 132.18 | Updated Date 09/11/2025 | ||
Dividends yield (FY) 2.36% | 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 15.2 | Forward PE 13.97 | Enterprise Value 33305989120 | Price to Sales(TTM) 3.14 |
Enterprise Value 33305989120 | Price to Sales(TTM) 3.14 | ||
Enterprise Value to Revenue 4.84 | Enterprise Value to EBITDA - | Shares Outstanding 190660992 | Shares Floating 188318908 |
Shares Outstanding 190660992 | Shares Floating 188318908 | ||
Percent Insiders 0.73 | Percent Institutions 88.41 |
Upturn AI SWOT
Northern Trust Corporation
Company Overview
History and Background
Northern Trust Corporation was founded in Chicago in 1889. It has evolved from a trust company focused on serving wealthy families to a global provider of asset servicing, wealth management, and asset management.
Core Business Areas
- Corporate & Institutional Services (C&IS): Provides asset servicing and related services to corporations, institutions, and investment managers globally. These services include custody, fund administration, investment operations outsourcing, and securities lending.
- Wealth Management: Offers investment management, trust and estate administration, banking, and philanthropic services to high-net-worth individuals, families, and foundations.
- Asset Management: Manages assets for institutional and individual investors through a variety of investment strategies and vehicles.
Leadership and Structure
Michael O'Grady serves as Chairman and CEO. The company is structured with business units focusing on its core areas, supported by functional groups like technology, risk management, and finance.
Top Products and Market Share
Key Offerings
- Custody Services: Provides safekeeping of client assets, processing of transactions, and reporting. Market share data varies but is significant within institutional custody. Competitors include State Street, BNY Mellon, and JPMorgan Chase.
- Investment Management: Offers actively and passively managed investment strategies across various asset classes. Competitors include BlackRock, Vanguard, and Fidelity.
- Wealth Management Services: Offers estate planning, trust, financial planning, and family office services to high-net-worth individuals. Competitors include Goldman Sachs, Morgan Stanley, and UBS.
Market Dynamics
Industry Overview
The asset servicing and wealth management industry is characterized by increasing regulation, fee compression, technological disruption, and growing demand for customized solutions.
Positioning
Northern Trust is positioned as a high-quality, relationship-focused provider with a strong reputation for stability and expertise in serving sophisticated clients. Its competitive advantage lies in its client service model and integrated technology platform.
Total Addressable Market (TAM)
The global AUM (Assets Under Management) and AUC (Assets Under Custody) market is estimated to be in the trillions. Northern Trust captures a portion of this TAM via its product lines focusing on Ultra High Net Worth individuals and institutional asset management.
Upturn SWOT Analysis
Strengths
- Strong reputation and brand
- High-quality client service
- Robust risk management framework
- Strong balance sheet
- Diversified revenue streams
Weaknesses
- Lower growth compared to some competitors
- Higher expense base
- Dependence on global economic conditions
- Slow to embrace new technologies
Opportunities
- Expansion in emerging markets
- Increased demand for outsourced investment operations
- Growing wealth in developing countries
- Adoption of new technologies to improve efficiency
Threats
- Increased competition from fintech firms
- Regulatory changes
- Economic downturns
- Cybersecurity risks
- Fee compression
Competitors and Market Share
Key Competitors
- State Street (STT)
- BNY Mellon (BK)
- JPMorgan Chase (JPM)
- BlackRock (BLK)
- Goldman Sachs (GS)
Competitive Landscape
Northern Trust distinguishes itself through client relationships, strong risk management, and technology. Its competitors offer similar services and attempt to compete on price, scale, and innovation. Blackrock is a major force with large AUM/AUC as well.
Major Acquisitions
Paragon Group of Companies
- Year: 2018
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expand private equity and hedge fund administration capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is based on AUM and AUC.
Future Projections: Future projections depend on macroeconomic conditions and growth in wealth management and institutional assets.
Recent Initiatives: Recent initiatives include investments in technology, expansion in specific markets, and acquisitions.
Summary
Northern Trust is a stable and well-regarded financial institution with a strong focus on wealth management and asset servicing. Its high-quality client service and robust risk management are key strengths. However, it faces challenges from increasing competition, regulatory changes, and the need to adapt to technological advancements and must be aware of economic downturns as these affect their AUM (Assets Under Management).
Peer Comparison
Sources and Disclaimers
Data Sources:
- Northern Trust Corporation Investor Relations Website
- Company Filings (SEC)
- Third-Party Financial Data Providers
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on available estimates. 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 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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