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NTRS

Northern Trust Corporation

NTRS

NASDAQ·Financial Services·Asset Management·Mkt cap $33.4B

$183.98

+0.71%

P/E

15.77

Mkt Cap

$33.4B

52-Wk Range

$121.12–$195.78

52-Week Range

$121.12 - $195.78

P/E

15.77

Fwd P/E

16.04

Beta

1.26

Div Yield

1.75%

Avg Vol

1.1M

Shares Out

185.0M

Mkt Cap

$33.4B

Price action

Price chart

Up 40.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Global institutional network
  • Advanced technological infrastructure
  • Strong reputation for risk management
  • Specialized high-net-worth client services

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 1.5x vs Asset Management peers. Reasonable for this growth rate.

Growth

Revenue decline expected

Expanding global institutional client base

Value

Growth premium of 1.5x vs Asset Management peers. Reasonable for this growth rate.

Momentum

Strong

+7.6% over 3m

Quality

Strong

High-growth business (93% revenue growth, 60% gross margin). Profitable with strong growth momentum.

Dividend

Modest

1.75% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 21, 2026

Q3 26 RECAP

JUL 22, 2026

Reported EPS of $2.97 vs $2.71 consensus (+9.6% surprise). Revenue of $2.7B vs $2.7B expected (+0.5%). Beat on both top and bottom lines.

EPS beat +9.6%
Rev beat +0.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+9.6%

Revenue trend · last 8Q

+27%

+18%

-26%

+3%

+84%

+95%

+17%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$2.0B

$2.0B

$1.9B

$2.0B

$3.6B

$3.6B

$3.8B

$4.2B

Margins · last 8Q

Gross

64.2%

Operating

25.3%

Profit

18.8%

Wall Street consensus

9 analysts · 11% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

11%

Hold

7

78%

Sell

1

11%

Median Price Target

$170.00

-7.6% vs $183.98

Low $170.00
Median $170.00
High $170.00

Latest: Morgan Stanley · Jul 23, 2026

1 analyst covering

vs Industry

How NTRS stacks vs Asset Management

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.