Northern Trust Gestion
Gestion contrôle des critères 4/4
Le PDG Northern Trust est Mike O’Grady, nommé en Jan2017, a un mandat de 9.5 ans. La rémunération annuelle totale est $ 10.06M, composée du salaire de 9.9% et des bonus 90.1%, y compris les actions et options de la société. détient directement 0.27% des actions de la société, d'une valeur de $ 90.47M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.9 ans et 11.4 ans.
Informations clés
Mike O’Grady
Directeur général
US$10.1m
Rémunération totale
| Pourcentage du salaire du PDG | 9.94% |
| Durée du mandat du directeur général | 9.5yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 3.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 11.4yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • 4h
Northern Trust: Favorable Macro Conditions Still Amplifying Results
Summary Northern Trust is in a near-perfect macro environment right now, with the firm's operating metrics the strongest they've been in years. NTRS's largely asset-based custody and wealth management fees are benefiting from strong stock markets, with evidence that margin pressure is easing in the former. Elevated market volatility has also boosted NTRS's transaction-based income, while its net interest margin is at a recent historical high. Despite stellar fundamentals, NTRS is trading at multi-year high multiples; long-term buyers should wait for a better entry point. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 29
NTRS: Future Returns Balance Capital Markets Momentum And Slower Revenue Outlook
Northern Trust's updated analyst price target edges higher to about $184 from roughly $179, as analysts factor in recent earnings beats, firmer profit margins and a slightly lower assumed future P/E multiple, while also recognizing more moderate revenue growth expectations. Analyst Commentary Recent Street research on Northern Trust points to a generally constructive tone on valuation and execution, with a mix of optimism on earnings delivery and caution around how sustainable the current backdrop may be.Mise à jour du récit • Jul 14
NTRS: Fair Value Leans On Capital Markets Momentum And EU Platform Expansion
The updated analyst price target for Northern Trust edges higher to about $179, an increase of roughly $4, as analysts factor in slightly stronger revenue growth assumptions and modest tweaks to discount rate, profit margin, and forward P/E inputs following a broad series of upward target revisions across the Street. Analyst Commentary Recent Street research on Northern Trust reflects a mix of optimism on earnings power and capital markets exposure, balanced against questions around funding costs, valuation, and the durability of current trends.Mise à jour du récit • Jun 30
NTRS: Fair Value Hinges On EU Expansion And Capital Return Execution
The analyst fair value estimate for Northern Trust has been raised by about $4 to $175.23, as analysts point to a stronger earnings outlook supported by higher revenue and margin assumptions, as well as a series of recent price target increases across the Street. Analyst Commentary Recent research coverage on Northern Trust has tilted more positive around the earnings outlook, with several firms lifting price targets and revisiting their assumptions for revenue, margins and asset levels ahead of upcoming results.Article d’analyse • Jun 21
Northern Trust (NTRS) Stock Looks Fairly Priced After Dividend Hike Buyback And Ireland Approval
Northern Trust (NTRS) is back in focus after clearing the Federal Reserve’s 2025 stress test, lifting its quarterly dividend, authorising a sizable share repurchase program, and securing approval for a new Ireland banking branch. See our latest analysis for Northern Trust. Despite a small 1-day share price decline of 1.62% to US$172.11, Northern Trust has built strong momentum, with a 90-day share price return of 25.50% and a 3-year total shareholder return of 164.24%. This reflects how...Mise à jour du récit • Jun 16
NTRS: AI Execution And New EU Branch Will Shape 2026 Fee Momentum
The Northern Trust analyst price target has moved higher by a double digit dollar amount, with analysts pointing to updated valuations that reflect a slightly lower discount rate, a marginally different forward P/E assumption, and broadly consistent revenue growth and profit margin expectations. Analyst Commentary Recent Street research on Northern Trust centers on a cluster of price target changes and a few rating moves, providing a snapshot of where professional investors see the stock after updating their models.Mise à jour du récit • Jun 01
NTRS: Execution In New Mandates And Digital Custody Will Shape 2026 Fee Momentum
The analyst price target for Northern Trust has been raised from $168.58 to $171.00 as analysts factor in modestly higher fair value estimates, supported by updated assumptions for revenue growth, profit margins, and future P/E multiples, following a series of recent target increases across major research firms. Analyst Commentary Recent Street research on Northern Trust has centered on a series of price target changes, with several major firms, including JPMorgan and Goldman Sachs, revisiting their views.Mise à jour du récit • Apr 30
NTRS: Fee Momentum Into 2026 Will Depend On Execution And Service Expansion
The updated analyst price target for Northern Trust increases to $168.58 from $153.04. This reflects analysts' use of a slightly lower discount rate, modestly higher revenue growth and profit margin assumptions, and a higher future P/E multiple in their refreshed models.Article d’analyse • Apr 23
Results: Northern Trust Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a good week for Northern Trust Corporation ( NASDAQ:NTRS ) shareholders, because the company has just...Mise à jour du récit • Apr 15
NTRS: Fee Momentum Into 2026 Will Rely On Execution And Service Expansion
The updated analyst price target for Northern Trust moves slightly lower to reflect a fair value adjustment from about $155.82 to $153.04, as analysts factor in revised assumptions on discount rates, growth, margins and future P/E while balancing recent upgrades and target changes across the Street. Analyst Commentary Recent Street research on Northern Trust reflects a mix of optimism and caution, with several firms adjusting ratings and price targets in both directions.Mise à jour du récit • Apr 01
NTRS: Capital Markets Recovery Into 2026 Will Support Fee Momentum
The updated analyst price target for Northern Trust has inched down by about $1 to $155.82 as analysts balance slightly stronger long term revenue growth and profit margin assumptions with a modestly lower future P/E multiple and discount rate. Analyst Commentary Recent research on Northern Trust has become more mixed, with several firms lifting price targets over the past few months and one later cut, as analysts reassess both earnings power and what multiple to pay for the shares.Mise à jour du récit • Mar 18
NTRS: Capital Markets Recovery Into 2026 Will Support Fee Resilience
Analyst price targets for Northern Trust have been revised upward by several firms, with increases ranging from $8 to $20 as analysts point to supportive sector conditions, recent bank target adjustments and projections for stronger capital markets activity by 2026. Analyst Commentary Recent research points to a more constructive stance on Northern Trust, with several firms lifting price targets in light of sector-wide adjustments and expectations for healthier capital markets activity into 2026.Mise à jour du récit • Mar 04
NTRS: Fair Value View Will Reflect Sector Tailwinds And Execution Risks
The analyst price target for Northern Trust has increased by a double-digit dollar amount, with analysts highlighting a series of recent target raises across the Street as they update their views on the bank and trust sector. Analyst Commentary Recent research updates on Northern Trust cluster around higher price targets, with several banks revising their views as part of broader sector work on trust banks and capital markets names.Mise à jour du récit • Feb 18
NTRS: Fair Value View Will Balance Capital Markets Tailwinds And Execution Risks
The analyst price target for Northern Trust has been adjusted higher to $157.11 from $154.61 as analysts factor in slightly stronger revenue growth, a modestly higher future P/E assumption, and incremental improvements in expected profitability and risk assumptions. Analyst Commentary Recent research has clustered around higher price targets for Northern Trust, with several banks adjusting their models to reflect updated assumptions on growth, profitability, and sector drivers.Mise à jour du récit • Feb 03
NTRS: Fair Value View Weighs Rising Rate Tailwinds And Execution Risks
The updated analyst price target for Northern Trust rises to about $155 from roughly $143, as analysts factor in slightly higher revenue growth, improved profit margin assumptions, and a modestly lower future P/E multiple supported by recent price target increases across several research firms. Analyst Commentary Recent research updates cluster around higher price targets for Northern Trust, with analysts revisiting their models on growth, profitability, and relative valuation across the trust bank and broader capital markets peer group.Mise à jour du récit • Jan 20
NTRS: Fair Value View Maintains Balance As 7% Prime Rate And Q3 Mix Persist
Analysts have lifted their blended fair value estimate for Northern Trust to about $143 from roughly $138, citing modestly higher modeled revenue growth, slightly stronger profit margins, and a higher future P/E assumption that aligns with recent price target moves across the Street. Analyst Commentary Recent research updates on Northern Trust show a mix of optimism and caution, with higher price targets clustered around different views on growth, profitability, and balance sheet quality.Mise à jour du récit • Jan 06
NTRS: Shares Will Stay Balanced As 7% Prime Rate And Q3 Mixed Drivers Persist
Northern Trust's analyst price target has been updated to $137.93 from $134.64 as analysts factor in modest adjustments to revenue growth, profit margin and long term P/E assumptions following mixed Q3 outcomes and differing price target revisions across the Street. Analyst Commentary Analysts are split on Northern Trust, with some focusing on earnings quality and margin strength, while others are more cautious about core revenue trends and fee pressure.Mise à jour du récit • Dec 21
NTRS: Shares Will Remain Balanced Amid 7% Prime Rate And Mixed Earnings Trends
Northern Trust's analyst price target has been nudged slightly higher to approximately $135, as analysts factor in modestly improved valuation metrics supported by resilient net interest income trends, solid fee-based revenue expectations, and ongoing, though uneven, operating performance across recent quarterly results. Analyst Commentary Street research on Northern Trust reflects a balanced mix of optimism and caution, with price targets clustering in a range that brackets the newly revised consensus near $135.Mise à jour du récit • Dec 07
NTRS: Shares Will Stay Balanced Amid 7% Prime Rate And Mixed Earnings Drivers
Northern Trust's analyst price target has been modestly reduced by about $0.15 as analysts recalibrate valuation models to reflect mixed Q3 fee trends, slightly stronger net interest income expectations, and a more balanced outlook on growth and profitability across wealth management and trust banking. Analyst Commentary Recent Street research on Northern Trust reflects a nuanced mix of optimism and caution, with price targets moving in a relatively narrow band as analysts recalibrate for the latest quarter's dynamics and evolving interest rate expectations.Mise à jour du récit • Nov 23
NTRS: Shares Will Remain Balanced Amid 7% Prime Rate And Mixed Earnings Outlook
Northern Trust’s average analyst price target has shifted higher, supported by analysts who cite an improved net interest income outlook and solid wealth management growth as key factors for the upward adjustment. Analyst Commentary Recent Street research on Northern Trust reflects a range of perspectives, with some analysts highlighting the bank’s improving financial outlook and growth initiatives, while others remain cautious due to ongoing industry challenges and execution risks.Mise à jour du récit • Nov 07
NTRS: Shares Will Face Uncertainty Amid 7% Prime Rate And Mixed Fee Trends
Northern Trust's analyst price target has been revised slightly lower to $134.50 from $134.86. Analysts factor in modest model adjustments reflecting small shifts in revenue expectations and profit margins following recent quarterly trends.Mise à jour du récit • Oct 24
Fee Headwinds And Market Shifts Will Shape Margins In Coming Quarters
Analysts have modestly increased their fair value estimate for Northern Trust to $134.86 per share, citing adjusted discount rates, slight shifts in revenue growth assumptions, and a resilient profit margin outlook. This follows mixed but generally stable Street sentiment on recent results and future prospects.Mise à jour du récit • Oct 10
Passive Investing And Fee Pressures Will Squeeze Profit Margins
The analyst consensus price target for Northern Trust has been raised from approximately $126 to $133 per share. This reflects modest model adjustments and a generally cautious but stable outlook from analysts on trust banks and capital market trends.Mise à jour du récit • Sep 26
Passive Investing And Fee Pressures Will Squeeze Profit Margins
Northern Trust’s consensus price target was modestly raised to $126.38, as analysts cited outperformance in asset growth, market-driven fee gains, and relatively strong profitability, though concerns remain about valuation following speculation-driven rallies and persistent market volatility. Analyst Commentary Strong growth in assets under custody/administration (AUC/A) outpacing peers, especially when isolating from general market effects.Mise à jour du récit • Sep 11
Passive Investing And Fee Pressures Will Squeeze Profit Margins
Analyst price targets for Northern Trust rose to $124.25 as bullish views center on superior long-term asset growth, improved profitability from market tailwinds, and renewed M&A speculation, though the stock’s recent rally and regulatory hurdles temper upside expectations. Analyst Commentary Bullish analysts are raising price targets on Northern Trust due to strong long-term growth in assets under custody/administration, which significantly outpaced peers since the post-GFC period, benefiting from rising equity and fixed income markets.Article d’analyse • Sep 04
Northern Trust's (NASDAQ:NTRS) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Northern Trust Corporation ( NASDAQ:NTRS ) has announced that it will be paying its dividend of $0.80 on...Mise à jour du récit • Aug 27
Passive Investing And Fee Pressures Will Squeeze Profit Margins
Driven by robust AUC/A growth, improving profitability, and positive market and revenue trends—partially offset by skepticism around deal speculation and regulatory hurdles—analysts have raised Northern Trust’s price target from $117.79 to $122.17. Analyst Commentary Bullish analysts cite robust growth in assets under custody/administration (AUC/A) at Northern Trust, outpacing peers when market effects are stripped out.Seeking Alpha • Feb 26
Northern Trust: Stable And Sustainable, But Overvalued
Summary Northern Trust Corporation shows stable growth with prudent portfolio management and solid capital adequacy despite market volatility and policy easing cycles. Interest income growth slowed in Q4 FY24, suggesting growth is becoming toppish. Increasing real estate loan exposure and decreasing commercial loan exposure could impact loan quality and financial stability amid persistent inflation and market uncertainties. NTRS stock appears overpriced, with a recommendation to hold due to its current valuation, potential downside risks, and slowing momentum. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$2b |
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$10m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$11m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$935m |
| Dec 31 2023 | US$10m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$11m | US$988k | US$1b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$10m | US$950k | US$1b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$1b |
| Mar 31 2021 | n/a | n/a | US$1b |
| Dec 31 2020 | US$9m | US$950k | US$1b |
| Sep 30 2020 | n/a | n/a | US$1b |
| Jun 30 2020 | n/a | n/a | US$1b |
| Mar 31 2020 | n/a | n/a | US$1b |
| Dec 31 2019 | US$9m | US$938k | US$1b |
Rémunération vs marché: La rémunération totale de Mike ($USD 10.06M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.57M ).
Rémunération et revenus: La rémunération de Mike a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Mike O’Grady (60 yo)
9.5yrs
Titularisation
US$10,059,154
Compensation
Mr. Michael Gerard O’Grady, also known as Mike, is Chairman and Chief Executive Officer of Northern Trust Corporation. He joined the Northern Trust Corporation on August 15, 2011. He was Chairman, Presiden...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 9.5yrs | US$10.06m | 0.27% $ 90.5m | |
| Executive VP & COO | 1.8yrs | US$4.78m | 0.040% $ 13.3m | |
| Executive VP & Chief Information Officer | 8.5yrs | US$4.62m | 0.030% $ 10.0m | |
| Executive VP & President of Wealth Management | 1.8yrs | US$4.53m | 0.038% $ 12.7m | |
| Executive VP & CFO | 1.8yrs | pas de données | 0.016% $ 5.5m | |
| Senior Investment Officer & Senior VP of Western Michigan Office | 3.9yrs | pas de données | pas de données | |
| Head of Depositary Regulatory & Technical Services | no data | pas de données | pas de données | |
| Executive VP & Chief Administrative Officer | 1.8yrs | US$4.62m | 0.026% $ 8.7m | |
| SVP & Head of Investor Relations | no data | pas de données | pas de données | |
| Executive VP | 12.2yrs | pas de données | 0.073% $ 24.3m | |
| Chief Marketing & Communications Officer | no data | pas de données | pas de données | |
| Global Head of Sales & Marketing for Wealth Management | 5.4yrs | pas de données | pas de données |
3.9yrs
Durée moyenne de l'emploi
60yo
Âge moyen
Gestion expérimentée: L'équipe de direction de NTRS est considérée comme expérimentée (ancienneté moyenne 3.9 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 9.5yrs | US$10.06m | 0.27% $ 90.5m | |
| Independent Director | 15.3yrs | US$297.27k | 0.015% $ 5.0m | |
| Independent Director | 7.5yrs | US$354.96k | 0.0031% $ 1.0m | |
| Independent Director | 11.3yrs | US$318.43k | 0.018% $ 6.1m | |
| Independent Director | 29.5yrs | US$293.81k | 0.20% $ 66.1m | |
| Independent Director | 16.3yrs | US$331.89k | 0.59% $ 198.4m | |
| Advisory Director | 11.5yrs | pas de données | pas de données | |
| Independent Director | 21.5yrs | US$293.81k | 0.0026% $ 862.0k | |
| Independent Director | 11.5yrs | US$365.35k | 0.00057% $ 190.4k | |
| Independent Lead Director | 10yrs | US$423.43k | 0.011% $ 3.5m | |
| Independent Director | 7.5yrs | US$334.96k | 0.0057% $ 1.9m | |
| Independent Director | 2.2yrs | US$302.17k | 0.0038% $ 1.3m |
11.4yrs
Durée moyenne de l'emploi
67.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la NTRS est chevronné et expérimenté ( 11.4 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/31 19:50 |
| Cours de l'action en fin de journée | 2026/07/30 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Northern Trust Corporation est couverte par 36 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jason Goldberg | Barclays |
| Lucas Montgomery | Bernstein |
| Brennan Hawken | BMO Capital Markets Equity Research |