Northern Trust Corporation

NasdaqGS:NTRS Rapport sur les actions

Capitalisation boursière : US$32.7b

Northern Trust Résultats passés

Passé contrôle des critères 2/6

Northern Trust a connu une croissance annuelle moyenne de ses bénéfices de 7.5%, tandis que le secteur Capital Markets a vu ses bénéfices augmenter de en hausse à 5.8% par an. Les revenus ont augmenté de en hausse à un taux moyen de 6.3% par an. Le rendement des capitaux propres de Northern Trust est 14.4% et ses marges nettes sont de 21.7%.

Informations clés

7.46%

Taux de croissance des bénéfices

9.37%

Taux de croissance du BPA

Capital Markets Croissance de l'industrie10.26%
Taux de croissance des recettes6.26%
Rendement des fonds propres14.40%
Marge nette21.66%
Prochaine mise à jour des résultats22 Jul 2026

Mises à jour récentes des performances passées

Recent updates

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.
Seeking Alpha Jan 22

Northern Trust: Solid Q4, But Valuation Is Too Elevated

Summary Northern Trust Corporation has rallied 34% over the past year, but valuation now appears stretched relative to peers. Fee compression persists, with asset and AUM growth outpacing fee revenue; NTRS remains highly reliant on net interest income. Expense growth, though partly driven by one-time items, remains elevated; restructuring aims to improve cost efficiency. I recommend selling NTRS stock, as shares trade at a premium to Bank of NY Mellon and State Street, with limited upside and little room for error. Read the full article on Seeking Alpha
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.
Article d’analyse Jul 26

Northern Trust Corporation (NASDAQ:NTRS) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Northern Trust Corporation ( NASDAQ:NTRS ) defied analyst predictions to release its quarterly results, which were...
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 Alpha

Ventilation des recettes et des dépenses

Comment Northern Trust gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NasdaqGS:NTRS Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 268,3641,8125,5720
31 Dec 258,0941,6795,4860
30 Sep 257,9331,6695,3640
30 Jun 257,8511,6775,2360
31 Mar 258,5772,1495,3300
31 Dec 248,2931,9725,2600
30 Sep 247,8581,6325,0640
30 Jun 247,6101,4955,0330
31 Mar 246,6759354,9140
31 Dec 236,7491,0544,8860
30 Sep 236,7291,0964,8660
30 Jun 236,7711,1634,8380
31 Mar 236,7621,2284,7490
31 Dec 226,7491,2824,7000
30 Sep 226,9141,5324,5680
30 Jun 226,8061,5344,4750
31 Mar 226,6491,5054,3860
31 Dec 216,5461,4914,3020
30 Sep 216,3921,3274,2260
30 Jun 216,2301,2254,1430
31 Mar 216,0631,1704,0390
31 Dec 205,9761,1414,0610
30 Sep 206,0001,2673,9830
30 Jun 206,0601,3553,9750
31 Mar 206,1331,4303,9670
31 Dec 196,0881,4293,9180
30 Sep 196,0471,4663,8630
30 Jun 195,9851,4573,8230
31 Mar 195,9771,4563,8160
31 Dec 185,9751,4903,7850
30 Sep 185,8921,4373,7920
30 Jun 185,7611,3613,7220
31 Mar 185,5841,2393,6300
31 Dec 175,4031,1303,5330
30 Sep 175,2391,0413,3840
30 Jun 175,1031,0113,3020
31 Mar 175,1001,0063,2400
31 Dec 165,0079903,1900
30 Sep 164,9049643,1280
30 Jun 164,8529423,1050
31 Mar 164,7949493,0750
31 Dec 154,7469353,0380
30 Sep 154,6979362,9980

Des revenus de qualité: NTRS a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de NTRS sont inférieures à celles de l'année dernière NTRS. (21.7%) sont inférieures à celles de l'année dernière (25%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de NTRS ont augmenté de 7.5% par an au cours des 5 dernières années.

Accélération de la croissance: NTRS a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: NTRS a enregistré une croissance négative de ses bénéfices ( -15.7% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Capital Markets ( 38.3% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de NTRS ( 14.4% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/06 01:51
Cours de l'action en fin de journée2026/07/06 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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. 11 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.

AnalysteInstitution
Jason GoldbergBarclays
Lucas MontgomeryBernstein
Brennan HawkenBMO Capital Markets Equity Research