Northern Trust Corporation

Report azionario NasdaqGS:NTRS

Capitalizzazione di mercato: US$31.2b

Northern Trust Dividendi e riacquisti

Criteri Dividendo verificati 5/6

Northern Trust è una società che paga dividendi con un rendimento attuale di 1.85% ben coperto dagli utili. La prossima data di pagamento è il 1st July, 2026 con una data di stacco della cedola di 5th June, 2026.

Informazioni chiave

1.8%

Rendimento del dividendo

4.3%

Rendimento del riacquisto

Rendimento totale per gli azionisti6.1%
Rendimento futuro dei dividendi2.1%
Crescita dei dividendi8.0%
Prossima data di pagamento dei dividendi01 Jul 26
Data di stacco del dividendo05 Jun 26
Dividendo per azionen/a
Rapporto di remunerazione33%

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: I dividendi per azione di NTRS sono rimasti stabili negli ultimi 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di NTRS sono aumentati negli ultimi 10 anni.


Rendimento dei dividendi rispetto al mercato

Northern Trust Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di NTRS rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (NTRS)1.8%
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.3%
Media del settore (Capital Markets)2.1%
Analista previsionale (NTRS) (fino a 3 anni)2.1%

Dividendo notevole: Il dividendo di NTRS ( 1.85% ) è più alto rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.43% ).

Dividendo elevato: Il dividendo di NTRS ( 1.85% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato US ( 4.29%.


Pagamenti attuali agli azionisti

Copertura degli utili: Grazie al suo payout ratio ( 32.8% ) ragionevolmente basso, i pagamenti dei dividendi di NTRS sono ben coperti dagli utili.


Futuri pagamenti agli azionisti

Copertura dei dividendi futuri: Si prevede che i dividendi di NTRS nei prossimi 3 anni saranno ampiamente coperti dagli utili (rapporto di pagamento 27.9% ).


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/04 22:14
Prezzo dell'azione a fine giornata2026/06/04 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Northern Trust Corporation è coperta da 36 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jason GoldbergBarclays
Lucas MontgomeryBernstein
Brennan HawkenBMO Capital Markets Equity Research