Northern Trust 향후 성장
Future 기준 점검 1/6
Northern Trust (는) 각각 연간 4.1% 및 3.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.3% 로 예상됩니다.
핵심 정보
4.1%
이익 성장률
6.67%
EPS 성장률
| Capital Markets 이익 성장 | 11.8% |
| 매출 성장률 | 3.5% |
| 향후 자기자본이익률 | 17.28% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 10 Sep 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Jul 31
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 9,973 | 2,452 | N/A | N/A | 5 |
| 12/31/2027 | 9,445 | 2,237 | N/A | N/A | 10 |
| 12/31/2026 | 9,229 | 2,345 | N/A | N/A | 10 |
| 6/30/2026 | 9,086 | 2,181 | -218 | 529 | N/A |
| 3/31/2026 | 8,364 | 1,812 | 1,654 | 2,464 | N/A |
| 12/31/2025 | 8,094 | 1,679 | 4,759 | 5,534 | N/A |
| 9/30/2025 | 7,933 | 1,669 | 1,715 | 2,510 | N/A |
| 6/30/2025 | 7,851 | 1,677 | 1,759 | 2,596 | N/A |
| 3/31/2025 | 8,577 | 2,149 | 2,915 | 3,716 | N/A |
| 12/31/2024 | 8,293 | 1,972 | -1,231 | -486 | N/A |
| 9/30/2024 | 7,858 | 1,632 | 4,223 | 4,952 | N/A |
| 6/30/2024 | 7,610 | 1,495 | 3,742 | 4,428 | N/A |
| 3/31/2024 | 6,675 | 935 | 663 | 1,338 | N/A |
| 12/31/2023 | 6,749 | 1,054 | 1,950 | 2,626 | N/A |
| 9/30/2023 | 6,729 | 1,096 | 3,281 | 3,974 | N/A |
| 6/30/2023 | 6,771 | 1,163 | 2,285 | 2,992 | N/A |
| 3/31/2023 | 6,762 | 1,228 | 777 | 1,481 | N/A |
| 12/31/2022 | 6,749 | 1,282 | 1,669 | 2,392 | N/A |
| 9/30/2022 | 6,914 | 1,532 | -385 | 282 | N/A |
| 6/30/2022 | 6,806 | 1,534 | 1,036 | 1,660 | N/A |
| 3/31/2022 | 6,649 | 1,505 | 1,476 | 2,035 | N/A |
| 12/31/2021 | 6,546 | 1,491 | 841 | 1,356 | N/A |
| 9/30/2021 | 6,392 | 1,327 | 276 | 790 | N/A |
| 6/30/2021 | 6,230 | 1,225 | -274 | 231 | N/A |
| 3/31/2021 | 6,063 | 1,170 | 4,117 | 4,650 | N/A |
| 12/31/2020 | 5,976 | 1,141 | 1,336 | 1,897 | N/A |
| 9/30/2020 | 6,000 | 1,267 | 1,422 | 2,057 | N/A |
| 6/30/2020 | 6,060 | 1,355 | 2,084 | 2,712 | N/A |
| 3/31/2020 | 6,133 | 1,430 | N/A | -387 | N/A |
| 12/31/2019 | 6,088 | 1,429 | N/A | 2,592 | N/A |
| 9/30/2019 | 6,047 | 1,466 | N/A | 1,415 | N/A |
| 6/30/2019 | 5,985 | 1,457 | N/A | 2,292 | N/A |
| 3/31/2019 | 5,977 | 1,456 | N/A | 2,539 | N/A |
| 12/31/2018 | 5,975 | 1,490 | N/A | 1,768 | N/A |
| 9/30/2018 | 5,892 | 1,437 | N/A | 2,159 | N/A |
| 6/30/2018 | 5,761 | 1,361 | N/A | 1,262 | N/A |
| 3/31/2018 | 5,584 | 1,239 | N/A | 458 | N/A |
| 12/31/2017 | 5,403 | 1,130 | N/A | 1,720 | N/A |
| 9/30/2017 | 5,239 | 1,041 | N/A | 1,708 | N/A |
| 6/30/2017 | 5,103 | 1,011 | N/A | 2,330 | N/A |
| 3/31/2017 | 5,100 | 1,006 | N/A | 2,590 | N/A |
| 12/31/2016 | 5,007 | 990 | N/A | 1,510 | N/A |
| 9/30/2016 | 4,904 | 964 | N/A | 2,022 | N/A |
| 6/30/2016 | 4,852 | 942 | N/A | -200 | N/A |
| 3/31/2016 | 4,794 | 949 | N/A | 1,048 | N/A |
| 12/31/2015 | 4,746 | 935 | N/A | 1,834 | N/A |
| 9/30/2015 | 4,697 | 936 | N/A | 146 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: NTRS 의 연간 예상 수익 증가율(4.1%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: NTRS 의 연간 수익(4.1%)이 US 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: NTRS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: NTRS 의 수익(연간 3.5%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: NTRS 의 수익(연간 3.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: NTRS의 자본 수익률은 3년 후 17.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/13 22:19 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Northern Trust Corporation는 36명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jason Goldberg | Barclays |
| Lucas Montgomery | Bernstein |
| Brennan Hawken | BMO Capital Markets Equity Research |