Northern Trust Corp.

Northern Trust Corp.

NTRS

Get informed when a big investor buys or sells

+ Follow
Market Cap$30.62B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Northern Trust Corp.Northern Trust Corp.16.42.36%14%2.41.3

Earnings Call Q1 2026

April 21, 2026 - AI Summary

Strong Financial Performance: Northern Trust reported a first-quarter net income of $526 million and earnings per share (EPS) of $2.71, representing a 43% year-over-year growth in EPS. Trust fees increased 11%, net interest income grew 15%, and total revenue rose 14% year-over-year, showcasing the firm’s ability to capitalize on a favorable market environment.
Return on Equity and Shareholder Returns: Return on average common equity reached 17.4%, at the higher end of the company's medium-term target. The company returned $510 million to shareholders, achieving a total payout ratio of 100%, which included $359 million in share repurchases, contributing to a 5% reduction in share count year-over-year.
Investment in Talent for Growth: Northern Trust plans to increase revenue-generating roles in wealth management by high single-digit percentages by year-end, which is a significant investment strategy amid a highly competitive market for talent. This initiative targets growth in advisory and product fees, supported by enhancing outreach to centers of influence and digital channels.

Exclusive for Stockcircle Pro members

Sign upSign Up
$429.93

Current Fair Value

155.2% upside

Undervalued by 155.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$30.62 Billion
Enterprise Value$40.64 Billion
Dividend Yield$3.15 (2.36%)
Earnings per Share$8.79
Beta1.29
Outstanding Shares185,499,000

Return

Return on Equity14.40%ROE
Return on Assets1.07%
Return on Invested Capital1.53%

Valuation & Multiples

P/E Ratio16.41P/E Ratio
PEG-PEG
Price to Sales2.41Price to Sales
Price to Book Ratio2.41Price to Book Ratio
Enterprise Value to Revenue3.12
Enterprise Value to EBIT16.19
Enterprise Value to Net Income21
Total Debt to Enterprise0.4
Debt to Equity1.26Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 28, 2026
EPS Estimate
$2.24
Average shareholder expectation
Revenue Estimate
-
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$2.63
Average shareholder expectation
Revenue Estimate
$2.25 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3346 7.02%
Total Calls509,800 1.05%
Total Puts170,600 27.89%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %82.30% 1.41%
Total Invested$21.56B 0.49%
Investors Holding964 36.00%

ESG Score

No data

About Northern Trust Corp.

20,900 employees
CEO: Michael O'Grady

Northern Trust Corporation is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a globa...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides crucial, non-partisan analysis and 'scoring' for all tax legislation, directly influencing corporate and individual tax structures that are central to Northern Trust's financial planning, wealth management, and profitability.

Finance

This committee directly controls taxation, trade, and entitlement spending, which are paramount to corporate valuations, client wealth strategies, and the overall fiscal and economic environment for Northern Trust.

Appropriations

This committee's allocation of discretionary federal spending directly impacts government programs, economic activity, and capital flows, which are fundamental drivers for Northern Trust's investment and asset servicing businesses.

Agriculture, Nutrition, and Forestry

As a financial institution involved in securities and commodity exchanges, Northern Trust is directly impacted by this committee's oversight of the CFTC, derivatives/futures markets, and the evolving regulation of cryptocurrencies as commodities.

Banking, Housing, and Urban Affairs

This committee directly regulates Northern Trust's core business areas, including banking, asset management, and securities. It determines capital requirements, cryptocurrency regulation, and overall financial system stability.

Budget

This committee shapes the macroeconomic environment, sovereign debt levels, and the potential for major spending packages, all of which critically impact financial markets, interest rates, and Northern Trust's operational landscape.