Northern Trust Corp. - 4.70% PRF PERPETUAL USD 25 - DpSh Rp1/1000th Sr E
NTRSO
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+ FollowMarket Cap$30.62B
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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 of $2.71, reflecting a 43% growth in EPS year-over-year. Total revenue grew by 14% year-over-year, driven by an 11% increase in trust fees and a 15% rise in net interest income (NII).
Sustainable Growth Strategy: The company emphasized its "One Northern Trust" strategy, focusing on organic growth, efficiency gains, and leveraging AI technologies for improved client service and operational scalability. The firm aims to achieve over 100 basis points of positive operating leverage, but strong performance in Q1 led to a forecast that includes potential headwinds from market volatility.
Increased Wealth Management Investment: Northern Trust plans to grow its revenue-generating roles in Wealth Management by 7-9%, with an emphasis on expanding talent within the competitive market. This is seen as essential for boosting organic growth rates, especially given the strong demand for family office solutions and affluent client services.
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$429.93
2194.2% upside
Current Fair Value
2194.2% upsideUndervalued by 2194.2% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $30.62 Billion |
|---|---|
| Enterprise Value | $40.64 Billion |
| Dividend Yield | $1.18 (2.36%) |
| Earnings per Share | $8.79 |
| Beta | 1.29 |
| Outstanding Shares | 185,499,000 |
Return
| Return on Equity | 14.40% |
|---|---|
| Return on Assets | 1.07% |
| Return on Invested Capital | 1.53% |
Valuation & Multiples
| P/E Ratio | 16.41 |
|---|---|
| PEG | - |
| Price to Sales | 0.27 |
| Price to Book Ratio | 0.27 |
| Enterprise Value to Revenue | 3.12 |
| Enterprise Value to EBIT | 16.19 |
| Enterprise Value to Net Income | 21 |
| Total Debt to Enterprise | 0.4 |
| Debt to Equity | 1.26 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
April 21, 2026
EPS Estimate
$2.32
Average shareholder expectationRevenue Estimate
$2.12 B
Average shareholder expectationNext Earnings Call
Expected Date
July 22, 2026
EPS Estimate
$2.65
Average shareholder expectationRevenue Estimate
$2.25 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.00%▼ 0.00% |
|---|---|
| Total Invested | $150,180▼ 20.59% |
| Investors Holding | 3▼ 1.00% |
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...