Northern Trust Corp.
NTRS
Market Cap$21.76B
Close$
Earnings Call Q1 2025
April 22, 2025 - AI Summary
Strong Financial Performance: Northern Trust reported Q1 2025 net income of $392 million, with earnings per share (EPS) of $1.90, reflecting a 13% year-over-year increase. The return on common equity was 13%. Positive operating leverage was achieved for the third consecutive quarter, driven by mid-single-digit growth in trust fees and net interest income (NII).
NII Guidance Raised: NII on a full-year basis is now expected to grow in the low to mid-single-digit range, up from low single-digit growth previously. This revision is supported by increased deposits and a stable deposit mix. The company achieved $574 million in NII for Q1, a 7% increase year-over-year.
Challenges with Market Volatility: While Northern Trust benefited from elevated market volatility that drove strong capital markets activity, there is concern about the potential negative impact of declining asset values on fee revenues. The company remains cautious about how a downturn in asset values may affect revenues.
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$277.82
130% upside
Current Fair Value
130% upsideUndervalued by 130% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $21.76 Billion |
|---|---|
| Enterprise Value | $30.82 Billion |
| Dividend Yield | $3 (2.68216361198033%) |
| Earnings per Share | $9.8 |
| Beta | 1.24 |
| Outstanding Shares | 195,193,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 9.89 |
|---|---|
| PEG | -9.89 |
| Price to Sales | 2.24 |
| Price to Book Ratio | 1.86 |
| Enterprise Value to Revenue | 2.91 |
| Enterprise Value to EBIT | 33.05 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.44 |
| Debt to Equity | 1.04 |
Revenue Sources
No data
Insider Trades
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...