(NTRS) Northern Trust - Ratings and Ratios
Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6658591044
NTRS: Wealth Management, Asset Servicing, Asset Management, Banking
Northern Trust Corporation (NASDAQ:NTRS) is a global financial holding company specializing in wealth management, asset servicing, asset management, and banking solutions. Founded in 1889 and headquartered in Chicago, Illinois, the company serves a diverse client base, including corporations, institutions, families, and individuals worldwide. Its operations are divided into two primary segments: Asset Servicing and Wealth Management.
The Asset Servicing segment provides a comprehensive suite of services, including custody, fund administration, investment operations outsourcing, securities lending, foreign exchange, treasury management, and transition management. This segment caters to institutional investors such as corporate and public retirement funds, foundations, endowments, sovereign wealth funds, and insurance companies. The Wealth Management segment offers tailored financial services, including trust and estate administration, investment management, philanthropic services, family business consulting, and private banking, primarily targeting high-net-worth individuals, business owners, and established privately-held businesses.
Northern Trusts asset management services encompass a broad range of strategies, including active and passive equity, fixed income, cash management, and alternative asset classes such as private equity and hedge funds. The company also provides multi-asset and multi-manager advisory services through various investment vehicles, including separately managed accounts, mutual funds, ETFs, and private investment funds. Additionally, it offers overlay and risk management services to help clients navigate complex financial markets.
With a market capitalization of $17.15 billion, Northern Trust operates with a price-to-earnings (P/E) ratio of 9.04 and a forward P/E of 10.87, indicating moderate valuation relative to its earnings. The companys return on equity (RoE) stands at 15.88%, reflecting strong profitability. Its price-to-book (P/B) ratio of 1.43 and price-to-sales (P/S) ratio of 2.08 suggest a balance between asset valuation and revenue generation.
From a technical perspective, Northern Trusts stock (NASDAQ:NTRS) has shown recent price activity at $86.78, with a 20-day average volume of 1,452,723 shares. The stocks short-term moving average (SMA 20) at $92.76 and medium-term SMA 50 at $100.41 indicate a recent downtrend, while the long-term SMA 200 at $96.79 suggests a potential stabilization zone. The average true range (ATR) of 3.61 reflects moderate volatility.
3-Month Forecast: Based onAdditional Sources for NTRS Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
NTRS Stock Overview
Market Cap in USD | 17,818m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1990-03-26 |
NTRS Stock Ratings
Growth Rating | 31.0 |
Fundamental | 34.2 |
Dividend Rating | 59.2 |
Rel. Strength | -3.99 |
Analysts | 2.93/5 |
Fair Price Momentum | 86.94 USD |
Fair Price DCF | - |
NTRS Dividends
Dividend Yield 12m | 3.25% |
Yield on Cost 5y | 4.68% |
Annual Growth 5y | 1.39% |
Payout Consistency | 98.8% |
NTRS Growth Ratios
Growth Correlation 3m | -89.9% |
Growth Correlation 12m | 74.7% |
Growth Correlation 5y | 8.2% |
CAGR 5y | 7.97% |
CAGR/Max DD 5y | 0.16 |
Sharpe Ratio 12m | 1.21 |
Alpha | 5.76 |
Beta | 1.021 |
Volatility | 43.45% |
Current Volume | 1219.8k |
Average Volume 20d | 1452.7k |
As of May 01, 2025, the stock is trading at USD 93.98 with a total of 1,219,797 shares traded.
Over the past week, the price has changed by +3.73%, over one month by -4.73%, over three months by -15.65% and over the past year by +17.80%.
Neither. Based on ValueRay Fundamental Analyses, Northern Trust is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 34.15 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of NTRS as of May 2025 is 86.94. This means that NTRS is currently overvalued and has a potential downside of -7.49%.
Northern Trust has received a consensus analysts rating of 2.93. Therefor, it is recommend to hold NTRS.
- Strong Buy: 1
- Buy: 2
- Hold: 9
- Sell: 1
- Strong Sell: 2
According to ValueRays Forecast Model, NTRS Northern Trust will be worth about 100 in May 2026. The stock is currently trading at 93.98. This means that the stock has a potential upside of +6.42%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 102.3 | 8.9% |
Analysts Target Price | 106.7 | 13.5% |
ValueRay Target Price | 100 | 6.4% |