Evercore ISI Issues Positive Forecast for Northern Trust (NASDAQ:NTRS) Stock Price

Northern Trust (NASDAQ:NTRS) had its price objective boosted by stock analysts at Evercore ISI from $142.00 to $155.00 in a report issued on Friday,Benzinga reports. The firm currently has an “in-line” rating on the asset manager’s stock. Evercore ISI’s target price suggests a potential upside of 1.23% from the company’s previous close.

A number of other analysts also recently issued reports on NTRS. TD Cowen restated a “buy” rating on shares of Northern Trust in a report on Wednesday, January 7th. Wall Street Zen upgraded shares of Northern Trust from a “sell” rating to a “hold” rating in a research report on Saturday, December 27th. The Goldman Sachs Group restated a “sell” rating and set a $130.00 price target on shares of Northern Trust in a research note on Tuesday, January 6th. Citigroup raised their target price on Northern Trust from $135.00 to $143.00 and gave the company a “neutral” rating in a report on Tuesday, December 30th. Finally, Truist Financial set a $148.00 price objective on shares of Northern Trust in a report on Wednesday, January 7th. Four investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $137.54.

Northern Trust Trading Up 6.0%

Shares of NTRS opened at $153.12 on Friday. The firm’s fifty day moving average is $137.44 and its two-hundred day moving average is $131.69. The stock has a market cap of $28.96 billion, a PE ratio of 17.85, a price-to-earnings-growth ratio of 1.20 and a beta of 1.27. The company has a quick ratio of 0.70, a current ratio of 0.70 and a debt-to-equity ratio of 0.58. Northern Trust has a 52-week low of $81.62 and a 52-week high of $157.60.

Northern Trust (NASDAQ:NTRS) last released its earnings results on Friday, January 30th. The asset manager reported $2.42 earnings per share for the quarter, topping analysts’ consensus estimates of $2.37 by $0.05. The business had revenue of $3.15 billion for the quarter. Northern Trust had a net margin of 11.99% and a return on equity of 14.37%. The company’s revenue for the quarter was up 8.4% compared to the same quarter last year. During the same period last year, the business earned $2.26 earnings per share. Research analysts forecast that Northern Trust will post 8.27 earnings per share for the current fiscal year.

Insider Activity at Northern Trust

In related news, insider John Landers sold 766 shares of the company’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $124.35, for a total value of $95,252.10. Following the completion of the sale, the insider owned 7,313 shares in the company, valued at $909,371.55. This represents a 9.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Susan Cohen Levy sold 27,591 shares of the firm’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $128.13, for a total transaction of $3,535,234.83. Following the transaction, the executive vice president directly owned 48,257 shares in the company, valued at $6,183,169.41. The trade was a 36.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.77% of the company’s stock.

Hedge Funds Weigh In On Northern Trust

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. New Age Alpha Advisors LLC lifted its position in Northern Trust by 4.9% during the 3rd quarter. New Age Alpha Advisors LLC now owns 1,659 shares of the asset manager’s stock worth $223,000 after acquiring an additional 78 shares during the period. Salomon & Ludwin LLC raised its stake in shares of Northern Trust by 13.1% during the third quarter. Salomon & Ludwin LLC now owns 682 shares of the asset manager’s stock worth $90,000 after purchasing an additional 79 shares during the last quarter. New York Life Investment Management LLC lifted its holdings in shares of Northern Trust by 0.3% during the second quarter. New York Life Investment Management LLC now owns 29,132 shares of the asset manager’s stock worth $3,694,000 after purchasing an additional 80 shares during the period. Compound Planning Inc. grew its position in Northern Trust by 5.1% in the 3rd quarter. Compound Planning Inc. now owns 1,666 shares of the asset manager’s stock valued at $224,000 after buying an additional 81 shares during the last quarter. Finally, Apollon Wealth Management LLC grew its position in Northern Trust by 1.9% in the 4th quarter. Apollon Wealth Management LLC now owns 4,379 shares of the asset manager’s stock valued at $598,000 after buying an additional 81 shares during the last quarter. Hedge funds and other institutional investors own 83.19% of the company’s stock.

Trending Headlines about Northern Trust

Here are the key news stories impacting Northern Trust this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus, with year-over-year revenue/AUC/AUM growth and an EPS surprise that topped estimates—this is the headline catalyst supporting the rally. NTRS Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Earnings call highlighted record NII and management raised targets — stronger interest income is driving higher margins and gives better forward-looking revenue visibility. Northern Trust Earnings Call: Record NII, Higher Targets
• Positive Sentiment: Trust and servicing fees rose, and market-strength (AUM/AUC growth) continued to pad fee income — diversifies revenue beyond NII and supports recurring revenue. Northern Trust beats Q4 expectations as trust fees rise
• Positive Sentiment: Board announced a quarterly dividend of $0.80 (ex-dividend March 6), which supports income-oriented investors. Northern Trust Reports Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper review — useful for investors who want detail on NII drivers, client flows and margin assumptions. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Some of the quarter’s upside was aided by favorable market performance (higher AUM), which could be cyclical — monitor market risk exposure in coming quarters. Strong stock markets continue to pad earnings
• Negative Sentiment: Operating expenses remain elevated and continue to pressure margins despite revenue gains — this is the main downside risk for sustained EPS expansion. Q4 Earnings Beat Despite High Costs
• Negative Sentiment: Some analysts flag that the stock’s valuation looks elevated after the rally — investors should weigh growth vs. current multiple. Valuation Is Too Elevated

Northern Trust Company Profile

Northern Trust Corporation (NASDAQ: NTRS) is a global financial services firm headquartered in Chicago that provides asset servicing, asset management and wealth management solutions to institutions, corporations and high-net-worth individuals. The company’s core businesses include custody and fund administration, investment operations outsourcing, trust and fiduciary services, private banking, and retirement and defined contribution plan services.

Northern Trust’s product and service offerings span custody and fund accounting, portfolio and performance analytics, securities lending, cash management and foreign exchange, as well as discretionary and non-discretionary investment management.