Universal Beteiligungs und Servicegesellschaft mbH decreased its position in shares of Northern Trust Corporation (NASDAQ:NTRS – Free Report) by 4.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 232,967 shares of the asset manager’s stock after selling 11,382 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.12% of Northern Trust worth $31,357,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. FNY Investment Advisers LLC purchased a new stake in Northern Trust during the second quarter valued at about $25,000. AlphaCore Capital LLC raised its position in shares of Northern Trust by 87.4% in the second quarter. AlphaCore Capital LLC now owns 208 shares of the asset manager’s stock valued at $27,000 after purchasing an additional 97 shares during the period. Hantz Financial Services Inc. lifted its stake in shares of Northern Trust by 5,225.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 213 shares of the asset manager’s stock valued at $27,000 after buying an additional 209 shares in the last quarter. Clearstead Trust LLC purchased a new stake in shares of Northern Trust during the 2nd quarter valued at approximately $29,000. Finally, GFG Capital LLC bought a new position in Northern Trust in the 2nd quarter worth approximately $35,000. 83.19% of the stock is currently owned by institutional investors.
Key Headlines Impacting Northern Trust
Here are the key news stories impacting Northern Trust this week:
- Positive Sentiment: Q4 earnings and revenue beat consensus, driven by higher net interest income and AUM/AUC growth; company reported stronger EPS and revenue versus estimates, supporting upside to core earnings. NTRS Q4 Earnings and Revenues Beat Estimates
- Positive Sentiment: Management highlighted record net interest income (NII) on the earnings call and raised targets, signalling improving core profitability and clearer revenue momentum. Northern Trust Earnings Call: Record NII, Higher Targets
- Positive Sentiment: Fee-based businesses (trust and servicing fees) and market-driven AUC/AUM growth helped margins and revenue mix, reducing reliance on trading or one-offs. Northern Trust Q4 earnings, revenue beats helped by NII, servicing fee growth
- Positive Sentiment: Board declared a quarterly dividend (announcement included in the company release), supporting income-oriented investor interest. Northern Trust Corporation Reports Fourth Quarter 2025 Financial Results
- Neutral Sentiment: Full earnings transcript, slide deck and call recording are available for deeper review — useful for investors wanting detail on interest-rate sensitivity, expense cadence and capital plans. Northern Trust Q4 2025 Earnings Call Transcript
- Neutral Sentiment: Analysts note that strong stock-market performance boosted asset-related fees this quarter, which may not be fully sustainable if markets slow. Strong Stock Markets Continue To Pad Earnings
- Negative Sentiment: Operating expenses remain elevated and are a drag on margin improvement; management acknowledged cost pressures that could limit beat sustainability. NTRS Q4 Earnings Beat on Y/Y NII & AUM Growth Despite High Costs
- Negative Sentiment: Some commentators say the stock’s valuation looks rich after the rally, which could limit further upside absent continued operational beats or clearer margin leverage. Solid Q4, But Valuation Is Too Elevated
Northern Trust Trading Up 6.0%
Northern Trust (NASDAQ:NTRS – Get Free Report) last released its earnings results on Friday, January 30th. The asset manager reported $2.42 EPS for the quarter, beating analysts’ consensus estimates of $2.37 by $0.05. Northern Trust had a return on equity of 14.37% and a net margin of 11.99%.The business had revenue of $3.15 billion for the quarter. During the same period in the prior year, the company earned $2.26 EPS. The firm’s revenue was up 8.4% compared to the same quarter last year. Sell-side analysts forecast that Northern Trust Corporation will post 8.27 earnings per share for the current fiscal year.
Northern Trust Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Friday, March 6th will be given a $0.80 dividend. The ex-dividend date is Friday, March 6th. This represents a $3.20 dividend on an annualized basis and a yield of 2.1%. Northern Trust’s payout ratio is presently 37.30%.
Insider Buying and Selling at Northern Trust
In other Northern Trust news, EVP Susan Cohen Levy sold 27,591 shares of Northern Trust stock in a transaction that occurred on Tuesday, November 4th. The shares were 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 of the company’s stock, valued at approximately $6,183,169.41. This trade represents a 36.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Robert Edward Jr. Moritz bought 3,891 shares of Northern Trust stock in a transaction that occurred on Tuesday, November 4th. The shares were acquired at an average cost of $128.57 per share, for a total transaction of $500,265.87. Following the acquisition, the director owned 6,686 shares in the company, valued at $859,619.02. The trade was a 139.21% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 0.77% of the company’s stock.
Analyst Ratings Changes
NTRS has been the topic of a number of analyst reports. Barclays boosted their target price on shares of Northern Trust from $136.00 to $160.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. The Goldman Sachs Group reiterated a “sell” rating and issued a $130.00 price target on shares of Northern Trust in a research report on Tuesday, January 6th. Evercore ISI increased their price objective on Northern Trust from $125.00 to $135.00 and gave the stock an “in-line” rating in a report on Tuesday, September 30th. TD Cowen restated a “buy” rating on shares of Northern Trust in a research note on Wednesday, January 7th. Finally, Truist Financial set a $148.00 target price on Northern Trust in a report on Wednesday, January 7th. Four investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $136.00.
View Our Latest Report on Northern Trust
About Northern Trust
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.
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