Teacher Retirement System of Texas Has $5.50 Million Holdings in Northern Trust Corporation $NTRS

Teacher Retirement System of Texas lessened its position in shares of Northern Trust Corporation (NASDAQ:NTRS) by 54.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,894 shares of the asset manager’s stock after selling 48,772 shares during the period. Teacher Retirement System of Texas’ holdings in Northern Trust were worth $5,504,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. FNY Investment Advisers LLC bought a new position in shares of Northern Trust during the second quarter worth about $25,000. AlphaCore Capital LLC boosted its position in Northern Trust by 87.4% during the 2nd quarter. AlphaCore Capital LLC now owns 208 shares of the asset manager’s stock worth $27,000 after acquiring an additional 97 shares during the last quarter. Hantz Financial Services Inc. grew 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 worth $27,000 after acquiring an additional 209 shares in the last quarter. Clearstead Trust LLC acquired a new stake in shares of Northern Trust in the second quarter valued at approximately $29,000. Finally, GFG Capital LLC bought a new stake in shares of Northern Trust in the second quarter worth $35,000. 83.19% of the stock is currently owned by institutional investors.

Northern Trust Price Performance

Shares of NASDAQ NTRS opened at $149.65 on Tuesday. The company has a quick ratio of 0.70, a current ratio of 0.69 and a debt-to-equity ratio of 0.57. The business’s 50 day moving average price is $138.41 and its two-hundred day moving average price is $132.07. The company has a market cap of $28.30 billion, a PE ratio of 17.12, a price-to-earnings-growth ratio of 1.21 and a beta of 1.27. Northern Trust Corporation has a twelve month low of $81.62 and a twelve month high of $157.60.

Northern Trust (NASDAQ:NTRS) last issued its earnings results on Friday, January 30th. The asset manager reported $2.42 EPS for the quarter, topping the consensus estimate of $2.37 by $0.05. Northern Trust had a return on equity of 14.87% and a net margin of 12.15%.The company had revenue of $3.15 billion during the quarter. During the same quarter in the prior year, the firm posted $2.26 earnings per share. The business’s revenue was up 8.4% compared to the same quarter last year. On average, analysts predict that Northern Trust Corporation will post 8.27 EPS for the current year.

Northern Trust Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 6th will be given a $0.80 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $3.20 annualized dividend and a dividend yield of 2.1%. Northern Trust’s dividend payout ratio is presently 36.61%.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on NTRS shares. Citigroup lifted their price target on shares of Northern Trust from $135.00 to $143.00 and gave the company a “neutral” rating in a research note on Tuesday, December 30th. BMO Capital Markets started coverage on Northern Trust in a research report on Friday, October 3rd. They issued a “market perform” rating and a $142.00 target price on the stock. Barclays upped their target price on Northern Trust from $136.00 to $160.00 and gave the stock an “equal weight” rating in a report on Monday, January 5th. Zacks Research upgraded Northern Trust from a “hold” rating to a “strong-buy” rating in a research note on Friday. Finally, Royal Bank Of Canada boosted their price target on Northern Trust from $139.00 to $159.00 and gave the stock an “outperform” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $145.67.

Key Northern Trust News

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

• Positive Sentiment: Northern Trust executives will present at the BofA Securities Financial Services Conference on Feb. 10, giving management a public forum to highlight strategy, flows and guidance — increased visibility often supports share-price strength. Northern Trust Leaders to Participate in BofA Securities 2026 Financial Services Conference on February 10
• Positive Sentiment: Zacks upgraded NTRS to a Rank #1 (Strong Buy), signaling improved earnings outlook and likely drawing short-term buying interest from momentum and quant funds that follow the Zacks rank. Northern Trust (NTRS) Upgraded to Strong Buy: Here’s Why
• Positive Sentiment: TD Cowen raised its price target to $175 and keeps a Buy rating, representing sizable upside vs. current levels and reinforcing analyst-driven momentum. TD Cowen price-target update
• Positive Sentiment: Several outlets reported fresh price-target increases (examples in the $140–$159 range), adding to the narrative of rising analyst confidence. Northern Trust (NASDAQ:NTRS) Price Target Raised to $159.00
• Neutral Sentiment: NTRS was added to Zacks’ list of top momentum stocks for Jan. 26, which can attract technical traders but doesn’t change fundamentals. Best Momentum Stocks to Buy for January 26th
• Negative Sentiment: A commentary piece questions whether NTRS’s multi-year run leaves limited upside for new buyers, a narrative that could temper some momentum flows or encourage profit-taking among cautious investors. Is It Too Late To Consider Northern Trust (NTRS) After Its Strong Five Year Run?

Insider Transactions at Northern Trust

In other Northern Trust news, EVP Susan Cohen Levy sold 27,591 shares of the firm’s 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 completion of the sale, the executive vice president directly owned 48,257 shares in the company, valued at $6,183,169.41. This trade represents a 36.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Robert Edward Jr. Moritz bought 3,891 shares of the firm’s stock in a transaction dated Tuesday, November 4th. The stock was purchased at an average cost of $128.57 per share, for a total transaction of $500,265.87. Following the transaction, the director directly owned 6,686 shares of the company’s stock, valued at $859,619.02. The trade was a 139.21% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.77% of the stock is currently owned by corporate insiders.

Northern Trust 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.