Royal Bank Of Canada Issues Positive Forecast for Northern Trust (NASDAQ:NTRS) Stock Price

Northern Trust (NASDAQ:NTRS) had its price target boosted by Royal Bank Of Canada from $139.00 to $159.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the asset manager’s stock. Royal Bank Of Canada’s price target suggests a potential upside of 6.26% from the stock’s previous close.

Several other equities research analysts have also issued reports on NTRS. TD Cowen reiterated a “buy” rating on shares of Northern Trust in a report on Wednesday, January 7th. Morgan Stanley lifted their target price on shares of Northern Trust from $127.00 to $131.00 and gave the company an “underweight” rating in a research note on Wednesday, December 17th. Citigroup increased their price target on shares of Northern Trust from $135.00 to $143.00 and gave the stock a “neutral” rating in a research note on Tuesday, December 30th. Wells Fargo & Company lifted their price objective on shares of Northern Trust from $145.00 to $150.00 and gave the company an “equal weight” rating in a research note on Friday. Finally, Barclays lifted their price objective on shares of Northern Trust from $136.00 to $160.00 and gave the company an “equal weight” rating in a research note on Monday, January 5th. Four analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $141.77.

Northern Trust Price Performance

NASDAQ:NTRS traded down $3.48 during trading hours on Friday, reaching $149.64. 200,514 shares of the company’s stock were exchanged, compared to its average volume of 957,653. The company has a quick ratio of 0.70, a current ratio of 0.70 and a debt-to-equity ratio of 0.58. The company has a market capitalization of $28.30 billion, a P/E ratio of 17.45, a price-to-earnings-growth ratio of 1.20 and a beta of 1.27. Northern Trust has a 12 month low of $81.62 and a 12 month high of $157.60. The business’s 50-day simple moving average is $137.44 and its two-hundred day simple moving average is $131.69.

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

Insider Activity

In related 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 owned 48,257 shares of the company’s stock, valued at $6,183,169.41. This trade represents a 36.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Robert Edward Jr. Moritz acquired 3,891 shares of the stock in a transaction that occurred on Tuesday, November 4th. The stock was purchased at an average price of $128.57 per share, with a total value of $500,265.87. Following the transaction, the director owned 6,686 shares in the company, valued at $859,619.02. This represents a 139.21% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.77% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Northern Trust

Large investors have recently modified their holdings of the business. Cullen Frost Bankers Inc. boosted its stake in shares of Northern Trust by 84.8% during the second quarter. Cullen Frost Bankers Inc. now owns 1,567 shares of the asset manager’s stock valued at $199,000 after purchasing an additional 719 shares in the last quarter. First Pacific Financial bought a new position in Northern Trust in the 2nd quarter valued at approximately $3,118,000. Aviva PLC boosted its position in Northern Trust by 8.4% during the 2nd quarter. Aviva PLC now owns 149,911 shares of the asset manager’s stock worth $19,007,000 after buying an additional 11,587 shares during the period. SG Americas Securities LLC grew its holdings in Northern Trust by 228.0% during the 3rd quarter. SG Americas Securities LLC now owns 75,829 shares of the asset manager’s stock worth $10,207,000 after acquiring an additional 52,711 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its position in Northern Trust by 5.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 1,907,408 shares of the asset manager’s stock valued at $241,840,000 after acquiring an additional 96,592 shares during the period. 83.19% of the stock is currently owned by institutional investors and hedge funds.

Northern Trust News Summary

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

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.