Is Northern Trust Stock a Good Investment?
Northern Trust Investment Advice | NTRS |
- Examine Northern Trust's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Northern Trust's leadership team and their track record. Good management can help Northern Trust navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Northern Trust's business and its evolving consumer preferences.
- Compare Northern Trust's performance and market position to its competitors. Analyze how Northern Trust is positioned in terms of product offerings, innovation, and market share.
- Check if Northern Trust pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Northern Trust's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Northern Trust stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Northern Trust is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Northern Trust Stock
Researching Northern Trust's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 88.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.62. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Northern Trust has Price/Earnings To Growth (PEG) ratio of 1.01. The entity recorded earning per share (EPS) of 9.75. The firm last dividend was issued on the 14th of March 2025. Northern Trust had 2:1 split on the 10th of December 1999.
To determine if Northern Trust is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Northern Trust's research are outlined below:
| Northern Trust generated a negative expected return over the last 90 days | |
| Northern Trust currently holds about 11.58 B in cash with (486 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 55.58. | |
| Northern Trust has a frail financial position based on the latest SEC disclosures | |
| Over 88.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Northern Trust Corp Partners with Bayer for Digital Carbon Credit Management |
Northern Trust Quarterly Cash And Short Term Investments |
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Northern Trust uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Northern Trust. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Northern Trust's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 23rd of April 2024 Upcoming Quarterly Report | View | |
| 17th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 16th of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Northern Trust's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Northern Trust's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2011-07-20 | 2011-06-30 | 0.69 | 0.62 | -0.07 | 10 | ||
2006-04-18 | 2006-03-31 | 0.67 | 0.74 | 0.07 | 10 | ||
2002-01-14 | 2001-12-31 | 0.54 | 0.45 | -0.09 | 16 | ||
2011-01-19 | 2010-12-31 | 0.71 | 0.59 | -0.12 | 16 | ||
2015-01-21 | 2014-12-31 | 0.81 | 0.94 | 0.13 | 16 | ||
2018-04-17 | 2018-03-31 | 1.4 | 1.55 | 0.15 | 10 | ||
2010-01-20 | 2009-12-31 | 0.66 | 0.82 | 0.16 | 24 | ||
2021-04-20 | 2021-03-31 | 1.49 | 1.7 | 0.21 | 14 |
Know Northern Trust's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Northern Trust is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Northern Trust backward and forwards among themselves. Northern Trust's institutional investor refers to the entity that pools money to purchase Northern Trust's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jpmorgan Chase & Co | 2024-12-31 | 3 M | Amvescap Plc. | 2024-12-31 | 2.9 M | Wellington Management Company Llp | 2024-12-31 | 2.5 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 2.5 M | Ariel Investments, Llc | 2024-12-31 | 2.2 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 2.2 M | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 1.7 M | Amundi | 2024-12-31 | 1.6 M | Royal Bank Of Canada | 2024-12-31 | 1.5 M | Vanguard Group Inc | 2024-12-31 | 22.5 M | Fmr Inc | 2024-12-31 | 17.8 M |
Northern Trust's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 19.28 B.Market Cap |
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Northern Trust's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | (0.07) | (0.07) | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.16 | 0.15 |
Determining Northern Trust's profitability involves analyzing its financial statements and using various financial metrics to determine if Northern Trust is a good buy. For example, gross profit margin measures Northern Trust's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Northern Trust's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Northern Trust's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Northern Trust. Check Northern Trust's Beneish M Score to see the likelihood of Northern Trust's management manipulating its earnings.
Evaluate Northern Trust's management efficiency
Northern Trust has return on total asset (ROA) of 0.0133 % which means that it generated a profit of $0.0133 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1646 %, meaning that it created $0.1646 on every $100 dollars invested by stockholders. Northern Trust's management efficiency ratios could be used to measure how well Northern Trust manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0.01 in 2025. Return On Capital Employed is likely to gain to -0.07 in 2025. At this time, Northern Trust's Non Current Assets Total are comparatively stable compared to the past year. Other Assets is likely to gain to about 163.3 B in 2025, despite the fact that Non Currrent Assets Other are likely to grow to (49.9 B).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 63.96 | 53.86 | |
| Tangible Book Value Per Share | 60.49 | 52.61 | |
| Enterprise Value Over EBITDA | 14.30 | 13.46 | |
| Price Book Value Ratio | 1.60 | 2.84 | |
| Enterprise Value Multiple | 14.30 | 13.46 | |
| Price Fair Value | 1.60 | 2.84 | |
| Enterprise Value | -11.5 B | -11 B |
The strategic initiatives led by Northern Trust's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Basic technical analysis of Northern Stock
As of the 22nd of March, Northern Trust secures the Standard Deviation of 1.54, risk adjusted performance of (0.04), and Mean Deviation of 1.07. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Northern Trust, as well as the relationship between them. Please verify Northern Trust risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and kurtosis to decide if Northern Trust is priced some-what accurately, providing market reflects its recent price of 98.77 per share. Given that Northern Trust has information ratio of (0.01), we recommend you to check Northern Trust's last-minute market performance to make sure the company can sustain itself at a future point.Northern Trust's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Northern Trust insiders, such as employees or executives, is commonly permitted as long as it does not rely on Northern Trust's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Northern Trust insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Northern Trust's Outstanding Corporate Bonds
Northern Trust issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Northern Trust uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Northern bonds can be classified according to their maturity, which is the date when Northern Trust has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| NTRS 46 Corp BondUS665859AQ77 | View | |
| NORTHERN TR P Corp BondUS665859AP94 | View | |
| NTRS 4 10 MAY 27 Corp BondUS665859AW46 | View | |
| NTRS 6125 02 NOV 32 Corp BondUS665859AX29 | View | |
| US665859AS34 Corp BondUS665859AS34 | View | |
| NORTHERN TR P Corp BondUS665859AT17 | View | |
| US665859AU89 Corp BondUS665859AU89 | View | |
| NORTHERN TRUST PORATION Corp BondUS665859AV62 | View |
Understand Northern Trust's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Northern Trust's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.06) | |||
| Mean Deviation | 1.07 | |||
| Coefficient Of Variation | (2,232) | |||
| Standard Deviation | 1.54 | |||
| Variance | 2.36 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | 0.0378 | |||
| Treynor Ratio | (0.07) | |||
| Maximum Drawdown | 9.01 | |||
| Value At Risk | (2.88) | |||
| Potential Upside | 2.01 | |||
| Skewness | (0.54) | |||
| Kurtosis | 2.04 |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.06) | |||
| Mean Deviation | 1.07 | |||
| Coefficient Of Variation | (2,232) | |||
| Standard Deviation | 1.54 | |||
| Variance | 2.36 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | 0.0378 | |||
| Treynor Ratio | (0.07) | |||
| Maximum Drawdown | 9.01 | |||
| Value At Risk | (2.88) | |||
| Potential Upside | 2.01 | |||
| Skewness | (0.54) | |||
| Kurtosis | 2.04 |
Consider Northern Trust's intraday indicators
Northern Trust intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Northern Trust stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Northern Trust Corporate Filings
| 12th of March 2025 Other Reports | ViewVerify | |
F3 | 4th of March 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F4 | 25th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 24th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Northern Stock media impact
Far too much social signal, news, headlines, and media speculation about Northern Trust that are available to investors today. That information is available publicly through Northern media outlets and privately through word of mouth or via Northern internal channels. However, regardless of the origin, that massive amount of Northern data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Northern Trust news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Northern Trust relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Northern Trust's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Northern Trust alpha.
Northern Trust Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Northern Trust can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Northern Trust Historical Investor Sentiment
Investor biases related to Northern Trust's public news can be used to forecast risks associated with an investment in Northern. The trend in average sentiment can be used to explain how an investor holding Northern can time the market purely based on public headlines and social activities around Northern Trust. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Northern Trust's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Northern Trust and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Northern Trust news discussions. The higher the estimate score, the more favorable the investor's outlook on Northern Trust.
Northern Trust Corporate Management
| Daniel CFA | Executive Management | Profile | |
| Ian Headon | Head Services | Profile | |
| Jennifer CFA | Senior Relations | Profile | |
| K Mannard | Chief Officer | Profile |
Additional Tools for Northern Stock Analysis
When running Northern Trust's price analysis, check to measure Northern Trust's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Northern Trust is operating at the current time. Most of Northern Trust's value examination focuses on studying past and present price action to predict the probability of Northern Trust's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Northern Trust's price. Additionally, you may evaluate how the addition of Northern Trust to your portfolios can decrease your overall portfolio volatility.