Truist Financial Issues Positive Forecast for Northern Trust (NASDAQ:NTRS) Stock Price

Northern Trust (NASDAQ:NTRS) had its price objective boosted by Truist Financial from $155.00 to $176.00 in a research report report published on Wednesday morning,Benzinga reports. Truist Financial currently has a hold rating on the asset manager’s stock.

Several other analysts also recently weighed in on NTRS. Evercore lifted their price objective on Northern Trust from $142.00 to $155.00 and gave the company an “in-line” rating in a report on Friday, January 23rd. Weiss Ratings restated a “buy (b-)” rating on shares of Northern Trust in a report on Thursday, January 22nd. Citigroup assumed coverage on Northern Trust in a report on Monday, February 23rd. They issued a “neutral” rating for the company. Barclays lifted their price objective on Northern Trust from $136.00 to $160.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. Finally, TD Cowen lifted their price objective on Northern Trust from $165.00 to $175.00 and gave the company a “buy” rating in a report on Monday, January 26th. Four research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $163.55.

Northern Trust Stock Performance

NTRS stock opened at $167.83 on Wednesday. The company has a debt-to-equity ratio of 0.51, a current ratio of 0.62 and a quick ratio of 0.69. The business has a 50-day moving average price of $144.87 and a 200 day moving average price of $139.41. The company has a market capitalization of $31.10 billion, a P/E ratio of 17.57, a PEG ratio of 1.33 and a beta of 1.23. Northern Trust has a 1-year low of $90.05 and a 1-year high of $173.18.

Northern Trust (NASDAQ:NTRS) last released its quarterly earnings data on Tuesday, April 21st. The asset manager reported $2.71 earnings per share for the quarter, beating the consensus estimate of $2.37 by $0.34. The firm had revenue of $2.21 billion during the quarter, compared to the consensus estimate of $2.13 billion. Northern Trust had a return on equity of 15.94% and a net margin of 12.84%.The firm’s quarterly revenue was up 13.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.90 earnings per share. As a group, equities research analysts forecast that Northern Trust will post 10.36 EPS for the current fiscal year.

Northern Trust Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Friday, June 5th will be given a $0.80 dividend. The ex-dividend date is Friday, June 5th. This represents a $3.20 dividend on an annualized basis and a yield of 1.9%. Northern Trust’s dividend payout ratio is currently 36.61%.

Insider Transactions at Northern Trust

In related news, insider Clive Bellows sold 1,148 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $145.26, for a total value of $166,758.48. Following the sale, the insider owned 34,133 shares in the company, valued at $4,958,159.58. This represents a 3.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Robert Edward Jr. Moritz bought 245 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was purchased at an average price of $151.85 per share, for a total transaction of $37,203.25. Following the transaction, the director owned 6,931 shares of the company’s stock, valued at $1,052,472.35. The trade was a 3.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 34,905 shares of company stock valued at $5,166,714 over the last quarter. Company insiders own 0.66% of the company’s stock.

Institutional Investors Weigh In On Northern Trust

Large investors have recently bought and sold shares of the company. Triumph Capital Management purchased a new stake in Northern Trust in the third quarter valued at approximately $25,000. Reflection Asset Management purchased a new stake in Northern Trust in the fourth quarter valued at approximately $25,000. Board of the Pension Protection Fund purchased a new stake in Northern Trust in the fourth quarter valued at approximately $27,000. Elyxium Wealth LLC purchased a new stake in Northern Trust in the fourth quarter valued at approximately $34,000. Finally, International Assets Investment Management LLC purchased a new stake in Northern Trust in the fourth quarter valued at approximately $35,000. 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: Q1 beat and outlook: Northern Trust reported Q1 2026 EPS of $2.71 and revenue of ~$2.21B, topping estimates and showing double-digit revenue/AUC/AUM growth plus improved operating leverage and credit quality — the core reason for the post-earnings rally. Q1 Press Release
• Positive Sentiment: Analyst upgrades/price-target lifts: Multiple banks (Barclays, Wells Fargo, RBC, Truist, Goldman) raised price targets following the strong quarter — supportive for sentiment and likely helped push the stock higher earlier in the session. Analyst Reaction
• Positive Sentiment: Capital return / dividend: Management disclosed an aggressive capital-return posture in Q1 (sizeable buybacks + dividends) and declared a $0.80 quarterly dividend (ex-dividend June 5), reinforcing shareholder-friendly policy. Dividend & Capital Return
• Positive Sentiment: Shareholder meeting: Stockholders backed the board, executive pay and company plans at the April 21, 2026 annual meeting — removes governance uncertainty and supports continuity. Annual Meeting
• Neutral Sentiment: Business development: Expanded collaboration with Saphyre to streamline account lifecycle for outsourcing clients — incremental efficiency/tech benefit but not immediately material to top-line. Saphyre Partnership
• Neutral Sentiment: Docs and transcripts: Full earnings slide deck and call transcript are available for details on margin drivers, NII, and AUC — useful for modeling but not market-moving on their own. Slide Deck
• Negative Sentiment: Valuation concern: Some analysts/commentary flag that strong results already puts NTRS near a full valuation — this can cap further upside and explains profit-taking after the initial spike. Valuation Note

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.