NTRS · Northern Trust Corp
Price
Snapshot
50 fields · last close| Market Cap | $30.29B |
| P/E | 13.51 |
| Float | 181.2M |
| Beta | 1.23 |
| Volatility | 30.8% |
| Exchange | NASDAQ |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | High |
| Clavix score | 82.8 |
| Price | 165.07 |
| Change | −0.28% |
| Prev Close | 165.54 |
| Open | 166.41 |
| Day Low | 164.68 |
| Day High | 168.87 |
| Avg Vol | 1 |
| Avg $ Vol | $209.5M |
| 52W High | 195.78 |
| 52W Low | 121.12 |
| 52W Pos | 58.9% |
| From High | −15.69% |
| From Low | +36.29% |
| Max DD 1Y | −15.06% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −3.17% |
| SMA 50 | −8.05% |
| SMA 200 | +0.52% |
| RSI (14) | 34.6 |
| Vol 30D | 21.3% |
| Vol 90D | 22.2% |
| 1Y Range | 121–196 |
| Daily bars | 536 |
| Perf Week | −1.59% |
| Perf Month | −6.44% |
| Perf Quarter | −9.43% |
| Perf Half Y | +4.01% |
| Perf Year | +27.46% |
| Perf YTD | +18.52% |
| Prev Day | −0.28% |
| Clavix | A- |
| Debt / Eq | 0.11 |
| Curr Ratio | — |
| Int Cover | — |
| FCF Margin | — |
| Rev Growth | −2.5% |
| Profit | Profitable |
| Leverage | Very High |
| Sector rank | 3 / 69 |
What NTRS does
Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals.
It operates in two segments, Asset Servicing and Wealth Management. The Asset Servicing segment offers asset servicing and related services, including custody, fund administration, investment operations outsourcing, investment management, investment risk and analytics services, employee benefit services, securities lending, foreign exchange, treasury management, brokerage, transition management, banking, and cash management services.
It serves corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, sovereign wealth funds, and other institutional investors.
The Wealth Management segment offers trust, investment management, custody, and philanthropic services; financial consulting; guardianship and estate administration; family business consulting; family financial education; brokerage; and private and business banking services.
This segment also provides global custody, fiduciary services, family office consulting, and technology solutions to high-net-worth individuals and families, business owners, executives, professionals, retirees, and established privately held businesses.
In addition, it offers asset management and related services comprising active and passive equity; active and passive fixed income; cash management; multi-asset and alternative asset classes that include private equity and hedge funds of funds; and multi-manager advisory services and products through separately managed accounts, bank common and collective funds, registered investment companies, exchange-traded funds, non-U.S. collective investment funds, and unregistered private investment funds.
Further, the company provides overlay and other risk management services. The company was founded in 1889 and is headquartered in Chicago, Illinois.
Clavix risk grade
regraded every trading dayNTRS grades A-, 82.8 of 100. Steadiest on Price Stability (69), most exposed on Sector Resilience (58, mixed). 4 of the 4 weighted dimensions sit above the Financial Services median. Ranks 3 of 69 in Financial Services by Clavix score.
How rough the ride is
| NTRS | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.23 | 1.21 |
| Volatilityannualized | 30.8% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −15.1% | — |
| Typical daily movemedian absolute daily change | 0.92% | — |
| Days beyond ±3%of the last 252 sessions | 17 (7%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| NTRS | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.23 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate 40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| NTRS | |
|---|---|
| 1 week | −1.6% |
| 1 month | −6.4% |
| Year to date | +18.5% |
| 1 year | +27.5% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| NTRS | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 14 Sep |
| Average score0 most bearish, 100 most bullish | 63 |
| Bullish · bearisharticles above 60 · below 40 | 21 · 2 |
| Directionarticles whose tone is improving vs worsening | 21 ↑ 2 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| NTRS | |
|---|---|
| Revenue growthyear over year | −2.5% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openAn analyst is reaffirming a buy rating on Northern Trust ahead of its Q3 earnings, pointing to four straight quarters of beating estimates and a recent UBS European fund administration deal. The analyst calls NTRS a quality dividend stock but says the premium valuation already reflects that quality, leaving near-term upside limited.
Northern Trust said its long-serving CFO, Dave W. Fox, Jr., plans to retire around March 31, 2027, and has launched a formal internal and external search for his replacement. The article also notes the stock is down about 9% over the past month and down 8% over three months, though it is still up 21% year-to-date and 38% over the past year.
BMO Capital Markets cut its price target for Northern Trust from $208 to $190, while keeping an 'outperform' rating. The new target suggests the stock could rise about 13% from its current price.
UBS is moving the fund administration businesses it acquired from Credit Suisse over to Northern Trust, expanding an existing partnership and letting UBS simplify its own operations.
UBS Group will transfer fund administration businesses it acquired from Credit Suisse to Northern Trust, expanding their existing partnership while UBS simplifies its own operations.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| RJF | Raymond James Financial Inc | B+ | $30.16B | 13.08 | 0.96 | Compare |
| RKT | Rocket Companies Inc | C- | $30.53B | 64.79 | 2.32 | Compare |
| CBOE | Cboe Global Markets Inc | B+ | $32.89B | 24.31 | 0.40 | Compare |
| TW | Tradeweb Markets Inc | B+ | $26.56B | 29.60 | 0.60 | Compare |
| CPAY | Corpay Inc | B+ | $26.25B | 23.01 | 0.94 | Compare |
| FISV | Fiserv Inc | B | $25.29B | 9.03 | 0.87 | Compare |
| LPLA | LPL Financial Holdings Inc | B | $25.27B | 25.10 | 0.55 | Compare |
| ARES | Ares Management Corp | C+ | $25.14B | 39.51 | 1.56 | Compare |
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