Key facts, as of
As of October 13, 2026, Northern Trust (NTRS) trades at $169.21, up 35.7% over the past year. Its 52-week range runs from $121.12 to $195.78; the price is 13.6% below that high. It is 13.6% below its all-time high of $195.78, reached in August 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +226.3%, against +312.9% for the S&P 500 (SPY). It sits 3.4% above its 200-day average of $163.70, the usual sign of a long-term uptrend. Its 30-day volatility is 16.5% annualized, which we rate medium risk. It has a trailing P/E of 14.6 and a dividend yield of 1.94%.
Cite: Portfolio Terminal, "Northern Trust (NTRS) stock analysis", 2026-10-13. https://portfolio-terminal.com/analyse/ntrs
Where it trades today
trading 64% of the way up its 52-week range
How the price has moved
How far it is from its record
Northern Trust (NTRS) is 13.6% below its all-time high of $195.78, reached in August 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +226.3%, against +312.9% for the S&P 500 (SPY).
What to weigh before acting
What Matters Now
- Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
- NTRS trades at 14.6x earnings, well above the financial services average of 12.5x, so the market is already pricing in above-consensus execution.
- Recent realized volatility sits near 16.5%, below the sector norm of 24.0%, which supports a steadier role inside a diversified portfolio.
- NTRS remains in a bearish short-term trend and sits 13.6% below its high, which raises the bar for any thesis that depends on fast multiple expansion.
Portfolio Use Case
- NTRS is more useful for investors comparing conviction names inside financial services than for someone looking for a passive “set and forget” holding.
- This name works better as a satellite or higher-conviction growth position because it can amplify market swings in both directions.
- The stock becomes more useful when paired with an explicit catalyst watchlist, because sector sentiment can shift quickly around policy, rates, or pipeline news.
What Would Change the View
- A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in NTRS.
- A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
- The view would need revisiting if peers such as JPM, BAC, WFC start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for NTRS come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Financial Services so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as JPM, BAC, WFC.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for NTRS. Last refresh: Oct 13, 2026, 9:18 AM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as JPM, BAC, WFC.
What Northern Trust 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,…
What analysts expect
NTRS carries a hold consensus from 14 analysts, with an average price target of $181.71 versus $169.21 today (+7.4%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
NTRS generated $9.09B in trailing revenue (36.4% year over year), with a 24.7% net margin, against $6.34B of net debt.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2025 | $8.09B | — | — | $1.74B | $8.78 | $4.76B |
| 2024 | $8.29B | — | — | $2.03B | $9.80 | -$1.23B |
| 2023 | $6.77B | — | — | $1.11B | $5.09 | $1.95B |
| 2022 | $6.76B | — | — | $1.34B | $6.16 | $1.67B |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
Which ETFs hold it
NTRS is in 7 of the 30 ETFs we track. It weighs most in XLF: 0.41% of the fund, holding #48 of 76.
How it sits in financial services
Sector covering banks, insurance, asset management, and fintech companies.
The companies it competes with
NTRS beside the financial services names it is usually measured against.
What the chart is saying
Slipped under its 50-day average inside a longer uptrend.
weakening- Price is 6.5% below its 50-day average and 3.4% above its 200-day.
- RSI at 36 is neither stretched nor washed out.
- The nearest ceiling is $173.98 (+2.8%), the nearest floor $158.29 (-6.5%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is NTRS a good investment in 2026?
Northern Trust trades at a P/E ratio of 14.6, with medium volatility (16.5% annualized). Recent trend shows weakness.
What is the risk level of NTRS?
Based on 30-day volatility of 16.5%, NTRS has MEDIUM risk. Beta of 1.25 indicates higher sensitivity to market movements than average.
Does NTRS pay dividends?
Yes, Northern Trust has a dividend yield of 1.94%.
How far is NTRS from its all-time high?
Northern Trust is 13.6% below its all-time high of $195.78, reached in August 2026. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +226.3%, against +312.9% for the S&P 500 (SPY).
Which ETFs hold NTRS?
7 of the 30 popular ETFs we track hold Northern Trust. The largest weights: XLF (0.41%), VYM (0.14%), VTV (0.12%), VOO (0.05%) and SPY (0.05%). Measured on each issuer's full holdings file, dated August 31 to September 24, 2026.
How much of VOO is NTRS?
0.05%, as of August 31, 2026: NTRS is holding #289 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $0.52 in Northern Trust.
What is the analyst price target for NTRS?
The average analyst price target for Northern Trust (NTRS) is $181.71 based on 14 analyst estimates, about 7.4% above the current price of $169.21. The published range runs from $158.00 to $194.00.
How much revenue does NTRS generate?
Northern Trust reported $9.09B in trailing twelve-month revenue. Revenue growth is running at 36.4% year over year. Net margin sits at 24.7%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare NTRS with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.