Northern Trust (NASDAQ:NTRS) Announces Quarterly Earnings Results, Beats Expectations By $0.33 EPS

Northern Trust (NASDAQ:NTRS) issued its quarterly earnings results on Thursday. The asset manager reported $2.69 earnings per share for the quarter, topping analysts’ consensus estimates of $2.36 by $0.33, Zacks reports. Northern Trust had a net margin of 11.99% and a return on equity of 14.37%.

Northern Trust Stock Up 0.8%

NTRS opened at $144.42 on Thursday. The company has a debt-to-equity ratio of 0.58, a current ratio of 0.70 and a quick ratio of 0.70. The business has a 50 day simple moving average of $136.96 and a 200-day simple moving average of $131.54. The stock has a market capitalization of $27.31 billion, a P/E ratio of 16.83, a P/E/G ratio of 1.19 and a beta of 1.27. Northern Trust has a 12 month low of $81.62 and a 12 month high of $148.98.

Northern Trust Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 6th will be paid a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Friday, March 6th. Northern Trust’s dividend payout ratio is 37.30%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on NTRS shares. Barclays increased their target price on shares of Northern Trust from $136.00 to $160.00 and gave the stock an “equal weight” rating in a research note on Monday, January 5th. Evercore ISI upped their price objective on Northern Trust from $125.00 to $135.00 and gave the company an “in-line” rating in a research note on Tuesday, September 30th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Northern Trust in a research note on Wednesday, October 8th. Citigroup boosted their target price on Northern Trust from $135.00 to $143.00 and gave the company a “neutral” rating in a report on Tuesday, December 30th. Finally, BMO Capital Markets began coverage on Northern Trust in a research note on Friday, October 3rd. They set a “market perform” rating and a $142.00 price target for the company. Four analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $136.00.

Insider Buying and Selling

In other Northern Trust news, insider John Landers sold 766 shares of the stock in a transaction on Monday, November 17th. The stock was sold at an average price of $124.35, for a total value of $95,252.10. Following the completion of the transaction, the insider owned 7,313 shares in the company, valued at approximately $909,371.55. This represents a 9.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Susan Cohen Levy sold 27,591 shares of the firm’s stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $128.13, for a total value of $3,535,234.83. Following the completion of the sale, the executive vice president directly owned 48,257 shares of the company’s stock, valued at approximately $6,183,169.41. This trade represents a 36.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is currently owned by corporate insiders.

Institutional Trading of Northern Trust

A number of institutional investors have recently added to or reduced their stakes in the stock. Empowered Funds LLC lifted its position in shares of Northern Trust by 13.3% during the 1st quarter. Empowered Funds LLC now owns 20,112 shares of the asset manager’s stock valued at $1,984,000 after acquiring an additional 2,363 shares during the period. Woodline Partners LP increased its stake in Northern Trust by 39.1% in the 1st quarter. Woodline Partners LP now owns 16,557 shares of the asset manager’s stock valued at $1,633,000 after purchasing an additional 4,653 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in Northern Trust by 79.0% during the second quarter. EverSource Wealth Advisors LLC now owns 1,350 shares of the asset manager’s stock worth $171,000 after purchasing an additional 596 shares during the last quarter. WINTON GROUP Ltd purchased a new stake in Northern Trust during the second quarter worth $267,000. Finally, Daiwa Securities Group Inc. grew its holdings in Northern Trust by 4.6% in the second quarter. Daiwa Securities Group Inc. now owns 29,290 shares of the asset manager’s stock valued at $3,714,000 after purchasing an additional 1,275 shares during the last quarter. Hedge funds and other institutional investors own 83.19% of the company’s stock.

Northern Trust News Summary

Here are the key news stories impacting Northern Trust this week:

• Positive Sentiment: Northern Trust reported Q4 EPS of $2.69, beating consensus by $0.33; management published a press release and slide deck with results and commentary. Press Release
• Positive Sentiment: Revenue topped estimates, reinforcing the EPS beat and signaling continued fee and asset-growth momentum. Investing.com
• Positive Sentiment: Northern Trust announced a quarterly dividend of $0.80 per share (record Mar 6; payable Apr 1), which annualizes to $3.20 and implies ~2.2% yield — supportive for income-focused investors. BusinessWire
• Neutral Sentiment: Company filed its 8‑K and hosted a webcast; slide deck is available for investors wanting management’s outlook on margins, expenses and capital deployment. Slide Deck
• Negative Sentiment: Analyst previews and commentary (e.g., Zacks) highlight elevated operating expenses and lingering asset‑quality risks, which could pressure margins and future earnings if trends persist. Zacks

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.