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Chicago, Illinois-based Northern Trust Corporation (NTRS) operates as a holding company, providing wealth & asset management, asset servicing, and banking solutions for organizations, families, and individuals worldwide. With a market cap of $24.9 billion, the company operates through Asset Servicing and Wealth Management segments.
The financial services major has notably outperformed the broader market over the past year. NTRS stock has soared 49.2% over the past 52 weeks and 26.9% on a YTD basis, compared to the S&P 500 Index’s ($SPX) 16.1% gain over the past year and 10% surge in 2025.
Narrowing the focus, Northern Trust has also outperformed the sector-focused Financial Select Sector SPDR Fund’s (XLF) 21.6% surge over the past 52 weeks and 10.8% gains in 2025.
Despite reporting better-than-expected financials, Northern Trust’s stock prices declined 1.8% in the trading session following the release of its Q2 results on Jul. 23. The company reported a notable growth in trust, investment, and other servicing fees, along with a 16% surge in net interest income. However, its other non-interest income experienced a significant plunge. Overall, its topline for the quarter dropped 26.4% year-over-year to $2 billion, but surpassed the Street expectations. Meanwhile, its EPS increased 12.1% year-over-year to $2.13, exceeding the consensus estimates by 2.4%.
For the full fiscal 2025, ending in December, analysts expect NTRS to report an EPS of $8.54, up 10.9% year-over-year. Moreover, the company has a solid earnings surprise history. It has surpassed the Street’s bottom-line projections in each of the past four quarters.
The stock has a consensus “Hold” rating overall. Of the 15 analysts covering the stock, opinions include two “Strong Buys,” one “Moderate Buy,” eight “Holds,” one “Moderate Sell,” and three “Strong Sells.”
This configuration is slightly more optimistic than a month ago, when four analysts gave “Strong Sell” recommendations.
On Aug. 14, Truist Securities analyst David Smith maintained a “Hold” rating on NTRS and raised the price target from $128 to $132.
As of writing, Northern Trust is trading above its mean price target of $123.33. Meanwhile, the street-high target of $139 suggests a modest 6.9% upside potential.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
