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NTRS

S&P 500
Neutral · 42/100

Northern Trust

Financials
Asset Management & Custody Banks

$175.56

2.0%

Updated Today 7:15 PM ET

Price — Past Year

▲ Up 55.1% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$31.85B

P/E

17.03x

Forward P/E (est.)

19.02x

ROE

14.4%

Revenue Growth

-2.7%

EPS Growth

-10.4%

Profit Margin

22.4%

FCF Yield

4.7%

Debt / Equity

12.29x

ROIC

Interest Coverage

Current Ratio

Dividend Yield

1.9%

Implied Growth (rev. DCF)

-7.0%

Rating Score

42/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what NTRS's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. NTRS trades near $175.56, above its 50-day average ($164.88) and 200-day average ($143.66). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 59 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. NTRS's is $4.05 (~2.3% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month NTRS found buyers near $163.50 (support) and sellers near $176.93 (resistance); its 52-week range is $109.00–$176.93. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.8× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

Northern Trust (NTRS) is a large-cap company in the Asset Management & Custody Banks industry, part of the Financials sector of the S&P 500, with a market value around $31.85B.

In its latest reported year it generated about $5.02B in revenue and $1.74B in net profit.

Our model rates NTRS Neutral (42/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

3.6%

Revenue moved from $4.36B in 2021 to $5.02B in 2025, a 3.6% compound annual growth rate. The most recent year declined 2.7% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?

Profitability
Research

Gross Margin

100.0%

Operating Margin

30.2%

Net Margin

34.6%

ROE

14.4%

Northern Trust keeps about 22.4% of each sales dollar as net profit, with a 100.0% gross margin and 30.2% operating margin. Return on equity is 14.4%. Margins this wide usually signal pricing power or a cost advantage.

Debt Analysis
Research

Total Debt

$1.42B

Net Debt

$1.42B

Net Debt / EBITDA

Debt / Equity

12.29x

Leverage: debt-to-equity is 12.3x. That is elevated leverage, which raises risk if earnings or rates move against it.

Cash Flow Analysis
Research

Operating CF

$5.53B

Free Cash Flow

$5.46B

FCF Margin

108.8%

In the latest year Northern Trust produced about $5.53B of operating cash flow and $5.46B of free cash flow after capital spending. That is a free-cash-flow yield of about 4.7% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research

P/E

17.03x

P/S

4x

P/B

1.96x

EV / EBITDA

NTRS trades at 17.0x trailing earnings (about 19.0x on estimated forward earnings), 4.0x sales, and 2.0x book value. Reverse-engineering today's price implies the market expects roughly -7.0% long-term free-cash-flow growth. That is a fairly typical valuation for a profitable company.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
17.0xCheap
Forward P/E
19.0xFair
P/S ratio
4.0xExpensive
Revenue growth
-2.7%Weak
EPS growth
-10.4%Weak
Gross margin
100.0%Strong
Net margin
22.4%Strong
ROE
14.4%Average

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How NTRS stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.

In the Financials sector (76 S&P 500 companies), NTRS ranks #72 of 76 by our overall rating. It trades at roughly in line versus the sector on earnings (17x P/E vs. 15.2x median) with a lower return on equity (14.4% vs. 15.3%) and slower revenue growth (-2.7% vs. 9.1%).

P/E vs sector

17x

median 15.2x

ROE vs sector

14.4%

median 15.3%

Growth vs sector

-2.7%

median 9.1%

Sector rank

#72

of 76 by rating

CompanyP/ERev Gr.Rating
NTRSThis stock17x-2.7%Neutral· 42
ARES46.1x38.5%Neutral· 55
AMP10.5x6.8%Favorable· 65
TROW11x4.2%Strong· 72
STT15.3x181.2%Favorable· 69
BEN23.4x3.8%Neutral· 56
APO68.1x26.2%Weak· 40
IVZ-19.1%Weak· 21
Financials median15.2x9.1%65/100

Valuation vs. quality map

sector medianARESAMPTROWSTTBENAPONTRSP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Financials companies by sub-industry and size. Sector median is across all 76 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$110.02$187.04

vs. $175.56 today · expected CAGR -9%1%

Metric20262027202820292030
Revenue$5.17B$5.32B$5.48B$5.65B$5.82B
Net income$1.81B$1.86B$1.92B$1.98B$2.04B
EPS$9.78$10.07$10.37$10.68$11.00
Share price (low)$97.75$100.69$103.71$106.82$110.02
Share price (high)$166.18$171.17$176.30$181.59$187.04
CAGR (low–high)-44% / -5%-24% / -1%-16% / 0%-12% / 1%-9% / 1%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for NTRS:

  • High net margins (22.4%) point to pricing power or efficiency.
  • Healthy free-cash-flow yield (~4.7%) funds buybacks and dividends.
Bear Case

The case against NTRS:

  • Revenue growth is slow/negative (-2.7%), limiting the upside engine.
  • Elevated leverage (debt/equity 12.3x) adds financial risk.
Key Risks
Research

Balance-sheet risk — debt/equity of 12.3x magnifies the impact of higher rates or weaker earnings.

Growth risk — sluggish revenue (-2.7%) leaves little margin for execution missteps.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Northern Trust is a large-cap financials business with shrinking revenue, with solid profitability, and a heavier debt load to watch. It trades at 17.0x earnings, which our model scores Neutral (42/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.