NASDAQ · NTRS
Northern Trust Corporation
Financial Services · Asset Management
$187.19▲ 1.35% ($2.50)at close
As of 4:00 PM ET
Market cap
$34.25B
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 47.32% over the last year. Revenue grew 3.12% over the trailing twelve months. Operating margin moved from 15.49% to 19.83%. Free cash flow declined 92.55% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher with no clear directional signal from operating metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 19.83%. A decisive move in revenue — currently up 3.12% — would be the clearest signal to resolve the ambiguity.
Performance
Return analysis
Company profile
Northern Trust Corporation, a financial holding company established in 1889 and based in Chicago, Illinois, offers a comprehensive suite of wealth management, asset servicing, asset management, and banking solutions worldwide.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 2 shares became 3
Every 1 shares became 2
Every 1 shares became 3
Profitability & growth
Standard profitability metrics can be misleading for financial/insurance companies. GAAP requires unrealized investment gains/losses in net income (affecting ROE), and margins are blended across diverse business segments.
Analyst consensus
12
Buy
18
Hold
5
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Oct 21, 2026
Q4 FY26 · EPS est $2.81 · Revenue est $2.25B
View
Dividends
$3.28/shareQuarterlyDividend Aristocrat · 35yrNTRS pays a dividend with a 1.75% dividend yield, 35 consecutive years of growth.
Dividend Yield
1.75%
Annual Div / Share
$3.28
5yr CAGR
+3.22%
Payout Ratio
28.5%
Bank — specialized metrics apply
Dividend Growth Rate
3yr CAGR
+3.02%
5yr CAGR
+3.22%
10yr CAGR
+8.43%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$1/mo
In 5 yrs
$1/mo
In 10 yrs
$1/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$18/yr $1/mo | $18/yr $1/mo | $18/yr $1/mo |
5yr and 10yr income use the current dividend with no growth assumption because bank payout growth depends on earnings cycles, regulation, and capital policy.
Analysis
Dividend Strengths
Dividend Aristocrat
NTRS has raised its dividend for 35 consecutive years — qualifying as a Dividend Aristocrat, demonstrating long-term commitment to shareholder income.
Risks to Watch
No strong risk signal stands out from the latest period pair.