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NTRS

NTRS

Financial Services · Asset Management

$175.65+1.70%
Mkt Cap: $32.50BDY: 1.85%

Performance

NTRS (NTRS) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

NTRS (NTRS) operates in the Asset Management space within the Financial Services sector. With a market cap of $32.5B, it qualifies as a mid-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.

Bull Case4
  • Forward P/E (14.8×) is lower than trailing P/E (18.4×) — analysts expect earnings to improve
  • Revenue growth of 14% YoY shows solid business momentum
  • Earnings grew 43% YoY — bottom-line is expanding fast
  • Exceptional profit margin of 22.4% — the business retains a large share of each dollar earned
Bear Case1
  • Price is near its 52-week high — limited near-term upside, higher pullback risk

Verdict

Strong Buy

Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

1.85%

5Y Avg Annual

$2.7200

Last Payment

$0.8000

Ex-Date

06/05/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest06/05/2026
07/01/2026$0.80001.82%
03/06/2026
04/01/2026$0.80001.82%
12/05/2025
12/31/2025$0.80001.82%
09/05/2025
10/01/2025$0.80001.82%
06/06/2025
07/02/2025$0.75001.71%
03/14/2025
04/09/2025$0.75001.71%
12/06/2024
01/01/2025$0.75001.71%
09/06/2024
10/02/2024$0.75001.71%

Magic Number

Shares needed to self-fund your next purchase

$175.65

Price

÷

$0.8000

Last div. (quarterly)

=

220

shares

Own 220 NTRS shares ($38,643.00) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$38,643.00

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 22, 2026

36

days

EPS (TTM)

$9.55

P/E (TTM)

18.4

Fwd P/E

14.8

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$32.50B
P/E Ratio18.39
Forward P/E14.80
P/B Ratio
PEG Ratio1.37
EPS (TTM)$9.55

Trading

Open
Day High
Day Low
52W High$176.11
52W Low$109.00
Volume
Avg Volume (3M)1,102,709
Beta1.27

Dividends

Dividend Yield1.85%
Annual Rate$3.20
Ex-Div Date2026-06-05
Payout Ratio32.98%

Profitability

Profit Margin22.36%
Operating Margin31.72%
ROE14.46%
ROA1.10%
Revenue Growth13.90%
Earnings Growth42.60%

Balance Sheet

Total Revenue$8.36B
Total Debt$17.41B
Debt / Equity
Current Ratio
Free Cash Flow

Fair Value Estimates

Current price: $175.65

Graham Number

√(22.5 × EPS × Book Value)

$118.55

-32.5% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$49.33

-71.9% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

8/10

100% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

14.5%

Return on equity — measures how efficiently capital is used

Positive profit margin

22.4%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+13.9%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+42.6%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

Low financial leverage reduces risk of distress

Current ratio above 1

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$194M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

1.85%

Stock must distribute income to shareholders

Related Assets

Financial Services

About NTRS

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 analytical, employee benefit, securities lending, foreign exchange, treasury management, brokerage, transition management, banking, and cash management services. It serves corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, sovereign wealth funds, and other institutional investors. The Wealth Management segment offers trust, investment management, custody, and philanthropic; financial consulting; guardianship and estate administration; family business consulting; family financial education; brokerage; and private and business banking services. This segment also provides global custody; fiduciary; family office consulting; and technology solutions to high-net-worth individuals and families, business owners, executives, professionals, retirees, and established privately-held businesses. In addition, it offers asset management, and related services and other products comprising active and passive equity; active and passive fixed income; cash management; muti-asset and alternative asset classes which includes private equity and hedge funds of funds; and multi-manager advisory services and products through separately managed accounts, bank common and collective funds, registered investment companies, exchange traded funds, non-U.S. collective investment funds, and unregistered private investment funds. Further, the company provides overlay and other risk management services. The company was founded in 1889 and is headquartered in Chicago, Illinois.

Sector

Financial Services

Industry

Asset Management

Location

Chicago, United States

Employees

23,600