NTRSFinancial Services · Asset ManagementThe 15 Wall Street analysts covering Northern Trust Corp. hold a median 12-month price target of $184 — +4.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 94 of 100 as at 17 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Northern Trust Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (96): Analysts have, on balance, been raising their forecasts.
Accruals (31): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on NTRS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +4.0% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Aug 2026 | JP Morgan | Maintains | Neutral | $180 → $186 |
| 23 July 2026 | Barclays | Maintains | Equal-Weight | $176 → $189 |
| 23 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 23 July 2026 | Morgan Stanley | Maintains | Underweight | $170 → $173 |
| 23 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 23 July 2026 | RBC Capital | Downgrade | Sector Perform | $178 |
| 23 July 2026 | RBC Capital | Downgrade | Sector Perform | — |
| 23 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 23 July 2026 | Wells Fargo | Maintains | Equal-Weight | $189 → $194 |
| 9 July 2026 | Keefe, Bruyette & Woods | Maintains | Underperform | $157 → $175 |
| 9 July 2026 | Keefe, Bruyette & Woods | Maintains | Underperform | — |
| 7 July 2026 | B of A Securities | Maintains | Buy | $190 → $200 |
| 7 July 2026 | B of A Securities | Maintains | Buy | — |
| 6 July 2026 | Evercore ISI Group | Maintains | In-Line | $176 → $179 |
| 6 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 6 July 2026 | JP Morgan | Maintains | Neutral | — |
| 6 July 2026 | JP Morgan | Maintains | Neutral | $170 → $180 |
| 30 June 2026 | Citigroup | Maintains | Neutral | — |
| 29 June 2026 | Morgan Stanley | Maintains | Underweight | — |
| 26 June 2026 | Truist Securities | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NTRS appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 17 Sept 2026, Northern Trust Corp. returned +39.6% against +17.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 46% of US stocks
Cheaper than 35% of US stocks
Cheaper than 37% of US stocks
Higher than 81% of US stocks
Higher than 82% of US stocks
Higher than 93% of US stocks
Higher than 86% of US stocks
Higher than 77% of US stocks
Higher than 53% of US stocks
Higher than 44% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Northern Trust Corp. has a market value of $32.3B and an enterprise value of $39.5B.
Revenue in the twelve months to 30 June 2026: $8.5B. The latest quarter grew 36.4% year on year.
Net income over the same four quarters: $2.2B, a 26.3% net margin.
Diluted earnings per share, trailing twelve months: $11.65.
Free cash flow in the twelve months to 30 June 2026: −$217.9M.
Northern Trust Corp. spent $1.4B on share buybacks and $638.7M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 15.2×; forward P/E: 13.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.00%, paying out 27% of earnings.
Northern Trust Corp. employs 23,600 people — $361K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Northern Trust Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Northern Trust announced it has raised its prime rate, effective Thursday, September 17, 2026. The change was reported via Business Wire.
Why it matters — NTRS watchers would care because a change in the prime rate can affect the company's lending and interest-related business operations.
Northern Trust published its report "Driving Growth in Asset Management 2026," based on a survey of 300 leaders at asset management firms worldwide. The report examines how managers are focusing on core capabilities to drive growth.
Why it matters — The survey sheds light on trends and priorities in the asset management industry that Northern Trust serves, potentially informing its strategy and client offerings.
Northern Trust Corporation presented at the Barclays 24th Annual Global Financial Services Conference, and a transcript of the presentation was published on Seeking Alpha.
Why it matters — NTRS watchers would care because the conference presentation offers insight into management's outlook and strategy as shared directly with the financial services industry.
Northern Trust's Integrated Trading Solutions outsourced trading desk was appointed as the sole provider of outsourced trading services by J O Hambro Capital Management, a global equities specialist manager with approximately £16.8 billion in assets under management. The appointment extends JOHCM's trading reach across global markets and time zones and widens its liquidity and broker networks.
Why it matters — This expands Northern Trust's outsourced trading client base with a major global equities manager, strengthening its Integrated Trading Solutions business and service reach.
Northern Trust Wealth Management appointed Cynthia Brown as President of The Northern Trust Company of Delaware. Reporting to Chief Fiduciary Officer Laura Mandel, Brown will also oversee Northern Trust's specialized trust services in Nevada, bringing more than 20 years of trust and fiduciary experience from her previous role at Mechanics Bank.
Why it matters — NTRS watchers would care because the appointment strengthens Northern Trust's leadership and specialized trust capabilities in Delaware and Nevada, drawing on a seasoned fiduciary executive.
The 15 Wall Street analysts covering Northern Trust Corp. have a median 12-month price target of $184, with estimates ranging from $158 to $208. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 15 analysts covering Northern Trust Corp., 2 rate it a Buy, 10 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Northern Trust Corp. 94 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 17 Sept 2026, Northern Trust Corp. ranks 94 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (96 of 100).
No one can know that. What the data says: the median 12-month target from 15 analysts implies +4.0% from the last close, and Ticker Nerd's factor model ranks Northern Trust Corp. 94 out of 100 as at 17 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Northern Trust Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NTRS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $158 to $208 over the next 12 months.
Northern Trust Corp. returned +39.6% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Northern Trust Corporation is a global financial services company that provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals. The company organizes its business around Asset Servicing and Wealth Management, with services that include custody, fund administration, investment operations outsourcing, trust and fiduciary services, private banking, cash management, and retirement plan administration.
The most recent item we track (Business Wire, 16 Sept 2026): "Northern Trust Raises Prime Rate". Northern Trust announced it has raised its prime rate, effective Thursday, September 17, 2026. The change was reported via Business Wire.
Northern Trust Corporation is a global financial services company that provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals. The company organizes its business around Asset Servicing and Wealth Management, with services that include custody, fund administration, investment operations outsourcing, trust and fiduciary services, private banking, cash management, and retirement plan administration. Northern Trust serves a broad client base that includes institutional investors, high-net-worth individuals, families, and privately held businesses. It plays an important role in the financial market by helping clients safeguard assets, administer complex portfolios, and support long-term financial and operational needs across capital markets and private wealth.
CEO Mr. Michael Gerard O'Grady · 23,600 employees · United States · https://www.northerntrust.com
