NTRSFinancial Services · Asset ManagementThe 16 Wall Street analysts covering Northern Trust Corp. hold a median 12-month price target of $182 — +7.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 97 of 100 as at 29 Oct 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.
Growth (63): Sales and profits are flat, shrinking, or growing more slowly than they were.
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 systematic trader with 15+ 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 +7.6% from it.
Of the 20 most recent actions, 7 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Citigroup | Maintains | Neutral | $186 → $170 |
| 22 Oct 2026 | Barclays | Maintains | Equal-Weight | $189 → $194 |
| 22 Oct 2026 | Morgan Stanley | Maintains | Underweight | $173 → $177 |
| 8 Oct 2026 | TD Cowen | Reinstates | Hold | $175 |
| 6 Oct 2026 | BMO Capital | Maintains | Outperform | — |
| 6 Oct 2026 | BMO Capital | Maintains | Outperform | $208 → $190 |
| 5 Oct 2026 | Citigroup | Maintains | Neutral | $182 → $186 |
| 5 Oct 2026 | Citigroup | Maintains | Neutral | — |
| 2 Oct 2026 | JP Morgan | Maintains | Neutral | $186 → $185 |
| 2 Oct 2026 | JP Morgan | Maintains | Neutral | — |
| 1 Oct 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 1 Oct 2026 | Evercore ISI Group | Maintains | In-Line | $179 → $183 |
| 4 Aug 2026 | JP Morgan | Maintains | Neutral | $180 → $186 |
| 4 Aug 2026 | JP Morgan | Maintains | Neutral | — |
| 23 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 23 July 2026 | Barclays | Maintains | Equal-Weight | $176 → $189 |
| 23 July 2026 | Morgan Stanley | Maintains | Underweight | $170 → $173 |
| 23 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 23 July 2026 | RBC Capital | Downgrade | Sector Perform | — |
| 23 July 2026 | RBC Capital | Downgrade | Sector Perform | $178 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
NTRS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Northern Trust Corp. returned +36.2% against +14.4% 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 49% of US stocks
Cheaper than 36% of US stocks
Cheaper than 36% of US stocks
Higher than 58% of US stocks
Higher than 71% of US stocks
Higher than 89% of US stocks
Higher than 86% of US stocks
Higher than 79% of US stocks
Higher than 55% of US stocks
Higher than 79% 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 $31.6B and an enterprise value of $46.1B.
Revenue in the twelve months to 30 June 2026: $8.5B. The latest quarter grew 12.1% 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: 13.3×; forward P/E: 13.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.09%, paying out 27% of earnings.
Northern Trust Corp. employs 23,800 people — $358K 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 is celebrating the 30th anniversary of its Singapore branch, which has served clients across the Asia Pacific region for three decades.
Why it matters — The milestone highlights Northern Trust’s longstanding presence in Singapore and service to clients across Asia Pacific.
Northern Trust increased third-quarter revenue 11% excluding notable items and returned more than $1.5 billion to shareholders year to date.
Why it matters — These figures give NTRS watchers an update on the company’s revenue growth and shareholder returns.
Northern Trust appointed Andy Ponsford as Head of Insurance, EMEA, a newly created role. He will lead the continued expansion of the company's insurance servicing capabilities across the region.
Why it matters — The appointment signals Northern Trust's focus on expanding insurance servicing in EMEA and supporting insurers' operational, accounting, investment and regulatory needs.
The article compares State Street's Real Estate Select Sector SPDR ETF, which has a significantly lower expense ratio and holds 30 S&P 500 real estate companies, with Northern Trust's Global Quality Real Estate ETF, which provides exposure to 201 global holdings.
Why it matters — The comparison highlights the breadth of exposure offered by Northern Trust's GQRE relative to a lower-cost competing ETF.
Northern Trust has been appointed as the asset servicing provider for LeavePlus, the portable long service leave scheme for Victoria’s construction industry.
Why it matters — The appointment represents a new asset servicing mandate for Northern Trust.
The 16 Wall Street analysts covering Northern Trust Corp. have a median 12-month price target of $182, with estimates ranging from $158 to $194. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering Northern Trust Corp., 2 rate it a Buy, 12 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Northern Trust Corp. 97 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 29 Oct 2026, Northern Trust Corp. ranks 97 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 16 analysts implies +7.6% from the last close, and Ticker Nerd's factor model ranks Northern Trust Corp. 97 out of 100 as at 29 Oct 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 $194 over the next 12 months.
Northern Trust Corp. returned +36.2% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Northern Trust Corporation is a financial services company that provides wealth management, asset servicing, asset management, and banking solutions to corporations, institutions, families, and individuals. Northern Trust Corporation serves a diverse client base that includes retirement funds, foundations, endowments, fund managers, insurance companies, and affluent households, with offerings spanning custody, fund administration, investment operations outsourcing, securities lending, foreign exchange, treasury management, brokerage, and cash management.
The most recent item we track (Business Wire, 29 Oct 2026): "Northern Trust Celebrates 30 Years in Singapore". Northern Trust is celebrating the 30th anniversary of its Singapore branch, which has served clients across the Asia Pacific region for three decades.
Northern Trust Corporation is a financial services company that provides wealth management, asset servicing, asset management, and banking solutions to corporations, institutions, families, and individuals. Northern Trust Corporation serves a diverse client base that includes retirement funds, foundations, endowments, fund managers, insurance companies, and affluent households, with offerings spanning custody, fund administration, investment operations outsourcing, securities lending, foreign exchange, treasury management, brokerage, and cash management. The company operates through its Asset Servicing and Wealth Management segments, combining client-focused advisory capabilities with operational support for complex investment and banking needs. Headquartered in Chicago, Illinois, Northern Trust Corporation is recognized in the global financial market for serving institutional and private clients through a broad mix of investment, trust, and banking services.
CEO Mr. Michael Gerard O'Grady · 23,800 employees · United States · https://www.northerntrust.com
