Seaport Res Ptn Raises Earnings Estimates for Northern Trust

Northern Trust Co. (NASDAQ:NTRS) – Investment analysts at Seaport Res Ptn upped their Q1 2025 earnings per share estimates for shares of Northern Trust in a research report issued on Thursday, January 23rd. Seaport Res Ptn analyst J. Mitchell now forecasts that the asset manager will post earnings of $1.87 per share for the quarter, up from their prior estimate of $1.75. The consensus estimate for Northern Trust’s current full-year earnings is $7.56 per share. Seaport Res Ptn also issued estimates for Northern Trust’s Q2 2025 earnings at $2.07 EPS, Q3 2025 earnings at $2.05 EPS, Q4 2025 earnings at $2.15 EPS, FY2025 earnings at $8.15 EPS, Q1 2026 earnings at $1.99 EPS, Q2 2026 earnings at $2.28 EPS, Q3 2026 earnings at $2.29 EPS, Q4 2026 earnings at $2.40 EPS and FY2026 earnings at $8.95 EPS.

A number of other equities analysts have also commented on the company. The Goldman Sachs Group increased their price target on Northern Trust from $92.00 to $102.00 and gave the company a “sell” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft increased their target price on Northern Trust from $100.00 to $108.00 and gave the company a “hold” rating in a research report on Monday, November 11th. UBS Group boosted their price target on shares of Northern Trust from $86.00 to $92.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 8th. Morgan Stanley lowered their price objective on shares of Northern Trust from $127.00 to $125.00 and set an “equal weight” rating for the company in a research report on Friday, January 3rd. Finally, Evercore ISI boosted their target price on shares of Northern Trust from $86.00 to $103.00 and gave the stock an “in-line” rating in a report on Thursday, October 24th. One investment analyst has rated the stock with a sell rating, eight have assigned a hold rating and four have assigned a buy rating to the stock. According to MarketBeat, Northern Trust presently has a consensus rating of “Hold” and a consensus target price of $110.75.

Northern Trust Stock Up 1.3 %

NTRS opened at $110.92 on Monday. The company has a market capitalization of $21.99 billion, a PE ratio of 13.80, a price-to-earnings-growth ratio of 1.22 and a beta of 1.08. The firm has a 50-day simple moving average of $105.89 and a two-hundred day simple moving average of $96.68. The company has a quick ratio of 0.71, a current ratio of 0.71 and a debt-to-equity ratio of 0.58. Northern Trust has a 52 week low of $76.67 and a 52 week high of $111.87.

Northern Trust (NASDAQ:NTRS) last issued its earnings results on Thursday, January 23rd. The asset manager reported $2.26 earnings per share for the quarter, topping analysts’ consensus estimates of $1.96 by $0.30. Northern Trust had a net margin of 10.92% and a return on equity of 12.75%.

Northern Trust Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 1st. Stockholders of record on Friday, March 14th will be issued a $0.75 dividend. The ex-dividend date is Friday, March 14th. This represents a $3.00 annualized dividend and a dividend yield of 2.70%. Northern Trust’s payout ratio is 30.67%.

Insider Transactions at Northern Trust

In related news, COO Peter Cherecwich sold 16,153 shares of the firm’s stock in a transaction dated Thursday, November 7th. The shares were sold at an average price of $105.18, for a total value of $1,698,972.54. Following the transaction, the chief operating officer now owns 4,397 shares of the company’s stock, valued at $462,476.46. This trade represents a 78.60 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Thomas A. South sold 5,000 shares of the business’s stock in a transaction dated Thursday, November 7th. The shares were sold at an average price of $105.80, for a total transaction of $529,000.00. Following the completion of the sale, the executive vice president now directly owns 49,756 shares of the company’s stock, valued at approximately $5,264,184.80. This trade represents a 9.13 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 30,253 shares of company stock worth $3,238,073. 0.64% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of NTRS. Brooklyn Investment Group grew its position in shares of Northern Trust by 51.2% during the 4th quarter. Brooklyn Investment Group now owns 378 shares of the asset manager’s stock worth $39,000 after buying an additional 128 shares in the last quarter. Northwest Investment Counselors LLC bought a new position in Northern Trust during the 3rd quarter worth about $39,000. Capital Performance Advisors LLP bought a new position in Northern Trust during the 3rd quarter worth about $48,000. Friedenthal Financial bought a new stake in shares of Northern Trust in the 4th quarter valued at about $57,000. Finally, Eastern Bank bought a new stake in shares of Northern Trust in the 3rd quarter valued at about $51,000. 83.19% of the stock is currently owned by hedge funds and other institutional investors.

Northern Trust Company Profile

Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals worldwide. 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 services, employee benefit services, securities lending, foreign exchange, treasury management, brokerage services, transition management services, banking, and cash management services.