Seaport Res Ptn Cuts Earnings Estimates for Northern Trust

Northern Trust Co. (NASDAQ:NTRS) – Stock analysts at Seaport Res Ptn reduced their Q2 2025 EPS estimates for Northern Trust in a research report issued on Thursday, April 3rd. Seaport Res Ptn analyst J. Mitchell now anticipates that the asset manager will post earnings of $2.05 per share for the quarter, down from their prior estimate of $2.07. The consensus estimate for Northern Trust’s current full-year earnings is $8.27 per share. Seaport Res Ptn also issued estimates for Northern Trust’s Q3 2025 earnings at $2.03 EPS and Q4 2025 earnings at $2.14 EPS.

Several other equities research analysts have also recently commented on the company. Royal Bank of Canada upped their price target on Northern Trust from $107.00 to $115.00 and gave the stock an “outperform” rating in a research note on Friday, January 24th. Citigroup cut their price objective on shares of Northern Trust from $110.00 to $105.00 and set a “neutral” rating for the company in a research report on Monday, March 24th. StockNews.com downgraded shares of Northern Trust from a “buy” rating to a “hold” rating in a report on Tuesday, February 25th. The Goldman Sachs Group increased their price target on shares of Northern Trust from $92.00 to $102.00 and gave the stock a “sell” rating in a report on Friday, January 24th. Finally, Barclays raised their price objective on shares of Northern Trust from $115.00 to $118.00 and gave the company an “equal weight” rating in a research report on Monday, January 6th. One research analyst has rated the stock with a sell rating, ten have given a hold rating and three have issued a buy rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $112.31.

Northern Trust Stock Down 5.0 %

Shares of NASDAQ:NTRS opened at $86.01 on Monday. Northern Trust has a 1-year low of $79.32 and a 1-year high of $114.67. The company has a debt-to-equity ratio of 0.58, a current ratio of 0.68 and a quick ratio of 0.71. The stock has a market cap of $16.83 billion, a P/E ratio of 8.79, a P/E/G ratio of 1.72 and a beta of 1.10. The firm has a fifty day moving average price of $105.63 and a 200 day moving average price of $103.17.

Northern Trust (NASDAQ:NTRS) last posted its earnings results on Thursday, January 23rd. The asset manager reported $2.26 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.30. Northern Trust had a return on equity of 13.74% and a net margin of 12.77%.

Northern Trust Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 1st. Stockholders of record on Friday, March 14th were given a $0.75 dividend. This represents a $3.00 annualized dividend and a dividend yield of 3.49%. The ex-dividend date of this dividend was Friday, March 14th. Northern Trust’s payout ratio is 30.67%.

Insider Activity

In related news, COO Peter Cherecwich sold 26,132 shares of the stock in a transaction dated Wednesday, January 29th. The stock was sold at an average price of $112.36, for a total value of $2,936,191.52. Following the completion of the transaction, the chief operating officer now owns 26,586 shares of the company’s stock, valued at approximately $2,987,202.96. This represents a 49.57 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Thomas A. South sold 3,804 shares of Northern Trust stock in a transaction on Wednesday, February 19th. The stock was sold at an average price of $113.00, for a total transaction of $429,852.00. Following the completion of the sale, the executive vice president now owns 81,794 shares of the company’s stock, valued at approximately $9,242,722. This trade represents a 4.44 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 35,335 shares of company stock worth $3,970,211. 0.77% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Northern Trust

Hedge funds have recently bought and sold shares of the company. Y.D. More Investments Ltd lifted its position in shares of Northern Trust by 118.4% in the 4th quarter. Y.D. More Investments Ltd now owns 249 shares of the asset manager’s stock worth $26,000 after buying an additional 135 shares during the last quarter. Colonial Trust Co SC lifted its holdings in Northern Trust by 6,400.0% in the fourth quarter. Colonial Trust Co SC now owns 260 shares of the asset manager’s stock worth $27,000 after acquiring an additional 256 shares during the last quarter. Empirical Asset Management LLC acquired a new position in Northern Trust in the fourth quarter valued at approximately $33,000. Brooklyn Investment Group grew its holdings in shares of Northern Trust by 51.2% during the fourth quarter. Brooklyn Investment Group now owns 378 shares of the asset manager’s stock valued at $39,000 after purchasing an additional 128 shares during the last quarter. Finally, Assetmark Inc. raised its position in shares of Northern Trust by 528.3% during the 4th quarter. Assetmark Inc. now owns 377 shares of the asset manager’s stock worth $39,000 after purchasing an additional 317 shares during the period. 83.19% of the stock is currently owned by institutional investors and hedge funds.

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.