Northern Trust (NTRS)

• Market cap: $24.7B
• 1 day: 0.16%
• 5 days: 1.46%
• 1 month: 1.9%
• 3 months: 18.09%
• 6 months: 31.19%
• Year to date: 25.7%
• 1 year: 42.81%
• 5 years: 56.16%
• 10 years: 86.49%
• Sector: Financials
• Industry: Asset Management

About: Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking to corporations, institutions, affluent families, and individuals. Founded in Chicago in 1889, Northern Trust has offices in 20 states and Washington, D.C. as well as 23 locations in Canada, Europe, the Middle East, and Asia-Pacific. As of December 2024, Northern Trust had assets under custody or administration of $16.8 trillion and assets under management of $1.6 trillion.

Employees: 23,300

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

250% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 7 (+5) [Q2]

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

29% more capital invested

Capital invested by funds: $16.4B [Q1] → $21.1B (+$4.78B) [Q2]

19% more call options, than puts

Call options by funds: $305M | Put options by funds: $257M

7% more funds holding

Funds holding: 774 [Q1] → 827 (+53) [Q2]

0.44% more ownership

Funds ownership: 85.36% [Q1] → 85.81% (+0.44%) [Q2]

11% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 288

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $101
• Avg. target: $121
• High target: $136

8 analyst ratings

• positive: 0 0%
• neutral: 5 63%
• negative: 3 38%

Citigroup Emily Ericksen	$135	Neutral Maintained	5 Sep 2025
Truist Securities David Smith	$132	Hold Maintained	14 Aug 2025
Keefe, Bruyette & Woods David Konrad	$118	Underperform Reiterated	24 Jul 2025
Wells Fargo Mike Mayo	$120	Equal-Weight Maintained	24 Jul 2025
Barclays Jason Goldberg	$136	Equal-Weight Maintained	24 Jul 2025