Northern Trust Corporation (NTRS)

Northern Trust Corp. stock has increased by 46.53% over the last 12 months, with a year-to-date return of 6.70% and a 5.21% increase in the past month as of early February 2026. The company reported strong fourth-quarter 2025 earnings, beating analysts' estimates with an EPS of $2.42 and revenue of $3.15 billion, contributing to a pre-market stock increase of 4.56%. Analyst ratings for NTRS currently show a consensus "Hold," with some analysts upgrading their price targets and ratings following the strong Q4 2025 results. Director Richard Petrino purchased 1,000 shares in February 2026.

Explicit overall demand seasonality patterns for all of Northern Trust's products and services are not detailed in the provided information, some insights into demand trends can be observed. In Q1 2025, there was a reported "Weaker Loan Demand," with a decrease in interest income attributed to policy rate cuts in the second half of 2024. Conversely, in September 2025, Northern Trust noted an "AI Evolution and Growing Demand for Outsourced Trading Services," indicating an increasing demand in specific, technologically advanced service areas.

Northern Trust Corporation is an American financial services company based in Chicago, offering wealth management, asset servicing, asset management, and banking solutions to corporations, institutions, affluent families, and individuals worldwide. Its core businesses are divided into Asset Servicing, which provides services like custody, fund administration, and investment operations outsourcing, and Wealth Management, which delivers trust, investment management, and private banking services. The company also offers asset management services encompassing various asset classes.

Northern Trust has a significant global presence, with its headquarters in Chicago, Illinois. As of December 31, 2025, the company maintained offices in 24 U.S. states and Washington, D.C., and across 22 international locations in Canada, Europe, the Middle East, and the Asia-Pacific region.

Northern Trust has a strong brand reputation built on service, expertise, and integrity for over 135 years. Fortune Magazine recognized Northern Trust as a "World's Most Admired Company" in 2024. The company's consistent strong financial performance reinforces its reputation for financial expertise and innovation.

Northern Trust Corporation has a significant institutional ownership base. As of early February 2026, there were 1490 institutional owners and shareholders who had filed 13D/G or 13F forms, holding a total of 180,312,144 shares. Major institutional shareholders include The Vanguard Group, Inc., BlackRock, Inc., FMR LLC, State Street Corp, Primecap Management Co/ca/, Massachusetts Financial Services Co /ma/, Northern Trust Corp itself and Geode Capital Management, Llc. The company was founded in 1889 by Byron Laflin Smith, with 27 original stockholders.