Latest news with #NTRS
Yahoo
02-08-2025
- Business
- Yahoo
Northern Trust Second Quarter 2025 Earnings: Beats Expectations
Northern Trust (NASDAQ:NTRS) Second Quarter 2025 Results Key Financial Results Revenue: US$1.98b (down 27% from 2Q 2024). Net income: US$412.8m (down 53% from 2Q 2024). Profit margin: 21% (down from 33% in 2Q 2024). The decrease in margin was driven by lower revenue. EPS: US$2.14 (down from US$4.35 in 2Q 2024). Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. All figures shown in the chart above are for the trailing 12 month (TTM) period Northern Trust Revenues and Earnings Beat Expectations Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Looking ahead, revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Capital Markets industry in the US. Performance of the American Capital Markets industry. The company's shares are down 2.3% from a week ago. Risk Analysis You should learn about the 1 warning sign we've spotted with Northern Trust. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
25-07-2025
- Business
- Business Insider
Northern (NTRS) Receives a Rating Update from a Top Analyst
RBC Capital analyst Gerard Cassidy maintained a Buy rating on Northern on July 23 and set a price target of $123.00. The company's shares closed yesterday at $128.76. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Cassidy covers the Financial sector, focusing on stocks such as JPMorgan Chase, M&T Bank, and Morgan Stanley. According to TipRanks, Cassidy has an average return of 20.9% and a 71.40% success rate on recommended stocks. In addition to RBC Capital, Northern also received a Buy from TR | OpenAI – 4o's Valerie Balancia in a report issued yesterday. However, on the same day, KBW reiterated a Sell rating on Northern (NASDAQ: NTRS). NTRS market cap is currently $24.17B and has a P/E ratio of 14.61. Based on the recent corporate insider activity of 120 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of NTRS in relation to earlier this year. Last month, Aengus Hallinan, the Executive Vice President of NTRS sold 5.00 shares for a total of $524.20.
Yahoo
21-07-2025
- Business
- Yahoo
Northern Trust Corporation (NTRS) Rose on Strong Earnings and a Merger Rumor
Ariel Investments, an investment management company, released its 'Ariel Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was a volatile period. Stocks fell sharply in early April following the 'Liberation Day' tariff announcement, pushing the market close to bear market territory. Later, the pause in plans led to a strong recovery. Excitement for artificial intelligence (AI) stocks reignited, with positive economic data and strong corporate earnings driving U.S. indices to new all-time highs. Growth stocks outperformed value stocks, and large caps continued to outperform their small-cap counterparts. Against this backdrop, Ariel Fund returned 6.96% in the quarter, lagging behind both the Russell 2500 Value Index's +7.29% return and exceeding the Russell 2000 Value Index's +4.97% gain. For more information on the fund's top picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Ariel Fund highlighted stocks such as Northern Trust Corporation (NASDAQ:NTRS). Headquartered in Chicago, Illinois, Northern Trust Corporation (NASDAQ:NTRS) is a financial holding company that offers wealth management, asset servicing, and banking solutions. The one-month return of Northern Trust Corporation (NASDAQ:NTRS) was 5.89%, and its shares gained 46.81% of their value over the last 52 weeks. On July 18, 2025, Northern Trust Corporation (NASDAQ:NTRS) stock closed at $127.93 per share, with a market capitalization of $24.887 billion. Ariel Fund stated the following regarding Northern Trust Corporation (NASDAQ:NTRS) in its second quarter 2025 investor letter: "Additionally, leading global financial franchise Northern Trust Corporation (NASDAQ:NTRS) advanced in the quarter following strong quarterly earnings results and rumors of a potential merger with Bank of New York Mellon. In our view, NTRS remains a trusted name offering diversified products in a favorable industry with high barriers to entry. We believe Northern's 135-year track record highlights its stability and strength in navigating macroeconomic volatility with a conservative, operating approach." A successful investor smiling confidently, looking over a stock market report. Northern Trust Corporation (NASDAQ:NTRS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held Northern Trust Corporation (NASDAQ:NTRS) at the end of the first quarter, compared to 42 in the previous quarter. While we acknowledge the potential of Northern Trust Corporation (NASDAQ:NTRS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
07-07-2025
- Business
- Yahoo
Northern Trust Corporation (NTRS): A Bull Case Theory
We came across a bullish thesis on Northern Trust Corporation on Stock Region Research's Substack by Stock Region. In this article, we will summarize the bulls' thesis on NTRS. Northern Trust Corporation's share was trading at $123.80 as of June 25th. NTRS's trailing and forward P/E ratios were 11.56 and 15.48, respectively, according to Yahoo Finance. A person sitting at a desk, their arms crossed, expressing the confidence of asset management and administration. Northern Trust (NTRS) has recently captured investor attention with both a reliable income stream and emerging strategic intrigue. The company declared a solid quarterly dividend of $0.75 per share, reaffirming its commitment to shareholder returns—a key attraction for income-focused investors. However, what's truly moving the needle is the market chatter around potential merger talks with Bank of New York Mellon. Speculation around the deal drove Northern Trust's shares up 5.5%, signaling that the market sees real upside if a transaction materializes. Investors are now watching the stock closely, eyeing a breakout above $119.00 or signs of weakness below $116.60. The dividend alone offers a dependable, low-volatility reason to hold the stock, but the possible tie-up with BNY Mellon could be a game-changer. Such a merger would create a global giant in custody banking, with enhanced scale, broader client relationships, and stronger operating leverage. While the rumors remain unconfirmed, they're credible enough to draw significant interest, and they come at a time when scale and efficiency are increasingly rewarded in the financial services sector. The potential for rerating is significant, especially if synergies from a deal drive earnings growth and cost savings. Even absent a merger, Northern Trust's predictable cash flows and conservative balance sheet continue to offer a stable, income-generating anchor for portfolios. With strategic upside and downside protection through dividends, NTRS presents a compelling mix of safety and optionality, making it a name investors across the risk spectrum are wise to keep on their radar. Previously, we covered a on BlackRock, Inc. by Kroker Equity Research in February 2025, which highlighted its diversified growth, strong inflows, and tech leadership. The company's stock price has appreciated by approximately 2.62% since our coverage. This is because the thesis played out. Stock Region shares a similar view on Northern Trust but emphasizes dividend reliability and M&A optionality. NTRS isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of NTRS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. 登入存取你的投資組合
Yahoo
02-07-2025
- Business
- Yahoo
Northern Trust's Q2 2025 Earnings: What to Expect
Valued at a market cap of $24.9 billion, Northern Trust Corporation (NTRS) is a financial holding company headquartered in Chicago, Illinois. It provides wealth management, asset servicing, asset management, and banking solutions to corporations, institutions, families, and individuals. It is expected to announce its fiscal Q2 earnings for 2025 before the market opens on Wednesday, Jul. 23. Prior to this event, analysts project this financial company to report a profit of $2.07 per share, up 16.3% from $1.78 per share in the year-ago quarter. The company has exceeded Wall Street's bottom-line estimates in each of the last four quarters. Its earnings of $1.90 per share in the previous quarter outpaced the consensus estimates by 2.7%. Is Palantir Stock a Buy, Sell, or Hold for July 2025? Is Archer Aviation Stock a Buy, Sell, or Hold for July 2025? Oklo Just Announced a New Nuclear Fuel Deal. Is OKLO Stock a Buy Here? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For the full year, analysts expect Northern Trust to report EPS of $8.15, up 5.8% from $7.70 in fiscal 2024. Furthermore, its EPS is expected to grow 9.6% year-over-year to $8.93 in fiscal 2026. NTRS has rallied 52.7% over the past 52 weeks, considerably outpacing both the S&P 500 Index's ($SPX) 13.2% rise and the Financial Select Sector SPDR Fund's (XLF) 27.8% return over the same time frame. On Apr. 22, shares of Northern Trust soared 3% after its Q1 earnings release. The company's adjusted total revenue improved 17.6% year-over-year to $1.9 billion, with net interest income rising by 7.2% and trust, investment and other servicing fees increasing by 6.2% from the year-ago quarter. On the earnings front, its net income advanced 82.6% year-over-year to $392 million, while its EPS grew by a notable 97.9% to $1.90. Wall Street analysts are cautious about NTRS' stock, with a "Hold" rating overall. Among 14 analysts covering the stock, one recommends a "Strong Buy," one suggests a "Moderate Buy,' nine indicate 'Hold,' and three advise "Strong Sell.' While the company is trading above its mean price target of $106.58, its Street-high price target of $128 suggests a slight premium to its current price levels. On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
