Wells Fargo & Company Boosts Northern Trust (NASDAQ:NTRS) Price Target to $150.00

Northern Trust (NASDAQ:NTRS) had its price objective lifted by Wells Fargo & Company from $145.00 to $150.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “equal weight” rating on the asset manager’s stock. Wells Fargo & Company‘s price target indicates a potential downside of 0.91% from the stock’s previous close.

Several other research firms have also commented on NTRS. BMO Capital Markets initiated coverage on Northern Trust in a research report on Friday, October 3rd. They set a “market perform” rating and a $142.00 price target on the stock. TD Cowen reiterated a “buy” rating on shares of Northern Trust in a research note on Wednesday, January 7th. Wall Street Zen upgraded shares of Northern Trust from a “sell” rating to a “hold” rating in a research note on Saturday, December 27th. Truist Financial set a $148.00 price target on shares of Northern Trust in a research note on Wednesday, January 7th. Finally, Barclays boosted their price objective on shares of Northern Trust from $136.00 to $160.00 and gave the stock an “equal weight” rating in a report on Monday, January 5th. Four analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $139.00.

Northern Trust Trading Down 1.1%

NTRS traded down $1.75 during trading on Friday, hitting $151.37. 63,718 shares of the company’s stock were exchanged, compared to its average volume of 949,609. The company has a current ratio of 0.70, a quick ratio of 0.70 and a debt-to-equity ratio of 0.58. The firm has a market cap of $28.63 billion, a P/E ratio of 17.67, a price-to-earnings-growth ratio of 1.20 and a beta of 1.27. The stock has a 50 day moving average price of $137.44 and a 200 day moving average price of $131.69. Northern Trust has a 1 year low of $81.62 and a 1 year high of $157.60.

Northern Trust (NASDAQ:NTRS) last announced its quarterly earnings results on Friday, January 30th. The asset manager reported $2.42 earnings per share for the quarter, topping analysts’ consensus estimates of $2.37 by $0.05. Northern Trust had a net margin of 11.99% and a return on equity of 14.37%. The firm had revenue of $3.15 billion during the quarter. During the same period last year, the company posted $2.26 earnings per share. The firm’s revenue for the quarter was up 8.4% on a year-over-year basis. As a group, analysts expect that Northern Trust will post 8.27 EPS for the current fiscal year.

Insider Buying and Selling

In other Northern Trust news, EVP Susan Cohen Levy sold 27,591 shares of the business’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $128.13, for a total transaction of $3,535,234.83. Following the completion of the transaction, the executive vice president directly owned 48,257 shares of the company’s stock, valued at $6,183,169.41. The trade was a 36.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider John Landers sold 766 shares of Northern Trust stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $124.35, for a total value of $95,252.10. Following the sale, the insider directly owned 7,313 shares in the company, valued at approximately $909,371.55. This trade represents a 9.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.77% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Empowered Funds LLC increased its stake in Northern Trust by 13.3% during the 1st quarter. Empowered Funds LLC now owns 20,112 shares of the asset manager’s stock valued at $1,984,000 after buying an additional 2,363 shares during the period. Woodline Partners LP increased its stake in shares of Northern Trust by 39.1% during the first quarter. Woodline Partners LP now owns 16,557 shares of the asset manager’s stock valued at $1,633,000 after acquiring an additional 4,653 shares during the period. Wealth Enhancement Advisory Services LLC raised its holdings in Northern Trust by 0.6% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 17,814 shares of the asset manager’s stock worth $2,346,000 after purchasing an additional 105 shares in the last quarter. Park Avenue Securities LLC lifted its position in Northern Trust by 102.4% in the second quarter. Park Avenue Securities LLC now owns 4,579 shares of the asset manager’s stock worth $581,000 after purchasing an additional 2,317 shares during the period. Finally, Fifth Third Bancorp lifted its position in Northern Trust by 2.4% in the second quarter. Fifth Third Bancorp now owns 11,133 shares of the asset manager’s stock worth $1,412,000 after purchasing an additional 257 shares during the period. 83.19% of the stock is owned by institutional investors and hedge funds.

Northern Trust News Roundup

Here are the key news stories impacting Northern Trust this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus, with year-over-year revenue/AUC/AUM growth and an EPS surprise that topped estimates—this is the headline catalyst supporting the rally. NTRS Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Earnings call highlighted record NII and management raised targets — stronger interest income is driving higher margins and gives better forward-looking revenue visibility. Northern Trust Earnings Call: Record NII, Higher Targets
• Positive Sentiment: Trust and servicing fees rose, and market-strength (AUM/AUC growth) continued to pad fee income — diversifies revenue beyond NII and supports recurring revenue. Northern Trust beats Q4 expectations as trust fees rise
• Positive Sentiment: Board announced a quarterly dividend of $0.80 (ex-dividend March 6), which supports income-oriented investors. Northern Trust Reports Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper review — useful for investors who want detail on NII drivers, client flows and margin assumptions. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Some of the quarter’s upside was aided by favorable market performance (higher AUM), which could be cyclical — monitor market risk exposure in coming quarters. Strong stock markets continue to pad earnings
• Negative Sentiment: Operating expenses remain elevated and continue to pressure margins despite revenue gains — this is the main downside risk for sustained EPS expansion. Q4 Earnings Beat Despite High Costs
• Negative Sentiment: Some analysts flag that the stock’s valuation looks elevated after the rally — investors should weigh growth vs. current multiple. Valuation Is Too Elevated

About Northern Trust

Northern Trust Corporation (NASDAQ: NTRS) is a global financial services firm headquartered in Chicago that provides asset servicing, asset management and wealth management solutions to institutions, corporations and high-net-worth individuals. The company’s core businesses include custody and fund administration, investment operations outsourcing, trust and fiduciary services, private banking, and retirement and defined contribution plan services.

Northern Trust’s product and service offerings span custody and fund accounting, portfolio and performance analytics, securities lending, cash management and foreign exchange, as well as discretionary and non-discretionary investment management.