Seaport Res Ptn Expects Lower Earnings for Northern Trust

Northern Trust Co. (NASDAQ:NTRS) – Stock analysts at Seaport Res Ptn lowered their Q2 2025 earnings per share (EPS) estimates for shares of Northern Trust in a research note issued to investors on Thursday, April 3rd. Seaport Res Ptn analyst J. Mitchell now forecasts that the asset manager will post earnings per share of $2.05 for the quarter, down from their previous 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.

NTRS has been the subject of a number of other research reports. UBS Group increased their target price on Northern Trust from $110.00 to $114.00 and gave the company a “neutral” rating in a report on Monday, January 27th. Evercore ISI decreased their price objective on Northern Trust from $113.00 to $104.00 and set an “in-line” rating for the company in a research report on Tuesday, April 1st. Citigroup dropped their target price on Northern Trust from $110.00 to $105.00 and set a “neutral” rating on the stock in a report on Monday, March 24th. Barclays raised their price target on shares of Northern Trust from $115.00 to $118.00 and gave the stock an “equal weight” rating in a report on Monday, January 6th. Finally, StockNews.com downgraded shares of Northern Trust from a “buy” rating to a “hold” rating in a research report on Tuesday, February 25th. One research analyst has rated the stock with a sell rating, ten have given a hold rating and three have given a buy rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $112.31.

Northern Trust Stock Down 0.6 %

NASDAQ NTRS opened at $85.50 on Monday. The company’s 50 day simple moving average is $105.11 and its 200 day simple moving average is $103.12. Northern Trust has a 12 month low of $79.32 and a 12 month 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 company has a market capitalization of $16.73 billion, a P/E ratio of 8.74, a PEG ratio of 1.72 and a beta of 1.10.

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

Institutional Investors Weigh In On Northern Trust

A number of institutional investors have recently bought and sold shares of the business. HighTower Advisors LLC lifted its stake in Northern Trust by 48.8% during the third quarter. HighTower Advisors LLC now owns 26,774 shares of the asset manager’s stock worth $2,431,000 after purchasing an additional 8,781 shares during the period. IHT Wealth Management LLC acquired a new position in shares of Northern Trust in the 3rd quarter worth approximately $297,000. Royal London Asset Management Ltd. lifted its position in shares of Northern Trust by 4.9% during the 3rd quarter. Royal London Asset Management Ltd. now owns 83,214 shares of the asset manager’s stock worth $7,492,000 after buying an additional 3,857 shares during the period. Weiss Asset Management LP acquired a new stake in Northern Trust in the 3rd quarter valued at $1,099,000. Finally, Kovitz Investment Group Partners LLC grew its position in Northern Trust by 68.1% in the third quarter. Kovitz Investment Group Partners LLC now owns 13,765 shares of the asset manager’s stock valued at $1,239,000 after acquiring an additional 5,578 shares during the period. Institutional investors and hedge funds own 83.19% of the company’s stock.

Insider Transactions at Northern Trust

In related news, EVP Jane Karpinski sold 2,262 shares of the stock in a transaction dated Monday, February 3rd. The shares were sold at an average price of $111.33, for a total value of $251,828.46. Following the completion of the sale, the executive vice president now owns 17,236 shares in the company, valued at approximately $1,918,883.88. This trade represents a 11.60 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider John Landers sold 900 shares of the business’s stock in a transaction dated Tuesday, February 4th. The shares were sold at an average price of $111.44, for a total value of $100,296.00. Following the transaction, the insider now owns 7,640 shares in the company, valued at $851,401.60. This represents a 10.54 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 35,335 shares of company stock worth $3,970,211. Insiders own 0.77% of the company’s stock.

Northern Trust Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 1st. Stockholders of record on Friday, March 14th were given a $0.75 dividend. The ex-dividend date of this dividend was Friday, March 14th. This represents a $3.00 annualized dividend and a dividend yield of 3.51%. Northern Trust’s dividend payout ratio is 30.67%.

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.