Northern Trust Stock Performance
| NTRS Stock | USD 128.76 4.53 3.65% |
On a scale of 0 to 100, Northern Trust holds a performance score of 23. The company secures a Beta (Market Risk) of 1.15, which conveys a somewhat significant risk relative to the market. Northern Trust returns are very sensitive to returns on the market. As the market goes up or down, Northern Trust is expected to follow. Please check Northern Trust's downside variance, as well as the relationship between the daily balance of power and relative strength index , to make a quick decision on whether Northern Trust's current price movements will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Northern Trust are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Northern Trust unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 3.65 | Five Day Return 0.89 | Year To Date Return 25.02 | Ten Year Return 67.29 | All Time Return 12.5 K |
Forward Dividend Yield 0.0258 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 3.2 | Dividend Date 2025-07-01 |
1 | Acquisition by Smith David Byron Jr of 2160 shares of Northern Trust subject to Rule 16b-3 | 04/30/2025 |
2 | Bensler LLC Sells 85 Shares of Costco Wholesale Co. | 06/13/2025 |
3 | Limbach Hits New 52-Week High Still a Buy | 06/24/2025 |
| Northern Trust dividend paid on 1st of July 2025 | 07/01/2025 |
4 | Principal Financial Group Inc. Lowers Stock Position in Merck Co., Inc. | 07/03/2025 |
5 | Narus Financial Partners LLC Purchases 150 Shares of International Business Machines Corporation | 07/10/2025 |
6 | Burford Brothers Inc. Boosts Stake in International Business Machines Corporation | 07/11/2025 |
7 | Red Wave Investments LLC Sells 26 Shares of Costco Wholesale Corporation | 07/14/2025 |
8 | Northern Trust Collaborates To Advance Tokenized Assets In Australia | 07/16/2025 |
9 | NII to Aid Northern Trusts Q2 Earnings, High Expenses to Hurt | 07/17/2025 |
10 | Northern Trust Posts Q2 Profit Beat | 07/23/2025 |
| Begin Period Cash Flow | 4.8 B | |
| Total Cashflows From Investing Activities | -2.6 B |
Northern Trust Relative Risk vs. Return Landscape
If you would invest 9,186 in Northern Trust on April 26, 2025 and sell it today you would earn a total of 3,690 from holding Northern Trust or generate 40.17% return on investment over 90 days. Northern Trust is currently generating 0.5728% in daily expected returns and assumes 1.9145% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of stocks are less volatile than Northern, and 89% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Northern Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Northern Trust's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Northern Trust, and traders can use it to determine the average amount a Northern Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2992
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Estimated Market Risk
| 1.91 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.57 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average Northern Trust is performing at about 23% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Northern Trust by adding it to a well-diversified portfolio.
Northern Trust Fundamentals Growth
Northern Stock prices reflect investors' perceptions of the future prospects and financial health of Northern Trust, and Northern Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Northern Stock performance.
| Return On Equity | 0.18 | ||||
| Return On Asset | 0.0138 | ||||
| Profit Margin | 0.26 % | ||||
| Operating Margin | 0.27 % | ||||
| Current Valuation | 34.88 B | ||||
| Shares Outstanding | 191.23 M | ||||
| Price To Earning | 12.77 X | ||||
| Price To Book | 1.98 X | ||||
| Price To Sales | 2.87 X | ||||
| Revenue | 15.88 B | ||||
| Gross Profit | 8.58 B | ||||
| EBITDA | 3.38 B | ||||
| Net Income | 2.03 B | ||||
| Cash And Equivalents | 11.58 B | ||||
| Cash Per Share | 55.58 X | ||||
| Total Debt | 15.99 B | ||||
| Debt To Equity | 12.41 % | ||||
| Book Value Per Share | 61.65 X | ||||
| Cash Flow From Operations | (486 M) | ||||
| Earnings Per Share | 8.52 X | ||||
| Market Capitalization | 24.62 B | ||||
| Total Asset | 155.51 B | ||||
| Retained Earnings | 15.61 B | ||||
About Northern Trust Performance
Assessing Northern Trust's fundamental ratios provides investors with valuable insights into Northern Trust's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Northern Trust is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.09 | 0.10 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.16 | 0.15 |
Things to note about Northern Trust performance evaluation
Checking the ongoing alerts about Northern Trust for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Northern Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Northern Trust currently holds about 11.58 B in cash with (486 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 55.58. | |
| Over 87.0% of the company shares are owned by institutional investors | |
| On 1st of July 2025 Northern Trust paid $ 0.75 per share dividend to its current shareholders | |
| Latest headline from fool.com: Northern Trust Posts Q2 Profit Beat |
- Analyzing Northern Trust's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Northern Trust's stock is overvalued or undervalued compared to its peers.
- Examining Northern Trust's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Northern Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Northern Trust's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Northern Trust's stock. These opinions can provide insight into Northern Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Northern Stock Analysis
When running Northern Trust's price analysis, check to measure Northern Trust's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Northern Trust is operating at the current time. Most of Northern Trust's value examination focuses on studying past and present price action to predict the probability of Northern Trust's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Northern Trust's price. Additionally, you may evaluate how the addition of Northern Trust to your portfolios can decrease your overall portfolio volatility.