NTRS

ACCE-researched
Northern Trust Corporation Common Stock
Financial Services · Asset Management · NASDAQ · United States
$177.89+0.54%
Market cap $32.5BNext earnings 2026-10-21Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$177.89+0.0%
confidence-weighted across 4 of 6 models
Now $177.89
$177.89
$119.96$212.48
TrimSilver65
Price vs fair value
16.6% above
-14.2% to fair value
ACCE score
85
out of 100
Analysts
13% buy
15 covering
P/E
15.3x
forward 14.1x
1-year return
+34.5%
Dividend yield
1.81%
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Overview

⚠ Investor warnings · 3 flags
  • moderate
    Elevated insider selling
    Last 10 transactions show $3.79M in sales vs only $0.04M in buys, a heavily skewed 95:1 sell-to-buy ratio.
  • moderate
    High leverage ratio
    Debt/Equity of 2.08 is elevated; while typical for banks, it amplifies downside risk in credit stress scenarios.
  • moderate
    Mild score deterioration
    ACCE score dropped 3 points in 90 days (80→77), with Value sub-score at a weak 58, suggesting stretched valuation concerns.
Reports in 30 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

+35.0% · 1Y

Valuation

INVESTOR
Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bearish13% buy · 15 covering analysts
● Strong buy 1● Buy 1● Hold 10● Sell 1● Strong sell 2
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 50% of peers
low 0.0x15.3xhigh 56.8x
ROEbetter than 67% of peers
low -11%17%high 19%
Div yieldbetter than 50% of peers
low 0.1%1.8%high 3.9%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
RJFRaymond James Financial Inc. Common Stock$31.7B14.418.4%0.361.3%-Compare
III.L3i Group Ord$36.3B4.919.1%0.003.1%-Compare
EQT.STEQT AB (publ)$37.9B29.813.9%0.330.1%-Compare
EXO.ASExor N.V.$25.8B--10.6%0.010.7%-Compare
ARESAres Management Corporation Class A Common Stock$41.1B56.814.9%3.173.9%-Compare
PFGPrincipal Financial Group Inc Common Stock$25.2B16.713.0%0.332.8%-Compare

Sector report card

Where NTRS ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 30 days, last quarter beat by 0.1%.

Press releases mentioning this company

Ask anything, Pro feature

Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.

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Recent performance

1 week
-6.0%
1 month
-4.1%
3 months
+3.4%
6 months
+31.1%
YTD
+30.2%
1 year
+34.5%

SEC filings

40 filings
September 2026
Sep 3
Form 4Insider transactionPeriod 2026-09-01
August 2026
Aug 25
Form 4Insider transactionPeriod 2026-08-24
Aug 4
Form 4Insider transactionPeriod 2026-07-31
37 more filings + AI summaries on Investor+.INVESTOR