NTRS — Northern Trust Corporation

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates NTRS Bullish with a Setup Score of 0, net conviction 43, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction43
Actionability0 (extended)

Key signals behind this score

About Northern Trust Corporation

Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals. 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… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$183.55
Market Cap$33.84B
Float181.9M
Shares Outstanding185.0M
P/E (Forward)17.21
P/E (TTM)18.83
Price/Sales (TTM)4.05
vs. Analyst Target-2.3% to analyst PT
Profit Margin22.36%
Operating Margin (TTM)31.72%
Revenue (TTM)$8.36B
Earnings Growth (YoY)42.60%
Dividend Rate3.2%
Analyst Target Price$179.35 (15 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $6.30B $1.21B $5.98B $2.13B
2021 $6.49B $1.55B $6.55B $2.53B
2022 $7.75B $1.34B $6.75B $2.32B
2023 $12.12B $1.11B $6.75B $2.10B
2024 $15.88B $2.03B $8.29B $3.38B
2025 $14.30B $1.74B $8.09B $3.21B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $3.60B $421M
Sep 2025 $3.58B $458M
Dec 2025 $3.61B $466M
Mar 2026 $3.79B $526M

Ownership & Float

Insider Ownership0.8%
Institutional Ownership86.4%
Short Float1.7%
% of All Funds Holding10.85%
Number of Funds Holding892

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$170.83Near-term / short-term trend
Weekly40-Week SMA$148.08Medium-term trend
Weekly80-Week SMA$130.45Cyclical trend (business cycle)
Weekly200-Week SMA$103.15Secular trend (multi-year)
Monthly10-Month SMA$151.79Near-term monthly trend
Monthly20-Month SMA$133.25Medium-term monthly trend
Monthly40-Month SMA$108.18Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$139.00 support 1.01x 2 months ago
$106.00 support 1.80x 12 months ago
$94.00 support 1.22x 13 months ago
$90.00 support 1.05x 20 months ago

Historical Earnings Reactions (120 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.03% 0.10% 54.17% 3.17% -4.06%
1 Day -0.04% -0.08% 46.67% 19.02% -5.50%
1 Week 0.18% 0.11% 53.33% 12.65% -10.91%
2 Weeks 0.80% 0.21% 51.67% 15.79% -10.59%
1 Month 1.80% 1.30% 59.66% 19.94% -20.57%

Next earnings: July 22, 2026 (11 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.3%52.2%46
Feb0.8%54.3%46
Mar1.5%47.8%46
Apr1.8%59.6%47
May1.4%55.3%47
Jun0.5%44.7%47
Jul1.5%52.2%46
Aug-0.4%47.8%46
Sep-1.1%41.3%46
Oct2.2%60.9%46
Nov3.7%67.4%46
Dec1.3%56.5%46

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.07% 45.6% 2206
Tuesday 0.10% 46.1% 2394
Wednesday 0.06% 45.6% 2392
Thursday 0.02% 45.3% 2346
Friday 0.07% 45.5% 2330

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 86.4%

Insider Transactions — Smart Summary

Total insider ownership: 0.8%

12-Month Insider Activity Summary

Total Filings21
Net Value-$17.3M
Net Shares Change-99,990
% of Float-0.1%
C-Suite Filings15
Clusters Detected4

Key Insiders

NameTitleNet ValueFilingsActivity
Fox David W Jr EVP & Chief Financial Officer -$4.0M 3 3 sell
Cherecwich Peter Chief Operating Officer -$3.7M 1 1 sell
Hallinan Aengus Executive Vice President -$613,880.148 1 1 sell
Bellows Clive Co-President Asset Servicing -$462,056 1 1 sell
Gibson Guy Co-President Asset Servicing -$428,451.51 1 1 sell
Petrino Richard +$148,910 1 1 buy
Moritz Robert Edward Jr. +$74,645.5 2 2 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-10-28 – 2025-11-07 4 3 -$2.6M 2 C-suite
2026-01-27 – 2026-02-05 3 3 -$3.6M 1 C-suite
2026-02-13 – 2026-02-26 3 3 -$529,400.47 3 C-suite
2026-04-28 – 2026-05-04 3 3 -$3.7M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-04 Moritz Robert Edward Jr. +$37,442.25 Transaction at $166.41, now +10.3%
2026-06-04 Hallinan Aengus Executive Vice President -$613,880.148 Transaction at $167.36, now +9.7%
2026-04-28 Bellows Clive Co-President Asset Servicing -$462,056 Transaction at $165.02, now +11.2%
2026-04-29 Fox David W Jr EVP & Chief Financial Officer -$3.3M Transaction at $166.16, now +10.5%
2026-02-05 Petrino Richard +$148,910 Transaction at $148.91, now +23.3%
2026-02-03 Moritz Robert Edward Jr. +$37,203.25 Transaction at $151.85, now +20.9%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Northern Trust Corporation (NTRS) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for NTRS on Trend Edge →