NTRS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $170.06
Market Cap (MRQ) $31.47B
52W Range $121–$196

NTRS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
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Stock splits 5
Ex-date Split Type
Dec. 10, 1999 2-for-1 Forward
Dec. 10, 1996 2-for-1 Forward
Dec. 10, 1992 3-for-2 Forward
May 1, 1990 2-for-1 Forward
May 1, 1986 3-for-1 Forward

About Northern Trust Corporation - Common Stock Company overview from Wikipedia

05 · wikidata

Northern Trust Corporation is an American financial services company headquartered in Chicago, Illinois, that caters to corporations, institutional investors, and ultra-high-net-worth individuals. Northern Trust is one of the largest banking institutions in the United States and one of the oldest banks in continuous operation. As of December 31, 2025, it had $1.8 trillion in assets under management and $14.9 trillion in assets under custody. Northern Trust Corporation is incorporated in Delaware.

The company has offices in 24 US states and 22 international offices across countries in Canada, Europe, the Middle East, and the Asia-Pacific region. It is ranked 269 on the Fortune 1000 as of late 2025.

Current operations

Asset servicing

Asset Servicing is a global provider of custodian bank, fund administration, investment operations outsourcing, investment management, investment risk and analytical services, employee benefits services, securities lending, foreign exchange market, treasury management, brokerage firm services, transition management services, banking, and cash management services to corporate and public pension funds, foundations, financial endowments, fund managers, insurance companies, sovereign wealth funds, and other institutional investors. At the end of May 2020, Northern Trust Corporation entered into a strategic alliance with BlackRock. This alliance entails working with BlackRock on its platform called Aladdin with mutual clients.

Wealth management

Over 20% of the wealthiest families in the United States are clients of the company's wealth management division. It provides personal trust, investment management, custodian bank, and philanthropic services, financial consulting, guardianship and estate administration, qualified retirement plans and private and business banking. Wealth Management focuses on high-net-worth individuals and families, business owners, executives, professionals, retirees, and established privately held businesses in its target markets with assets typically exceeding $75 million. Wealth management services are delivered through a network of 85 offices in 18 U.S. states as well as offices in London, Guernsey, and Abu Dhabi.

Northern Trust Asset Management (NTAM)

Northern Trust Asset Management provides investment management services. It offers both active management and passive management strategies for equity and fixed income investing, as well as alternative asset classes such as private equity and hedge funds and multi-manager products and services.

History

Northern Trust was founded in 1889 by Byron Laflin Smith in a one-room office in the Rookery Building in The Loop, Chicago, with a focus on providing trust and banking services for the city's prosperous citizens. It opened on August 12, 1889, with 7 accounts and $137,981.25 in deposits. Smith provided 40% of the bank's original capitalization of $1 million, and the original 27 shareholders included Marshall Field, Martin A. Ryerson, and Philip D. Armour.

The company's headquarters building at 50 South LaSalle Street in the Financial District of Chicago dates from 1905 and was designed by Frost and Granger. The structure opened with five stories, but is designed to accommodate additional floors. However, when the bank needed additional space in 1965, it opted to construct a new 14-story building in the international style to the west and selected Cesar Pelli as its architect.

In 1914, Byron Laflin Smith died. His son, Solomon Albert Smith, took over the bank.

The company's conservative policies served it well during the 1920s and the company's assets actually grew during the Great Depression, while many other banks suffered from bank failure.

By 1941, nearly half of all the bank's commercial accounts were drawn from outside the Chicago metropolitan area. During World War II, the company took part in the government's war bond drives and provided loans for manufacturing war materials under special government programs. The war created more opportunities for the bank; all sectors of its business expanded.

During the 1950s, Northern Trust spent heavily to develop automated banking services, including the first fully automated financial statements for trust clients.

In 1963, Solomon A. Smith died. Solomon Byron Smith became chairman of the executive committee and his brother, Edward Byron Smith, became chairman.

In 1986, the bank acquired First Lake Forest Corporation for $61 million in cash.

Edward Byron Smith retired as chief executive officer in 1979. He was succeeded by E. Norman "Bud" Staub. A few years later, Philip W. K. Sweet took over but he resigned in 1984.

In 1984, Weston Christopherson, former CEO of Jewel, took the helm. He is credited with guiding the bank through a difficult period when sour loans to Latin American countries were hurting profits. When oil prices dropped suddenly in the early 1980s, many South American nations realized they could not repay their enormous bank loans. The bank suffered uncharacteristically high losses. Aggressive management, loan reserves, and write-offs enabled the bank to restore its asset quality. During Christopherson's six years at Northern Trust, profits rose from $34 million to $113 million. At the time of his retirement in 1990, the company was the 11th most profitable of the 100 largest banks in the United States.

William A. Osborn was named president and chief operating officer in 1993 and became chairman and chief executive officer, in addition to president, in 1995.

In 2005, Northern Trust and Enron reached a $365 million settlement with 20,000 employees of Enron after the energy company's collapse (see Enron scandal). Northern Trust had managed the 401k plan for Enron's employeees, who alleged mismanagement and breach of fiduciary duty. The initial settlement was reduced a year later to $32.5 million in an agreement approved by federal judge Melinda Harmon, with Northern Trust neither admitting nor denying wrongdoing.

Osborn stepped down as president in 2006 and as CEO on January 1, 2008. Frederick H. "Rick" Waddell then became chairman and CEO.

During his tenure, Waddell was able to guide the bank through the 2008 financial crisis. In 2009 Northern Trust was one of 3 banks able to gain large profits. Along with M&T Bank, Northern Trust was one of two banks in the S&P 500 Index not to lower their dividends during the 2008 financial crisis.

In November 2008, the United States Department of the Treasury invested $1.5 billion in the company as part of the Troubled Asset Relief Program and in June 2009, the company repurchased the investment from the Treasury. The company had been criticized for heavy spending on parties during a 2009 golf tournament that it sponsored, after receiving government funds.

The company strives to give approximately 1.5% of its pre-tax profits to charities every year. In the 10 years preceding 2014, the company gave over $120 million in support of non-profit organizations.

In 2017, Northern Trust acquired UBS Asset Management's fund administration servicing units in Switzerland and Luxembourg.

In 2018, Michael O'Grady became chief executive officer of the company. He also assumed the chairmanship on January 23, 2019.

In January 2026, Northern Trust reported fourth-quarter net income of $466 million and an 11% increase in assets under custody/administration (AUC/A) to $18.7 trillion.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancial Services industryFinancial Services employees23,600 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend NTRS 5Y avg Peer Median Verdict
P/B (MRQ) 2.4 · 3.1 Undervalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$3.52Paid quarterly
5Y Div CAGR≈2.1%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 4, 2026$0.88USD≈1.8%
Jun 5, 2026$0.80USD≈1.9%
Mar 6, 2026$0.80USD≈2.3%
Dec 5, 2025$0.80USD≈2.3%
Sep 5, 2025$0.80USD≈2.4%
Jun 6, 2025$0.75USD≈2.8%
Mar 14, 2025$0.75USD≈3.1%
Dec 6, 2024$0.75USD≈2.8%
Sep 6, 2024$0.75USD≈3.5%
Jun 7, 2024$0.75USD≈3.6%
Mar 7, 2024$0.75USD≈3.7%
Dec 7, 2023$0.75USD≈3.8%
Sep 7, 2023$0.75USD≈4.0%
Jun 8, 2023$0.75USD≈4.0%
Mar 9, 2023$0.75USD≈3.4%
Dec 8, 2022$0.75USD≈3.3%
Sep 8, 2022$0.75USD≈2.9%
Jun 9, 2022$0.70USD≈2.6%
Mar 10, 2022$0.70USD≈2.6%
Dec 9, 2021$0.70USD≈2.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 6.0%
Next Report Oct 21, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 22, 2026 $2.97 $2.76 7.5%
March 31, 2026 $2.71 $2.37 14.3%
Dec. 31, 2025 $2.69 $2.41 11.5%
Sept. 30, 2025 $2.29 $2.29 -0.03%
June 30, 2025 $2.13 $2.09 1.9%
March 31, 2025 $1.90 $1.89 0.77%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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No annual filings for NTRS

We don't have SEC filings for this ticker yet.

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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No data for this statement

Not enough fundamentals data to build this statement yet.

Institutional owners (13F) 1,075 filers · $29.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,075
Value held $29.4B
New positions 130
Exited positions 65
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
130 (-21 vs prior Q) 65 (+2 vs prior Q) 368 (+35 vs prior Q) 327 (+26 vs prior Q) +1.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $3,035,734,468 22,225,159 10.32% Shares
BlackRock, Inc. $2,523,781,235 14,517,839 8.58% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,047,767,924 11,779,613 6.96% Shares
STATE STREET CORP $1,588,169,035 9,095,046 5.40% Shares
FMR LLC $1,509,462,596 8,683,057 5.13% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,462,760,687 8,414,408 4.97% Shares
PRIMECAP MANAGEMENT CO/CA/ $1,060,552,989 6,100,742 3.60% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,005,789,289 5,702,539 3.42% Shares
NORTHERN TRUST CORP $965,564,727 5,554,330 3.28% Shares
GEODE CAPITAL MANAGEMENT, LLC $892,886,449 5,155,381 3.03% Shares
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO $720,584,532 4,145,102 2.45% Shares
Invesco Ltd. $569,093,102 3,273,660 1.93% Shares
AQR CAPITAL MANAGEMENT LLC $511,060,896 2,939,835 1.74% Shares
GOLDMAN SACHS GROUP INC $501,854,453 2,886,875 1.71% Shares
MORGAN STANLEY $465,674,101 2,678,749 1.58% Shares
DIMENSIONAL FUND ADVISORS LP $434,266,321 2,497,902 1.48% Shares
Bank of New York Mellon Corp $361,078,895 2,077,076 1.23% Shares
NORGES BANK $348,017,945 2,001,944 1.18% Shares
AMERICAN CENTURY COMPANIES INC $335,449,074 1,929,640 1.14% Shares
Robeco Institutional Asset Management B.V. $255,800,522 1,471,471 0.87% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $217,092,342 1,555,437 0.74% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $216,795,169 1,247,096 0.74% Shares
Legal & General Group Plc $207,054,222 1,191,062 0.70% Shares
VANGUARD FIDUCIARY TRUST CO $179,586,803 1,033,058 0.61% Shares
WELLINGTON MANAGEMENT GROUP LLP $170,464,028 980,580 0.58% Shares
ARIEL INVESTMENTS, LLC $169,031,585 972,340 0.57% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $158,177,885 909,905 0.54% Shares
PANAGORA ASSET MANAGEMENT INC $157,449,669 905,716 0.54% Shares
PRUDENTIAL FINANCIAL INC $147,794,074 850,173 0.50% Shares
Man Group plc $147,717,585 849,733 0.50% Shares
DEUTSCHE BANK AG\ $144,091,456 828,874 0.49% Shares
Eurizon Capital SGR S.p.A. $128,295,396 736,797 0.44% Shares
VICTORY CAPITAL MANAGEMENT INC $127,588,748 733,943 0.43% Shares
Amundi $125,016,679 719,148 0.42% Shares
UBS Group AG $123,905,156 712,754 0.42% Shares
FEDERATED HERMES, INC. $122,124,587 702,511 0.42% Shares
Qube Research & Technologies Ltd $121,504,425 698,944 0.41% Shares
JPMORGAN CHASE & CO $119,989,696 686,007 0.41% Shares
BANK OF AMERICA CORP /DE/ $119,683,958 688,472 0.41% Shares
ROYAL BANK OF CANADA $118,373,000 680,927 0.40% Shares
FIRST TRUST ADVISORS LP $112,908,791 649,498 0.38% Shares
Russell Investments Group, Ltd. $107,155,509 616,023 0.36% Shares
JUPITER ASSET MANAGEMENT LTD $106,809,034 614,410 0.36% Shares
Quantinno Capital Management LP $106,665,090 613,581 0.36% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $106,614,077 629,512 0.36% Shares
RNC CAPITAL MANAGEMENT LLC $95,805,914 551,115 0.33% Shares
BARCLAYS PLC $91,518,588 526,453 0.31% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $91,426,281 525,922 0.31% Shares
AustralianSuper Pty Ltd $90,723,967 521,882 0.31% Shares
Cerity Partners LLC $86,524,894 497,727 0.29% Shares

Show all 1,075 institutional owners →

Company insiders 76 insiders · 41 officers · 26 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Michael O'Grady Chairman and CEO March 1, 2026 F 56,897 0 0 $0
David W Fox Jr EVP & Chief Financial Officer April 29, 2026 S 18,575 0 4 $-4,000,429
Biff Bowman EVP & Chief Financial Officer Dec. 12, 2019 F 74,628 0 0 $0
Clive Bellows Co-President Asset Servicing April 24, 2026 S 28,217 0 2 $-628,814
Guy Gibson Co-President Asset Servicing March 5, 2026 S 29,332 0 2 $-582,221
Michael Hunstad President/Asset Management March 1, 2026 F 25,845 0 0 $0
Jason J. Tyler President/Wealth Management March 1, 2026 F 89,395 0 0 $0
Teresa Parker President/Asset Servicing July 31, 2025 S 71,789 0 0 $0
Daniel Gamba President / Asset Management April 3, 2025 F 61,848 0 0 $0
Shundrawn A Thomas President / Asset Management March 1, 2022 F 63,800 0 0 $0
Peter Cherecwich Chief Operating Officer March 1, 2026 F 21,962 0 1 $-3,740,500
Jana R Schreuder COO Aug. 6, 2018 S 0 0 0 $0
Aengus Hallinan Executive Vice President June 3, 2026 S 9,461 0 2 $-613,879
Thomas A South Executive Vice President May 22, 2026 G 94,717 0 1 $-695,150
John Landers Controller March 1, 2026 F 7,814 0 1 $-95,252
Alexandria Taylor Chief Administrative Officer March 1, 2026 F 47,452 0 0 $0
Susan Cohen Levy EVP and General Counsel March 1, 2026 F 59,378 0 2 $-3,535,326
Steven L Fradkin Vice Chairman Dec. 3, 2025 F 43,257 0 2 $-1,200,128
Kelley Conway Executive Vice President May 12, 2025 S 12,213 0 0 $0
Mark C Gossett Executive Vice President March 1, 2025 F 39,817 0 0 $0
Jane Karpinski Executive Vice President March 1, 2025 F 27,911 0 0 $0
Lauren E Allnutt EVP & Controller March 9, 2023 S 5,576 0 0 $0
Joyce St Clair Executive Vice President March 1, 2022 F 16,830 0 0 $0
Robert P Browne EVP & Chief Investment Officer May 5, 2021 M 25,199 0 0 $0
Wilson Leech EVP/Chief Risk Officer Jan. 21, 2020 F 49,247 0 0 $0
Aileen B Blake EVP & Controller March 1, 2019 F 11,692 0 0 $0
Stephen N Potter Vice Chairman Dec. 13, 2018 G 46,072 0 0 $0
William L Morrison Vice Chairman Dec. 7, 2018 F 49,849 0 0 $0
Frederick H Waddell Chairman Aug. 3, 2018 G 137,592 0 0 $0
Jeffrey D. Cohodes Executive Vice President May 7, 2018 S 20,484 0 0 $0
Susan Gillian Pembleton EVP/Human Resources Feb. 26, 2018 M 21,330 0 0 $0
Kelly R Welsh EVP & General Counsel April 3, 2014 A 28,297 0 0 $0
Timothy P Moen Executive Vice President July 23, 2013 M 40,984 0 0 $0
Richard D. Kukla Controller April 29, 2013 S 28,031 0 0 $0
Sherry S Barrat Vice Chairman March 1, 2012 S 25,541 0 0 $0
Timothy J Theriault EVP & President C&IS May 6, 2009 G 55,604 0 0 $0
Terence J Toth EVP & President/NTGI June 1, 2007 · 0 0 $0
Perry R Pero Vice Chairman Sept. 30, 2005 · 0 0 $0
Harry W Short EVP and Controller Oct. 28, 2004 G 3,063 0 0 $0
Stephen B Timbers Vice Chairman Feb. 2, 2004 M 73,272 0 0 $0
Peter L Rossiter Executive Vice President Jan. 27, 2004 G 94,137 0 0 $0
David Byron Smith JR Director July 31, 2026 G 87,157 0 0 $0
Robert Edward Moritz Jr. Director May 1, 2026 P 8,145 4 0 $609,109
Chandra Dhandapani Director April 21, 2026 A 6,682 0 0 $0
Richard Petrino Director April 21, 2026 A 4,341 1 0 $148,910
Marcy S Klevorn Director April 21, 2026 A 13,503 0 0 $0
Jay L Henderson Director April 21, 2026 A 989 0 0 $0
Dean M Harrison Director April 21, 2026 A 34,515 0 0 $0
Susan Crown Director April 21, 2026 A 38,684 0 0 $0
SLARK MARTIN P Director April 21, 2026 A 22,335 0 0 $0
Linda Bynoe Director April 1, 2025 A 32,964 0 0 $0
Becerra Jose Luis Prado Director April 1, 2024 A 23,565 0 0 $0
Thomas E Richards Director Oct. 1, 2021 A 14,435 0 0 $0
John W Rowe Director April 23, 2019 A 22,923 0 0 $0
Dipak C Jain Director March 31, 2017 A 20,052 0 0 $0
Nicholas D Chabraja Director April 15, 2014 A 3,154 0 0 $0
LANE ROBERT W Director April 15, 2014 A 2,410 0 0 $0
Enrique Sosa Director March 30, 2012 A 7,319 0 0 $0
Robert C Mccormack Director Feb. 2, 2012 S 876,400 0 0 $0
William D Smithburg Director April 20, 2010 A 10,697 0 0 $0
KELLY ARTHUR L Director March 31, 2010 A 10,247 0 0 $0
William A Osborn Director Oct. 26, 2009 G 663,663 0 0 $0
Harold B Smith Director April 21, 2009 A 3,137 0 0 $0
Duane L Burnham Director March 30, 2007 A 6,403 0 0 $0
Robert A Helman Director March 31, 2006 A 5,337 0 0 $0
Donald Thompson · April 21, 2026 A 31,337 0 0 $0
Charles A Tribbett · April 21, 2026 A 35,799 0 0 $0
Siddharth N Mehta · April 21, 2026 A 12,461 0 0 $0
Charles D Powell · April 16, 2024 A 0 0 0 $0
John Bond · April 21, 2015 M 1,000 0 0 $0
Edward J Mooney · April 21, 2015 M 15,110 0 0 $0
Alison A Winter · April 3, 2006 · 0 0 $0
Robert S Hamada · April 19, 2005 D 4,000 0 0 $0
Dolores E Cross · Dec. 9, 2004 D 4,000 0 0 $0
KREHBIEL FREDERICK A · April 20, 2004 D 3,200 0 0 $0
Mark Stevens · Nov. 28, 2003 D 75,332 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 142 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
GEND · Spinnaker ETF Series 4.67% 1,245 NS July 31, 2026 N-PORT
KBWB · Invesco Exchange-Traded Fund Trust … 3.92% 1,440,895 SH Oct. 2, 2026 Daily
CZA · Invesco Exchange-Traded Fund Trust 1.61% 19,213 SH Oct. 2, 2026 Daily
VMAX · Lattice Strategies Trust 1.51% 4,063 NS July 31, 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 1.36% 13,205 NS July 31, 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1.28% 28,236 SH Oct. 2, 2026 Daily
BRNY · EA Series Trust 1.09% 34,637 NS July 31, 2026 N-PORT
FMAG · FIDELITY COVINGTON TRUST 0.99% 13,343 NS July 31, 2026 N-PORT
SYLD · Cambria ETF Trust 0.98% 53,602 NS July 31, 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0.94% 58,440 NS July 31, 2026 N-PORT
INFO · Harbor ETF Trust 0.82% 38,093 NS July 31, 2026 N-PORT
FTC · First Trust Exchange-Traded AlphaDE… 0.82% 59,140 NS July 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.80% 40,035 NS July 31, 2026 N-PORT
JOET · Virtus ETF Trust II 0.79% 10,617 NS July 31, 2026 N-PORT
HDUS · Lattice Strategies Trust 0.75% 8,425 NS July 31, 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 0.73% 5,659 SH Oct. 2, 2026 Daily
PGF · Invesco Exchange-Traded Fund Trust 0.61% 203,593 Oct. 2, 2026 Daily
IIGD · Invesco Exchange-Traded Self-Indexe… 0.61% 178,000 Oct. 2, 2026 Daily
ROUS · Lattice Strategies Trust 0.55% 21,218 NS July 31, 2026 N-PORT
FDMO · FIDELITY COVINGTON TRUST 0.54% 26,661 NS July 31, 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0.53% 1,129,255 SH Aug. 19, 2026 Daily
IYF · iShares Trust 0.52% 122,425 SH Sept. 11, 2026 Daily
IYG · iShares Trust 0.48% 56,137 SH Sept. 11, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.43% 11,614 SH Aug. 19, 2026 Daily
FAD · First Trust Exchange-Traded AlphaDE… 0.41% 12,853 NS July 31, 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0.38% 11,205,000 Oct. 2, 2026 Daily
LRGF · iShares Trust 0.37% 73,373 SH Sept. 11, 2026 Daily
VFH · VANGUARD WORLD FUND 0.36% 286,354 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.35% 46,171 NS July 31, 2026 N-PORT
REVS · Columbia ETF Trust I 0.33% 5,973 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.32% 260,573 SH Sept. 11, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 0.30% 598,523 Oct. 2, 2026 Daily
DFLV · Dimensional ETF Trust 0.29% 109,471 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.29% 3,809,504 SH Aug. 19, 2026 Daily
FAS · Direxion Shares ETF Trust 0.28% 36,462 NS July 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.28% 24,316 NS July 31, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.26% 10,350 SH Aug. 19, 2026 Daily
IWR · iShares Trust 0.25% 752,858 SH Sept. 11, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.25% 34,637 NS July 31, 2026 N-PORT
IMCG · iShares Trust 0.25% 52,699 SH Sept. 11, 2026 Daily
IMCB · iShares Trust 0.24% 21,616 SH Sept. 11, 2026 Daily
IMCV · iShares Trust 0.24% 14,566 SH Sept. 11, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.23% 10,512,000 Oct. 2, 2026 Daily
SIZE · iShares Trust 0.22% 4,955 SH Sept. 11, 2026 Daily
IXG · iShares Trust 0.22% 8,021 SH Sept. 11, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.21% 275,000 Oct. 2, 2026 Daily
EUSA · iShares, Inc. 0.21% 21,137 SH Sept. 11, 2026 Daily
LGDX · Tidal Trust III 0.20% 1,553 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.19% 232 SH Sept. 11, 2026 Daily
DFVX · Dimensional ETF Trust 0.19% 5,423 NS July 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.19% 1,056,814 SH Oct. 2, 2026 Daily
DFUV · Dimensional ETF Trust 0.19% 157,314 NS July 31, 2026 N-PORT
RECS · Columbia ETF Trust I 0.17% 55,580 NS July 31, 2026 N-PORT
MTUM · iShares Trust 0.17% 222,648 SH Sept. 11, 2026 Daily
DIVB · iShares Trust 0.16% 17,374 SH Sept. 11, 2026 Daily
PFF · iShares Trust 0.14% 984,917 SH Sept. 11, 2026 Daily
DGRO · iShares Trust 0.14% 325,435 SH Sept. 11, 2026 Daily
SPMO · Invesco Exchange-Traded Fund Trust … 0.14% 190,767 SH Oct. 2, 2026 Daily
USXF · iShares Trust 0.13% 10,445 SH Sept. 11, 2026 Daily
DCOR · Dimensional ETF Trust 0.13% 23,839 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.13% 733,211 SH Aug. 19, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.12% 3,568,000 Oct. 2, 2026 Daily
IVE · iShares Trust 0.12% 307,018 SH Sept. 11, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.11% 4,051,000 Oct. 1, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.11% 1,669,963 SH Aug. 19, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.11% 42,584 SH Aug. 19, 2026 Daily
IUSV · iShares Trust 0.11% 161,752 SH Sept. 11, 2026 Daily
ACVF · ETF Opportunities Trust 0.11% 905 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.11% 276,819 NS July 31, 2026 N-PORT
IQSU · New York Life Investments ETF Trust 0.10% 1,777 NS July 31, 2026 N-PORT
SUSL · iShares Trust 0.10% 6,206 SH Sept. 11, 2026 Daily
DSI · iShares Trust 0.09% 26,977 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.09% 2,684 NS July 31, 2026 N-PORT
IWD · iShares Trust 0.09% 387,880 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.09% 10,714 NS July 31, 2026 N-PORT
GLBL · Pacer Funds Trust 0.08% 5 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.08% 105,157 SH Aug. 19, 2026 Daily
EGLE · Global X Funds 0.07% 9 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.07% 7,125 SH Oct. 2, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.07% 41,022 SH Oct. 2, 2026 Daily
TOPC · iShares Trust 0.07% 115 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.06% 43,326 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.06% 36,655 SH Oct. 2, 2026 Daily
CATH · Global X Funds 0.06% 4,284 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.06% 2,146 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 2,815 SH Oct. 2, 2026 Daily
ILCG · iShares Trust 0.06% 9,324 SH Sept. 11, 2026 Daily
XRMI · Global X Funds 0.06% 154 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.05% 24 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.05% 9,607 NS July 31, 2026 N-PORT
ESG · FlexShares Trust 0.05% 390 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.05% 14 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.05% 2,332,128 SH Sept. 11, 2026 Daily
BKLC · BNY Mellon ETF Trust 0.05% 15,836 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.05% 9,430 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.05% 25,436 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.05% 3,576 SH Sept. 11, 2026 Daily
IWP · iShares Trust 0.05% 53,143 SH Sept. 11, 2026 Daily
VOTE · TCW ETF Trust 0.05% 3,122 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.05% 10 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.05% 4,807,295 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.05% 205,318 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.05% 30,330 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.05% 41,514 SH Aug. 19, 2026 Daily
IYY · iShares Trust 0.05% 7,973 SH Sept. 11, 2026 Daily
ILCV · iShares Trust 0.05% 3,520 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.05% 126,769 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.05% 698 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.05% 55,284 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.05% 169 NS July 31, 2026 N-PORT
CRBN · iShares Trust 0.05% 2,979 SH Sept. 11, 2026 Daily
PBP · Invesco Exchange-Traded Fund Trust 0.05% 1,092 SH Oct. 2, 2026 Daily
IWV · iShares Trust 0.05% 51,103 SH Sept. 11, 2026 Daily
QDPL · Pacer Funds Trust 0.05% 4,440 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.05% 15 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.05% 239,864 SH Sept. 11, 2026 Daily
GLOF · iShares Trust 0.05% 502 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.05% 5,508 NS July 31, 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0.05% 30,470 SH Oct. 2, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.04% 1,288 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.04% 5,581,886 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.04% 15,470 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.04% 622 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.04% 144 SH Oct. 2, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.04% 14,467 NS July 31, 2026 N-PORT
URTH · iShares, Inc. 0.04% 16,592 SH Sept. 11, 2026 Daily
TOK · iShares Trust 0.04% 473 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.03% 55,256 SH Sept. 11, 2026 Daily
USCL · iShares Trust 0.03% 4,702 SH Sept. 11, 2026 Daily
VFMO · VANGUARD WELLINGTON FUND 0.03% 3,516 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.03% 157,401 SH Aug. 19, 2026 Daily
IWF · iShares Trust 0.01% 34,627 SH Sept. 11, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.00% 92,000 Oct. 1, 2026 Daily
VONG · VANGUARD SCOTTSDALE FUNDS 0.00% 15,241 SH Aug. 19, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

NTRS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 21 analysts HOLD
Median target $184.00 +8.2%
1 4.8% Strong Buy
1 4.8% Buy
14 66.7% Hold
3 14.3% Sell
2 9.5% Strong Sell

12-Month Price Target

13 analysts · 2026-09-29

Mean target $184.27 +8.4%

Now Current price $170.06
Low$158.00 Mean$184.27 High$208.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
NTRS · · · · · ·
KKR $113.64B · -11.0% 12.2% 8.7% ·
BAM · · 21.0% 49.8% 26.6% ·
STT $36.00B 13.7 7.3% 21.1% 10.7% ·
KKR $113.64B · -11.0% 12.2% 8.7% ·
AMP $44.75B 13.5 5.5% 18.8% 56.4% ·
ARES · · 28.9% 11.1% 13.5% ·
TROW $22.38B 11.1 3.1% 28.5% 19.7% ·
PS · · · · · ·
TPG · · · · · ·
BEN $12.05B 25.4 3.5% 6.0% 4.3% ·

Latest News Recent headlines mentioning this company

23

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Apr 30, 2026