NTRS Northern Trust Corporation - Common Stock
NASDAQ · Financial Services · View on SEC EDGAR ↗ close Oct 5, 2026 10-K/10-Q Apr 30, 2026NTRS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
NTRS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
| 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
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 ↗
10-Year Performance Revenue, net income, margins and EPS trends
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.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 4, 2026 | $0.88 | USD | ≈1.8% |
| Jun 5, 2026 | $0.80 | USD | ≈1.9% |
| Mar 6, 2026 | $0.80 | USD | ≈2.3% |
| Dec 5, 2025 | $0.80 | USD | ≈2.3% |
| Sep 5, 2025 | $0.80 | USD | ≈2.4% |
| Jun 6, 2025 | $0.75 | USD | ≈2.8% |
| Mar 14, 2025 | $0.75 | USD | ≈3.1% |
| Dec 6, 2024 | $0.75 | USD | ≈2.8% |
| Sep 6, 2024 | $0.75 | USD | ≈3.5% |
| Jun 7, 2024 | $0.75 | USD | ≈3.6% |
| Mar 7, 2024 | $0.75 | USD | ≈3.7% |
| Dec 7, 2023 | $0.75 | USD | ≈3.8% |
| Sep 7, 2023 | $0.75 | USD | ≈4.0% |
| Jun 8, 2023 | $0.75 | USD | ≈4.0% |
| Mar 9, 2023 | $0.75 | USD | ≈3.4% |
| Dec 8, 2022 | $0.75 | USD | ≈3.3% |
| Sep 8, 2022 | $0.75 | USD | ≈2.9% |
| Jun 9, 2022 | $0.70 | USD | ≈2.6% |
| Mar 10, 2022 | $0.70 | USD | ≈2.6% |
| Dec 9, 2021 | $0.70 | USD | ≈2.4% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| 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
We don't have SEC filings for this ticker yet.
Income Statement
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Revenue | $1.34B | $1.21B | |
| Interest Income | $2.23B | $2.14B | |
| Pretax Income | $701M | $521M | |
| Income Tax | $175M | $129M | |
| Net Income | $526M | $392M | |
| EPS (Basic) | $2.72 | $1.91 | |
| EPS (Diluted) | $2.71 | $1.90 | |
| Shares (Basic) | 185,499,213 | 195,192,789 | |
| Shares (Diluted) | 186,538,735 | 196,124,971 | |
| EBITDA | $197M | · |
Balance Sheet
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| PP&E (Net) | $448M | · | |
| Goodwill | $710M | · | |
| Total Assets | $174.57B | · | |
| Total Liabilities | $161.59B | · | |
| Common Stock | $409M | · | |
| Paid-in Capital | $1.00B | · | |
| Retained Earnings | $17.07B | · | |
| Treasury Stock | $5.74B | · | |
| AOCI | $-637M | · | |
| Stockholders' Equity | $12.99B | · | |
| Liabilities + Equity | $174.57B | · | |
| Shares Outstanding | 185,047,258 | · |
Cash Flow
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| D&A | $197M | $191M | |
| Other Non-cash | $-1.04B | · | |
| Operating Cash Flow | $-320M | $2.75B | |
| CapEx | $9M | $12M | |
| Investing Cash Flow | $3.49B | $-10.29B | |
| Net Debt Issued | $-600M | · | |
| Stock Repurchased | $359M | $287M | |
| Net Stock Activity | $-359M | · | |
| Dividends Paid | $148M | $146M | |
| Financing Cash Flow | $-3.12B | $6.82B | |
| Net Change in Cash | $-57M | $-308M | |
| Taxes Paid | $98M | $52M | |
| Free Cash Flow | $-329M | · |
Profitability
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Net Margin | 39.2% | · | |
| Pretax Margin | 52.2% | · | |
| EBITDA Margin | 14.7% | · | |
| ROA | 0.31% | · | |
| ROE | 4.1% | · |
Efficiency
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Asset Turnover | 0.0 | · |
Per Share
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Book Value / Share | $70.18 | · | |
| Revenue / Share | $7.19 | · | |
| Cash Flow / Share | $-1.72 | · | |
| Dividend / Share | $0.80 | $0.75 |
Valuation (TTM)
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Market Cap | $25.83B | · | |
| P/B | 2.0 | · | |
| P / Tangible Book | 2.1 | · | |
| P / Cash Flow | -80.7 | · | |
| Payout Ratio | 28.3% | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 1,075 filers · $29.4B total · As of Sept. 30, 2026
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.
| 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 |
Company insiders 76 insiders · 41 officers · 26 directors
| 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
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
12-Month Price Target
13 analysts · 2026-09-29Mean target $184.27 +8.4%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
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
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.