Northern Trust Corporation to Webcast First Quarter 2026 Earnings Conference Call and Annual Meeting of Stockholders Mar 24, 2026 3:55 PM Eastern Daylight Time Northern Trust Corporation to Webcast First Quarter 2026 Earnings Conference Call and Annual Meeting of Stockholders About Northern Trust Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking services to corporations, institutions, affluent families and individuals. Founded ...

The ETF industry grows each and every day, with Northern Trust as the latest firm to add to that burgeoning ecosystem. The shop, known for its notable suite of ETF income ETFs providing targeted payou... ...

Northern Trust Extends Global Relationship with First Sentier Group through U.S. Mutual Fund Transition Mar 19, 2026 10:15 AM Eastern Daylight Time Northern Trust Extends Global Relationship with First Sentier Group through U.S. Mutual Fund Transition Share Global asset manager moves U.S. mutual funds to Northern Trust's Datum One Series Trust About First Sentier Group CHICAGO--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) today announced that First Sentier Group has transitioned two U.S. mutual funds onto ...

Northern Trust Marks 35 Years in Canada with Strong New Business Momentum Mar 18, 2026 10:15 AM Eastern Daylight Time Northern Trust Marks 35 Years in Canada with Strong New Business Momentum Share Further growth enabled through launch of Northern Trust Asset Management index funds for Canadian institutional investors TORONTO--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) today announced that, as it marks 35 years of serving institutional clients in Canada, the firm reported strong new business momentum in ...

With a market cap of $25.4 billion, Northern Trust Corporation (NTRS) provides wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and high-net-worth individuals. The company operates through two main segments: Asset Servicing, which delivers custody, fund administration, and investment-related services to institutional investors, and Wealth Management, which offers trust, investment, and private banking services to individuals and families. Companie ...

Core Insights - Northern Trust Corporation (NTRS) is entering the U.S. ETF servicing market through a collaboration with Intercontinental Exchange, Inc. (ICE) to enhance its offerings for institutional investors [1][7] Group 1: Market Expansion - The initiative reflects Northern Trust's strategy to capitalize on the growing demand for ETFs among institutional investors, driven by strong inflows and innovation in both passive and active strategies [2] - By entering the ETF servicing market, Northern Trust aims to strengthen its asset servicing business and broaden its technology-driven offerings for institutional clients, which is expected to deepen client relationships and support long-term revenue growth [5] Group 2: Technology Integration - The ICE ETF Hub provides a reliable and scalable technology platform that simplifies ETF primary market operations, connecting key participants in the ETF ecosystem [3] - Northern Trust plans to integrate the ICE ETF Hub with its automated ETF servicing system to streamline operations and improve efficiency for institutional investors [4] - The collaboration emphasizes the importance of technology, automation, and standardization in the ETF ecosystem, with the ICE ETF Hub having processed over $5 trillion in ETF orders since its launch [4] Group 3: Performance Metrics - NTRS shares have increased by 1.7% over the past three months, contrasting with a 2.9% decline in the industry [6]

Core Insights - Northern Trust has entered into an agreement with Intercontinental Exchange (ICE) to utilize ICE ETF Hub for its new U.S. ETF servicing capabilities aimed at institutional investors, marking a significant step in its strategy to enter the U.S. institutional investor ETF servicing market [1][2] - The demand for ETFs among institutional investors is increasing, prompting Northern Trust to establish the necessary operational and technological components for U.S. ETF servicing [1] - ICE ETF Hub offers a secure and scalable technology infrastructure that enhances ETF primary market workflows and connects with key participants in the ETF ecosystem, which will integrate with Northern Trust's proprietary ETF servicing application [1] Company Overview - Northern Trust Corporation is a prominent provider of wealth management, asset servicing, asset management, and banking services, with a global presence and offices in 24 U.S. states and 22 international locations [1] - As of December 31, 2025, Northern Trust had assets under custody/administration amounting to US$18.7 trillion and assets under management totaling US$1.8 trillion [1]

Core Viewpoint - Northern Trust Corporation (NTRS) has demonstrated strong stock performance, gaining 12.5% over the past six months, outperforming both the industry and the S&P 500 Index, while also surpassing peers M&T Bank and Fifth Third Bancorp [1][8]. Group 1: Performance and Growth - NTRS's stock performance has outpaced the industry growth of 10.6% and the S&P 500's rise of 6.9% [1]. - The company has shown steady organic growth, with a compound annual growth rate (CAGR) of 5.7% in revenues from 2020 to 2025, driven by higher net interest income (NII) and non-interest income [13]. - Loan and lease balances expanded at a CAGR of 4.2% during the same period, indicating stable demand across lending businesses [13]. Group 2: Digital Innovation and Wealth Management - Northern Trust has entered the digital assets market by launching a tokenized share class for its NIF Treasury Instruments Portfolio, aimed at enhancing settlement efficiency and transparency for investors [4][8]. - The company is expanding its wealth management services, with wealth-management fees rising 5.7% year-over-year to $577.8 million in Q4 2025, driven by higher client assets [10][8]. - Partnerships, such as the one with Envestnet for direct indexing solutions, are enhancing client servicing and expanding distribution [9]. Group 3: Financial Position and Capital Management - As of December 31, 2025, Northern Trust maintained a strong liquidity position with deposits of $53.4 billion, significantly exceeding total debt of $10.6 billion [18]. - The company increased its quarterly dividend by 6.7% to 80 cents per share after passing the Federal Reserve's 2025 stress test, with a current dividend yield of 2.23% [19]. - A share repurchase program is in place, with 1.9 million shares remaining available for buyback, supporting capital distribution initiatives [24]. Group 4: Valuation and Earnings Outlook - NTRS is currently trading at a trailing price-to-earnings (P/E) ratio of 14.23X, higher than the industry average of 11.68X and peers like Fifth Third and M&T Bank [25]. - Analysts have revised upward the Zacks Consensus Estimate for earnings growth of 10.1% for 2026 and 9.4% for 2027, reflecting confidence in the company's earnings trajectory [29]. - Northern Trust is recognized as a compelling investment choice due to its strong wealth-management capabilities and improving profitability trends [30].

Core Insights - The article discusses how investors can plan for long-term travel goals amidst inflation uncertainty by utilizing distribution ladder ETFs, specifically the Northern Trust 2030 Inflation-Linked Distributing Ladder ETF (TIPA) [1] Group 1: Travel Goals and Inflation - Spring break and other seasonal travel opportunities are highlighted as key times for families to plan travel, but macroeconomic conditions, particularly inflation, create uncertainty for future travel expenses [1] - The Federal Reserve's ongoing efforts to combat inflation contribute to the unpredictability of inflation rates during upcoming travel seasons [1] Group 2: Distribution Ladder ETFs - Distribution ladder ETFs, like TIPA, provide a structured approach to managing travel expenses by offering inflation-linked income through a portfolio of U.S. Treasury Inflation-Protected Securities (TIPS) [1] - TIPA's investment strategy involves allocating assets evenly across different maturity years from 2025 to 2030, which helps investors manage their spending needs for travel [1] - TIPS adjust their value according to the Consumer Price Index (CPI), allowing TIPA investors to potentially benefit from rising payments if inflation increases [1]

Industry Overview - The Zacks Major Regional Banks industry includes the largest banks in the U.S. by assets, operating globally, and their performance is closely tied to the nation's economic health [3] - Major regional banks provide a wide range of financial services, including traditional banking, credit and debit cards, mortgage banking, wealth management, and investment banking, generating revenue from fees and commissions [3] Economic Environment - The Federal Reserve is expected to lower interest rates, with a 75-basis-point cut in 2025 and a 100-basis-point cut in 2024, which will benefit major regional banks by stabilizing and eventually reducing funding costs [4] - U.S. economic growth is projected to improve, which, along with declining borrowing costs, is likely to drive loan demand and expand net interest income (NII) and net interest margins (NIM) for major regional banks [5] Business Strategies - Major regional banks are restructuring to diversify revenue streams and reduce reliance on NII, investing in technology and digital platforms, and expanding both domestically and globally [6] - Companies are focusing on strategic acquisitions and partnerships to enhance their market position and capabilities, such as U.S. Bancorp's acquisition of BTIG for $1 billion [20] Asset Quality Concerns - Economic uncertainties and inflationary pressures are raising concerns about asset quality, leading banks to increase loan-loss reserves to prepare for potential defaults [7] - Despite these challenges, disciplined underwriting practices have helped maintain asset quality, although some credit indicators have risen above pre-pandemic levels [7] Performance Metrics - The Zacks Major Regional Banks industry ranks 21, placing it in the top 9% of over 240 Zacks industries, indicating solid prospects for outperformance [8] - The industry's earnings estimates for 2026 and 2027 have been revised upward by 2.7% and 2.9%, respectively, reflecting an improving outlook [10] Stock Market Performance - The industry has collectively increased by 48% over the past two years, outperforming the S&P 500 composite, which rose by 40.5% [11] - The current trailing 12-month price-to-tangible book ratio (P/TBV) for the industry is 2.55X, significantly lower than the S&P 500's 12.32X, indicating attractive valuation [14][16] Key Companies - **U.S. Bancorp**: With a market cap of $84.9 billion, it has seen consistent growth in NII and plans to continue expanding through acquisitions and capital distribution activities, including a recent 4% dividend hike [23][22] - **The Bank of New York Mellon Corporation (BK)**: Operating in 35 countries, it has a market cap of $82.1 billion and is focusing on digitization and new service launches to drive growth, with earnings growth estimates of 10.9% for 2026 [29][26] - **Northern Trust Corporation (NTRS)**: With total assets of $177.1 billion, it has a market cap of $27 billion and is focusing on organic growth and expense management, with a recent 7% dividend increase [31][35]