PresentationJason GoldbergMD & Senior Equity Analyst Thank you. Wrapping up what so far has been a very successful Global Financial Services Conference for day 2. Very pleased to have Northern Trust with us like we've asked for all the companies, the first ARS questions on the screen. From the company, very pleased to have Dave Fox, Chief Financial Officer; Pete Cherecwich, Chief Operating Officer. And it's interesting. A year ago, I think it was tomorrow, we had Jason Tyler on stage, and Northern came out ...

PresentationJason GoldbergMD & Senior Equity Analyst Thank you. Wrapping up what so far has been a very successful Global Financial Services Conference for day 2. Very pleased to have Northern Trust with us like we've asked for all the companies, the first ARS questions on the screen. From the company, very pleased to have Dave Fox, Chief Financial Officer; Pete Cherecwich, Chief Operating Officer. And it's interesting. A year ago, I think it was tomorrow, we had Jason Tyler on stage, and Northern came out ...

Summary of Northern Trust FY Conference Call (September 09, 2025) Company Overview - **Company**: Northern Trust (NasdaqGS: NTRS) - **Event**: FY Conference Call - **Date**: September 09, 2025 Key Points Leadership Changes and Organizational Structure - The Chief Operating Officer (COO) role is newly created, focusing on operational excellence, risk management, and scalable growth [2] - Leadership changes were made a year ago, with new executives now in key positions [1] Financial Performance and Productivity - Northern Trust aims to achieve $200 million in productivity savings in 2025, with 75% of this being sustainable [3] - The company reported a significant improvement in asset servicing margins, with an average fully loaded margin of 470 basis points better in the first half of 2025 compared to 2024 [3] - The expense to trust fee ratio for new business in asset servicing was below 100% in the first half of 2025 [4] Growth Initiatives - The company is focused on scalable growth in asset servicing, with plans to exit underperforming client relationships [4] - A client-centric capability model has been implemented to enhance service delivery and operational efficiency [15] - The "One Northern Trust" initiative aims to integrate services across business lines, enhancing client experience and cross-selling opportunities [19][20] Technology and Automation - Northern Trust is investing in technology and AI to improve productivity and operational efficiency [10][11] - The company has reduced the number of third-party vendors by 10%, streamlining operations [8] - AI is being integrated into processes to enhance automation and reduce manual tasks [11] Wealth Management and Asset Servicing - The Global Family Office (GFO) business has seen an 8% revenue growth in the first half of the year, with significant international wins [38] - The wealth management segment is expanding its suite of alternative products, with $2 billion of alternatives onboarded onto the platform [33] - The asset servicing business is experiencing strong momentum, with 160% of its target achieved in the Americas [49] Financial Metrics and Projections - Average deposits were reported at $122 billion, up 6% [42] - Record net interest income (NII) in Q2 was up 16% year-on-year, with expectations for modest growth in 2025 [44] - The company aims for less than 5% expense growth this year, with a target of 3% organic growth and 3% market growth for a total of 6% revenue growth [53] Strategic Positioning and Market Outlook - Northern Trust is well-positioned in the private capital market, with a 49% growth in assets under administration (AUA) over the last two years [37] - The company has a strong pipeline in wealth management, with GFO on pace to match last year's record performance [48] - Northern Trust maintains a conservative approach to capital management, with a CET1 ratio target of $11 to $12 [55] M&A and Future Strategy - The management team has no current plans to entertain merger discussions, emphasizing the importance of independence and existing growth strategies [58][60] - Acquisitions may play a role in future growth, particularly in asset management, but partnerships and joint ventures are also being considered [64] Additional Insights - The company is focused on maintaining a strong client base and enhancing service delivery through technology and operational improvements [59] - The leadership emphasizes a dynamic financial planning model, allowing for flexibility in response to market conditions [25]

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SAN FRANCISCO and CHICAGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Absolute Climate, the first independent quality assurance provider built to serve the entire carbon removal industry, and Northern Trust (Nasdaq: NTRS) are offering capabilities that support access to regulated credit issuance. This approach allows project developers to pair third-party certification with independent governance and access infrastructure for managing credits through their full lifecycle. The initiative helps bridge a long-standing ...

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Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Northern Trust Corporation (NTRS) is highlighted as a recommended growth stock based on its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 4%, but projected EPS growth for the current year is expected to be 10.9%, surpassing the industry average of 10.2% [4] Group 2: Financial Metrics - Cash flow growth for Northern Trust is currently at 14.4% year-over-year, significantly higher than the industry average of -3.4% [5] - The historical annualized cash flow growth rate over the past 3-5 years is 2.4%, compared to the industry average of 1% [6] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Northern Trust, with the Zacks Consensus Estimate for the current year increasing by 2% over the past month [7] - The combination of a Zacks Rank 2 and a Growth Score of B positions Northern Trust favorably for potential outperformance in the market [9]

Core Insights - Zacks Premium offers various tools to enhance investor confidence and market engagement, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores are designed to complement the Zacks Rank, providing additional metrics to help investors identify stocks likely to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum, with A being the highest score indicating a better chance of outperforming the market [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [4] - The Growth Score assesses a company's financial health and future growth potential through earnings and sales projections [5] - The Momentum Score identifies trends in stock prices and earnings estimates to optimize entry points for investments [6] - The VGM Score combines the three Style Scores to highlight stocks with the best overall value, growth, and momentum characteristics [6] Zacks Rank and Style Scores Interaction - The Zacks Rank utilizes earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [7] - With over 800 top-rated stocks available, the Style Scores assist investors in narrowing down their choices [8] - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering the trend of earnings estimate revisions [9][10] Company Spotlight: Northern Trust Corporation - Northern Trust Corporation, based in Chicago, is a prominent provider of wealth management and banking solutions, serving a diverse clientele [11] - The company holds a Zacks Rank of 2 (Buy) and a VGM Score of B, indicating strong potential for growth [11] - Northern Trust is projected to achieve a year-over-year earnings growth of 10.9% for the current fiscal year, with upward revisions in earnings estimates from analysts [12] - The company has an average earnings surprise of +7.6%, making it a compelling option for growth investors [12]

Over the past three months, the Zacks Consensus Estimate for NTRS' full-year earnings has moved 7.1% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive. For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Northern Trust Corporation (NTRS) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Fin ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy w ...