Do Wall Street Analysts Like Northern Trust Stock?

Core Viewpoint - Northern Trust Corporation (NTRS) has demonstrated strong financial performance and stock growth, significantly outperforming the broader market and sector benchmarks over the past year [2][3]. Financial Performance - NTRS reported total revenue of $2.1 billion for Q4, reflecting an 8.4% increase year-over-year, with net income per share rising 7.1% to $2.42 [5]. - The company has shown mid-single-digit growth in trust fees and a double-digit increase in net interest income, supported by disciplined cost management [5]. Stock Performance - Over the past 52 weeks, NTRS shares have increased by 31.3%, while the S&P 500 Index has gained 11.8% [2]. - Year-to-date, NTRS stock is up 7.2%, contrasting with a slight decline in the S&P 500 [2]. Analyst Expectations - For fiscal 2026, analysts project NTRS' earnings per share (EPS) to grow by 9.9% year-over-year to $9.90 [6]. - NTRS has consistently exceeded consensus earnings estimates in the last four quarters, indicating a strong earnings surprise history [6]. Analyst Ratings - The consensus rating among 17 analysts covering NTRS is a "Hold," with ratings including three "Strong Buy," one "Moderate Buy," nine "Hold," one "Moderate Sell," and three "Strong Sell" [6]. - JPMorgan Chase & Co. analyst has maintained a "Neutral" rating with a price target of $153.30, suggesting a 4.9% potential upside [8].