机构观点 经济观察网 2026年2月12日，北方信托的私有区块链平台"The Northern Trust Carbon Ecosystem"被任命 为自然森林标准（NFS）认证的数字碳信用生命周期管理人，标志着其在跨境数字碳信用交易领域的进 一步拓展。该平台于2024年9月推出，并于2025年5月加入香港金管局"Project Ensemble"计划。同日，摩 根大通发布研报，维持持有评级，并将目标价从144美元上调至153.5美元。2月11日，公司召开2026年 员工代表座谈会，强调聚焦党建、业务创新和合规建设等重点工作。此外，公司计划于2026年3月6日除 权除息，每股派息0.80美元，但该公告发布于1月23日，近期无更新。 摩根大通于2月12日维持北方信托"持有"评级，并将目标价上调至153.5美元。机构共识显示，当前14家 机构目标均价为157.11美元，最高目标价175.00美元。2026年2月，机构评级中持有观点占比56%，买入 或增持占比17%，反映市场对公司长期转型持谨慎乐观态度。 股票近期走势 近7天（2026年2月9日至12日），北方信托股价连续下跌，累计跌幅达6.05%。具体表现为：2 ...

Company Developments - Northern Trust's private blockchain platform "The Northern Trust Carbon Ecosystem" has been appointed as the digital carbon credit lifecycle manager certified by the Natural Forest Standards (NFS), indicating its further expansion in the cross-border digital carbon credit trading sector [1] - The platform was officially launched in September 2024 and joined the Hong Kong Monetary Authority's "Project Ensemble" in May 2025 to jointly test the cross-border digital carbon credit trading framework [1] Financial Performance - Northern Trust typically releases quarterly financial reports, with investors advised to pay attention to the announcements for Q4 2025 and the full-year financial performance [2] - The company has a consistent dividend payment record, with the most recent quarterly dividend of $0.80 per share announced in October 2025, with future dividend arrangements subject to the latest announcements [2] Business and Technology Development - The company is continuously deepening its digital transformation, including the application of artificial intelligence tools to optimize customer service and advancing asset service innovation based on the Matrix Zenith digital asset platform [3] - These technological integrations may impact the company's long-term operational efficiency [3]

Company Developments - Northern Trust's private blockchain platform "The Northern Trust Carbon Ecosystem" has been appointed as the digital carbon credit lifecycle manager certified by the Natural Forest Standards (NFS), indicating further expansion in the cross-border digital carbon credit trading sector [1] - The platform was officially launched in September 2024 and joined the Hong Kong Monetary Authority's "Project Ensemble" in May 2025 to jointly test the cross-border digital carbon credit trading framework [1] Financial Performance - Northern Trust typically releases quarterly financial reports, with investors advised to pay attention to the announcement of its fourth quarter and full-year financial performance for 2025 [2] - The company has a consistent dividend payment record, with the most recent quarterly dividend announced at $0.80 per share in October 2025, with future dividend arrangements subject to the latest announcements [2] Business and Technology Development - The company is continuously deepening its digital transformation, including the application of artificial intelligence tools to optimize customer service and advancing asset service innovation based on the Matrix Zenith digital asset platform [3] - These technological integrations may impact the company's long-term operational efficiency [3]