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Northern Trust Corporation (NTRS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6658591044

CUSIP

665859104

Sector

Financial Services

IPO Date

Mar 26, 1990

Highlights

Market Cap

$17.05B

EPS (TTM)

$9.77

PE Ratio

8.95

PEG Ratio

55.47

Total Revenue (TTM)

$7.98B

Gross Profit (TTM)

$8.06B

EBITDA (TTM)

$687.20M

Year Range

$77.86 - $113.77

Target Price

$106.68

Short %

1.60%

Short Ratio

1.93

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
NTRS vs. SPY NTRS vs. VOO NTRS vs. QQQ NTRS vs. AAPL NTRS vs. NTAP NTRS vs. FSK NTRS vs. BK NTRS vs. AXP NTRS vs. AMP NTRS vs. NFLY
Popular comparisons:
NTRS vs. SPY NTRS vs. VOO NTRS vs. QQQ NTRS vs. AAPL NTRS vs. NTAP NTRS vs. FSK NTRS vs. BK NTRS vs. AXP NTRS vs. AMP NTRS vs. NFLY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Northern Trust Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%NovemberDecember2025FebruaryMarchApril
3,391.89%
1,462.57%
NTRS (Northern Trust Corporation)
Benchmark (^GSPC)

Returns By Period

Northern Trust Corporation had a return of -14.03% year-to-date (YTD) and 13.49% in the last 12 months. Over the past 10 years, Northern Trust Corporation had an annualized return of 5.05%, while the S&P 500 had an annualized return of 9.77%, indicating that Northern Trust Corporation did not perform as well as the benchmark.


NTRS

YTD

-14.03%

1M

-11.40%

6M

-8.19%

1Y

13.49%

5Y*

5.06%

10Y*

5.05%

^GSPC (Benchmark)

YTD

-10.30%

1M

-7.04%

6M

-9.70%

1Y

4.44%

5Y*

12.96%

10Y*

9.77%

*Annualized

Monthly Returns

The table below presents the monthly returns of NTRS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.55%-1.84%-9.79%-11.37%-14.03%
2024-5.62%3.13%9.28%-7.34%2.25%0.60%5.56%2.89%-0.46%11.65%10.59%-7.16%25.63%
20239.58%-1.75%-6.74%-11.31%-7.98%4.12%8.07%-5.05%-7.76%-5.14%20.24%7.47%-1.02%
2022-2.48%-2.35%2.91%-11.51%8.44%-13.11%3.42%-4.70%-9.32%-1.41%10.39%-4.14%-23.82%
2021-4.24%6.66%11.26%8.27%6.49%-4.03%-2.40%5.02%-8.48%14.13%-5.97%3.99%31.65%
2020-7.93%-10.27%-13.17%4.90%-0.19%1.23%-1.25%4.52%-3.96%0.38%18.97%0.78%-9.29%
20195.83%5.36%-2.36%9.00%-13.22%5.96%8.89%-10.28%6.90%6.82%7.58%-0.29%30.59%
20185.51%0.46%-2.21%3.51%-3.96%0.76%6.15%-1.61%-4.46%-7.89%5.49%-15.23%-14.68%
2017-6.84%5.29%-0.45%3.95%-2.42%11.17%-9.98%1.61%3.88%1.73%5.00%2.16%14.18%
2016-13.89%-4.35%10.39%9.07%4.25%-10.14%2.01%5.00%-3.68%6.52%13.97%8.40%26.11%
2015-3.00%6.81%0.21%5.03%1.91%3.06%0.04%-8.69%-1.89%3.27%6.46%-3.34%9.08%
2014-2.70%2.71%6.53%-8.10%0.25%6.89%4.17%3.68%-1.44%-2.54%2.16%0.00%11.11%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NTRS is 63, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NTRS is 6363
Overall Rank
The Sharpe Ratio Rank of NTRS is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of NTRS is 5858
Sortino Ratio Rank
The Omega Ratio Rank of NTRS is 5858
Omega Ratio Rank
The Calmar Ratio Rank of NTRS is 6565
Calmar Ratio Rank
The Martin Ratio Rank of NTRS is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Northern Trust Corporation (NTRS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for NTRS, currently valued at 0.28, compared to the broader market-2.00-1.000.001.002.003.00
NTRS: 0.28
^GSPC: 0.22
The chart of Sortino ratio for NTRS, currently valued at 0.58, compared to the broader market-6.00-4.00-2.000.002.004.00
NTRS: 0.58
^GSPC: 0.44
The chart of Omega ratio for NTRS, currently valued at 1.08, compared to the broader market0.501.001.502.00
NTRS: 1.08
^GSPC: 1.06
The chart of Calmar ratio for NTRS, currently valued at 0.22, compared to the broader market0.001.002.003.004.00
NTRS: 0.22
^GSPC: 0.22
The chart of Martin ratio for NTRS, currently valued at 1.20, compared to the broader market-5.000.005.0010.0015.0020.00
NTRS: 1.20
^GSPC: 1.02

The current Northern Trust Corporation Sharpe ratio is 0.28. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Northern Trust Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.28
0.22
NTRS (Northern Trust Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Northern Trust Corporation provided a 3.43% dividend yield over the last twelve months, with an annual payout of $3.00 per share. The company has been increasing its dividends for 25 consecutive years, earning it the status of a dividend aristocrat.


2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.00$3.00$3.00$2.90$2.80$2.80$2.60$1.94$1.60$1.48$1.41$1.30

Dividend yield

3.43%2.93%3.56%3.28%2.34%3.01%2.45%2.32%1.60%1.66%1.96%1.93%

Monthly Dividends

The table displays the monthly dividend distributions for Northern Trust Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.75$0.00$0.75
2024$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$3.00
2023$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$3.00
2022$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.75$0.00$0.00$0.75$2.90
2021$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$2.80
2020$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$2.80
2019$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.70$0.00$0.00$0.70$2.60
2018$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.55$0.00$0.00$0.55$1.94
2017$0.00$0.00$0.38$0.00$0.38$0.00$0.00$0.42$0.00$0.00$0.42$0.00$1.60
2016$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.38$0.00$0.00$0.38$0.00$1.48
2015$0.00$0.00$0.33$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$1.41
2014$0.31$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$1.30

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
NTRS: 3.4%
Northern Trust Corporation has a dividend yield of 3.43%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
NTRS: 39.0%
Northern Trust Corporation has a payout ratio of 38.96%, which is quite average when compared to the overall market. This suggests that Northern Trust Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-27.10%
-14.13%
NTRS (Northern Trust Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Northern Trust Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Northern Trust Corporation was 67.67%, occurring on Mar 11, 2003. Recovery took 1351 trading sessions.

The current Northern Trust Corporation drawdown is 27.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.67%Dec 8, 2000562Mar 11, 20031351Jul 22, 20081913
-60.45%Sep 12, 200850Nov 20, 20081625May 8, 20151675
-50.03%Jan 18, 2022446Oct 25, 2023
-42.81%Dec 13, 201963Mar 16, 2020260Mar 26, 2021323
-38.71%May 22, 199090Sep 27, 199090Feb 5, 1991180

Volatility

Volatility Chart

The current Northern Trust Corporation volatility is 16.58%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.58%
13.66%
NTRS (Northern Trust Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Northern Trust Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Northern Trust Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
NTRS: 8.9
The chart displays the Price-to-Earnings (P/E) ratio for NTRS, comparing it with other companies in the Asset Management industry. Currently, NTRS has a P/E ratio of 8.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
NTRS: 55.5
The chart shows the Price/Earnings to Growth (PEG) ratio for NTRS compared to other companies in the Asset Management industry. NTRS currently has a PEG ratio of 55.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
NTRS: 2.1
This chart shows the Price-to-Sales (P/S) ratio for NTRS relative to other companies in the Asset Management industry. Currently, NTRS has a P/S ratio of 2.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.010.0
NTRS: 1.5
The chart illustrates the Price-to-Book (P/B) ratio for NTRS in comparison with other companies in the Asset Management industry. Currently, NTRS has a P/B value of 1.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Northern Trust Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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