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Upturn AI SWOT - About
NTRS 
Northern Trust Corporation (NTRS)
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Upturn Advisory Summary
04/01/2025: NTRS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -14.41% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.10B USD | Price to earnings Ratio 10.03 | 1Y Target Price 115.71 |
Price to earnings Ratio 10.03 | 1Y Target Price 115.71 | ||
Volume (30-day avg) 1377262 | Beta 1.09 | 52 Weeks Range 76.81 - 113.77 | Updated Date 04/1/2025 |
52 Weeks Range 76.81 - 113.77 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.04% | Basic EPS (TTM) 9.77 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 24.49% | Operating Margin (TTM) 35.6% |
Management Effectiveness
Return on Assets (TTM) 1.33% | Return on Equity (TTM) 16.46% |
Valuation
Trailing PE 10.03 | Forward PE 12.18 | Enterprise Value 26797594624 | Price to Sales(TTM) 2.3 |
Enterprise Value 26797594624 | Price to Sales(TTM) 2.3 | ||
Enterprise Value to Revenue 3.97 | Enterprise Value to EBITDA - | Shares Outstanding 194972000 | Shares Floating 192619418 |
Shares Outstanding 194972000 | Shares Floating 192619418 | ||
Percent Insiders 0.71 | Percent Institutions 87.56 |
Analyst Ratings
Rating 3 | Target Price 109.5 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 12 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Northern Trust Corporation
Company Overview
History and Background
Northern Trust Corporation was founded in 1889 in Chicago. It initially focused on trust and banking services. Over time, it expanded globally to offer wealth management, asset servicing, and asset management solutions.
Core Business Areas
- Wealth Management: Provides investment management, financial planning, trust, and banking services to high-net-worth individuals and families.
- Asset Servicing: Offers custody, fund administration, investment operations, and securities lending services to institutional investors.
- Asset Management: Manages investment portfolios for institutions and individuals through a variety of investment strategies.
Leadership and Structure
The company is led by a board of directors and executive management team. Michael O'Grady is the current Chairman and CEO. The organizational structure is based on business segments and support functions.
Top Products and Market Share
Key Offerings
- Custody Services: Custody services are a core offering, providing safekeeping and administration of assets for institutional clients. While specific market share data fluctuates, Northern Trust is consistently among the top global custodians. Competitors include BNY Mellon, State Street, and JPMorgan Chase.
- Market Share (%):
- Investment Management: Investment management services span a range of asset classes and investment strategies. Revenue from this segment is a significant portion of Northern Trust's total revenue. Competitors include BlackRock, Vanguard, and Fidelity.
- Market Share (%):
- Market Share (%):
- Wealth Management Services: Wealth Management provides financial planning and investment advice. Competitors include Morgan Stanley, Goldman Sachs, and UBS.
Market Dynamics
Industry Overview
The financial services industry is characterized by increasing regulation, technological disruption, and globalization. Demand for wealth management and asset servicing continues to grow, driven by demographic trends and rising assets under management.
Positioning
Northern Trust is positioned as a high-quality, relationship-focused provider of financial services. Its competitive advantages include its strong brand reputation, global network, and expertise in serving sophisticated clients.
Total Addressable Market (TAM)
The total addressable market for asset servicing and wealth management is estimated to be in the trillions of dollars globally. Northern Trust is positioned to capture a portion of this market through its established presence and service offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global network
- High-quality service
- Experienced management team
- Strong balance sheet
Weaknesses
- Relatively slower growth compared to peers
- High operating costs
- Dependence on fee income
- Vulnerability to market fluctuations
Opportunities
- Expanding into new geographic markets
- Leveraging technology to improve efficiency
- Acquiring complementary businesses
- Growing demand for ESG investments
- Increased digitalization
Threats
- Increased competition
- Regulatory changes
- Economic downturn
- Cybersecurity risks
- Interest rate volatility
Competitors and Market Share
Key Competitors
- BK
- STT
- JPM
Competitive Landscape
Northern Trust competes with other global custodians, asset managers, and wealth management firms. Its advantages include its reputation for high-quality service and its global network. Disadvantages include its relatively slower growth and higher operating costs compared to some competitors.
Major Acquisitions
Belgravia Capital
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Canadian presence and wealth management capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been moderate, driven by asset growth and expansion of services.
Future Projections: Analyst projections suggest moderate growth in revenue and earnings, dependent on market conditions.
Recent Initiatives: Recent strategic initiatives include investments in technology and expansion of wealth management services.
Summary
Northern Trust is a well-established financial services company with a strong reputation. Its wealth management and asset servicing businesses are performing well, but growth is slower compared to some peers. The company should focus on leveraging technology and expanding into new markets to drive future growth and keep an eye on the global economy.
Similar Companies
BK
The Bank of New York Mellon Corporation
BK
The Bank of New York Mellon Corporation
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
STT
State Street Corp
STT
State Street Corp
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Company Website
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice and should not be used as the sole basis for investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Northern Trust Corporation
Exchange NASDAQ | Headquaters Chicago, IL, United States | ||
IPO Launch date 1990-03-26 | Chairman & CEO Mr. Michael Gerard O'Grady | ||
Sector Financial Services | Industry Asset Management | Full time employees 23300 | Website https://www.northerntrust.com |
Full time employees 23300 | Website https://www.northerntrust.com | ||
Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals worldwide. It operates in two segments, Asset Servicing and Wealth Management. The Asset Servicing segment offers asset servicing and related services, including custody, fund administration, investment operations outsourcing, investment management, investment risk and analytical services, employee benefit services, securities lending, foreign exchange, treasury management, brokerage services, transition management services, banking, and cash management services. This segment serves corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, sovereign wealth funds, and other institutional investors. The Wealth Management segment offers trust, investment management, custody, and philanthropic; financial consulting; guardianship and estate administration; family business consulting; family financial education; brokerage services; and private and business banking services. This segment serves high-net-worth individuals and families, business owners, executives, professionals, retirees, and established privately-held businesses. The company provides asset management services, such as active and passive equity; active and passive fixed income; cash management; muti-asset and alternative asset classes comprising private equity and hedge funds of funds; and multi-manager advisory services and products through separately managed accounts, bank common and collective funds, registered investment companies, exchange traded funds, non-U.S. collective investment funds, and unregistered private investment funds. In addition, it offers overlay and other risk management services. The company was founded in 1889 and is headquartered in Chicago, Illinois.
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