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NTNTRSO

Northern Trust Corporation

$NTRSO·$33B·Banks - Diversified·Financial Services
$18.43+0.2%YTD-5.5%1Y-8.2%
Mentions · last 7 days
2026-07-21: 0 posts2026-07-22: 0 posts2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts0
Price updated 10m ago·X counts updated 23h ago
NTNTRSO
$NTRSONorthern Trust Corporation
$18.43+0.16%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NTRSO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Northern Trust preferred at 6% of 52-week range with Q2 revenue up 17% and 10% EPS beat — real wealth-management franchise.

NTRSO is a Northern Trust Corporation preferred security exposed to the diversified wealth-management, asset-servicing, and banking franchise — the July 22 Q2 print showed revenue up 17% year-on-year and a 10% EPS beat, and the operational trajectory continues to compound.

  • Q2 revenue up 17% year-on-year with a 25% operating margin — the parent-company operational trajectory is strong.
  • Preferred trades at 6% of the 52-week range — the price reflects the broader interest-rate environment more than any fundamental issue at the parent.
  • June 15 approval for a new EU banking branch in Ireland — a real strategic-expansion signal that supports the multi-year franchise thesis.

October 21 earnings will be the next parent catalyst — another beat plus updated wealth-management flows and asset-servicing fees commentary is what supports the setup, while any commentary on trust-services fee compression would affect the preferred pricing. Risk: bank preferreds are exposed to both interest-rate direction and to any material parent-company credit event, and the current price reflects the interest-rate cycle timing more than fundamentals.

Differs from X sentimentNo X chatter in the bundle for NTRSO to compare against the real-business-coiling read — flagging as no-crowd-read.

What to watch: The October 21 Northern Trust parent earnings plus commentary on wealth-management flows and trust-services fee trends — the parent-level variables that most affect the preferred.

Read the AI verdict + X sentiment for $NTRSO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Northern Trust Corporation operates as a diversified financial holding company, offering an extensive suite of wealth management, asset servicing, asset management, and banking solutions to a broad global clientele that includes corporations, institutions, families, and individuals. The company's operations are divided into two main segments: Corporate & Institutional Services (C&IS) and Wealth Management. The C&IS segment specializes in comprehensive asset servicing and related provisions. These encompass custody, fund administration, outsourcing for investment operations, investment management, investment risk and analytical services, employee benefit programs, securities lending, foreign exchange, treasury management, brokerage, transition management, banking, and cash management. This segment primarily serves a diverse array of institutional investors, such as corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, and sovereign wealth funds. The Wealth Management segment caters to affluent clients, delivering services like trust administration, investment management, asset custody, philanthropic guidance, financial consulting, guardianship and estate planning, family business advisory, financial education for families, brokerage services, and private and business banking. Its client base includes high-net-worth individuals and families, business owners, executives, professionals, retirees, and established privately held companies. Beyond these, Northern Trust provides a wide array of asset management capabilities, covering both active and passive equity and fixed income strategies, cash management, and alternative asset classes, specifically private equity and hedge funds of funds. These services are delivered through various structures, including 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, along with multi-manager advisory services and products. The company also offers overlay and other sophisticated risk management solutions. Northern Trust Corporation was established in 1889 and is headquartered in Chicago, Illinois.

Industry overviewAI analysisGenerated by AI from underlying data

Where Banks - Diversified sits in its cycle right now — and what that implies for $NTRSO.

Banks - Diversified · Financial Services

No material change from last week — elevated NIM has padded bank earnings through 2025, but markets pricing Fed cuts through 2026 compress margins on the way down.

Top industry ETF

$KBESPDR S&P Bank ETF
+14.0%YTD
+19.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
59.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$2.98$2.71+10.0%
Q1 2026Apr 21, 2026$2.71$2.32+16.8%
Q4 2025Jan 22, 2026$2.69$2.37+13.5%
Q3 2025Oct 21, 2025$2.40$2.26+6.2%
Next earningsWed, Oct 21·consensus EPS $2.81

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.2B+17.0%64.2%25.3%$4.25—
Q1 FY26$3.8B+7.8%58.3%18.5%$2.72$-539.5M
Q4 FY25$3.6B-1.8%58.8%17.3%$2.44$158.5M
Q3 FY25$3.6B-9.1%57.1%17.3%$2.30$357.5M

Forward consensus

4-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.4B$9.0B – $9.8B$11.41$10.91 – $11.758
FY27$9.4B$9.2B – $9.5B$12.57$12.03 – $12.958
FY28$10.0B$9.6B – $10.2B$14.23$13.62 – $14.666
FY29$10.4B$10.1B – $10.7B$16.01$15.33 – $16.497

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.5%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 180.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Aengus HallinanPresident3.7K sh$614KBuyMay 1Moritz Robert Edward Jr.Director225 sh$37KSellApr 29David W FoxCFO13 sh$2KSellApr 28David W FoxCFO20.0K sh$3.3MSellApr 24Clive BellowsPresident2.8K sh$462K
+ 36 other (32 awards · 3 gifts · 1 inkind) in window

See when $NTRSO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

NTRSO filed an 8-K disclosing financial results for the reported period under Item 2.02. press release, reporting on the registrant’s earnings for the three and six months ended June 30, 2026, a copy of which is attached as Exhibit 99. Results were simultaneously disclosed under Regulation FD (Item 7.01), indicating simultaneous public release. This is a routine earnings disclosure; investors should review the accompanying press release (Exhibit 99.1) for revenue, earnings, and guidance details.

8-KShareholder voteApr 228-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 218-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 218-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 108-K — Item 7.01: Press release / Reg FD
+ 16 other (7 13Gs · 2 13Fs · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Invested as One: Northern Trust Grants Employees Company Stockbusinesswire.com·8d agoNorthern Trust Receives Approval for New EU Banking Branch in Irelandbusinesswire.com·44d ago

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Voices on X · last 7 days

No standout posts about $NTRSO on X in the last 7 days.

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