NTRS

NORTHERN TRUST CORP

Nasdaq · State Commercial Banks · Inc. DE · CIK 0000073124
$165.64 -0.19% $30.7B
Insider Selling Cluster (3 insiders)
Vol
Market Cap$30.7B
Cap SizeLarge Cap
Analyst ConsensusHold (36%)
Inst. Holders9 funds
Inst. Value$6.0B
Inst. Activity1 buys / 1 sells
Insider Activity1B / 7S
Insider Net $-$4.7M
SEC Reports2
Exchange Nasdaq·Sector State Commercial Banks·Inc. DE·CIK 0000073124·Prev Close $165.96

Recent Activity

May 4, 2026 SEC
Insider cluster at Northern Trust shows minimal activity: a director purchased $37K worth of shares, while an EVP and a
CLUSTER — Impact 3/10
May 4, 2026 Insider
South Thomas A sold 1,300 shares
Executive Vice President @ $0.00 ($0.00)
May 1, 2026 Insider
Moritz Robert Edward Jr. bought 225 shares
Director @ $166.41 ($37.4K)
Apr 30, 2026 Insider
SMITH DAVID BYRON JR sold 1,200 shares
Director @ $0.00 ($0.00)
Mar 11, 2026 SEC
Analysis based on filing metadata only — document content was unavailable. This DEFA14A filing for NORTHERN TRUST CORP (
DEFA14A — Impact 3/10
Inst.
NORGES BANK — NEW
1,884,542 shares ($257.4M)
Inst.
BANK OF AMERICA CORP — TRIM
589,823 shares ($80.6M)
Apr 27, 2026 dark_pool
Dark Pool: NTRS — 2.0M shares, 43,536 trades
Week starting 2026-04-27. Total ATS volume: 1,970,482 shares across 43,536 trades.

Price Targets

$171.00 +3.2% upside Hold
Current $165.64 Low $145.00 Median $175.00 High $192.00 13 analysts
$145.00 $192.00

Analyst Ratings

Sell36% buy · 22 analysts
3Strong Buy
5Buy
12Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 22, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
Apr 22, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Apr 22, 2026 RBC Capital MAINTAIN Outperform → Outperform
Apr 22, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.12 ▲ +22.5% $2.62 — $4.59 46% YoY 12
Next Q $2.65 ▼ -12.4% $2.52 — $2.73 16% YoY 11
Current FY $11.23 ▲ +6.2% $10.46 — $12.86 28% YoY 13
Next FY $11.76 ▲ +5.4% $11.40 — $12.25 5% YoY 13

Latest Reports

NEUTRAL CLUSTER 3/10
Insider cluster at Northern Trust shows minimal activity: a director purchased $37K worth of shares, while an EVP and a
May 4, 2026
NEUTRAL DEFA14A 3/10
Analysis based on filing metadata only — document content was unavailable. This DEFA14A filing for NORTHERN TRUST CORP (
Mar 11, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$3.0B—
FMR LLC$1.9B—
MORGAN STANLEY$345.6M—
NORGES BANK$257.4MNEW
ARIEL INVESTMENTS, LLC$170.6MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 4, 2026South ThomasG$0.00
May 1, 2026Moritz RobertBUY$37.4K
Apr 30, 2026SMITH DAVIDG$0.00
Apr 29, 2026Fox DavidSELL$2.2K
Apr 28, 2026Fox DavidSELL$3.3M
9 institutional holders with $6.0B total value (43,685,180 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC22,225,159$3.0B50.9%—
2FMR LLC13,847,361$1.9B31.7%—
3MORGAN STANLEY2,530,104$345.6M5.8%—
4NORGES BANK1,884,542$257.4M4.3%NEW
5ARIEL INVESTMENTS, LLC1,248,921$170.6M2.9%TRIM -29.7%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,229,805$168.0M2.8%NEW
7BANK OF AMERICA CORP /DE/589,823$80.6M1.4%TRIM -29.2%
8WELLS FARGO & COMPANY/MN119,965$16.4M0.3%TRIM -49.6%
9YACKTMAN ASSET MANAGEMENT LP9,500$1.3M0.0%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW—1,884,542—$257.4M2025-Q4
BANK OF AMERICA CORP /DE/TRIM833,167589,823-29.2%$80.6M2025-Q4
BANK OF AMERICA CORP /DE/ADD615,862833,167+35.3%$112.1M2025-Q3
WELLS FARGO & COMPANY/MNTRIM202,392101,957-49.6%$13.7M2025-Q3
NORGES BANKEXIT2,177,5110-100.0%$0.002025-Q3
NORGES BANKNEW—2,177,511—$276.1M2025-Q2
ARIEL INVESTMENTS, LLCTRIM1,957,2591,376,364-29.7%$174.5M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED64,803202,392+212.3%$25.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT426,4950-100.0%$0.002025-Q2
TWO SIGMA INVESTMENTS, LPEXIT11,8000-100.0%$0.002025-Q2
CITADEL ADVISORS LLCTRIM218,506117,300-46.3%$11.6M2025-Q1
WELLS FARGO & COMPANY/MNTRIM98,50364,803-34.2%$6.4M2025-Q1
NORGES BANKEXIT815,1190-100.0%$0.002025-Q1
UBS Group AGADD802,4011,095,404+36.5%$112.3M2024-Q4
NORGES BANKTRIM1,245,837815,119-34.6%$83.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD403,398508,198+26.0%$52.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—1,259,304—$113.4M2024-Q3
23 unique insiders with 8 transactions. Net insider value: -$4.7M ($37.4K bought, $4.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 4, 2026South Thomas AExecutive Vice PresidentG1,300$0.00$0.00
May 1, 2026Moritz Robert Edward Jr.DirectorBUY225$166.41$37.4K
Apr 30, 2026SMITH DAVID BYRON JRDirectorG1,200$0.00$0.00
Apr 29, 2026Fox David W JrEVP & Chief Financial OfficerSELL13$165.74$2.2K
Apr 28, 2026Fox David W JrEVP & Chief Financial OfficerSELL19,987$166.16$3.3M
Apr 24, 2026Bellows CliveCo-President Asset ServicingSELL2,800$165.02$462.1K
Apr 21, 2026CROWN SUSANDirectorA34.89$171.74$6.0K
Apr 21, 2026Dhandapani ChandraDirectorA34.89$171.74$6.0K
Apr 21, 2026Harrison Dean MDirectorA34.89$171.74$6.0K
Apr 21, 2026Moritz Robert Edward Jr.DirectorA989$0.00$0.00
Apr 21, 2026Klevorn Marcy SDirectorA34.89$171.74$6.0K
Apr 21, 2026Mehta Siddharth NDirectorA34.89$171.74$6.0K
Apr 21, 2026SLARK MARTIN PDirectorA34.89$171.74$6.0K
Apr 21, 2026SMITH DAVID BYRON JRDirectorA989$0.00$0.00
Apr 21, 2026Thompson DonaldDirectorA34.89$171.74$6.0K
Apr 21, 2026Henderson Jay LDirectorA989$0.00$0.00
Apr 21, 2026Petrino RichardDirectorA17.45$171.74$3.0K
Apr 21, 2026Tribbett Charles ADirectorA989$0.00$0.00
Apr 1, 2026CROWN SUSANDirectorA82.65$141.41$11.7K
Apr 1, 2026Dhandapani ChandraDirectorA19.72$141.41$2.8K
Apr 1, 2026Harrison Dean MDirectorA149.03$141.41$21.1K
Apr 1, 2026Klevorn Marcy SDirectorA59.5$141.41$8.4K
Apr 1, 2026Mehta Siddharth NDirectorA22.29$141.41$3.2K
Apr 1, 2026SLARK MARTIN PDirectorA65.17$141.41$9.2K
Apr 1, 2026Petrino RichardDirectorA2.43$141.41$343.63
Apr 1, 2026Thompson DonaldDirectorA142.85$141.41$20.2K
Apr 1, 2026Tribbett Charles ADirectorA86.31$141.41$12.2K
Mar 31, 2026Dhandapani ChandraDirectorA250.77$139.57$35.0K
Mar 31, 2026Harrison Dean MDirectorA322.42$139.57$45.0K
Mar 31, 2026Thompson DonaldDirectorA268.68$139.57$37.5K
Mar 5, 2026Gibson GuyCo-President Asset ServicingSELL3,009$142.39$428.5K
Mar 1, 2026Hunstad MichaelPresident/Asset ManagementF3,867$143.15$553.6K
Mar 1, 2026Levy Susan CohenEVP and General CounselF2,671$143.15$382.4K
Mar 1, 2026Taylor AlexandriaChief Administrative OfficerF1,868$143.15$267.4K
Mar 1, 2026Landers JohnControllerF300$143.15$42.9K
Mar 1, 2026South Thomas AExecutive Vice PresidentF2,544$143.15$364.2K
Mar 1, 2026O'Grady MichaelChairman and CEOF11,129$143.15$1.6M
Mar 1, 2026Cherecwich PeterChief Operating OfficerF4,157$143.15$595.1K
Mar 1, 2026Fox David W JrEVP & Chief Financial OfficerF2,355$143.15$337.1K
Feb 25, 2026Fox David W JrEVP & Chief Financial OfficerSELL1,450$144.05$208.9K
Feb 12, 2026Bellows CliveCo-President Asset ServicingSELL1,148$145.26$166.8K
Feb 12, 2026Gibson GuyCo-President Asset ServicingSELL1,043$147.43$153.8K
Feb 5, 2026Gibson GuyCo-President Asset ServicingA6,449$0.00$0.00
Feb 5, 2026Gibson GuyCo-President Asset ServicingF925$148.88$137.7K
Feb 5, 2026Bellows CliveCo-President Asset ServicingA7,758$0.00$0.00
Feb 5, 2026Bellows CliveCo-President Asset ServicingF1,044$112.39$117.3K
Feb 5, 2026South Thomas AExecutive Vice PresidentA16,850$0.00$0.00
Feb 5, 2026South Thomas AExecutive Vice PresidentF1,063$148.88$158.3K
Feb 5, 2026Landers JohnControllerA801$0.00$0.00
Feb 5, 2026Hallinan AengusExecutive Vice PresidentA4,029$0.00$0.00
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
NEUTRAL CLUSTER 3/10
Insider cluster at Northern Trust shows minimal activity: a director purchased $37K worth of shares,
May 4, 2026
NEUTRAL DEFA14A 3/10
Analysis based on filing metadata only — document content was unavailable. This DEFA14A filing for N
Mar 11, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (36% buy). Based on 22 analysts: 3 strong buy, 5 buy, 12 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$171.00 mean target +3.2% upside Hold (2.93)
$145.00 Low $192.00 High
MetricValue
Current Price$165.64
Target Low$145.00
Target Mean$171.00
Target Median$175.00
Target High$192.00
# Analysts13
RecommendationHold (2.93)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $3.12 $2.62 $4.59 46.4% +22.5% 9↑ 0↓ $2.2B 10.8% 12
Next Q
2026-09-30
 $2.65 $2.52 $2.73 15.8% -12.4% 7↑ 2↓ $2.2B 7.6% 11
Current FY
2026-12-31
 $11.23 $10.46 $12.86 28.4% +6.2% 10↑ 1↓ $8.8B 8.9% 13
Next FY
2027-12-31
 $11.76 $11.40 $12.25 4.8% +5.4% 12↑ 0↓ $9.2B 3.7% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.118
7d ago$2.949+0.169
30d ago$2.545+0.572
60d ago$2.525+0.593
90d ago$2.525+0.593
11 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 22, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 22, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 22, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 22, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 22, 2026 Truist Securities MAINTAIN Hold Hold
Apr 6, 2026 Goldman Sachs UPGRADE Sell Neutral
Apr 6, 2026 BMO Capital UPGRADE Market Perform Outperform
Apr 1, 2026 Truist Securities MAINTAIN Hold Hold
Mar 26, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 28, 2026 Goldman Sachs MAINTAIN Sell Sell
Jan 28, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 26, 2026 TD Cowen MAINTAIN Buy Buy
Jan 23, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jan 23, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 23, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 23, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 7, 2026 TD Cowen MAINTAIN Buy Buy
Jan 5, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Dec 30, 2025 Citigroup MAINTAIN Neutral Neutral
Dec 17, 2025 Morgan Stanley MAINTAIN Underweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202635122036%
Apr 1, 202612134214%
Mar 1, 202612134214%
Feb 1, 202612134214%
Jan 1, 202612134214%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 27, 2026
dark_pool
Dark Pool: NTRS — 2.0M shares, 43,536 trades
Week starting 2026-04-27. Total ATS volume: 1,970,482 shares across 43,536 trades.
Apr 22, 2026
short_volume
Short Volume: NTRS — 68.5% short (0.4M / 0.6M)
Short: 438,269 | Exempt: 306 | TRF Vol: 639,939 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
earnings_calendar
NTRS Q1 2026 Earnings Before Market Open — 2026-04-21
Apr 21, 2026
short_volume
Short Volume: NTRS — 60.7% short (0.8M / 1.2M)
Short: 751,782 | Exempt: 0 | TRF Vol: 1,239,283 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_interest
FTD: NTRS — 5,960 shares ($0.9M) failed to deliver
Settlement: 20260421, Price: $158.99, FTD Value: $947,580.4, NORTHERN TRUST CORP
Apr 20, 2026
dark_pool
Dark Pool: NTRS — 2.6M shares, 56,529 trades
Week starting 2026-04-20. Total ATS volume: 2,622,593 shares across 56,529 trades.
Apr 13, 2026
dark_pool
Dark Pool: NTRS — 1.3M shares, 38,859 trades
Week starting 2026-04-13. Total ATS volume: 1,344,067 shares across 38,859 trades.
Apr 6, 2026
dark_pool
Dark Pool: NTRS — 1.4M shares, 35,782 trades
Week starting 2026-04-06. Total ATS volume: 1,432,317 shares across 35,782 trades.
Mar 30, 2026
dark_pool
Dark Pool: NTRS — 0.9M shares, 27,590 trades
Week starting 2026-03-30. Total ATS volume: 938,898 shares across 27,590 trades.
Mar 23, 2026
dark_pool
Dark Pool: NTRS — 1.4M shares, 40,601 trades
Week starting 2026-03-23. Total ATS volume: 1,383,320 shares across 40,601 trades.
Mar 16, 2026
dark_pool
Dark Pool: NTRS — 1.4M shares, 42,025 trades
Week starting 2026-03-16. Total ATS volume: 1,404,611 shares across 42,025 trades.
Mar 13, 2026
short_interest
FTD: NTRS — 12,615 shares ($1.7M) failed to deliver
Settlement: 20260313, Price: $137.30, FTD Value: $1,732,039.5, NORTHERN TRUST CORP
Mar 9, 2026
dark_pool
Dark Pool: NTRS — 1.3M shares, 44,995 trades
Week starting 2026-03-09. Total ATS volume: 1,274,717 shares across 44,995 trades.
Mar 2, 2026
dark_pool
Dark Pool: NTRS — 1.7M shares, 45,783 trades
Week starting 2026-03-02. Total ATS volume: 1,664,733 shares across 45,783 trades.
Feb 23, 2026
dark_pool
Dark Pool: NTRS — 1.8M shares, 47,663 trades
Week starting 2026-02-23. Total ATS volume: 1,765,187 shares across 47,663 trades.