Northern Trust Corp (NTRS) saw its stock rise by 5.77% as it crossed above the 5-day SMA, reflecting positive investor sentiment following its recent earnings report.
The company reported a Q4 GAAP EPS of $2.42, exceeding market expectations by $0.07, and revenues of $2.14 billion, an 8.6% year-over-year increase that surpassed expectations by $80 million. This strong performance indicates resilience in financial performance and enhanced profitability, attracting investor interest amid a generally positive market backdrop.
With analysts optimistic about Northern Trust's future performance, particularly in the competitive custody banking sector, the company is well-positioned for continued growth as it prepares for the upcoming 2026 Financial Services Conference.
Wall Street analysts forecast NTRS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NTRS is 108.65 USD with a low forecast of 97.50 USD and a high forecast of 128.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast NTRS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NTRS is 108.65 USD with a low forecast of 97.50 USD and a high forecast of 128.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
8 Hold
1 Sell
Hold
Current: 150.250
Low
97.50
Averages
108.65
High
128.00
Current: 150.250
Low
97.50
Averages
108.65
High
128.00
Goldman Sachs
Alexander Blostein
Sell
maintain
$130 -> $148
2026-01-28
New
Reason
Goldman Sachs
Alexander Blostein
Price Target
$130 -> $148
AI Analysis
2026-01-28
New
maintain
Sell
Reason
Goldman Sachs analyst Alexander Blostein raised the firm's price target on Northern Trust to $148 from $130 and keeps a Sell rating on the shares.
Citi
Emily Ericksen
Neutral
maintain
$143 -> $162
2026-01-27
New
Reason
Citi
Emily Ericksen
Price Target
$143 -> $162
2026-01-27
New
maintain
Neutral
Reason
Citi analyst Emily Ericksen raised the firm's price target on Northern Trust to $162 from $143 and keeps a Neutral rating on the shares. The firm increased estimates following the Q4 beat and 2026 net interest income outlook.
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TD Cowen
Steven Alexopoulos
Buy
maintain
$165 -> $175
2026-01-26
New
Reason
TD Cowen
Steven Alexopoulos
Price Target
$165 -> $175
2026-01-26
New
maintain
Buy
Reason
TD Cowen analyst Steven Alexopoulos raised the firm's price target on Northern Trust to $175 from $165 and keeps a Buy rating on the shares. The firm updated its model following 4Q25 core EPS of $2.62, that beat expectations on stronger PTPP income and lower provision expense. With momentum building in fee businesses and strong execution on managing expenses, the 2026 outlook appears positive.
RBC Capital
Outperform
maintain
$139 -> $159
2026-01-23
Reason
RBC Capital
Price Target
$139 -> $159
2026-01-23
maintain
Outperform
Reason
RBC Capital raised the firm's price target on Northern Trust to $159 from $139 and keeps an Outperform rating on the shares after its Q4 earnings beat. The company s a premier trust company that has produced best-in-class, through-the-cycle results, though going forward, market conditions and the dynamics of the yield curve will likely continue to play a key role in the bank's profitability, the analyst tells investors in a research note. With its strong pedigree and management team, Northern Trust should be able to navigate around the global macro uncertainties to deliver sustainable results through the cycle, RBC added.
About NTRS
Northern Trust Corporation is a provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. The Company’s segments include Asset Servicing and Wealth Management. Asset Servicing is a global provider of asset servicing and related services to corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, sovereign wealth funds, and other institutional investors around the globe. Asset servicing and related services encompass a full range of capabilities, including custody, fund administration, investment operations outsourcing, investment management, investment risk and analytical services, securities lending, and others. Wealth Management provides trust, investment management, custody, and philanthropic services; financial consulting; guardianship and estate administration; family business consulting; family financial education; brokerage services; and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
