Why Northern Trust Shares Are Diving Today

Written by Emily J. Thompson, Senior Investment Analyst

NTRS-3.29%

SAEF-0.27%

KBWB-2.31%

Source: earning

Updated: Apr 16 2024

0mins

Source: earning

NTRS

$148.08+Infinity%1D

Analyst Views on NTRS

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

2 Buy

8 Hold

1 Sell

Hold

Current: 153.120

Low

97.50

Averages

108.65

High

128.00

Current: 153.120

Low

97.50

Averages

108.65

High

128.00

Keefe Bruyette

Underperform

maintain

$132 -> $146

2026-01-23

New

Reason

Keefe Bruyette

Price Target

$132 -> $146

AI Analysis

2026-01-23

New

maintain

Underperform

Reason

Keefe Bruyette raised the firm's price target on Northern Trust to $146 from $132 and keeps an Underperform rating on the shares.

TD Cowen

Buy

maintain

$155 -> $165

2026-01-07

Reason

TD Cowen

Price Target

$155 -> $165

2026-01-07

maintain

Buy

Reason

TD Cowen raised the firm's price target on Northern Trust to $165 from $155 and keeps a Buy rating on the shares. The firm adjusted bank targets as part of a Q4 earnings preview. TD expects "solid" Q4 reports for the banks with continued balance sheet growth, repricing tailwinds, and a "likely more dovish" Federal Reserve chair in 2026. These "durable tailwinds" should lift bank stocks in 2026, the analyst tells investors in a research note.

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Truist

Buy

maintain

$139 -> $148

2026-01-07

Reason

Truist

Price Target

$139 -> $148

2026-01-07

maintain

Buy

Reason

Truist raised the firm's price target on Northern Trust to $148 from $139 and keeps a Buy rating on the shares. After a strong 2025 for trust banks and capital markets stocks, focus shifts to Q4 and 2026 outlooks, where additional Fed rate cuts and a move toward balance sheet expansion should be a net positive, the analyst tells investors in a research note. These tailwinds are expected to more than offset NII pressure for the asset-sensitive group, the firm says.

Goldman Sachs

Alexander Blostein

Sell

maintain

$117 -> $130

2026-01-06

Reason

Goldman Sachs

Alexander Blostein

Price Target

$117 -> $130

2026-01-06

maintain

Sell

Reason

Goldman Sachs analyst Alexander Blostein raised the firm's price target on Northern Trust to $130 from $117 and keeps a Sell rating on the shares. Goldman Sachs is broadly positive on its Capital Markets coverage into 2026, with Alternative and Traditional managers presenting the most compelling upside, followed by Brokers and Trust Banks, the analyst tells investors in a research note. The firm expects Capital Markets recovery to gain steam across M&A and Equity Capital Markets.

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.