NTRS

NORTHERN TRUST CORP

Nasdaq · State Commercial Banks · Inc. DE · CIK 0000073124
$174.34 +2.10% $32.3B
Insider Selling Cluster (3 insiders)37 New Institutional Positions13 Institutional Exits
Vol
Market Cap$32.3B
Cap SizeLarge Cap
Analyst ConsensusHold (36%)
Inst. Holders50 funds
Inst. Value$13.4B
Inst. Activity37 buys / 13 sells
Insider Activity1B / 8S
Insider Net $-$5.1M
SEC Reports2
Exchange Nasdaq·Sector State Commercial Banks·Inc. DE·CIK 0000073124·Prev Close $170.75

Recent Activity

Jun 11, 2026 short_volume
Short Volume: NTRS — 66.5% short (0.4M / 0.6M)
Short: 429,808 | Exempt: 87 | TRF Vol: 646,756 | Short Ratio: 66.5% | Off-exchange volume (dark pool
Jun 3, 2026 Insider
Hallinan Aengus sold 2,555 shares
Executive Vice President @ $167.10 ($426.9K)
Jun 1, 2026 Insider
Hallinan Aengus surrendered for taxes 2,707 shares
Executive Vice President @ $166.82 ($451.6K)
May 22, 2026 Insider
South Thomas A gifted 320 shares
Executive Vice President
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
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.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
1,238,225 shares ($172.8M)
Inst.
Amundi — ADD
869,617 shares ($121.4M)

Price Targets

$171.00 -1.9% upside Hold
Current $174.34 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
BlackRock, Inc.$2.0B—
VANGUARD CAPITAL MANAGEMENT LLC$1.6B—
FMR LLC$1.5B—
STATE STREET CORP$1.3B—
VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B—

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Hallinan AengusSELL$426.9K
Jun 1, 2026Hallinan AengusF$451.6K
May 22, 2026South ThomasG$0.00
May 4, 2026South ThomasG$0.00
May 1, 2026Moritz RobertBUY$37.4K
50 institutional holders with $13.4B total value (95,611,374 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 37 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.14,369,855$2.0B15.0%—
2VANGUARD CAPITAL MANAGEMENT LLC11,783,530$1.6B12.3%—
3FMR LLC10,809,890$1.5B11.3%—
4STATE STREET CORP9,082,748$1.3B9.5%—
5VANGUARD PORTFOLIO MANAGEMENT LLC8,419,232$1.2B8.8%—
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/5,805,716$821.1M6.1%—
7Invesco Ltd.3,514,155$490.5M3.7%—
8GOLDMAN SACHS GROUP INC2,796,862$390.4M2.9%—
9MORGAN STANLEY2,527,789$352.8M2.6%—
10DIMENSIONAL FUND ADVISORS LP2,455,996$342.7M2.6%—
11Legal & General Group Plc1,346,397$187.9M1.4%—
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,248,623$174.3M1.3%—
13WELLINGTON MANAGEMENT GROUP LLP1,238,225$172.8M1.3%TRIM -30.9%
14ARIEL INVESTMENTS, LLC1,141,118$159.3M1.2%—
15JUPITER ASSET MANAGEMENT LTD1,051,432$146.7M1.1%—
16VANGUARD FIDUCIARY TRUST CO1,040,796$145.3M1.1%—
17DEUTSCHE BANK AG\969,169$135.3M1.0%—
18Amundi869,617$121.4M0.9%ADD +37.0%
19FIRST TRUST ADVISORS LP855,848$119.5M0.9%—
20VICTORY CAPITAL MANAGEMENT INC804,694$112.3M0.8%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPTRIM1,792,4091,238,225-30.9%$172.8M2026-Q1
AmundiADD634,781869,617+37.0%$121.4M2026-Q1
PRUDENTIAL FINANCIAL INCADD393,434628,513+59.8%$87.7M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED157,284584,969+271.9%$81.6M2026-Q1
FRANKLIN RESOURCES INCDOUBLED136,963412,893+201.5%$57.6M2026-Q1
Clark Capital Management Group, Inc.DOUBLED3,070350,260+11309.1%$48.9M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD239,415317,426+32.6%$44.3M2026-Q1
SEI INVESTMENTS CODOUBLED29,118284,668+877.6%$39.7M2026-Q1
Alyeska Investment Group, L.P.DOUBLED120,146259,171+115.7%$36.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD192,968252,962+31.1%$35.3M2026-Q1
Swiss Life Asset Management LtdDOUBLED36,607133,223+263.9%$31.5M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABDOUBLED20,056197,532+884.9%$27.0M2026-Q1
Mariner, LLCADD121,489180,078+48.2%$25.1M2026-Q1
Allianz Asset Management GmbHADD99,317177,752+79.0%$24.8M2026-Q1
Korea Investment CORPADD116,030168,691+45.4%$23.5M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED48,191166,981+246.5%$23.3M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD79,117147,357+86.3%$20.6M2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLCTRIM184,229122,274-33.6%$17.1M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD64,65697,411+50.7%$13.6M2026-Q1
Point72 Asset Management, L.P.NEW—97,300—$13.6M2026-Q1
Tredje AP-fondenDOUBLED26,07581,222+211.5%$11.3M2026-Q1
PINEBRIDGE INVESTMENTS LLCNEW—74,200—$10.4M2026-Q1
CWM, LLCADD48,28466,054+36.8%$9.2M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD32,42261,965+91.1%$8.6M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED23,26657,325+146.4%$7.8M2026-Q1
23 unique insiders with 50 transactions. Net insider value: -$5.1M ($37.4K bought, $5.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Hallinan AengusExecutive Vice PresidentSELL2,555$167.10$426.9K
Jun 1, 2026Hallinan AengusExecutive Vice PresidentTAX W/H2,707$166.82$451.6K
May 22, 2026South Thomas AExecutive Vice PresidentGIFT320——
May 4, 2026South Thomas AExecutive Vice PresidentGIFT1,300——
May 1, 2026Moritz Robert Edward Jr.DirectorBUY225$166.41$37.4K
Apr 30, 2026SMITH DAVID BYRON JRDirectorGIFT1,200——
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 SUSANDirectorAWARD34.89$171.74$6.0K
Apr 21, 2026Dhandapani ChandraDirectorAWARD34.89$171.74$6.0K
Apr 21, 2026Harrison Dean MDirectorAWARD34.89$171.74$6.0K
Apr 21, 2026Moritz Robert Edward Jr.DirectorAWARD989——
Apr 21, 2026Klevorn Marcy SDirectorAWARD34.89$171.74$6.0K
Apr 21, 2026Mehta Siddharth NDirectorAWARD34.89$171.74$6.0K
Apr 21, 2026SLARK MARTIN PDirectorAWARD34.89$171.74$6.0K
Apr 21, 2026SMITH DAVID BYRON JRDirectorAWARD989——
Apr 21, 2026Thompson DonaldDirectorAWARD34.89$171.74$6.0K
Apr 21, 2026Henderson Jay LDirectorAWARD989——
Apr 21, 2026Petrino RichardDirectorAWARD17.45$171.74$3.0K
Apr 21, 2026Tribbett Charles ADirectorAWARD989——
Apr 1, 2026CROWN SUSANDirectorAWARD82.65$141.41$11.7K
Apr 1, 2026Dhandapani ChandraDirectorAWARD19.72$141.41$2.8K
Apr 1, 2026Harrison Dean MDirectorAWARD149.03$141.41$21.1K
Apr 1, 2026Klevorn Marcy SDirectorAWARD59.5$141.41$8.4K
Apr 1, 2026Mehta Siddharth NDirectorAWARD22.29$141.41$3.2K
Apr 1, 2026SLARK MARTIN PDirectorAWARD65.17$141.41$9.2K
Apr 1, 2026Petrino RichardDirectorAWARD2.43$141.41$343.63
Apr 1, 2026Thompson DonaldDirectorAWARD142.85$141.41$20.2K
Apr 1, 2026Tribbett Charles ADirectorAWARD86.31$141.41$12.2K
Mar 31, 2026Dhandapani ChandraDirectorAWARD250.77$139.57$35.0K
Mar 31, 2026Harrison Dean MDirectorAWARD322.42$139.57$45.0K
Mar 31, 2026Thompson DonaldDirectorAWARD268.68$139.57$37.5K
Mar 5, 2026Gibson GuyCo-President Asset ServicingSELL3,009$142.39$428.5K
Mar 1, 2026Hunstad MichaelPresident/Asset ManagementTAX W/H3,867$143.15$553.6K
Mar 1, 2026Levy Susan CohenEVP and General CounselTAX W/H2,671$143.15$382.4K
Mar 1, 2026Taylor AlexandriaChief Administrative OfficerTAX W/H1,868$143.15$267.4K
Mar 1, 2026Landers JohnControllerTAX W/H300$143.15$42.9K
Mar 1, 2026South Thomas AExecutive Vice PresidentTAX W/H2,544$143.15$364.2K
Mar 1, 2026O'Grady MichaelChairman and CEOTAX W/H11,129$143.15$1.6M
Mar 1, 2026Cherecwich PeterChief Operating OfficerTAX W/H4,157$143.15$595.1K
Mar 1, 2026Fox David W JrEVP & Chief Financial OfficerTAX W/H2,355$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 ServicingAWARD6,449——
Feb 5, 2026Gibson GuyCo-President Asset ServicingTAX W/H925$148.88$137.7K
Feb 5, 2026Bellows CliveCo-President Asset ServicingAWARD7,758——
Feb 5, 2026Bellows CliveCo-President Asset ServicingTAX W/H1,044$112.39$117.3K
Feb 5, 2026South Thomas AExecutive Vice PresidentAWARD16,850——
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 -1.9% upside Hold (3.00)
$145.00 Low $192.00 High
MetricValue
Current Price$174.34
Target Low$145.00
Target Mean$171.00
Target Median$175.00
Target High$192.00
# Analysts13
RecommendationHold (3.00)

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
Jun 1, 202635122036%
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.

Jun 11, 2026
short_volume
Short Volume: NTRS — 66.5% short (0.4M / 0.6M)
Short: 429,808 | Exempt: 87 | TRF Vol: 646,756 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: NTRS — 69.3% short (0.4M / 0.6M)
Short: 400,400 | Exempt: 46 | TRF Vol: 577,894 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: NTRS — 56.9% short (0.3M / 0.6M)
Short: 313,431 | Exempt: 0 | TRF Vol: 551,010 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: NTRS — 1.2M shares, 35,266 trades
Week starting 2026-05-18. Total ATS volume: 1,153,548 shares across 35,266 trades.
May 11, 2026
dark_pool
Dark Pool: NTRS — 1.4M shares, 36,751 trades
Week starting 2026-05-11. Total ATS volume: 1,398,466 shares across 36,751 trades.
May 4, 2026
dark_pool
Dark Pool: NTRS — 1.1M shares, 35,476 trades
Week starting 2026-05-04. Total ATS volume: 1,142,789 shares across 35,476 trades.
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.