Northern Trust (NTRS, Financial) has reported a significant surge in its first-quarter revenue for 2025, reaching $1.95 billion. This marks an impressive 18% increase compared to the $1.65 billion recorded in the same period last year. The company has experienced its third consecutive quarter of positive operating leverage, attributed to a mid-single-digit rise in both trust fees and net interest income.
The financial services firm noted a 13% increase in earnings per share, excluding the impact of prior-year notables. Additionally, Northern Trust achieved a return on common equity of 13%. The company also enhanced its capital levels significantly and returned $435 million to its shareholders during this quarter.
This robust performance underscores the effectiveness of Northern Trust's "One Northern Trust" strategy and the resilience of its business model. As the company looks ahead to the second quarter of 2025, it remains confident in its ability to navigate a variety of macroeconomic and market conditions, emphasizing its commitment to strategic goals and client support.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 13 analysts, the average target price for Northern Trust Corp (NTRS, Financial) is $108.77 with a high estimate of $128.00 and a low estimate of $79.00. The average target implies an upside of 25.34% from the current price of $86.78. More detailed estimate data can be found on the Northern Trust Corp (NTRS) Forecast page.
Based on the consensus recommendation from 16 brokerage firms, Northern Trust Corp's (NTRS, Financial) average brokerage recommendation is currently 3.0, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Northern Trust Corp (NTRS, Financial) in one year is $105.81, suggesting a upside of 21.93% from the current price of $86.78. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Northern Trust Corp (NTRS) Summary page.
