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Northern Trust reinstated with a Buy at BofA

BofA analyst Ebrahim Poonawala reinstated coverage of Northern Trust with a Buy rating and $90 price target. The firm sees a “compelling entry point” into what it calls “a hard to replicate wealth management franchise” and considers Northern Trust well positioned to navigate the cycle. The firm acknowledges the downside risks to EPS and ROE from deposit costs and equity and bond market volatility, but argues that these are reflected in the current valuation.

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