NT4 Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Scale In Asset Servicing And AUMNorthern’s massive custody and management scale (AUC/A $20T; AUM $2T) creates durable fee revenue capacity and strong client lock‑in. Institutional servicing scale supports cross‑sell, operational moat and predictable recurring fees tied to asset levels rather than transactional spikes.
Operating Leverage And Raised GuidanceManagement reported sustained operating leverage and raised NII/revenue guidance, reflecting disciplined cost control and diversified revenue growth. Durable margin expansion from recurring fees plus rising NII suggests an improved ability to convert revenue gains into lasting profit improvement.
ETF Servicing And Product ExpansionThe launch of a U.S. ETF servicing capability addresses a long‑term structural shift toward ETFs. Adding ETF servicing expands addressable market, deepens relationships with asset managers, and leverages existing custody/fund services to capture persistent fee pools as product mixes evolve.
Bears Say
Weak Free Cash FlowA roughly 92% drop in trailing free cash flow to $131M and multi‑year volatility signal weak cash conversion versus reported earnings. Poor and inconsistent cash generation undermines financing flexibility for buybacks, dividends and investments and raises earnings quality concerns.
Moderate Leverage (debt > Equity)Debt exceeding equity (debt-to-equity ~1.18) leaves limited downside buffer and constrains strategic flexibility. While capital ratios improved, elevated leverage can amplify stress during revenue normalization and increases sensitivity to interest and funding shocks over the medium term.
Reliance On One-time Gains And Normalization RisksReported results were aided by a large $525M Visa gain and ~$220M of restructuring/notable items, making comparability and sustainable earnings less certain. Coupled with deposit volatility and wealth fee billing lags, this raises risk that core recurring revenue and NII will not sustain headline margins.
Northern News
NT4 FAQ
What was Northern’s price range in the past 12 months?
Currently, no data Available
What is Northern’s market cap?
Northern’s market cap is CHF27.67B.
When is Northern’s upcoming earnings report date?
Northern’s upcoming earnings report date is Oct 21, 2026 which is in 43 days.
How were Northern’s earnings last quarter?
Northern released its earnings results on Jul 22, 2026. The company reported CHF2.393 earnings per share for the quarter, beating the consensus estimate of CHF2.177 by CHF0.216.
Is Northern overvalued?
According to Wall Street analysts Northern’s price is currently Undervalued.
Does Northern pay dividends?
Northern does not currently pay dividends.
What is Northern’s EPS estimate?
Northern’s EPS estimate is 2.27.
How many shares outstanding does Northern have?
Currently, no data Available
What happened to Northern’s price movement after its last earnings report?
Northern reported an EPS of CHF2.393 in its last earnings report, beating expectations of CHF2.177. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Northern?
Currently, no hedge funds are holding shares in CH:NT4
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Northern Stock Smart Score
Neutral
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10
Analyst Consensus
Hold
Average Price Target:
CHF149.49 (― Upside)
CHF149.49 (― Upside)
Blogger Sentiment
Bullish
CH:NT4 Sentiment 86%
Sector Average 58%
Sector Average 58%
Insider Transactions
Sold Shares
Worth CHF732.2K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
48.09%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
4.31%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Northern
Northern Trust Corporation, a financial holding company established in 1889 and based in Chicago, Illinois, offers a comprehensive suite of wealth management, asset servicing, asset management, and banking solutions worldwide. Its diverse client base includes corporations, institutions, families, and individual investors. The company structures its operations across two primary segments: Asset Servicing and Wealth Management. The Asset Servicing division delivers a broad spectrum of support and operational services tailored for institutional entities. These services include custody, fund administration, outsourced investment operations, investment management, investment risk and analytical reporting, employee benefit services, securities lending, foreign exchange, treasury management, brokerage, transition management, and banking and cash management solutions. This segment serves corporate and public retirement funds, charitable foundations, endowments, investment managers, insurance companies, sovereign wealth funds, and other major institutional investors. Conversely, the Wealth Management segment is dedicated to high-net-worth individuals, families, business owners, executives, professionals, retirees, and established privately held businesses. Its offerings span trust administration, investment management, custody, philanthropic advisory, financial consulting, guardianship and estate administration, family business consulting, family financial education, brokerage services, and private and business banking. Furthermore, Northern Trust provides extensive asset management capabilities, encompassing active and passive strategies for both equity and fixed income, cash management, and alternative asset classes like private equity and hedge funds of funds. These investment products are delivered via diverse vehicles, including individually managed accounts, bank common and collective funds, registered investment companies, exchange-traded funds, non-U.S. collective investment funds, and unregistered private investment funds. The corporation also offers sophisticated overlay and other risk management services.
NT4 Company Deck
NT4 Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlights strong diversified revenue growth, solid profitability metrics (EPS up 40% excluding notables), meaningful operating leverage, raised guidance for NII and total revenue, robust asset and AUM growth, and an improved capital position enabling substantial shareholder returns. Offsetting these positives are several one-time notable items (including a large Visa gain that materially boosted results), restructuring and software charges, sequential deposit normalization risks, and billing/valuation-driven variability in wealth fees. Management expressed confidence in strategy execution but noted tougher second-half comparisons and some temporary revenue normalization risks.View all CH:NT4 earnings summariesNT4 Revenue Breakdown
70.18% Noninterest income
29.82% Net interest income
NT4 Stock 12 Month Forecast
Average Price Target
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