Northern Trust Stock Filter Stocks by Fundamentals
| NTRS Stock | USD 84.30 0.12 0.14% |
Northern Trust fundamentals help investors to digest information that contributes to Northern Trust's financial success or failures. It also enables traders to predict the movement of Northern Stock. The fundamental analysis module provides a way to measure Northern Trust's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Northern Trust stock.
Northern | Shares Owned by Insiders |
Northern Trust Current Valuation Drivers
We derive many important indicators used in calculating different scores of Northern Trust from analyzing Northern Trust's financial statements. These drivers represent accounts that assess Northern Trust's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Northern Trust's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 22.8B | 19.4B | 24.9B | 18.4B | 17.5B | 9.5B | |
| Enterprise Value | 30.1B | 23.6B | 29.1B | 26.1B | (6.3B) | (6.0B) |
Northern Trust ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Northern Trust's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Northern Trust's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Northern Trust Institutional Holders
Institutional Holdings refers to the ownership stake in Northern Trust that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Northern Trust's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Northern Trust's value.| Shares | American Century Companies Inc | 4.4 M | State Farm Mutual Automobile Ins Co | 2023-12-31 | 4.4 M | Jpmorgan Chase & Co | 2023-12-31 | 3.3 M | Mariner Value Strategies, Llc | 2023-12-31 | 3.1 M | Ariel Investments, Llc | 2023-12-31 | 2.7 M | Amvescap Plc. | 2023-12-31 | 2.5 M | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 2.3 M | Fiduciary Management, Inc. Of Milwaukee | 2023-12-31 | 2.1 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 1.8 M | Vanguard Group Inc | 2023-12-31 | 23.4 M | Blackrock Inc | 2023-12-31 | 15.3 M |
Northern Fundamentals
| Return On Equity | 0.0834 | ||||
| Return On Asset | 0.0064 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 32.02 B | ||||
| Shares Outstanding | 204.59 M | ||||
| Shares Owned By Insiders | 0.50 % | ||||
| Shares Owned By Institutions | 85.73 % | ||||
| Number Of Shares Shorted | 2.06 M | ||||
| Price To Earning | 12.77 X | ||||
| Price To Book | 1.55 X | ||||
| Price To Sales | 2.53 X | ||||
| Revenue | 12.12 B | ||||
| Gross Profit | 6.75 B | ||||
| EBITDA | (53.4 M) | ||||
| Net Income | 1.11 B | ||||
| Cash And Equivalents | 11.58 B | ||||
| Cash Per Share | 55.58 X | ||||
| Total Debt | 17.24 B | ||||
| Debt To Equity | 12.41 % | ||||
| Book Value Per Share | 54.83 X | ||||
| Cash Flow From Operations | 2.63 B | ||||
| Short Ratio | 1.04 X | ||||
| Earnings Per Share | 4.53 X | ||||
| Price To Earnings To Growth | 1.02 X | ||||
| Target Price | 92.0 | ||||
| Number Of Employees | 23 K | ||||
| Beta | 1.13 | ||||
| Market Capitalization | 17.22 B | ||||
| Total Asset | 150.78 B | ||||
| Retained Earnings | 14.23 B | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 2.50 % | ||||
| Net Asset | 150.78 B | ||||
| Last Dividend Paid | 3.0 |
About Northern Trust Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Northern Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Northern Trust using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Northern Trust based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Northern Trust Investors Sentiment
The influence of Northern Trust's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Northern. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Northern Trust's public news can be used to forecast risks associated with an investment in Northern. The trend in average sentiment can be used to explain how an investor holding Northern can time the market purely based on public headlines and social activities around Northern Trust. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Northern Trust's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Northern Trust's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Northern Trust's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Northern Trust.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Northern Trust in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Northern Trust's short interest history, or implied volatility extrapolated from Northern Trust options trading.
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Try AI Portfolio ArchitectCheck out Northern Trust Piotroski F Score and Northern Trust Altman Z Score analysis. For more information on how to buy Northern Stock please use our How to Invest in Northern Trust guide.You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Complementary Tools for Northern Stock analysis
When running Northern Trust's price analysis, check to measure Northern Trust's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Northern Trust is operating at the current time. Most of Northern Trust's value examination focuses on studying past and present price action to predict the probability of Northern Trust's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Northern Trust's price. Additionally, you may evaluate how the addition of Northern Trust to your portfolios can decrease your overall portfolio volatility.
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Is Northern Trust's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Northern Trust. If investors know Northern will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Northern Trust listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.36) | Dividend Share 3 | Earnings Share 4.53 | Revenue Per Share 32.345 | Quarterly Revenue Growth (0.04) |
The market value of Northern Trust is measured differently than its book value, which is the value of Northern that is recorded on the company's balance sheet. Investors also form their own opinion of Northern Trust's value that differs from its market value or its book value, called intrinsic value, which is Northern Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Northern Trust's market value can be influenced by many factors that don't directly affect Northern Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Northern Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Northern Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Northern Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.