Northern Stock Performance

Stocks . USA . 
Stock . Northern Trust
NTRS Stock  USD 81.73  3.89  4.54%   
The company secures a Beta (Market Risk) of 1.6313, which conveys a somewhat significant risk relative to the market. Let's try to break down what Northern's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Northern Trust will likely underperform. Even though it is essential to pay attention to Northern Trust price patterns, it is always good to be careful when utilizing equity historical price patterns. Our philosophy towards estimating any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Northern Trust exposes twenty-eight different technical indicators, which can help you to evaluate its performance. Northern Trust has an expected return of -0.0677%. Please be advised to verify Northern Trust total risk alpha, downside variance, as well as the relationship between the Downside Variance and daily balance of power to decide if Northern Trust performance from the past will be repeated at some point in the near future.
  

Northern Performance

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Over the last 90 days Northern Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Northern Trust is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more

Structure and Payout Changes

Forward Dividend Yield
0.0355
Payout Ratio
0.4805
Last Split Factor
2:1
Forward Dividend Rate
3
Dividend Date
2023-04-01
1
EPS Estimate12/30/2022
2
Acquisition by Welsh Kelly R of 23487 shares of Northern Tru...01/17/2023
3
EPS Reported01/19/2023
4
Unclassified Event01/31/2023
5
Innovative Solutions and Support Shares Pass Above 200 Day M...02/01/2023
6
Denison Mines Corp. Sees Large Decline in Short Interest02/15/2023
7
NewtekOne Releases FY 2024 Earnings Guidance02/28/2023
8
Boit C F David Purchases New Stake in Danaher Co.03/10/2023
9
Short Interest in Assertio Holdings, Inc. Drops By 43.203/13/2023
10
Northern Trusts 2023 Wealth Planning Symposium to Focus on t...03/16/2023
Begin Period Cash Flow3.1 B

Northern Trust Relative Risk vs. Return Landscape

If you would invest  8,641  in Northern Trust on December 20, 2022 and sell it today you would lose (468.00)  from holding Northern Trust or give up 5.42% of portfolio value over 90 days. Northern Trust is currently does not generate positive expected returns and assumes 2.1688% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Northern, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Daily Expected Return (%)  
       Risk (%)  
Given the investment horizon of 90 days Northern Trust is expected to under-perform the market. In addition to that, the company is 2.33 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.04 per unit of volatility.

Northern Trust Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Northern Trust's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Northern Trust, and traders can use it to determine the average amount a Northern Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0312

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Estimated Market Risk

 2.17
  actual daily
 18 
82% of assets are more volatile
1818

Expected Return

 -0.07
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 -0.03
  actual daily
 0 
Most of other assets perform better
00
Based on monthly moving average Northern Trust is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Northern Trust by adding it to a well-diversified portfolio.

Northern Trust Fundamentals Growth

Northern Stock prices reflect investors' perceptions of the future prospects and financial health of Northern Trust, and Northern Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Northern Stock performance.
Return On Equity0.11 %
Return On Asset0.0079 %
Profit Margin0.20 %
Current Valuation25.22 B
Shares Outstanding207.75 M
Price to Earning12.77 X
Price to Book1.80 X
Price to Sales2.61 X
Revenue6.76 B
Gross Profit6.75 B
EBITDA2.82 B
Net Income1.34 B
Cash and Equivalents11.58 B
Cash per Share55.58 X
Total Debt12.38 B
Debt to Equity12.41 %
Book Value Per Share49.77 X
Cash Flow from Operations2.39 B
Earnings Per Share5.93 X
Market Capitalization17.83 B
Total Asset155.04 B
Retained Earnings10.8 B

About Northern Trust Performance

To evaluate Northern Trust Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Northern Trust generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Northern Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Northern Trust market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Northern's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2023
Effect of Exchange Rate Changes on Cash-287.4 M-295 M
Return on Average Assets 0.008  0.009106 
Return on Average Equity 0.12  0.12 
Return on Invested Capital 0.014  0.0165 
Return on Sales 0.26  0.31 

Things to note about Northern Trust performance evaluation

Checking the ongoing alerts about Northern Trust for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Northern Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Northern Trust generated a negative expected return over the last 90 days
Northern Trust has a strong financial position based on the latest SEC filings
Over 86.0% of the company shares are owned by institutional investors
Latest headline from businesswire.com: Northern Trusts 2023 Wealth Planning Symposium to Focus on the Power of Resilience
Evaluating Northern Trust's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Northern Trust's stock performance include:
  • Analyzing Northern Trust's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Northern Trust's stock is overvalued or undervalued compared to its peers.
  • Examining Northern Trust's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Northern Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Northern Trust's management team can help you assess the company's leadership.
  • Pay attention to analyst opinions and ratings of Northern Trust's stock. These opinions can provide insight into Northern Trust's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Northern Trust's stock performance is not an exact science, and many factors can impact Northern Trust's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Additionally, see Correlation Analysis. You can also try Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

Complementary Tools for analysis

When running Northern Trust 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 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
(0.63) 
Dividend Share
2.9
Earnings Share
5.93
Revenue Per Share
32.4
Quarterly Revenue Growth
(0.1) 
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.
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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 Northern Trust value 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.
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