에 대한 최신 뉴스 Northern Trust (NASDAQ:NTRS) 주식

Northern Trust

Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking to corporations, institutions, affluent families, and individuals. Founded in Chicago in 1889, Northern Trust has offices in 20 states and Washington, D.C. as well as 23 locations in Canada, Europe, the Middle East, and Asia-Pacific. As of September 2024, Northern Trust had assets under custody or administration of $17.4 trillion and assets under management of $1.6 trillion.

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트루이스트 증권의 애널리스트들은 24개의 대형은행, 지역은행, 신탁은행과 신용카드 회사에 대한 커버리지를 개시했다. 이들은 향후 2년간 강력한 수익 성장을 예상하며 대출 성장률 개선, 가파른 수익률 곡선, 충분한 자본 확충 등의 요인에 힘입어 연간 12~15%의 수익 증가를 예상하고 있다.

트루이스트: 2025년 수익률 곡선 정상화, 저렴한 가치평가, EPS 성장 속 은행주 상승할 것

Northern Trust Corporation - Common Stock

Northern Trust Corp

Northern Trust Corporation - Depositary Shares Each Representing a 1/1,000th Interest in a Share of Series E Non-Cumulative Perpetual Preferred Stock

Analysts at <a href="https://www.benzinga.com/topic/truist-securities">Truist Securities</a> initiated coverage on 24 large-cap, regional, and trust banks, as well as credit card companies. They anticipate strong earnings growth over the next two years, projecting an annual increase of 12-15% fueled by factors like improving loan growth, a steeper yield curve, and ample capital for expansion.
What Happened: Forecasting a favorable environment for banks in 2025 and 2026, the analysts at Truist foresee a less stringent regulatory environment, with more clarity and flexibility for banks regarding mergers and acquisitions, and the deployment of excess capital.
The note highlighted that the banking stocks were de-rated during the first two years of Trump 1.0 because the yield curve was flattened and late-cycle macro concerns surfaced, even as the administration enacted bank-friendly tax reform and regulatory tailoring. However, according to the brokerage, a little Fed easing and a steeper curve are necessary for the stocks to be re-rated and two rate cuts are expected in 2025, as hinted by Fed during their December meeting. 
According to Truist, while bank valuations have increased, they remain relatively attractive compared to historical levels. They currently trade at a price-to-book value (P/TBV) below their post-financial crisis average, and at a significant discount to the broader market. The note adds that given the current market valuations, bank stocks appear undervalued relative to the S&amp;P 500.
However, despite Truist beliefs that the sector offers attractive opportunities, careful stock selection is crucial according to them. &#8220;While we're not at &#8216;close your eyes and buy ‘em levels,&#8217; we still see attractive opportunities across the sector and view stock selection as increasingly important,&#8221; the note said.
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/42836744/baby-its-cold-outside-these-5-winter-ready-stocks-have-what-it-takes-to-make-you-feel-warm-and-cozy">Baby, It&#8217;s Cold Outside: These 5 Winter-Ready Stocks Have What It Takes To Make You Feel Warm And Cozy</a>
Why It Matters: Truist&#8217;s coverage on 24 financial stocks is spread across three subgroups namely, large-cap, regional, and trust banks, which is initiated with a positive outlook.
<h3 class="wp-block-heading">Large-Cap Banks</h3>
The research note examines long-term investment potential of large U.S. banks as these institutions possess significant advantages, including, &#8220;embedded offense&#8221; with the presence of strong existing businesses and customer relationships.
It also anticipates cyclical tailwinds and capital leverage for such banks given a favorable economic environment and the ability to effectively utilize capital for growth.
These factors position large U.S. banks to achieve organic growth by the expansion of core businesses, double-digit earnings growth and an attractive returns on equity.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Large Cap Banks</td>
<td>Rating</td>
<td>Price Target</td>
</tr>
<tr>
<td>Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>)</td>
<td>Buy</td>
<td>$52</td>
</tr>
<tr>
<td>Citigroup (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)</td>
<td>Buy</td>
<td>$85</td>
</tr>
<tr>
<td>Wells Fargo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>)</td>
<td>Buy</td>
<td>$82</td>
</tr>
<tr>
<td>JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)</td>
<td>Hold</td>
<td>$260</td>
</tr>
<tr>
<td>PNC Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNC#NYSE">PNC</a>)</td>
<td>Hold</td>
<td>$215</td>
</tr>
<tr>
<td>US Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>)</td>
<td>Hold</td>
<td>$54</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Regional Banks And Cards</h3>
Truist also initiated coverage on 14 regional financial companies outlining three key strategies for regional banks to remain competitive.
<ul>
<li>Differentiated Growth: Focus on unique and sustainable growth opportunities.</li>
</ul>
<ul>
<li>Disciplined Capital Allocation: Efficiently deploy capital to support growth and enhance shareholder value.</li>
</ul>
<ul>
<li>Navigating the Evolving Landscape: Adapt to changing market conditions, including interest rates, yield curve shifts, loan and deposit growth, and commercial real estate market dynamics.</li>
</ul>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Regional Banks</td>
<td>Rating</td>
<td>Price Target</td>
</tr>
<tr>
<td>Fifth Third Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FITB#NASDAQ">FITB</a>)</td>
<td>Buy</td>
<td>$51</td>
</tr>
<tr>
<td>Huntington Bancshares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HBAN#NASDAQ">HBAN</a>)</td>
<td>Buy</td>
<td>$19</td>
</tr>
<tr>
<td>M&amp;T Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>)</td>
<td>Buy</td>
<td>$233</td>
</tr>
<tr>
<td>Wintrust Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTFC#NASDAQ">WTFC</a>)</td>
<td>Buy</td>
<td>$151</td>
</tr>
<tr>
<td>Citizens Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CFG#NYSE">CFG</a>)</td>
<td>Hold</td>
<td>$49</td>
</tr>
<tr>
<td>Comerica Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMA#NYSE">CMA</a>)</td>
<td>Hold</td>
<td>$65</td>
</tr>
<tr>
<td>First Citizens BancShares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>)</td>
<td>Hold</td>
<td>$2,303</td>
</tr>
<tr>
<td>KeyCorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEY#NYSE">KEY</a>)</td>
<td>Hold</td>
<td>$19</td>
</tr>
<tr>
<td>Regions Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RF#NYSE">RF</a>)</td>
<td>Hold</td>
<td>$25</td>
</tr>
</tbody>
</table>
</figure>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Cards</td>
<td>Rating</td>
<td>Price Target</td>
</tr>
<tr>
<td>Ally Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLY#NYSE">ALLY</a>)</td>
<td>Buy</td>
<td>$42</td>
</tr>
<tr>
<td>American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)</td>
<td>Buy</td>
<td>$350</td>
</tr>
<tr>
<td>Capital One Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>)</td>
<td>Buy</td>
<td>$229</td>
</tr>
<tr>
<td>Discover Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>)</td>
<td>Buy</td>
<td>$233</td>
</tr>
<tr>
<td>Synchrony Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>Hold</td>
<td>$72</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Trust Banks And Capital Markets</h3>
Truist anticipates gradual interest rate decreases, the eventual end of quantitative tightening, and a healthy economy and capital markets providing a competitive landscape to trust banks.
According to the analysts, investors should prioritize stocks with the potential for sustained operating leverage. Which is the ability to increase profitability significantly with relatively small increases in revenue. And stocks with strong capital returns, with high levels of income through dividends and share buybacks.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Trust Banks And Capital Markets</td>
<td>Rating</td>
<td>Price Target</td>
</tr>
<tr>
<td>Bank of New York Mellon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BK#NYSE">BK</a>)</td>
<td>Buy</td>
<td>$91</td>
</tr>
<tr>
<td>Charles Schwab (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>)</td>
<td>Buy</td>
<td>$86</td>
</tr>
<tr>
<td>Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>)</td>
<td>Hold</td>
<td>$110</td>
</tr>
<tr>
<td>State Street (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>)</td>
<td>Hold</td>
<td>$106</td>
</tr>
</tbody>
</table>
</figure>
Image via Shutterstock
Read Next:
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<li><a href="https://www.benzinga.com/25/01/42813271/as-billionaires-load-up-on-energy-stocks-given-trumps-proposed-policies-this-analyst-highlights-charlie-mungers-1962-oil-investment-which-can-outperform-all-the-rest">As Warren Buffett And Other Billionaires Load Up On Energy Stocks, This Analyst Highlights Charlie Munger&#8217;s 1962 Oil Investment Which Can &#8216;Outperform All The Rest&#8217;</a></li>
</ul>

Yield Curve Normalization, Cheap Valuation, EPS Growth To Boost Banks In 2025: Truist Initiates Coverage On These 14 Regional Names

Truist Securities analyst David Smith initiates coverage on Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Hold rating and announces Price Target of $110.

Truist Securities Initiates Coverage On Northern Trust with Hold Rating, Announces Price Target of $110

Barclays analyst Jason Goldberg maintains Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Equal-Weight and raises the price target from $115 to $118.

Barclays Maintains Equal-Weight on Northern Trust, Raises Price Target to $118

Analysts' ratings for Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) over the last quarter vary from bullish to bearish, as provided by 12 analysts.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">9</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $110.5, along with a high estimate of $127.00 and a low estimate of $92.00. Marking an increase of 10.5%, the current average surpasses the previous average price target of $100.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1735930808_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The standing of Northern Trust among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$125.00</td>
<td>$127.00</td>
</tr>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$127.00</td>
<td>$103.00</td>
</tr>
<tr>
<td>David Konrad</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$113.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Mike Mayo</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$110.00</td>
<td>$108.00</td>
</tr>
<tr>
<td>Brian Bedell</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Hold</td>
<td>$108.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Michael Carrier</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$115.00</td>
<td>$103.00</td>
</tr>
<tr>
<td>Gerard Cassidy</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$107.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$103.00</td>
<td>$97.00</td>
</tr>
<tr>
<td>Glenn Schorr</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$103.00</td>
<td>$86.00</td>
</tr>
<tr>
<td>Mike Mayo</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$108.00</td>
<td>$92.00</td>
</tr>
<tr>
<td>Jason Goldberg</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$115.00</td>
<td>$98.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$92.00</td>
<td>$86.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Northern Trust. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Northern Trust compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Northern Trust's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Northern Trust's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/NTRS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Northern Trust analyst ratings.</a>
<h2>Unveiling the Story Behind Northern Trust</h2>
Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking to corporations, institutions, affluent families, and individuals. Founded in Chicago in 1889, Northern Trust has offices in 20 states and Washington, D.C. as well as 23 locations in Canada, Europe, the Middle East, and Asia-Pacific. As of September 2024, Northern Trust had assets under custody or administration of $17.4 trillion and assets under management of $1.6 trillion.
<h3>Breaking Down Northern Trust's Financial Performance</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Northern Trust's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 14.02%. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 22.61%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Northern Trust's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 3.77%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Northern Trust's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.28%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: With a below-average debt-to-equity ratio of 1.16, Northern Trust adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Basics of Analyst Ratings</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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What Analysts Are Saying About Northern Trust Stock

Morgan Stanley analyst Betsy Graseck maintains Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Equal-Weight and lowers the price target from $127 to $125.

Morgan Stanley Maintains Equal-Weight on Northern Trust, Lowers Price Target to $125

Morgan Stanley analyst Betsey Graseck is Overweight on big banks following Donald Trump's win and the Republican<a href="https://www.benzinga.com/markets/equities/24/12/42382786/morgan-stanley-narrows-down-winning-and-losing-bets-in-the-first-100-days-of-trump-administration"> sweep of the 2024 election. </a>
Expert Ideas: On Monday, Graseck listed three main factors for Morgan Stanley's positive outlook on large-cap banks heading into 2025. She sees capital markets rebounding, the end of quantitative tightening and a stabilizing regulatory environment as beneficial to the industry.
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42440681/markets-have-the-green-light-to-rally-after-novembers-yawner-inflation-report-experts-say">&#8216;Markets Have The Green Light To Rally&#8217; After November&#8217;s &#8216;Yawner&#8217; Inflation Report, Experts Say</a>
"We're really looking for stabilization in large cap bank regulation, and that's a positive, because elimination of a negative is a good thing," Graseck told CNBC's Squawk Box on Wednesday.&nbsp;
Upgrades: Morgan Stanley upgraded all of the trust banks within its coverage and pointed to the end of quantitative tightening as the driver behind the upgrades. The firm sees deposit growth of between 3% and 7% which would benefit the trust banks as they skew to large institutional asset manager clients.&nbsp;
<ul>
<li>Graseck upgraded Bank of New York Mellon Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BK#NYSE">BK</a>) from Equal-Weight to Overweight and raised the price target from $82 to $94.</li>
<li>The firm upgraded Northern Trust Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) from Underweight to Equal-Weight and raised its price target from $103 to $127.</li>
<li>Morgan Stanley also upgraded State Street Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>) from Equal-Weight to Overweight and raised the price target from $102 to $139.</li>
</ul>
Downgrades: The analyst sees a more balanced risk-reward for Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) in the coming financial and political environment in which the firm prefers money centers with a higher skew to capital markets. 
<ul>
<li>Morgan Stanley downgraded Bank of America from Overweight to Equal-Weight, but raised its price target from $48 to $55.</li>
<li>Graseck also downgraded Regions Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RF#NYSE">RF</a>) from Overweight to Equal-Weight and raises the price target from $28 to $32.</li>
</ul>
Graseck said the firm is reducing its exposure to credit risk amid the possibility of a recession in 2025. Accordingly, Morgan Stanley downgraded Regions Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RF#NYSE">RF</a>) from Overweight to Equal-Weight due to its outsized exposure to Commercial and Industrial (C&amp;I) lending.&nbsp;
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/24/12/42460609/european-central-bank-lowers-interest-rates-fourth-cut-in-2024">European Central Bank Lowers Interest Rates, Fourth Cut In 2024</a></li>
</ul>
Image: Shutterstock

Upgrades

Downgrades

Politics

Big Banks Will Get Bigger Under Trump In 2025: Analyst

Morgan Stanley analyst Betsy Graseck upgrades Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) from Underweight to Equal-Weight and raises the price target from $103 to $127.

Morgan Stanley Upgrades Northern Trust to Equal-Weight, Raises Price Target to $127

Throughout the last three months, 13 analysts have evaluated Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>), offering a diverse set of opinions from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">8</td>
<td align="right">2</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $103.62, a high estimate of $115.00, and a low estimate of $82.00. This upward trend is evident, with the current average reflecting a 9.43% increase from the previous average price target of $94.69.
<img src="https://www.benzinga.com/files/images/story/2024/1733245262_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Northern Trust. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>David Konrad</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$113.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Mike Mayo</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$110.00</td>
<td>$108.00</td>
</tr>
<tr>
<td>Brian Bedell</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Hold</td>
<td>$108.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Michael Carrier</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$115.00</td>
<td>$103.00</td>
</tr>
<tr>
<td>Gerard Cassidy</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$107.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$103.00</td>
<td>$97.00</td>
</tr>
<tr>
<td>Glenn Schorr</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$103.00</td>
<td>$86.00</td>
</tr>
<tr>
<td>Mike Mayo</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$108.00</td>
<td>$92.00</td>
</tr>
<tr>
<td>Jason Goldberg</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$115.00</td>
<td>$98.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$92.00</td>
<td>$86.00</td>
</tr>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$97.00</td>
<td>$93.00</td>
</tr>
<tr>
<td>Alexander Blostein</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Sell</td>
<td>$82.00</td>
<td>$84.00</td>
</tr>
<tr>
<td>Brian Bedell</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Hold</td>
<td>$94.00</td>
<td>$84.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Northern Trust. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Northern Trust compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Northern Trust's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Northern Trust's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/NTRS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Northern Trust analyst ratings.</a>
<h2>Unveiling the Story Behind Northern Trust</h2>
Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking to corporations, institutions, affluent families, and individuals. Founded in Chicago in 1889, Northern Trust has offices in 20 states and Washington, D.C. as well as 23 locations in Canada, Europe, the Middle East, and Asia-Pacific. As of September 2024, Northern Trust had assets under custody or administration of $17.4 trillion and assets under management of $1.6 trillion.
<h3>Unraveling the Financial Story of Northern Trust</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Northern Trust's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 14.02%. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.
Net Margin: Northern Trust's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 22.61%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Northern Trust's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 3.77%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Northern Trust's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 0.28%, the company may face hurdles in achieving optimal financial returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.16.
<h2>The Significance of Analyst Ratings Explained</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 13 Analysts Discuss Northern Trust Stock

Keefe, Bruyette &amp; Woods analyst David Konrad maintains Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Market Perform and raises the price target from $100 to $113.

Keefe, Bruyette & Woods Maintains Market Perform on Northern Trust, Raises Price Target to $113

Northern Trust's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NYSE">NTRS</a>) short percent of float has fallen 43.96% since its last report. The company recently reported that it has 1.78 million shares sold short, which is 1.02% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.22 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Northern Trust Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732554910_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Northern Trust has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Northern Trust's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Northern Trust's peer group average for short interest as a percentage of float is 3.27%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

(NTRS) - Analyzing Northern Trust's Short Interest

Northern Trust Launched An Enhanced Active Collateral Solution Designed To Help Institutional Investors Manage Their Collateral More Efficiently While Meeting The Demands Of Continual Market Change

On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Jim Cramer said he has been behind Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQ#NYSE">SQ</a>) for a long time. He added, &#8220;This stock has now had a major move at last, and it's not done.&#8221;
On Nov. 7, Block reported worse-than-expected third-quarter revenue results.
Cramer said although Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) is &#8220;very good,&#8221; but BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) is better than it.
On Oct. 23, Northern Trust reported better-than-expected third-quarter financial results.
Dow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>) is &#8220;very hard to own here,&#8221; Cramer said. &#8220;Dow has to do an upside surprise.&#8221;
On Nov. 8, Piper Sandler analyst Charles Neivert maintained Dow with an Overweight and lowered the price target from $62 to $60.
Super Group Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SGHC#NYSE">SGHC</a>) finally &#8220;broke out,&#8221; the Mad Money host said.
On Nov. 6, Super Group posted third-quarter revenue of €402.9 million and profit of €8.5 million.
Cramer said Sprouts Farmers Market, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFM#NASDAQ">SFM</a>) is a &#8220;quality operator.&#8221;
On Oct. 30, Sprouts Farmers Market reported better-than-expected third-quarter financial results and issued fourth-quarter adjusted EPS guidance above estimates.
Price Action:
<ul>
<li>Block shares rose 1.1% to settle at $84.30 on Friday.</li>
<li>Northern Trust shares gained 1.6% to close at $107.60.</li>
<li>Dow shares fell 1.2% to settle at $44.04 during the session.</li>
<li>Super Group shares gained 1% to close at $5.32 on Friday.</li>
<li>Sprouts Farmers Market shares gained 0.1% to settle at $142.00 during the session.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/24/11/42024062/how-to-earn-500-a-month-from-apple-stock">How To Earn $500 A Month From Apple Stock</a></li>
</ul>
Image: Shutterstock

Media

SGHC

Jim Cramer: Super Group Finally 'Broke Out,' This Basic Materials Stock Is 'Very Hard To Own Here'

Wells Fargo analyst Mike Mayo maintains Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Equal-Weight and raises the price target from $108 to $110.

Wells Fargo Maintains Equal-Weight on Northern Trust, Raises Price Target to $110

In the current session, the stock is trading at $107.71, after a 0.71% increase. Over the past month, Northern Trust Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) stock increased by 11.40%, and in the past year, by 44.24%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2024/1731523513_0.png" alt="Past Year Chart" />

<h3>A Look at Northern Trust P/E Relative to Its Competitors</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 43.28 in the Capital Markets industry, Northern Trust Inc. has a lower P/E ratio of 13.32. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2024/1731523513_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

A Look Into Northern Trust Inc's Price Over Earnings

Throughout the last three months, 12 analysts have evaluated Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>), offering a diverse set of opinions from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">7</td>
<td align="right">2</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">1</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $100.67, a high estimate of $115.00, and a low estimate of $82.00. This current average reflects an increase of 9.03% from the previous average price target of $92.33. 
<img src="https://www.benzinga.com/files/images/story/2024/1731355260_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The standing of Northern Trust among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Brian Bedell</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Hold</td>
<td>$108.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Michael Carrier</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$115.00</td>
<td>$103.00</td>
</tr>
<tr>
<td>Gerard Cassidy</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$107.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$103.00</td>
<td>$97.00</td>
</tr>
<tr>
<td>Glenn Schorr</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$103.00</td>
<td>$86.00</td>
</tr>
<tr>
<td>Mike Mayo</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$108.00</td>
<td>$92.00</td>
</tr>
<tr>
<td>Jason Goldberg</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$115.00</td>
<td>$98.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$92.00</td>
<td>$86.00</td>
</tr>
<tr>
<td>Betsy Graseck</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$97.00</td>
<td>$93.00</td>
</tr>
<tr>
<td>Alexander Blostein</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Sell</td>
<td>$82.00</td>
<td>$84.00</td>
</tr>
<tr>
<td>Brian Bedell</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Hold</td>
<td>$94.00</td>
<td>$84.00</td>
</tr>
<tr>
<td>Brian Bedell</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Hold</td>
<td>$84.00</td>
<td>$85.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Northern Trust. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Northern Trust compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Northern Trust's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Northern Trust's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/NTRS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Northern Trust analyst ratings.</a>
<h2>Discovering Northern Trust: A Closer Look</h2>
Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking to corporations, institutions, affluent families, and individuals. Founded in Chicago in 1889, Northern Trust has offices in 20 states and Washington, D.C. as well as 23 locations in Canada, Europe, the Middle East, and Asia-Pacific. As of September 2024, Northern Trust had assets under custody or administration of $17.4 trillion and assets under management of $1.6 trillion.
<h3>Financial Insights: Northern Trust</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Northern Trust's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 14.02%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.
Net Margin: Northern Trust's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 22.61%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Northern Trust's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 3.77%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Northern Trust's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 0.28%, the company may face hurdles in achieving optimal financial performance.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.16.
<h2>How Are Analyst Ratings Determined?</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;utm_source=benzinga-insights">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Unveiling 12 Analyst Insights On Northern Trust

Deutsche Bank analyst Brian Bedell maintains Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Hold and raises the price target from $100 to $108.

Deutsche Bank Maintains Hold on Northern Trust, Raises Price Target to $108

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Shares of banking and private equity stocks are trading higher after Donald Trump won the US presidential election.

B of A Securities analyst Michael Carrier maintains Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Buy and raises the price target from $103 to $115.

B of A Securities Maintains Buy on Northern Trust, Raises Price Target to $115

RBC Capital analyst Gerard Cassidy maintains Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Outperform and raises the price target from $100 to $107.

RBC Capital Maintains Outperform on Northern Trust, Raises Price Target to $107

Morgan Stanley analyst Betsy Graseck maintains Northern Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>) with a Underweight and raises the price target from $97 to $103.

Morgan Stanley Maintains Underweight on Northern Trust, Raises Price Target to $103

Evercore ISI raised the firm's price target on Northern Trust (NTRS) to $106 from $103 and keeps an In Line rating on the shares. Equity markets so...

Northern Trust price target raised to $106 from $103 at Evercore ISI

Wolfe Research analyst Steven Chubak raised the firm's price target on Northern Trust (NTRS) to $110 from $104 and keeps an Underperform rating on ...

Northern Trust price target raised to $110 from $104 at Wolfe Research

Morgan Stanley analyst Betsy Graseck maintained a Hold rating on Northern (NTRS – Research Report) today and set a price target of $125.00. The com...

Northern (NTRS) Receives a Hold from Morgan Stanley

Morgan Stanley lowered the firm's price target on Northern Trust (NTRS) to $125 from $127 and keeps an Equal Weight rating on the shares. The firm,...

Northern Trust price target lowered to $125 from $127 at Morgan Stanley

FlexShares announces liquidation of FlexShares International Quality Dividend Defensive Index Fund

In a report released today, Jason Goldberg from Barclays maintained a Hold rating on Northern (NTRS – Research Report), with a price target of $118...

Barclays Sticks to Its Hold Rating for Northern (NTRS)

Barclays raised the firm's price target on Northern Trust (NTRS) to $118 from $115 and keeps an Equal Weight rating on the shares. The firm is "con...

Northern Trust price target raised to $118 from $115 at Barclays

Truist initiated coverage of Northern Trust (NTRS) with a Hold rating and $110 price target The firm says that when the company's asset and revenue...

Northern Trust initiated with a Hold at Truist

Deutsche Bank lowered the firm's price target on Northern Trust (NTRS) to $105 from $108 and keeps a Hold rating on the shares as part of a 2025 ou...

Northern Trust price target lowered to $105 from $108 at Deutsche Bank

In a report released on January 7, Vivek Juneja from J.P. Morgan maintained a Hold rating on Northern (NTRS – Research Report), with a price target...

J.P. Morgan Sticks to Their Hold Rating for Northern (NTRS)

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Press Releases

Northern Trust Launches Enhanced Collateral Management Solution Delivered in Collaboration with CloudMargin

Northern Trust Asset Management 2025 Global Investment Outlook: Expect U.S. Stocks to Outperform; High Yield Bond Market Is Attractive

Northern Trust Names Jordon Voss Pacific Northwest Region President

Northern Trust Names Jesse Crane Pacific Northwest Regional Director for Foundation & Institutional Advisors

Northern Trust Releases Third Business Owner Benchmark

Northern Trust Names New Head of Agricultural Properties

Northern Trust Decreases Prime Rate

FlexShares® Announces Liquidation of an Exchange Traded Fund

Northern Trust Corporation to Webcast Fourth Quarter 2024 Earnings Conference Call

Northern Trust Names Melanie Pickett to Lead Asset Servicing in the Americas

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<a href=""https://www.benzinga.com/topic/truist-securities"">트루이스트 증권</a>의 애널리스트들은 24개의 대형은행, 지역은행, 신탁은행과 신용카드 회사에 대한 커버리지를 개시했다. 이들은 향후 2년간 강력한 수익 성장을 예상하며 대출 성장률 개선, 가파른 수익률 곡선, 충분한 자본 확충 등의 요인에 힘입어 연간 12~15%의 수익 증가를 예상하고 있다.
무슨 일 있었나: 2025년과 2026년에 은행에 우호적인 환경이 조성될 것으로 전망한 트루이스트 애널리스트들은 은행의 인수합병과 초과 자본의 활용에 관한 규제 환경이 보다 명확하고 유연해지면서 은행에 유리할 것으로 예상했다.
이번 메모는 행정부가 은행 친화적인 세제 개혁과 규제 조정을 시행했음에도 불구하고 수익률 곡선이 평평해지고 경기 후반기 거시적 우려가 부각되면서 트럼프 1기 행정부의 첫 2년 동안 은행주에 대한 투자의견이 하향 조정되었음을 강조했다. 그러나 트루이스트에 따르면 연준이 12월 회의에서 암시한 것처럼 주식이 재평가되기 위해서는 약간의 양적완화와 가파른 곡선이 필요하며, 2025년에 두 차례 금리 인하가 예상된다.
트루이스트에 따르면, 은행 밸류에이션은 상승했지만 과거 수준에 비해 여전히 상대적으로 매력적이다. 현재 은행은 금융위기 이후 평균보다 낮은 주가순자산비율(P/TBV)로 거래되고 있으며, 시장 전체에 비해 상당히 할인된 가격에 거래 중이다. 해당 메모는 현재 시장 밸류에이션을 고려할 때 은행 주식은 S&amp;P 500 지수에 비해 저평가된 것으로 보인다고 덧붙였다.
하지만 트루이스트는 은행 업종이 매력적인 기회를 제공하지만 신중한 종목 선택이 중요하다고 강조한다. "우리는 &#8216;눈 감고 사자&#8217; 수준은 아니지만, 여전히 섹터 전반에 걸쳐 매력적인 기회를 보고 있다. 주식 선택이 점점 더 중요해지고 있다고 생각한다.&#8221;
왜 중요한가: 24개 금융주에 대한 트루이스트의 커버리지 개시는 대형은행, 지역은행, 신탁은행의 세 가지 하위 그룹으로 나뉘며, 긍정적인 전망으로 시작된다.
<h3>대형은행</h3>
해당 리서치 메모는 미국 대형은행의 장기 투자 잠재력을 검토한다. 대형은행 기관은 강력한 기존 비즈니스와 고객 관계를 보유한 &#8216;내재된 공격&#8217;을 포함한 상당한 이점을 보유하고 있다.
또한 우호적인 경제 환경과 성장을 위해 자본을 효과적으로 활용할 수 있는 능력을 고려할 때 대형은행이 주기적인 순풍과 자본 레버리지를 기대할 수 있을 것으로 예상한다.
이러한 요인으로 인해 미국 대형은행들은 핵심 비즈니스의 확장을 통한 유기적 성장, 두 자릿수 수익 성장, 매력적인 자기자본 수익률을 달성할 수 있을 것으로 보인다.
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>대형은행</td>
<td>투자의견</td>
<td>목표주가</td>
</tr>
<tr>
<td>뱅크오브아메리카 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>)</td>
<td>매수</td>
<td>$52</td>
</tr>
<tr>
<td>씨티그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)</td>
<td>매수</td>
<td>$85</td>
</tr>
<tr>
<td>웰스파고 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>)</td>
<td>매수</td>
<td>$82</td>
</tr>
<tr>
<td>JP모건 체이스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)</td>
<td>보유</td>
<td>$260</td>
</tr>
<tr>
<td>PNC 파이낸셜(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNC#NYSE">PNC</a>)</td>
<td>보유</td>
<td>$215</td>
</tr>
<tr>
<td>US 뱅코프 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>)</td>
<td>보유</td>
<td>$54</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">지역은행 및 카드사</h3>
또한, 트루이스트는 14개 지역 금융사에 대한 분석도 시작했고, 지역은행이 경쟁력을 유지하기 위한 세 가지 핵심 전략을 제시했다.
<ul>
<li>차별화된 성장: 독특하고 지속 가능한 성장 기회에 집중한다.</li>
<li>체계적인 자본 배분: 자본을 효율적으로 배분하여 성장을 지원하고 주주 가치를 높인다.</li>
<li>변화하는 환경 탐색: 금리, 수익률 곡선 변화, 대출 및 예금 증가, 상업용 부동산 시장 역학 등 변화하는 시장 상황에 적응한다.</li>
</ul>
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>지역은행</td>
<td>투자의견</td>
<td>목표주가</td>
</tr>
<tr>
<td>피프스 서드 뱅코프 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FITB#NASDAQ">FITB</a>)</td>
<td>매수</td>
<td>$51</td>
</tr>
<tr>
<td>헌팅턴 뱅크셰어스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HBAN#NASDAQ">HBAN</a>)</td>
<td>매수</td>
<td>$19</td>
</tr>
<tr>
<td>M&amp;T 뱅크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>)</td>
<td>매수</td>
<td>$233</td>
</tr>
<tr>
<td>윈트러스트 파이낸셜 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTFC#NASDAQ">WTFC</a>)</td>
<td>매수</td>
<td>$151</td>
</tr>
<tr>
<td>씨티즌스 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CFG#NYSE">CFG</a>)</td>
<td>보유</td>
<td>$49</td>
</tr>
<tr>
<td>코메리카 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMA#NYSE">CMA</a>)</td>
<td>보유</td>
<td>$65</td>
</tr>
<tr>
<td>퍼스트 씨티즌스 뱅크셰어스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>)</td>
<td>보유</td>
<td>$2,303</td>
</tr>
<tr>
<td>키코프 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEY#NYSE">KEY</a>)</td>
<td>보유</td>
<td>$19</td>
</tr>
<tr>
<td>리전스 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RF#NYSE">RF</a>)</td>
<td>보유</td>
<td>$25</td>
</tr>
</tbody>
</table>
</figure>
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>신용카드사</td>
<td>투자의견</td>
<td>목표주가</td>
</tr>
<tr>
<td>얼라이 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLY#NYSE">ALLY</a>)</td>
<td>매수</td>
<td>$42</td>
</tr>
<tr>
<td>아메리칸 익스프레스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)</td>
<td>매수</td>
<td>$350</td>
</tr>
<tr>
<td>캐피털 원 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>)</td>
<td>매수</td>
<td>$229</td>
</tr>
<tr>
<td>디스커버 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>)</td>
<td>매수</td>
<td>$233</td>
</tr>
<tr>
<td>싱크로니 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>보유</td>
<td>$72</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">신탁은행 및 자본시장</h3>
트루이스트는 점진적인 금리 인하, 양적 긴축의 궁극적 종식, 건전한 경제와 자본 시장이 신탁은행에 경쟁 환경을 제공할 것으로 예상한다.
애널리스트들은 투자자들이 지속적인 영업 레버리지가 가능한 종목에 우선순위를 두어야 한다고 말한다. 이는 상대적으로 적은 매출 증가로 수익성을 크게 높일 수 있는 능력을 의미한다. 또한 배당금과 자사주 매입을 통해 높은 수준의 소득을 창출하는 자본 수익률이 높은 주식이다.
트루이스트는 금리가 점진적으로 하락하고 양적 긴축이 끝나며 건강한 경제와 자본 시장이 신탁은행들에게 경쟁력을 제공할 것이라고 예상한다.
애널리스트들은 투자자들이 지속적인 운영 레버리지(매출의 상대적으로 작은 증가로 수익성을 크게 증가시킬 수 있는 능력)와 높은 배당금 및 자사주 매입을 통한 높은 수익률을 가진 주식을 우선시해야 한다고 조언한다.
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>신탁은행 및 자본시장</td>
<td>투자의견</td>
<td>목표주가</td>
</tr>
<tr>
<td>뱅크오브뉴욕멜론 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BK#NYSE">BK</a>)</td>
<td>매수</td>
<td>$91</td>
</tr>
<tr>
<td>찰스 슈왑 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>)</td>
<td>매수</td>
<td>$86</td>
</tr>
<tr>
<td>노던 트러스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRS#NASDAQ">NTRS</a>)</td>
<td>보유</td>
<td>$110</td>
</tr>
<tr>
<td>스테이트 스트리트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>)</td>
<td>보유</td>
<td>$106</td>
</tr>
</tbody>
</table>
</figure>
이미지 출처: Shutterstock
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Northern Trust

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에 대한 최신 뉴스 Northern Trust (NASDAQ:NTRS) 주식

수요일, 1월 08, 2025

사람들이 또한 지켜본다

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