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$180.44 +2.49 (+1.40%) At close · Jul 24
Market Cap
$33.40B
Shares
185.05M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$177.95 Open$175.08 Day$175.08–178.85 52W$116.89–191.60 Avg vol 30d1.1M Short int3.2M · 1.7% float · 4.0d Short vol71% Last earningsJul 22, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 30

Up next

Next earnings call
Oct 22, 2026 Est · unconfirmed · in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Weak Quant / Vol Very Low
      Market backdrop VIX 18.6 · elevated Equity put/call 0.79
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +19%
      above
      Price vs 50-day avg +2%
      above
      RSI (14) 48
      neutral
      MACD trend Negative
      52-week position 82%
      mid-range
      Momentum
      relative strength
      Very Strong
      1-month return +2%
      trailing
      6-month return +19%
      trailing
      YTD return +31%
      this year
      Relative strength +12%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $174 › 200d $150 — 50d above 200d
      Institutional flow Distributing
      267 of 951 funds reported for Jun 30 · net -142.8K sh shares · +32 new
      Insider flow Distributing
      Net -$3.9M over 90 days · 67% sells
      Short interest Falling
      1.75% of float · ▼ -7.2% MoM · 4.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      951 holders — near 3-yr high, broad support
      Squeeze score 48
      elevated · 0–100
      Fundamentals
      Weak
      Revenue growth −2%
      Y/Y
      EPS growth −11%
      Y/Y
      Free cash flow $5.5B
      Valuation P/E 18.9
      in line
      Buyback $2.5B
      authorized
      Balance sheet $1.4B
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 25%
      annualized · 1-yr
      Max drawdown −12%
      past year
      ATR 2.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Jun 30, 2026
      Net interest income · full year Initiated 0.09% – 0.1%
      Total revenue · full year Initiated 0.09% – 0.1%
      Operating leverage · full year Non-GAAP Initiated 0.04%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +19% Bullish
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      48 Neutral
      MACD trend
      Negative Bearish
      52-week position
      82% Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $174 › 200d $150 — 50d above 200d
      Institutional flow Distributing
      267 of 951 funds reported for Jun 30 · net -142.8K sh shares · +32 new
      Insider flow Distributing
      Net -$3.9M over 90 days · 67% sells
      Short interest Falling
      1.75% of float · ▼ -7.2% MoM · 4.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      951 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $117 Now $178 · 82% 52-wk high $192
      vs 200-day avg +19% vs 50-day avg +2%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Assets Under Custody - Asset Servicing 14,587.7B Q2 2026
      Assets Under Custody - Wealth Management 1,351.1B Q2 2026
      Assets Under Custody/Administration - Asset Servicing 18,635.2B Q2 2026
      Assets Under Management - Wealth Management 533.9B Q2 2026
      End of Period Full-Time Equivalent Employees 23,800 Q4 2025
      Total Average Deposits 119,829.2M Q4 2025
      Total Average Loans 40,558.3M Q4 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      NTRS
      Northern Trust Corp
      this stock
      $33.40B +31.0% -2.5% 18.9 1.7%
      BLK
      BlackRock, Inc.
      $343.81B -2.6% +16.2% 26.6 0.6%
      BX
      Blackstone Inc.
      $96.57B -14.7% +9.2% 33.3 3.2%
      BN
      BROOKFIELD Corp /ON/
      $93.07B -9.9% 0.7%
      KKR
      KKR & Co. Inc.
      $89.21B -21.9% -11.0% 1.7%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      969
      % held
      79.2%
      Reported
      267 of 951
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      728
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.2M
      Days to cover
      4.0d
      Change
      -249.6K sh
      View
      Short Volume
      Short vol %
      71%
      As of
      Jul 24, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      421
      Value
      $73.6K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      45.4%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$3.9M
      Buyers / Sellers
      1 / 2
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Lisa McClain
      Amount
      $1.0K–$15.0K
      Traded
      Oct 31, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $8.1B
      Net income (FY)
      $1.7B
      EPS diluted
      $8.74
      View
      Buybacks
      Authorized
      $2.5B
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 22, 2026
      This year
      9
      View
      Proposed Sales
      Value
      $613.9K
      Shares
      3.7K
      Filed
      Jun 3, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 22, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      NTRS -5.6% +2.3% +18.8% +2.4% +31.0%
      SPY -1.7% +0.7% +6.4% -1.2% +8.3%
      vs SPY -3.9% +1.6% +12.4% +3.5% +22.8%

      Capital returns

      Latest dividend
      $0.80 / share · ex Jun 5, 2026
      Raised 6.7%
      Paid (TTM)
      $3.20 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.80%
      Buyback program · as of Jul 22, 2025
      Authorized
      $2.50B
      Spent (derived)
      Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 73124 CUSIP 665859104 13F (30d) 256 filings 254 filers Visit website Investor relations