Northern Trust stock falls after a 4.0 percent drop

Published on 09/15/2026 at 20:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Northern Trust stock closed at USD 181.71 on September 14, 2026, down 3.95 percent. Q2 FY26 revenue was USD 2.71 billion and EPS was USD 4.23.

Generisches modernes Bankgebäude an einem Fluss in einer Großstadt bei goldenem Abendlicht — Northern Trust Corp. ISIN US6658591044 zeigt generisches Bankgebäude im Chicago Loop Finanzviertel bei Sonnenuntergang, Illustration mit AI erstellt.

Northern Trust stock (US6658591044) closed at USD 181.71 on September 14, 2026, after a 3.95 percent drop. The move came as JPMorgan kept its Neutral rating and raised the price target to USD 185.5 on August 4, 2026.

Q2 figures stayed firm

For Q2 FY26, Northern Trust reported revenue of USD 2.71 billion and earnings of USD 782.2 million, with profit margin at 28.91 percent, according to Yahoo Finance on September 15, 2026. EPS came in at USD 4.23 versus an estimate of USD 4.62, a miss of USD 0.39.

The same data set puts trailing revenue at USD 9.09 billion and trailing EPS at USD 11.64, while net income attributable to common shareholders stands at USD 2.18 billion. That gives investors a current picture of a profitable trust and asset-servicing franchise, but one that is still trading below the analyst average target of USD 184.27.

Survey points to a shift

A more recent company signal arrived in Northern Trust's biennial asset-manager survey, published by Fidelity on September 15, 2026. It said asset managers prioritizing product expansion fell to 47 percent from 60 percent two years earlier, while outsourcing as a way to reach priorities rose to 39 percent from 18 percent in 2024.

The same report said all respondents reported using AI in some form, and it put Northern Trust's assets under custody or administration at USD 20.0 trillion and assets under management at USD 2.0 trillion as of June 30, 2026. For Northern Trust stock, that leaves the balance between a strong asset base and softer near-term sentiment in the spotlight.

Price stays below target

At the close on September 14, 2026, Northern Trust stock traded between USD 179.85 and USD 186.96, with volume of 1,335,387 shares and a market capitalization of USD 33.245 billion. The 52-week range ran from USD 121.12 to USD 195.78.