Squarepoint Ops LLC has a significant investment in Northern Trust Corporation, with Texas Permanent School Fund Corp and AMundi reducing their stakes. Concurrently, Hudson Bay Capital Management and Norges Bank have initiated new investments. Analysts recognize NTRS as a strong growth stock, outperforming S&P 500 and other finance stocks. Morgan Stanley maintains an Underweight recommendation but has increased the target price. Despite some suggesting selling NTRS for other stocks, most sentiments lean bullish with emphasis on the Bank's current valuation. The corporation's third quarter financial results surpassed estimates, and the Q2 and Q3 reports exceeding expectations have supported the bullish case. Key points noted include beating earnings estimates, margin expansion, NII and AUM growth, despite high costs. Leadership changes are also of interest, with NTRS redefining operating edge by creating Co-President structure and a new CTO role. NTRS has made high coping strides in gaining new business contracts, and a notable highlight being selected by Osmosis Investment Management and AJ Bell. The recent prime rate cut and plan to issue $1.25B debt for capital strength are significant moves. Optimism rises ahead of Q3 earnings as NTRS sets new 1-year high.
Northern Trust Corp NTRS News Analytics from Fri, 27 Jun 2025 07:00:00 GMT to Thu, 25 Dec 2025 12:46:13 GMT -
Rating 7
- Innovation 5
- Information 8
- Rumor -3
