Northern Trust Stock Rises on Strong Earnings, Analyst Optimism Lingers
Northern Trust stock has surged by 30.5% year to date as of September 21, 2026, driven by strong Q2 2026 earnings and improving revenue streams in its core wealth and asset servicing businesses.
The company's recent financial results marked the second consecutive quarter of strong performance, with higher fee income and expanding net interest income contributing to the growth. A significant one-time gain from a Visa Inc. exchange offer also added to the company's earnings in Q2 2026.
Despite its recent strength, Northern Trust stock is still trading 9.2% below its 52-week high of $195.78, reached on August 13, 2026. Over the past three months, the stock gained 3.6%, while the Financial Select Sector SPDR ETF rose 4.4%. However, over the past year, Northern Trust stock has climbed 35.6% compared to 3.1% returns for the Financial Select Sector SPDR ETF.
The consensus Hold rating from 16 covering analysts suggests a potential upside of 5.4% from current levels, with an average price target of $187.32. The company's market capitalization stood at around $32.5 billion as of September 21, 2026.