Northern Trust Names Beth Emswiler and Andrew Borner Senior Managing Directors
Northern Trust Wealth Management has appointed Beth Emswiler and Andrew Borner as Senior Managing Directors in its Northeast Region to serve high-net-worth and ultra-high-net-worth clients. Emswiler, based in New York, brings extensive investment experience from Citi Private Bank, while Borner, based in Greenwich, Connecticut, adds strong relationship management capabilities from his time at BNY. These appointments aim to expand Northern Trust's capacity in the Northeast for complex private wealth and family-office relationships, enhancing investment and wealth planning services.
Barclays maintains Overweight on Wintrust Financial, cuts PT to $190
Barclays analyst Jared Shaw has reaffirmed an Overweight rating for Wintrust Financial but slightly reduced the price target from $192 to $190. This adjustment reflects minor changes in financial projections or market conditions, not a decline in the company's core business, as Barclays maintains its positive outlook on the stock. The firm continues to show confidence in Wintrust Financial's fundamental strength compared to its competitors.
BofA Adjusts Price Target on Northern Trust to $187 From $200
BofA has adjusted its price target for Northern Trust (NTRS) to $187, down from $200. This follows similar actions by other firms, with Goldman Sachs adjusting its price target to $192 and JPMorgan maintaining a neutral rating with a slight price target adjustment. The article also provides an overview of Northern Trust Corporation's business, including its investment services and wealth management segments, and recent news related to the company.
Northern Trust Wealth Management Continues Northeast Region Expansion with Two Senior Appointments
Northern Trust Wealth Management has expanded its Northeast Region team by appointing Beth Emswiler and Andrew Borner as Senior Managing Directors. Emswiler, based in New York, and Borner, based in Greenwich, Connecticut, bring extensive experience to strengthen the firm's investment capabilities and client leadership. These appointments follow previous expansions, reinforcing Northern Trust's commitment to serving clients with substantial wealth.
Northern Trust stock gained 1.30 percent as JPMorgan cut its target
Northern Trust (NTRS) stock gained 1.30% to USD 171.40 on Nasdaq after JPMorgan trimmed its price target from USD 185.50 to USD 185 while maintaining a Neutral rating. The company reported strong Q2 EPS of USD 4.23 against a USD 2.71 consensus and is set to release Q3 results on October 21, 2026. Despite the stock being 12.4% below its yearly high, the average analyst target still suggests a cautious outlook.
Form 4 Northern Trust Corporation For: 2 October By Investing.com
This article from Investing.com reports on a Form 4 filing for Northern Trust Corporation, dated October 2nd. The content appears to be a placeholder or a very brief announcement, as it primarily consists of the title repeated several times and financial market data. It also includes the stock symbol NTRS.
Form 4 Northern Trust Corporation For: 2 October By Investing.com
This article announces the filing of Form 4 by Northern Trust Corporation for October 2nd. The brief piece is published by Investing.com, indicating an update related to insider trading or changes in beneficial ownership for the company.
Bank of America and S&P Global on why AI success starts with governance and data
Bank of America and S&P Global emphasize that successful AI adoption in highly regulated industries relies on robust governance, data accuracy, and a clear understanding of client needs, rather than a rapid deployment to every workflow. Both companies highlight the importance of continuous governance to prevent unintended consequences and the critical role of verifiable data and intellectual property in AI-generated outputs. The article also touches on a Bain & Company report, which projects AI to shift $4.7 trillion in global corporate profits from 2025-2035, primarily through innovation and competitive redistribution.
JPMorgan Adjusts Northern Trust Price Target to $185 From $185.50, Maintains Neutral Rating
JPMorgan has slightly adjusted its price target for Northern Trust (NTRS) shares, lowering it from $185.50 to $185. Despite this minor reduction, the firm has chosen to maintain a "Neutral" rating on the stock. The article also mentions recent news about Northern Trust, including a CFO retirement and new partnerships.
NORTHERN TRUST CORP NORTHERN TR (0K91.L) Q2 FY2026 earnings call transcript
Northern Trust Corporation reported strong Q2 FY2026 earnings, driven by significant organic fee growth, disciplined expense management, and positive operating leverage. The company's results were boosted by a $525 million pre-tax gain from a Visa Inc. exchange offer, partially offset by restructuring charges. Management highlighted continued growth in Wealth Management, Asset Servicing, and Asset Management, along with strategic investments in technology and talent, and an increased quarterly dividend.
Northern Trust stock after-hours at EUR 150.45: plus 0.64 percent versus prior close
Northern Trust stock traded at EUR 150.45 in after-hours trading on October 1, 2026, marking a 0.64 percent increase from its prior close. The company announced that CFO David W. Fox, Jr. plans to retire by March 31, 2027, and it will begin a search for his successor. Northern Trust also confirmed its third-quarter 2026 earnings conference call will be held on October 21, 2026.
Northern Trust (NTRS) Stock May Be 7% Undervalued Despite CFO Transition
Northern Trust's stock (NTRS) has seen significant multi-year gains, with the company currently trading at US$169.36. An "Excess Returns" model suggests the stock may be broadly in line with its fair value, indicating it earns more than its cost of equity. The company's planned CFO transition and shift towards ETF offerings are expected to influence its capital allocation and future earnings potential, with one community narrative suggesting the stock is 8% undervalued.
Bank of New York Mellon (NYSE:BNY) VP Sells 3,520 Shares of Company Stock
Bank of New York Mellon (NYSE:BNY) VP Jose Minaya sold 3,520 shares of company stock on September 28th at an average price of $148.79, totaling $523,740.80. This transaction reduced his ownership by 1.95% to 176,824 shares. The company's stock is currently trading at $144.79, below its 50-day moving average, but analysts maintain a "Moderate Buy" rating with an average price target of $156.73, following strong quarterly earnings that exceeded expectations.
Northern Trust stock after-hours at EUR 149.43: minus 2.01 percent versus prior close
Northern Trust stock traded at EUR 149.43 after-hours on September 30, 2026, marking a 2.01 percent decrease from its prior close at Lang & Schwarz. This update follows recent news of Chief Financial Officer Dave Fox's retirement, effective end of Q1 2027, and Northern Trust Asset Management's plan to convert six mutual funds into ETFs in the same quarter.
NTRS4389857 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the NTRS4389857 bond issued by Northern Trust Corporation, covering key information such as its issuer type, issue date, face value, and minimum denomination. It also outlines the company's financial services, the bond's perpetual maturity type, and specific details regarding its semi-annual fixed-rate coupon payments and redemption information.
Northern Trust's David W. Fox, Jr. to Retire as CFO, Effective on or Around March 31, 2027
Northern Trust's Chief Financial Officer, David W. Fox, Jr., has announced his retirement, effective on or around March 31, 2027. The company plans to conduct a search for his replacement. This information was disclosed in an SEC filing dated September 29, 2026.
A finance chief plans to retire. Northern Trust plans to look inside and outside for his successor.
Northern Trust (NTRS) announced that Chief Financial Officer Dave Fox plans to retire by the end of the first quarter of 2027. The company will conduct a comprehensive internal and external search for his successor. Fox has been with Northern Trust since 2012, overseeing global financial strategy and previously contributing to wealth management and institutional businesses.
Form 8K Northern Trust Corporation For: 29 September By Investing.com
This article announces that Northern Trust Corporation filed a Form 8K on September 29. It provides basic information about the filing without going into specific details of the Form 8K content. The article is very brief and seems to be an automated notification from Investing.com.
Form 8K Northern Trust Corporation For: 29 September By Investing.com
This article announces the filing of a Form 8K by Northern Trust Corporation for September 29th. It is a brief, one-line report from Investing.com, providing no further details about the content of the Form 8K. The article also lists various financial market data, including indices, commodities, bonds, and stocks.
Form 8K Northern Trust Corporation For: 29 September By Investing.com
This article announces that Northern Trust Corporation filed a Form 8K for September 29. The filing is available through Investing.com, a financial markets platform. The document is likely to contain significant news or events that could impact the company.
Northern Trust CFO Dave Fox to retire in early 2027
Northern Trust Corporation announced that Chief Financial Officer Dave Fox will retire at the end of the first quarter of 2027. Fox, who joined the company in 2012, will remain in his role during a transition period while the company searches for a successor internally and externally. CEO Michael O’Grady praised Fox's judgment, discipline, and financial stewardship.
Form 8K Northern Trust Corporation For: 29 September By Investing.com
This article announces the filing of a Form 8K by Northern Trust Corporation on September 29. The brief report indicates the standard regulatory filing and provides the company's stock symbol (NTRS). It also includes a stock performance update for Northern Trust, showing a slight decrease.
A CFO plans to retire at Northern Trust (NTRS), prompting a search inside and outside the company.
Northern Trust's CFO, David W. Fox, Jr., plans to retire around March 31, 2027, but will remain in his role to ensure a smooth transition. The company will conduct both internal and external searches for his successor. As of June 30, 2026, Northern Trust reported significant assets under custody/administration and assets under management.
Northern Trust Plans to Convert Six Mutual Funds With $33B Into ETFs
Northern Trust Asset Management plans to convert six of its mutual funds, totaling approximately $33 billion in assets, into exchange-traded funds (ETFs) during the first quarter of 2027. This strategic move aims to leverage the tax efficiency, trading flexibility, and transparency offered by ETFs, aligning with growing investor demand. The conversion will significantly expand Northern Trust's existing ETF business, more than doubling its current ETF asset base.
Northern Trust stock at USD 175.73 on September 25, 2026
Northern Trust stock closed at USD 175.73 on September 25, 2026. The company plans to convert six mutual funds into ETFs in Q1 2027 and has added new members to its New York Family Office Solutions team. Northern Trust Asset Management reported USD 1.60 trillion in assets under management as of June 30, 2026, while Northern Trust Wealth Management had USD 534.00 billion in assets under management.
Northern Trust to Convert $33 Billion in Mutual Funds to ETFs
Northern Trust Asset Management plans to convert six of its mutual funds, holding a combined $33 billion, into ETFs in early 2027. This move, which will more than double Northern Trust's current ETF business, is driven by growing client demand and aims to offer lower fees and greater trading flexibility. Investors whose accounts cannot hold ETFs may be cashed out, potentially leading to tax implications.
Northern Trust to Convert $33 Billion in Mutual Funds to ETFs
Northern Trust Asset Management plans to convert six of its mutual funds, totaling $33 billion in assets, into ETFs in early 2027. This move, which includes funds like the Northern Stock Index Fund ($19.3 billion) and Northern International Equity Index Fund ($6.7 billion), will more than double Northern Trust’s current ETF business. The conversions are driven by increasing client demand for ETFs, offering benefits like single unitary fees that match or undercut current mutual fund expenses, greater trading flexibility, and potential tax advantages.
NTRS5410509 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the NTRS5410509 bond issued by Northern Trust Corporation. It outlines key facts such as the issuer type, issue and maturity dates, face value, and minimum denomination. The profile also includes information on coupon payments, redemption details, and the issuer's corporate structure and business segments.
One fund had $19.3 billion in assets as of June 30; Northern Trust plans six conversions to funds traded like stocks.
Northern Trust Asset Management plans to convert six of its mutual funds into ETFs in the first quarter of 2027. This strategic move aims to offer shareholders increased tax efficiency, trading flexibility, and portfolio transparency, reflecting growing investor demand for ETFs. The conversions involve diverse investment strategies, with one fund, the Northern Stock Index Fund, holding $19.3 billion in assets.
Northern Trust Wealth Management Expands Family Office Solutions Team in New York
Northern Trust Wealth Management has expanded its Family Office Solutions team in New York with the appointments of Robert Ludricks III as managing director for the Northeast Region and Olof Akesson as investment director. These additions aim to strengthen the firm's capabilities in serving ultra-high-net-worth families, entrepreneurs, business owners, and multigenerational families across New York and the broader Northeast. The expansion reflects the increasing need for coordinated wealth management across complex financial disciplines for wealthy families.
Two directors join Northern Trust in New York; one brings over 35 years advising clients.
Northern Trust Wealth Management is expanding its Family Office Solutions team in New York with the addition of Robert Ludricks III as Managing Director, Northeast Region, and Olof Akesson as Investment Director. Ludricks brings over 35 years of experience in investment management and wealth planning, previously serving at Brown Brothers Harriman and Bessemer Trust. Akesson has over 20 years of experience in private markets and investment banking, most recently advising single family offices at KABR Group.
Northern Trust Wealth Management Expands Family Office Solutions Team in New York
Northern Trust Wealth Management has expanded its Family Office Solutions team in New York with the appointment of Robert Ludricks III as Managing Director, Northeast Region, and Olof Akesson as Investment Director. These additions bring extensive experience in wealth planning, investment management, and client relationship management to better serve ultra-high-net-worth families. The Family Office Solutions team provides comprehensive services, including investment strategy, philanthropic advisory, and family governance, to address the complex needs of multigenerational wealth.
Outsourced Trading Win Could Be A Big Deal For Northern Trust Stock (NTRS)
Northern Trust (NTRS) recently secured a significant outsourced trading mandate from J O Hambro Capital Management, expanding their existing asset servicing relationship. This deal could be a key growth driver for Northern Trust's capital markets services and potentially boost its fee income and operating leverage, especially when combined with its growing private markets capabilities. Analysts project modest revenue and earnings growth for Northern Trust, with a P/E ratio significantly lower than its peers, suggesting it's viewed as a stable, fee-focused franchise.
Duke Energy Corporation (Holding Company) (DUK) Shareholding Pattern – Promoters, FIIs & DIIs
This article details the shareholding pattern for Duke Energy Corporation (DUK), an energy and utilities company, as of September 25, 2026. It highlights significant institutional holders such as Vanguard Group Inc., BlackRock Inc., and State Street Corporation, along with their respective equity percentages and changes in holdings over various quarters. The report also includes recent insider trade data, showing sell transactions by individuals like Louis E Renjel and Robert Alexander Glenn in early 2026 and late 2025.
Northern Trust joins ETF conversion boom with $33B move
Northern Trust is participating in the growing trend of converting traditional funds into exchange-traded funds (ETFs) by moving $33 billion. This significant shift highlights a broader industry movement towards the ETF structure. The article mentions this move as part of a larger boom in ETF conversions.
Northern Trust stock trades 11.05 percent below its 52-week high
Northern Trust's stock is trading 11.05 percent below its 52-week high despite strong second-quarter earnings. The company reported earnings per share of USD 4.23, significantly beating consensus, and revenue increased by 35.1 percent. Analysts maintain a consensus Hold rating with a target price above the current Nasdaq trading price, and the company also raised its quarterly dividend.
REG - Northern Trust Corp SEGRO PLC Prologis, Inc. - Form 8.3 - Prologis, Inc
Northern Trust Corporation has disclosed its interests and dealings in Prologis, Inc. common stock, holding 1.50% of relevant securities as of September 24, 2026. The disclosure, made under Rule 8.3 of the Takeover Code, also indicates interests in SEGRO plc. Northern Trust Corporation executed various buy and sell transactions in Prologis Common Stock on September 24, 2026.
Northern Trust Corp stock hits 52-week low at 17.63 USD
Northern Trust Corp (NTRS) stock has fallen to a 52-week low of $17.63, representing an 11.94% decline over the past year. Despite this, InvestingPro data suggests the stock is undervalued, with a P/E ratio of 16.07 and a low PEG ratio of 0.4. The company has a history of maintaining dividend payments for 56 consecutive years, currently offering a 6.5% yield.
REG - Northern Trust Corp SEGRO PLC Prologis, Inc. - Form 8.3 - Prologis, Inc
Northern Trust Corporation has disclosed its interests and short positions in relevant securities of Prologis, Inc. and SEGRO plc, as per Rule 8.3 of the Takeover Code. The disclosure shows Northern Trust Corporation holds 1.50% of Prologis, Inc. Common Stock and details various purchases and sales of Prologis, Inc. Common Stock. The report also confirms no indemnity or other dealing arrangements are in place and no open stock-settled derivative positions are attached.
Workers allege Principal Financial ran $4.59B 401(k) as a fee machine
A class action lawsuit filed in Chicago federal court accuses Principal Financial Group of operating its own employees' 401(k) plan, the Principal Select Savings Plan, as a "fee machine." The lawsuit alleges that Principal filled the plan's investment menu almost exclusively with its own branded funds, which were often more expensive and underperformed competitor products. This alleged self-dealing and breach of fiduciary duties supposedly cost participants millions in lost returns.
Northern Trust stock reports 35.1 percent revenue growth
Northern Trust stock reported a 35.1% revenue growth in Q2 2026, with EPS of USD 4.23, significantly beating the USD 2.71 consensus. The company's next earnings webcast for Q3 2026 is scheduled for October 21, 2026. Despite strong quarterly results, the stock remains 11.13% below its 52-week high, prompting investor focus on the upcoming earnings report to see if the strong performance can be replicated.
Is Amalgamated Financial (AMAL) Stock Outpacing Its Finance Peers This Year?
Amalgamated Financial (AMAL) stock has significantly outperformed its Finance sector peers and its specific industry this year, returning 45.4% compared to the sector's average of 4.1% and its industry's average loss of 12.1%. The company currently holds a Zacks Rank #2 (Buy), driven by a 3.4% increase in its full-year earnings consensus estimate over the past quarter. Northern Trust Corporation (NTRS), another stock in the Finance sector, also showed strong performance with a 27.4% year-to-date return.
Founders shares acquired in 1991 are part of a proposed sale by a Broadcom (NASDAQ: AVGO) affiliate.
A Broadcom affiliate, D95GT, LLC, has proposed selling 631,972 common shares with an aggregate market value of over $225 million. These "Founders Shares" were acquired on August 14, 1991, and the proposed sale date is September 23, 2026, with Northern Trust Securities, Inc. acting as the broker. The filing is a Form 144 notice under SEC regulations for the public resale of restricted securities.
Northern Trust ceases to be substantial shareholder in IDP Education
Northern Trust has informed IDP Education Ltd. that it is no longer a substantial shareholder in the company as of September 22, 2026. This change is due to adjustments in holdings across various Northern Trust entities, including securities lending and investment management client adjustments. The exit of Northern Trust may impact IDP Education's institutional investor base and market perception.
Northern Trust Corporation to Webcast Third Quarter 2026 Earnings Conference Call
Northern Trust Corporation announced it will webcast its third quarter 2026 earnings conference call live on Wednesday, October 21, 2026, at 8:00 a.m. CT. The earnings press release and related materials will be available on the company's website, with a replay of the webcast accessible for approximately four weeks. Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking services globally.
Northern Trust Corporation to Webcast Third Quarter 2026 Earnings Conference Call
Northern Trust Corporation announced it will webcast its third quarter 2026 earnings conference call live on Wednesday, October 21, 2026, at 8:00 a.m. CT. The webcast, earnings press release, and related materials will be available on the company's website, with a replay accessible for approximately four weeks. Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking services globally.
Northern Trust Corp stock hits 52-week low at 17.63 USD
Northern Trust Corp's stock has reached a 52-week low at $17.63, marking an 11.94% decline over the past year. Despite this, InvestingPro data suggests the stock is undervalued with a P/E ratio of 16.07 and a PEG ratio of 0.4, and the company has consistently paid dividends for 56 consecutive years, currently yielding 6.5%.
Northern Trust Corp stock hits 52-week low at 17.63 USD
Northern Trust Corp's stock has hit a 52-week low of $17.63, reflecting an 11.94% decline over the past year. Despite this, InvestingPro data suggests the stock is undervalued with an attractive P/E and PEG ratio, and the company has a strong history of dividend payments. Investors can access further insights on the InvestingPro platform.
Northern Trust Corp stock hits 52-week low at 17.63 USD
Northern Trust Corp's stock has reached a new 52-week low of 17.63 USD, representing an 11.94% decline over the past year. Despite this downturn, InvestingPro data suggests the stock is undervalued, trading at a P/E ratio of 16.07 and a low PEG ratio of 0.4. The company has a strong dividend history, maintaining payments for 56 consecutive years with a current yield of 6.5%.
Northern Trust stock heads into the open after a 3.10 percent drop
Northern Trust stock experienced a 3.10 percent drop at the close on September 22, 2026, performing 3.10 percentage points behind the S&P 500 which was down less than 0.1 percent. This decline is attributed to financial shares lagging as capital rotated towards technology shares, a trend influenced by the Federal Reserve's recent rate increase. US exchanges are set to open on September 23, 2026, with these market factors likely to continue affecting Northern Trust's performance.
