Northern Trust Stock Price, News & Analysis

Northern Trust (Nasdaq: NTRS) has been selected by Gravis Advisory Limited to provide comprehensive asset servicing solutions for their OEIC fund range in the UK. Gravis, managing £2.3 billion in assets, specializes in infrastructure, real estate, and private credit investments.

Northern Trust will deliver fund administration, global custody, depositary, transfer agency, and outsourced trading services for Gravis' five OEICs. The partnership aims to streamline operations and enhance efficiency for Gravis' specialized investment approach in sectors like renewable energy, logistics, and data centers.

Northern Trust (Nasdaq: NTRS) has secured a significant middle office outsourcing mandate from Aristotle Capital Management. The partnership covers portfolios representing approximately $40 billion in assets under management as of June 30, 2025.

Through its Investment Operations Outsourcing (IOO) platform, Northern Trust will provide integrated middle office services to Aristotle's equity affiliates. Northern Trust's IOO capability currently supports over 85 clients with $2.63 trillion in assets under administration, offering services including data aggregation, risk analysis, performance measurement, asset valuation, and client reporting.

Northern Trust (NYSE:NTRS) announced that its CFO David Fox and COO Peter Cherecwich will participate in the Barclays Global Financial Services Conference. The presentation is scheduled for September 9, 2025, at 4:15 p.m. ET in New York City.

Investors can access the live webcast through Northern Trust's website in the investor relations section. A replay will be available for approximately four weeks following the presentation.

Northern Trust (NYSE:NTRS) reported that Canadian pension plans showed positive performance in Q2 2025, with a median return of 0.6% for the quarter and 1.8% year-to-date through June 30, 2025.

The quarter was marked by significant market volatility due to Middle East conflicts, trade tensions, and tariff uncertainties. Canadian equities (S&P/TSX Composite) advanced 8.5%, while U.S. equities (S&P 500) gained 5.2% CAD. International markets (MSCI EAFE) rose 6.2% CAD, and emerging markets gained 6.4% CAD. The Canadian dollar appreciated over 5% against the USD.

Key economic indicators showed Canada's unemployment rate at 6.9%, with the Bank of Canada maintaining its overnight rate at 2.75%. The Canadian Fixed Income market declined 0.6% for the quarter, while corporate bonds showed positive returns.

Northern Trust's (NYSE:NTRS) subsidiary 50 South Capital Advisors has secured a $150 million commitment from the North Dakota Legacy Fund for the North Dakota Growth Fund (NDGF). The fund has announced new investments in M25, a Midwest-focused early-stage venture firm, and Broadwater Capital, a Fargo-based lower middle market investment firm.

To date, NDGF has invested $111.5 million in funds and co-investments, impacting over 35 companies across North Dakota as of December 31, 2024. The portfolio spans multiple sectors including manufacturing, energy, healthcare, and technology, with investments across major North Dakota cities.

Northern Trust (NYSE:NTRS) reported strong institutional investment performance for Q2 2025, with the Northern Trust All Funds Over $100 Million plan universe achieving a median return of 4.9%. The analysis covers 370 large U.S. institutional investment plans with combined assets of $1.4 trillion.

Performance varied across segments with Corporate (ERISA) universe returning 3.2%, Public Funds 4.9%, and Foundation & Endowment (F&E) universe 5.1%. U.S. equity markets demonstrated significant volatility, including a 12% decline in early April followed by a 20% rebound to record highs, largely driven by AI-related enthusiasm. Fixed income showed positive results with a 1.3% median return.

Long-term performance metrics remained solid, with Public Funds and F&E universes showing strong 5-year returns of 8.8% and 10.0% respectively, while ERISA plans recorded 3.7%.

Northern Trust (NYSE:NTRS) announced that its Board of Directors has approved a new $2.5 billion stock repurchase program on July 22, 2025. This new authorization replaces the previous October 2021 program, which had approximately 4.8 million shares of remaining capacity.

The company plans to execute the buyback through various methods including open market transactions, block trades, and privately negotiated transactions. The program has no expiration date, and the timing and amount of repurchases will depend on factors such as price, market conditions, and corporate priorities. Northern Trust has already repurchased 572,709 shares between July 1, 2025, and the authorization date.

Northern Trust's (NYSE:NTRS) subsidiary 50 South Capital has successfully closed two flagship private equity funds, significantly exceeding their targets. The Private Equity Strategic Opportunities Fund V (PESOF V) closed with $1.2 billion in commitments, while the Private Equity Core Fund XI (PECF XI) secured $893 million.

PESOF V, the firm's fifth dedicated secondaries fund, focuses on LP-led transactions, GP-led continuation vehicles, and structured equity solutions. PECF XI, their eleventh core flagship fund, targets primary, secondary, and co-investment opportunities globally, emphasizing U.S. and European small and middle market buyouts, along with early-stage venture capital.

Northern Trust Corporation (NYSE:NTRS) has announced the release of its second quarter 2025 financial results. The company will host an earnings conference call on July 23, 2025, at 8:00 a.m. CT to discuss the results.

The financial results are available on Northern Trust's investor relations website and through their SEC filing. A recording of the earnings call will be accessible on the company's website for approximately four weeks following the live event.