Northern Trust Stock Price, News & Analysis

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.

Northern Trust (Nasdaq: NTRS) has announced an increase in its quarterly cash dividend to $0.80 per common share, payable on October 1, 2025, to shareholders of record as of September 5, 2025.

The company also declared dividends on its preferred stock: $2,300 per Series D share ($23.00 per depositary share) and $293.75 per Series E share ($0.29375 per depositary share), both payable on October 1, 2025, to holders of record as of September 15, 2025.

Northern Trust (Nasdaq: NTRS) has announced its participation in Project Acacia, a research initiative led by the Reserve Bank of Australia and the Digital Finance Cooperative Research Centre (DFCRC), to explore tokenized asset transactions using commercial bank accounts in Australia.

The project leverages The Northern Trust Carbon Ecosystem™, a digital platform using blockchain technology for managing carbon credits. The initiative aims to demonstrate delivery-versus-payment (DvP) settlement between digital carbon credits and fiat currency through Swift's infrastructure, marking a significant step toward integrating digital assets with traditional financial systems.

This collaboration follows Northern Trust's involvement in other digital finance initiatives, including Project Guardian in Singapore and Project Ensemble in Hong Kong, reinforcing the company's commitment to advancing tokenized finance innovation.

Northern Trust Corporation (NYSE:NTRS) has announced its 2025 Stress Capital Buffer (SCB) results and plans for dividend increase. The Federal Reserve's 2025 Comprehensive Capital Analysis and Review (CCAR) confirmed the company will maintain its minimum SCB requirement of 2.5%, effective from October 1, 2025, to September 30, 2026.

The company plans to propose a $0.05 per share increase to its quarterly cash dividend on common stock at the July 2025 board meeting. This represents a 7% increase in the quarterly dividend. Additionally, Northern Trust will maintain an opportunistic approach to common stock repurchases.

The SCB requirement will equate to a minimum common equity tier 1 (CET1) ratio of 7%. Chairman and CEO Michael O'Grady emphasized that the CCAR results validate the strength of their capital position and business model.

Northern Trust (NYSE:NTRS) has appointed Abel Montañez as President of the West Region for its Wealth Management division. Montañez, bringing nearly 25 years of financial services experience, will lead an integrated team delivering investment management, trust and estate planning, private and business banking, and financial consulting services.

Montañez succeeds Marc Cosentino, who is retiring on July 1 after a three-decade career with Northern Trust. Prior to joining Northern Trust, Montañez served as Executive Vice President and Head of Private Banking & Wealth Management at City National Bank and spent 14 years at Wells Fargo as Regional Managing Director and Senior Wealth Advisor.

Northern Trust Wealth Management currently manages $446.9 billion in assets as of March 31, 2025, serving affluent individuals and families, family offices, foundations and endowments, and privately held businesses.