NTRS
stock Financial Services Asset ManagementOverall Mixed · 41%
- Fundamentals Fair
- Trajectory Steady
- Leadership Churning
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Bullish 5 of 5 trend signals bullishRSI 59 — firm momentum, not yet overbought.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $168.45
- -0.79%
- Close
- $168.45
- -0.79%
- Current
- $168.45
- Prev close
- $169.79
- Today
- 824.55K
- 3-mo avg
- 1.10M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 2191 days ago
- Next expected
- Jul 22in 1 day
Recent earnings dates
- Apr 21 91 days ago
- Jan 22 180 days ago
- Oct 22, 2025 272 days ago
- Jul 23, 2025 363 days ago
Past earnings dates come from NTRS’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 51d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), NTRS’s fundamentals read as fair overall.
At 17.6x, the price is a reasonable multiple of the company's annual profit.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 1.8% yield is modest: a small income on top of whatever the share price does.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A 34.6% margin is strong; the company keeps a healthy slice of every revenue dollar.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 13.4% return on equity is respectable, in the normal range.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 1.0% return on assets is low; the asset base is generating little profit.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 12.67, the company leans heavily on borrowing, which adds risk if results weaken.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue grew 6.1% from the prior year: steady, modest expansion.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income fell 14.5% from the prior year; profit is shrinking.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 51d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $4.4B | $4.4B | $4.4B | $4.7B | $5.0B |
| Net income | $1.5B | $1.3B | $1.1B | $2.0B | $1.7B |
| Diluted EPS | $7.14 | $6.14 | $5.08 | $9.77 | $8.74 |
| Dividend / share | $2.80 | $2.90 | $3.00 | $3.00 | $3.10 |
| Total assets | $183.9B | $155.0B | $150.8B | $155.5B | $177.1B |
| Total liabilities | $171.9B | $143.8B | $138.9B | $142.7B | $164.2B |
| Shareholder equity | $12.0B | $11.3B | $11.9B | $12.8B | $13.0B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.2B | $1.2B | $1.2B | $1.2B | $1.2B | $1.3B | $1.3B | $1.3B |
| Net income | $214.7M | $214.7M | $1.4B | $392.0M | $392.0M | $392.0M | $560.9M | $525.5M |
| Diluted EPS | $4.34 | $2.22 | $2.25 | $1.90 | $2.13 | $2.29 | $2.42 | $2.71 |
| Dividend / share | $0.75 | $0.75 | $0.75 | $0.75 | $0.75 | $0.75 | $0.85 | $0.80 |
Leadershipsynced from SEC 54d ago
- Fox David W Jr EVP & Chief Financial Officer
- Bellows Clive Co-President Asset Servicing
- South Thomas A Executive Vice President
- Moritz Robert Edward Jr. Director
- Petrino Richard Director
- Smith David Byron Jr Director
- Tribbett Charles A Director
Officers and board are drawn from NTRS’s recent SEC ownership filings (Forms 3, 4 and 5).
Notable recent eventspast year
- Apr 21 +8.0% one-day move
- Jan 22 +6.0% one-day move
- Sep 3, 2025 Officer or director change reported in an 8-K
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $3.10
- 2026 so far
- $0.801 payment
- 2026 projected
- $3.20+3.2% vs 2025
Projection scales NTRS’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- Mar 6 $0.80
- Dec 5, 2025 $0.80
- Sep 5, 2025 $0.80
- Jun 6, 2025 $0.75
- Mar 14, 2025 $0.75
- Dec 6, 2024 $0.75
- Sep 6, 2024 $0.75
- Jun 7, 2024 $0.75
- Mar 7, 2024 $0.75
- Dec 7, 2023 $0.75
- Sep 7, 2023 $0.75
- Jun 8, 2023 $0.75
- Mar 9, 2023 $0.75
- Dec 8, 2022 $0.75
- Sep 8, 2022 $0.75
- Jun 9, 2022 $0.70
- Mar 10, 2022 $0.70
- Dec 9, 2021 $0.70
- Sep 9, 2021 $0.70
- Jun 10, 2021 $0.70
Recent SEC filingssynced from SEC 51d ago
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
- 10-K Annual report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report