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NTRSNorthern Trust Corporation
$174.50$31.9B
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  1. Home
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  4. Financial Ratios

Northern Trust Corporation (NTRS) Financial Ratios

Latest Ratios: P/E Ratio 20.0x · EV/EBITDA -4.0x · ROE 13.5%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

NTRS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$31.9B$25.8B$20.7B$17.5B$18.5B$25.0B$19.5B$22.9B$18.8B$22.9B$20.4B
Enterprise Value$-12772717435$-18941584620$-8712125000$-6306349680$-13296259170$-36171790610$-35197094880$-8530649760$-6095548080$-15273461940$-7508003450
P/E Ratio →19.9715.6310.4916.6114.4116.7517.0616.0212.5920.3020.61
P/S Ratio3.953.192.502.592.733.873.193.773.154.274.22
P/B Ratio2.541.991.621.471.642.081.672.071.792.252.09
P/FCF5.854.72—8.9811.0729.7114.5711.5014.8818.3919.69
P/OCF5.774.65—6.677.7318.4310.268.8410.6213.3313.51

P/E links to full P/E history page with 30-year chart

NTRS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—-2.34-1.05-0.93-1.97-5.60-5.77-1.40-1.02-2.84-1.55
EV / EBITDA-3.97-5.89-2.58-3.00-5.73-14.32-16.54-3.55-2.52-7.43-3.97
EV / EBIT-5.48-8.12-3.28-4.31-7.53-18.00-21.63-4.39-3.11-9.35-4.95
EV / FCF—-3.47—-3.23-7.97-43.02-26.34-4.28-4.83-12.24-7.24

NTRS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin56.5%56.5%52.2%55.7%87.1%100.9%94.8%88.3%89.7%94.5%96.9%
Operating Margin16.3%16.3%16.8%12.1%22.8%31.0%25.8%28.2%29.4%28.6%30.2%
Net Profit Margin12.1%12.1%12.8%9.1%17.2%23.8%19.2%21.6%23.4%21.0%20.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE13.5%13.5%16.5%9.6%11.5%13.0%10.6%13.8%15.0%12.0%11.2%
ROA1.0%1.0%1.3%0.7%0.8%0.9%0.8%1.1%1.1%0.9%0.9%
ROIC6.0%6.0%6.9%4.0%5.7%7.2%5.5%6.1%6.2%5.9%6.4%
ROCE9.0%9.0%8.7%4.9%6.9%8.2%6.2%7.5%8.2%7.3%7.5%

NTRS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.271.271.251.451.320.700.821.061.341.210.91
Debt / EBITDA5.115.114.748.216.403.344.514.905.826.034.70
Net Debt / Equity—-3.45-2.30-2.00-2.82-5.09-4.68-2.83-2.37-3.74-2.86
Net Debt / EBITDA-13.90-13.90-8.71-11.35-13.70-24.21-25.69-13.08-10.28-18.59-14.77
Debt / FCF—-8.19—-12.22-19.04-72.73-40.90-15.78-19.71-30.63-26.93
Interest Coverage0.380.380.350.271.7884.468.132.372.804.808.34

Net cash position: cash ($61.1B) exceeds total debt ($16.4B)

NTRS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.410.410.450.540.600.680.750.750.720.560.49
Quick Ratio0.410.410.450.540.600.680.750.750.720.560.49
Cash Ratio0.390.390.360.340.370.430.450.390.360.440.36
Asset Turnover—0.080.100.080.050.040.040.050.050.040.04
Inventory Turnover———————————
Days Sales Outstanding———————————

NTRS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.8%2.3%2.9%3.5%4.1%2.3%3.0%2.3%2.2%1.6%1.6%
Payout Ratio34.1%34.1%29.7%56.1%56.2%37.7%48.3%35.5%26.0%29.8%32.3%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield5.0%6.4%9.5%6.0%6.9%6.0%5.9%6.2%7.9%4.9%4.9%
FCF Yield17.1%21.2%—11.1%9.0%3.4%6.9%8.7%6.7%5.4%5.1%
Buyback Yield4.0%4.9%4.5%2.0%0.2%1.1%1.5%4.8%4.9%2.3%2.0%
Total Shareholder Yield5.8%7.2%7.4%5.5%4.3%3.4%4.5%7.1%7.1%3.8%3.6%
Shares Outstanding—$189M$202M$208M$209M$209M$209M$216M$224M$230M$229M

Key Metrics

Growth RegimeMixed
ProfitabilityStable
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

NII erosion and revenue contraction

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Premium Multiple Hinges on Earnings Quality

NTRS trades at 2.66x book and 20.9x trailing earnings, per market data, a premium to trust-bank peers STT and BK, implying the market prices in durable fee-based returns despite revenue contraction.

The forward P/E of 15.9x suggests investors expect a sharp earnings rebound, likely driven by the Q2 2026 EPS beat, but the sustainability of that beat is questionable given the 9.9% TTM revenue decline. The P/B premium over STT (1.90x) and BK (2.23x) appears justified by NTRS's higher-margin wealth management mix, yet it leaves little room for disappointment if fee income stalls. The market appears to be pricing NTRS as a quality franchise, but the multiple implies ROTCE expectations that may be aggressive if NII continues to erode.

ROE Recovery Masks Structural Drags

ROE improved to 6.0% in Q2 2026 from 3.3% a year earlier, per financial statements, but remains below the 10%+ levels of peers like STT and BK, reflecting a low-return balance sheet.

The DuPont decomposition shows ROE is constrained by a razor-thin NIM of 0.4% and modest leverage (equity-to-assets at 7%), which together cap asset returns at 0.4% ROA. The improvement in ROE is driven by a higher fee mix (48% of revenue) and a better efficiency ratio (38.9%), not by balance sheet productivity. This suggests the earnings power is shifting toward fee-based businesses, but the low NIM remains a structural drag that limits the ceiling on returns.

NIM Floor Persists Despite Rate Shifts

NIM held at 0.4% for Q2 2026, as reported in financial statements, unchanged from prior quarters, while the efficiency ratio improved to 38.9% from 41.5% in Q4 2025, indicating cost discipline amid flat spreads.

The persistently low NIM suggests the bank's funding advantage is not translating into spread income, likely due to elevated cash balances and securities reinvestment at lower yields. The efficiency ratio improvement is notable, but it may reflect cost cuts rather than revenue growth, as TTM revenue is down 9.9%. Investors should monitor whether the efficiency gains are sustainable or if they come at the expense of technology investment needed to support the custody franchise.

Thin Equity Buffer Limits Flexibility

Equity-to-assets stood at 7% in Q2 2026, per balance sheet data, a modest buffer that constrains capital return capacity, though the low debt/equity of 1.27% suggests a conservative funding structure.

The 7% equity ratio is below the 8%+ typical for large trust banks, indicating limited headroom for aggressive buybacks or dividend increases without raising capital. The low debt/equity ratio, while appearing conservative, may reflect a specific reporting treatment of long-term debt that warrants verification against regulatory capital metrics. Given the balance sheet expansion of 15.3% YoY, the capital base is being stretched, and any further asset growth could pressure CET1 ratios.

Benign Credit Masks Provision Timing

Loan loss provisions were a net release of $5.3M in Q2 2026, per SEC filings, indicating minimal credit stress, but the low provision levels may not reflect forward-looking risks in a volatile rate environment.

The provision release added to pre-tax income, boosting the EPS beat, but it also signals that credit costs are not a current drag. However, the loan book appears stable with no significant charge-offs, suggesting the asset quality is solid. The risk is that the provision release is a one-time benefit, and if credit conditions deteriorate, the earnings impact could reverse quickly.

P/E Distorted by One-Time Gains

The trailing P/E of 20.9x, based on market data, may overstate valuation quality because Q2 2026 EPS included notable items, per the earnings release, inflating earnings and compressing the multiple artificially.

The 51% EPS beat over consensus was partly attributed to 'notable items,' which likely include one-time gains or provision releases, not recurring operating income. Using adjusted earnings, the P/E would be higher, making the stock appear less cheap than the headline multiple suggests. A better metric is P/TBV, which at 2.66x (based on tangible book value of $68.65) reflects the franchise value without the earnings volatility, but it still prices in a premium that may not be justified if fee growth remains negative.

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Includes 30+ ratios · 30 years · Updated daily

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NTRS — Frequently Asked Questions

Quick answers to the most common questions about buying NTRS stock.

What is Northern Trust Corporation's P/E ratio?

Northern Trust Corporation's current P/E ratio is 20.0x. The historical average is 20.1x. This places it at the 53th percentile of its historical range.

What is Northern Trust Corporation's EV/EBITDA?

Northern Trust Corporation's current EV/EBITDA is -4.0x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 14.9x.

What is Northern Trust Corporation's ROE?

Northern Trust Corporation's return on equity (ROE) is 13.5%. The historical average is 14.2%.

Is NTRS stock overvalued?

Based on historical data, Northern Trust Corporation is trading at a P/E of 20.0x. This is at the 53th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Northern Trust Corporation's dividend yield?

Northern Trust Corporation's current dividend yield is 1.80% with a payout ratio of 34.1%.

What are Northern Trust Corporation's profit margins?

Northern Trust Corporation has 56.5% gross margin and 16.3% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Northern Trust Corporation have?

Northern Trust Corporation's Debt/EBITDA ratio is 5.1x, indicating high leverage. A ratio above 4x may signal elevated financial risk.