Northern Trust Corporation (NTRS) Total Return:50.59%(TTM)
Over the latest trailing 12-month period, Northern Trust Corporation (NTRS)'s total return cagr is +50.59%. The comparable SPY value is +22.76%. Year-to-date total return is +28.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NTRS
$228,851
(22.9x return)
Invested on Jun 24, 1996
Growth of $10,000 in SPY (S&P 500)
$184,593
(18.5x return)
Invested on Jun 24, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+28.7%
1-Year Total Return
+50.5%
Current Dividend Yield
1.84%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +47.2% | +50.6% | +3.4% |
| 3 Years | +34.6% | +38.7% | +4.1% |
| 5 Years | +8.8% | +12.1% | +3.3% |
| 10 Years | +10.3% | +13.3% | +3.1% |
| 15 Years | +9.4% | +12.3% | +2.8% |
| 20 Years | +6.0% | +8.6% | +2.6% |
About Northern Trust Corporation
Northern Trust Corporation, a financial holding company established in 1889 and based in Chicago, Illinois, offers a comprehensive suite of wealth management, asset servicing, asset management, and banking solutions worldwide. Its diverse client base includes corporations, institutions, families, and individual investors. The company structures its operations across two primary segments: Asset Servicing and Wealth Management. The Asset Servicing division delivers a broad spectrum of support and operational services tailored for institutional entities. These services include custody, fund administration, outsourced investment operations, investment management, investment risk and analytical reporting, employee benefit services, securities lending, foreign exchange, treasury management, brokerage, transition management, and banking and cash management solutions. This segment serves corporate and public retirement funds, charitable foundations, endowments, investment managers, insurance companies, sovereign wealth funds, and other major institutional investors. Conversely, the Wealth Management segment is dedicated to high-net-worth individuals, families, business owners, executives, professionals, retirees, and established privately held businesses. Its offerings span trust administration, investment management, custody, philanthropic advisory, financial consulting, guardianship and estate administration, family business consulting, family financial education, brokerage services, and private and business banking. Furthermore, Northern Trust provides extensive asset management capabilities, encompassing active and passive strategies for both equity and fixed income, cash management, and alternative asset classes like private equity and hedge funds of funds. These investment products are delivered via diverse vehicles, including individually managed accounts, bank common and collective funds, registered investment companies, exchange-traded funds, non-U.S. collective investment funds, and unregistered private investment funds. The corporation also offers sophisticated overlay and other risk management services.
- Sector
- Financial Services
- Industry
- Banks - Diversified
- CEO
- Michael Gerard O'Grady