Northern Trust Corporation (NTRS)

Nov 13, 2026

Jefferies Financial Group Inc. reduced its stake in Bank of New York Mellon Corporation (BNY) by 80.7% in Q3 2026, selling over 205,000 shares. This comes as BNY reported strong quarterly earnings, beating analyst estimates with $2.37 EPS and an 11.7% revenue increase. The company holds a "Moderate Buy" consensus rating from analysts, with an average price target of $165.04.

Nov 12, 2026

Mexco Energy Corporation reported a net income of $945,152, or $0.45 per diluted share, for the six months ended September 30, 2026, marking a 67% increase from the prior year. Operating revenues rose 21% to $4.10 million, driven by higher average oil prices despite lower natural gas prices and oil production. The company plans to participate in drilling and completing 55 and 20 horizontal wells, respectively, during fiscal year 2027, and has invested in acquiring oil and gas royalty interests.

Nov 12, 2026

Microsoft Frontier Company has engaged in nearly 500 projects with over 200 customers across 28 countries, helping them move from AI pilots to measurable business impact. The company emphasizes a collaborative approach, focusing on identifying value, redesigning processes, building in fast cycles, and ensuring security and governance from day one. This strategy helps organizations achieve sustainable transformation and measurable returns on their AI investments.

Nov 12, 2026

Neonode Inc. reported third-quarter 2026 revenue of $535,000, a 24.4% increase year-over-year, but also posted a net loss of $1.137 million. The company's license fees contributed $444,000 to revenue, and it held $19.7 million in cash and cash equivalents. For the first nine months of 2026, the company recorded $1.626 million in revenue and a net loss of $5.111 million.

Nov 12, 2026

Grant Johnsey of Northern Trust discusses the "de-dollarization" narrative, noting it's more talk than institutional action, though some minor shifts out of Treasuries are occurring. He highlights disappearing liquidity in the long end of the Treasury market and expresses concerns about government interest expenses, particularly for countries like the U.K. and France, and the long-term impact of rising credit spreads. Johnsey also touches on the slow institutional adoption of stablecoins due to regulatory uncertainty, the economic tailwinds from strong corporate balance sheets, and the often-misunderstood implications of a multipolar world and politically driven currency supply.

Nov 10, 2026

Northern Trust has expanded its collaboration with Microsoft to launch a new AI-powered onboarding agent for clients on its Front Office Solutions platform. This agent, built on Microsoft Azure, streamlines the onboarding process by converting historical transaction data into a standardized format. The companies claim it reduces data preparation time by 83%, from two and a half weeks to three days, enabling analysts to focus on higher-value work.

Nov 9, 2026

Northern Trust, a 140-year-old bank managing trillions in client assets, partnered with Microsoft Frontier Company to accelerate its client onboarding process using AI. This collaboration led to the development of an AI agent that converts years of transaction history into the bank's in-house platform, reducing the mapping time from two and a half weeks to three days, while maintaining a 96.5% first-pass quality score. The initiative highlights a successful model for AI adoption in regulated industries, with human oversight for crucial decisions.

Nov 9, 2026

Northern Trust and Microsoft have partnered to launch an AI-powered client onboarding agent for Northern Trust Asset Servicing's Front Office Solutions platform. This new agent automates the conversion of clients' historical transaction data, significantly reducing data preparation time from two and a half weeks to just three days, an 83% reduction. The system, built on Microsoft Azure and integrating with Microsoft 365, includes human oversight to ensure data accuracy and quality during the onboarding process.

Nov 9, 2026

COMPUGEN ($CGEN) reported its Q3 2026 earnings, beating analyst estimates for both earnings per share and revenue. The company posted -$0.06 EPS against an -$0.08 estimate and $3.82 million in revenue, significantly exceeding the $1.734 million estimate. The article also details recent insider trading activity and institutional investor movements in CGEN stock.

Nov 9, 2026

Northern Trust has ceased to be a substantial shareholder in Steadfast Group Limited as of November 5, 2026, after changes involving over 6.7 million ordinary shares. The filing detailed share interests across several Northern Trust entities, but did not specify the resulting ownership percentage or the reason for the change. Steadfast Group currently has a "Hold" analyst rating with a A$5.90 price target.

Nov 8, 2026

J. M. Smucker (NYSE:SJM) recently reached a new yearly high, driven by strong quarterly results, tariff refunds, and a raised fiscal outlook. The company's coffee segment performed exceptionally well, benefiting from higher pricing and franchise growth, although its sweet baked snacks segment continued to struggle. Despite the attractive dividend yield, concerns remain about the quality of earnings due to one-time tariff refunds and leverage from past acquisitions.

Nov 8, 2026

Ethic Inc. increased its holdings in Bank of New York Mellon Corporation by 4.0% in the third quarter, acquiring an additional 8,375 shares to reach a total of 215,465 shares valued at approximately $31.2 million. Institutional investors and hedge funds collectively own 85.31% of BNY shares, with analysts giving a consensus "Moderate Buy" rating and an average price target of $165.04. The bank recently reported strong quarterly earnings, beating estimates with an EPS of $2.37 and an 11.7% year-over-year revenue increase to $5.68 billion, despite some insider selling activity.

Nov 5, 2026

This article details how Peter, a long-time Northern Trust client, navigated the complexities of managing his wealth after selling his advanced manufacturing company for over $100 million. Realizing his fragmented financial picture required a more holistic approach, he opted for an outsourced family office solution provided by Northern Trust. This led to a coordinated plan, streamlined structure, and increased confidence for his family's long-term, multigenerational wealth, including engaging his daughter in financial education.

Nov 4, 2026

Institutional investor returns diverged in Q3 2026, primarily due to a bond-market selloff caused by rising interest rates and inflation. ERISA corporate pension plans, with significant fixed-income exposure, experienced median losses of 3.7%, while endowments and public funds showed more resilience due to diversified asset allocations. The Northern Trust Universe reported a median return of 0.04% for the quarter, highlighting the impact of higher rates on different portfolio types.

Nov 4, 2026

Aware Super Pty Ltd has acquired a new stake of 25,500 shares in Bank of New York Mellon Corporation, valued at approximately $3,688,000, according to a recent SEC filing. This acquisition is part of a broader trend of institutional investors buying into BNY, with other major firms also taking significant positions. The article also notes recent insider selling by BNY executives, along with the company's current financial metrics, analyst ratings, and a positive outlook for its earnings per share.

Nov 3, 2026

Northern Trust has seen a significant share price gain of 164.2% over the past three years, prompting questions about its current valuation relative to its capital returns. The company recently approved a US$3.5 billion share repurchase program and continues its dividend plans, while also pursuing new digital asset product ambitions. An Excess Returns model suggests the business earns more on its equity than the required return, indicating its intrinsic value is modestly above the current share price.

Nov 3, 2026

Artisan Partners Limited Partnership has reduced its voting rights in Pearson plc to 11.998% from 12.010%, as disclosed in a foreign private issuer report by Pearson plc on November 3, 2026. This change, effective October 29, 2026, involves 72,201,182 indirect voting rights held through various custodians. The reduction signifies a minor decrease in Artisan Partners' stake in the global education company.

Nov 3, 2026

Matthew Kirk, the CFO of AXIS Capital Holdings Limited, sold 1,063 common shares on November 1, 2026, at $104.87 per share. This transaction was for tax withholding purposes related to an equity award. Following the sale, Kirk directly holds 13,229 common shares in the company.

Nov 3, 2026

Northern Trust Corp director Robert Edward Moritz Jr. purchased 236 shares of the company's common stock on October 30, 2026, at $169.07 per share. This transaction, disclosed in a Form 4 filing with the SEC on November 2, 2026, increased his direct ownership to 8,636 shares, including 989 stock units. The acquisition was an open-market purchase, and no derivative securities were reported.

Oct 31, 2026

Argus has raised its target price for Northern Trust Corporation (NTRS) to $188.00. The financial services company, currently priced at $169.16, is recognized for its wealth management, asset servicing, asset management, and banking services. The report was published on October 28, 2026.

Oct 30, 2026

Moody Aldrich Partners LLC acquired a new position in Anterix Inc. (NASDAQ:ATEX) during the third quarter, purchasing 14,797 shares valued at approximately $1.16 million. While institutional investors own 87.67% of the company, Anterix insiders sold 124,841 shares worth about $10.98 million in the latest quarter. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $120.00.