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NTRS vs RJF
Which Stock Would AI Choose? Northern Trust Corporation (NTRS) vs. Raymond James Financial, Inc. (RJF) Stock Comparison
Key Takeaways
- NTRS has delivered strong year-to-date returns of approximately 36.6%, significantly outperforming the S&P 500, driven by recent fund mandate wins and earnings beats.
- RJF shows more modest YTD performance around 5-6%, with expectations for robust Q2 earnings growth of over 30% year-over-year.
- Both companies operate in financial services but differ in focus: NTRS emphasizes asset servicing and custody, while RJF centers on wealth management and brokerage.
- Recent market activity highlights NTRS momentum from client mandates, contrasted with RJF's steady positioning ahead of earnings.
- Sector exposure remains similar in financials, with both benefiting from favorable interest rates and market conditions in recent weeks.
- Relative performance suggests NTRS exhibits stronger recent trend consistency compared to RJF's more moderate gains.
Introduction
This comparison examines Northern Trust Corporation (NTRS) and Raymond James Financial, Inc. (RJF), two established players in the financial services sector. Investors and traders interested in wealth management, asset servicing, and brokerage operations may find this analysis relevant for assessing relative positioning amid evolving market conditions. The focus remains on verifiable performance metrics, recent developments, and key contrasts to support informed evaluation of these stocks in the current environment.
NTRS Overview and Recent Performance
Northern Trust Corporation (NTRS) provides asset management, custody, and wealth management services to institutional and high-net-worth clients. In recent weeks, the stock has shown notable momentum, closing around $184.68 on July 17, 2026, following a fund administration and custody mandate win from Invesco for Irish-domiciled index funds. Year-to-date returns reached approximately 36.6%, outpacing the S&P 500. First-quarter earnings per share of $2.71 beat estimates, supported by revenue growth and operational efficiency, though revenue slightly missed expectations. Upcoming second-quarter results on July 22 add to market focus, with sentiment influenced by these client wins and broader sector stability.
RJF Overview and Recent Performance
Raymond James Financial, Inc. (RJF) delivers wealth management, brokerage, and investment banking services primarily through its advisor network. Recent market activity positions the stock around $168.36 as of July 17, 2026, with year-to-date returns near 5-6%. The company reported second-quarter earnings per share of $2.83, exceeding estimates, and anticipates strong year-over-year EPS growth exceeding 30% in the period. Performance reflects steady client activity and revenue expansion, with the stock trading within a 52-week range of $138.82 to $177.66. Sentiment draws from consistent operational results and sector tailwinds in recent weeks.
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Head-to-Head Comparison
Northern Trust Corporation (NTRS) and Raymond James Financial, Inc. (RJF) share financial services exposure but diverge in core models: NTRS prioritizes institutional custody and asset servicing with fee-based revenue stability, whereas RJF emphasizes retail wealth management and advisory fees with greater sensitivity to market volumes. Growth drivers include NTRS’s recent mandate acquisitions versus RJF’s earnings expansion from advisor productivity. Recent momentum favors NTRS with outsized year-to-date gains, while RJF offers more tempered returns. Risk factors encompass interest rate sensitivity for both, alongside NTRS’s custody concentration and RJF’s exposure to equity market fluctuations. Market sentiment reflects NTRS’s catalyst-driven upside contrasted with RJF’s steady positioning ahead of results.
Tickeron AI Verdict
Based on observable factors such as stronger trend consistency, recent client catalysts, and superior relative performance in recent market activity, Tickeron’s AI would likely assign a higher probabilistic preference to Northern Trust Corporation (NTRS) over Raymond James Financial, Inc. (RJF) in the current environment. This assessment draws from verifiable metrics without implying certainty or specific outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NTRS is a Hold and RJF is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NTRS’s FA Score shows that 2 FA rating(s) are green whileRJF’s FA Score has 3 green FA rating(s).
- NTRS’s FA Score: 2 green, 3 red.
- RJF’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NTRS’s TA Score shows that 3 TA indicator(s) are bullish while RJF’s TA Score has 5 bullish TA indicator(s).
- NTRS’s TA Score: 3 bullish, 5 bearish.
- RJF’s TA Score: 5 bullish, 5 bearish.
Price Growth
NTRS (@Investment Managers) experienced а -2.25% price change this week, while RJF (@Investment Managers) price change was +0.56% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.16%. For the same industry, the average monthly price growth was -0.29%, and the average quarterly price growth was -12.08%.
Reported Earning Dates
NTRS is expected to report earnings on Oct 21, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Managers (-3.16% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| NTRS | RJF | NTRS / RJF | |
| Capitalization | 22.2B | 32.5B | 68% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 33.520 | 6.554 | 511% |
| P/E Ratio | 15.51 | 14.76 | 105% |
| Revenue | 8.35B | 14.5B | 58% |
| Total Cash | 5.82B | 2.61B | 222% |
| Total Debt | 14.1B | 4.22B | 334% |
NTRS | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 37 | 26 | |
SMR RATING 1..100 | 14 | 15 | |
PRICE GROWTH RATING 1..100 | 16 | 28 | |
P/E GROWTH RATING 1..100 | 47 | 60 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NTRS's Valuation (71) in the Regional Banks industry is in the same range as RJF (71) in the Investment Banks Or Brokers industry. This means that NTRS’s stock grew similarly to RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (26) in the Investment Banks Or Brokers industry is in the same range as NTRS (37) in the Regional Banks industry. This means that RJF’s stock grew similarly to NTRS’s over the last 12 months.
NTRS's SMR Rating (14) in the Regional Banks industry is in the same range as RJF (15) in the Investment Banks Or Brokers industry. This means that NTRS’s stock grew similarly to RJF’s over the last 12 months.
NTRS's Price Growth Rating (16) in the Regional Banks industry is in the same range as RJF (28) in the Investment Banks Or Brokers industry. This means that NTRS’s stock grew similarly to RJF’s over the last 12 months.
NTRS's P/E Growth Rating (47) in the Regional Banks industry is in the same range as RJF (60) in the Investment Banks Or Brokers industry. This means that NTRS’s stock grew similarly to RJF’s over the last 12 months.
| NTRS | RJF | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 59% | 3 days ago 52% |
| Stochastic ODDS (%) | 3 days ago 63% | 3 days ago 64% |
| Momentum ODDS (%) | 3 days ago 55% | 3 days ago 64% |
| MACD ODDS (%) | 3 days ago 52% | 3 days ago 60% |
| TrendWeek ODDS (%) | 3 days ago 58% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 54% | 3 days ago 59% |
| Advances ODDS (%) | 12 days ago 62% | 12 days ago 60% |
| Declines ODDS (%) | 4 days ago 57% | 6 days ago 58% |
| BollingerBands ODDS (%) | 3 days ago 56% | 3 days ago 48% |
| Aroon ODDS (%) | 3 days ago 60% | 3 days ago 55% |
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NTRS and
Correlation & Price change
A.I.dvisor indicates that over the last year, NTRS has been closely correlated with STT. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if NTRS jumps, then STT could also see price increases.
| Ticker / NAME | Correlation To NTRS | 1D Price Change % | ||
|---|---|---|---|---|
| NTRS | 100% | +1.44% | ||
| STT - NTRS | 76% Closely correlated | +0.65% | ||
| RJF - NTRS | 62% Loosely correlated | +1.90% | ||
| AMP - NTRS | 58% Loosely correlated | +1.69% | ||
| CG - NTRS | 51% Loosely correlated | +2.23% | ||
| KKR - NTRS | 50% Loosely correlated | +3.53% | ||
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RJF and
Correlation & Price change
A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.