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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
- Both NTRS and RJF boast market capitalizations around $30 billion, positioning them as mid-tier players in financial services.
- NTRS has demonstrated superior recent momentum, rising approximately 17% in the past month amid a strong earnings beat.
- RJF trails with a more modest 5% monthly gain, facing analyst price target reductions despite upcoming earnings.
- Year-to-date, NTRS is up over 17%, contrasting RJF's mixed performance around flat to low single digits.
- NTRS trades at a higher P/E ratio (price-to-earnings ratio) of 18.2 versus RJF's 14.9, reflecting growth expectations.
- Tickeron's AI bots highlight financial sector opportunities, with some achieving win rates up to 87% in related stocks.
Introduction
Northern Trust Corporation (NTRS) and Raymond James Financial, Inc. (RJF) are prominent financial services firms offering asset management, wealth advisory, and brokerage services. This comparison is particularly relevant for investors seeking exposure to the wealth management and custody banking sectors amid shifting interest rates and market volatility. Traders focused on relative performance, dividend yields, and earnings momentum will find insights into how these stocks stack up in the current environment, aiding decisions on portfolio allocation or short-term trades.
NTRS Overview and Recent Performance
Northern Trust Corporation (NTRS) is a leading provider of asset servicing, asset management, and wealth management services to institutions and high-net-worth individuals. In recent market activity, NTRS shares have surged around 17% over the past month, approaching the 52-week high of $161.13. This momentum stems from robust Q1 2026 earnings, where EPS (earnings per share) reached $2.71 against estimates of $2.33, and revenue hit $2.21 billion, up 13.8% year-over-year. Sentiment has been bolstered by a partnership with Digital Asset Holdings to enhance digital asset custody capabilities. With a dividend yield of 1.98% and YTD gains exceeding 17%, NTRS reflects positive investor confidence in its institutional focus.
RJF Overview and Recent Performance
Raymond James Financial, Inc. (RJF) operates as a diversified financial services holding company, emphasizing retail brokerage, investment banking, and asset management. Over recent weeks, RJF shares have advanced about 5%, trading near $152 with a 52-week range of $131.85 to $177.66. Performance has been tempered by analyst adjustments, including lowered price targets from firms like Morgan Stanley and UBS, amid broader sector pressures. Investors anticipate Q2 2026 earnings on April 22, projecting EPS of $2.76 and revenue growth of 10.2%. The firm's 1.42% dividend yield and efforts in advisor recruitment support steady appeal, though YTD returns hover near flat.
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Head-to-Head Comparison
NTRS emphasizes institutional asset servicing and custody, with growth from digital assets and stable NII (net interest income), while RJF leans on retail wealth management and investment banking, benefiting from advisor inflows but exposed to trading volatility. Recent momentum favors NTRS, with stronger YTD and monthly gains versus RJF's consolidation. Risk factors include interest rate sensitivity for both, though RJF shows higher ROE (return on equity) at 17%. Sector exposure overlaps in financials, but NTRS benefits from institutional stability amid market sentiment shifts toward custodians.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward NTRS due to its consistent upward trend, earnings outperformance, and proximity to 52-week highs, offering better relative positioning in recent market activity. RJF presents value at a lower P/E but lags in momentum ahead of earnings. Probabilistic factors like trend strength suggest higher near-term potential for NTRS.
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 StrongBuy 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 3 FA rating(s) are green whileRJF’s FA Score has 2 green FA rating(s).
- NTRS’s FA Score: 3 green, 2 red.
- RJF’s FA Score: 2 green, 3 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 4 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- NTRS’s TA Score: 4 bullish, 4 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
NTRS (@Investment Managers) experienced а +2.27% price change this week, while RJF (@Investment Managers) price change was +1.95% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
NTRS is expected to report earnings on Jul 22, 2026.
RJF is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Investment Managers (+1.75% 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 | 32.3B | 30.1B | 107% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 28.949 | -3.169 | -914% |
| P/E Ratio | 18.26 | 14.58 | 125% |
| 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 | 86 | 78 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 41 | 33 | |
SMR RATING 1..100 | 14 | 15 | |
PRICE GROWTH RATING 1..100 | 11 | 53 | |
P/E GROWTH RATING 1..100 | 13 | 50 | |
SEASONALITY SCORE 1..100 | 50 | 47 |
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.
RJF's Valuation (68) in the Investment Banks Or Brokers industry is in the same range as NTRS (72) in the Regional Banks industry. This means that RJF’s stock grew similarly to NTRS’s over the last 12 months.
RJF's Profit vs Risk Rating (33) in the Investment Banks Or Brokers industry is in the same range as NTRS (41) 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 (11) in the Regional Banks industry is somewhat better than the same rating for RJF (53) in the Investment Banks Or Brokers industry. This means that NTRS’s stock grew somewhat faster than RJF’s over the last 12 months.
NTRS's P/E Growth Rating (13) in the Regional Banks industry is somewhat better than the same rating for RJF (50) in the Investment Banks Or Brokers industry. This means that NTRS’s stock grew somewhat faster than RJF’s over the last 12 months.
| NTRS | RJF | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 71% | 3 days ago 72% |
| Stochastic ODDS (%) | 3 days ago 58% | 3 days ago 55% |
| Momentum ODDS (%) | 3 days ago 75% | 3 days ago 71% |
| MACD ODDS (%) | 3 days ago 67% | 3 days ago 59% |
| TrendWeek ODDS (%) | 3 days ago 60% | 3 days ago 63% |
| TrendMonth ODDS (%) | 3 days ago 53% | 3 days ago 60% |
| Advances ODDS (%) | 3 days ago 60% | 10 days ago 59% |
| Declines ODDS (%) | 7 days ago 57% | 4 days ago 58% |
| BollingerBands ODDS (%) | 3 days ago 56% | 3 days ago 83% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 59% |
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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 72% 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% | +2.10% | ||
| STT - NTRS | 72% Closely correlated | +1.69% | ||
| RJF - NTRS | 62% Loosely correlated | +2.65% | ||
| AMP - NTRS | 59% Loosely correlated | +1.94% | ||
| BLK - NTRS | 52% Loosely correlated | +1.52% | ||
| CG - NTRS | 51% Loosely correlated | +2.69% | ||
More | ||||
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.