NTRS
Price
$140.13
Change
-$0.57 (-0.41%)
Updated
Dec 26, 04:59 PM (EDT)
Capitalization
26.61B
26 days until earnings call
Intraday BUY SELL Signals
PFG
Price
$89.39
Change
-$0.20 (-0.22%)
Updated
Dec 26, 04:59 PM (EDT)
Capitalization
19.68B
38 days until earnings call
Intraday BUY SELL Signals
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NTRS vs PFG

Header iconNTRS vs PFG Comparison
Open Charts NTRS vs PFGBanner chart's image
Northern Trust
Price$140.13
Change-$0.57 (-0.41%)
Volume$4.65K
Capitalization26.61B
Principal Financial Group
Price$89.39
Change-$0.20 (-0.22%)
Volume$9.99K
Capitalization19.68B
NTRS vs PFG Comparison Chart in %
NTRS
Daily Signal:
Gain/Loss:
PFG
Daily Signal:
Gain/Loss:
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VS
NTRS vs. PFG commentary
Dec 27, 2025

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 PFG is a Buy.

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COMPARISON
Comparison
Dec 27, 2025
Stock price -- (NTRS: $140.70 vs. PFG: $89.59)
Brand notoriety: NTRS and PFG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: NTRS: 29% vs. PFG: 35%
Market capitalization -- NTRS: $26.61B vs. PFG: $19.68B
NTRS [@Investment Managers] is valued at $26.61B. PFG’s [@Investment Managers] market capitalization is $19.68B. The market cap for tickers in the [@Investment Managers] industry ranges from $168.95B to $0. The average market capitalization across the [@Investment Managers] industry is $7.55B.

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 whilePFG’s FA Score has 2 green FA rating(s).

  • NTRS’s FA Score: 3 green, 2 red.
  • PFG’s FA Score: 2 green, 3 red.
According to our system of comparison, NTRS is a better buy in the long-term than PFG.

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 6 TA indicator(s) are bullish while PFG’s TA Score has 2 bullish TA indicator(s).

  • NTRS’s TA Score: 6 bullish, 4 bearish.
  • PFG’s TA Score: 2 bullish, 6 bearish.
According to our system of comparison, NTRS is a better buy in the short-term than PFG.

Price Growth

NTRS (@Investment Managers) experienced а +2.12% price change this week, while PFG (@Investment Managers) price change was +0.25% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.47%. For the same industry, the average monthly price growth was +0.92%, and the average quarterly price growth was +8.59%.

Reported Earning Dates

NTRS is expected to report earnings on Jan 22, 2026.

PFG is expected to report earnings on Feb 03, 2026.

Industries' Descriptions

@Investment Managers (+0.47% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
NTRS($26.6B) has a higher market cap than PFG($19.7B). NTRS has higher P/E ratio than PFG: NTRS (16.40) vs PFG (13.14). NTRS YTD gains are higher at: 40.196 vs. PFG (19.101). PFG has more cash in the bank: 32B vs. NTRS (6.42B). PFG has less debt than NTRS: PFG (3.94B) vs NTRS (13.5B). PFG has higher revenues than NTRS: PFG (15.8B) vs NTRS (7.92B).
NTRSPFGNTRS / PFG
Capitalization26.6B19.7B135%
EBITDAN/AN/A-
Gain YTD40.19619.101210%
P/E Ratio16.4013.14125%
Revenue7.92B15.8B50%
Total Cash6.42B32B20%
Total Debt13.5B3.94B343%
FUNDAMENTALS RATINGS
NTRS vs PFG: Fundamental Ratings
NTRS
PFG
OUTLOOK RATING
1..100
4176
VALUATION
overvalued / fair valued / undervalued
1..100
96
Overvalued
20
Undervalued
PROFIT vs RISK RATING
1..100
46100
SMR RATING
1..100
9100
PRICE GROWTH RATING
1..100
2331
P/E GROWTH RATING
1..100
2247
SEASONALITY SCORE
1..100
5050

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.

PFG's Valuation (20) in the Life Or Health Insurance industry is significantly better than the same rating for NTRS (96) in the Regional Banks industry. This means that PFG’s stock grew significantly faster than NTRS’s over the last 12 months.

NTRS's Profit vs Risk Rating (46) in the Regional Banks industry is somewhat better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that NTRS’s stock grew somewhat faster than PFG’s over the last 12 months.

NTRS's SMR Rating (9) in the Regional Banks industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that NTRS’s stock grew significantly faster than PFG’s over the last 12 months.

NTRS's Price Growth Rating (23) in the Regional Banks industry is in the same range as PFG (31) in the Life Or Health Insurance industry. This means that NTRS’s stock grew similarly to PFG’s over the last 12 months.

NTRS's P/E Growth Rating (22) in the Regional Banks industry is in the same range as PFG (47) in the Life Or Health Insurance industry. This means that NTRS’s stock grew similarly to PFG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
NTRSPFG
RSI
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
70%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
69%
Momentum
ODDS (%)
Bullish Trend 3 days ago
62%
Bearish Trend 3 days ago
58%
MACD
ODDS (%)
Bullish Trend 3 days ago
62%
Bearish Trend 3 days ago
69%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
59%
Bullish Trend 3 days ago
64%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
54%
Bullish Trend 3 days ago
57%
Advances
ODDS (%)
Bullish Trend 5 days ago
59%
Bullish Trend 3 days ago
64%
Declines
ODDS (%)
Bearish Trend 10 days ago
59%
Bearish Trend 8 days ago
59%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
78%
Aroon
ODDS (%)
Bullish Trend 3 days ago
59%
Bullish Trend 3 days ago
54%
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NTRS
Daily Signal:
Gain/Loss:
PFG
Daily Signal:
Gain/Loss:
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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 82% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NTRS
1D Price
Change %
NTRS100%
+0.36%
STT - NTRS
82%
Closely correlated
+1.16%
AMP - NTRS
75%
Closely correlated
+0.52%
RJF - NTRS
74%
Closely correlated
+0.02%
PFG - NTRS
72%
Closely correlated
+0.08%
BN - NTRS
72%
Closely correlated
+0.73%
More

PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with EQH. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then EQH could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
+0.08%
EQH - PFG
79%
Closely correlated
-0.39%
CRBG - PFG
77%
Closely correlated
+0.23%
AMP - PFG
76%
Closely correlated
+0.52%
STT - PFG
76%
Closely correlated
+1.16%
BN - PFG
74%
Closely correlated
+0.73%
More