Northern Trust (NTRS) Invested Capital (2009 - 2016)
Northern Trust (NTRS) posted Invested Capital of $2.8 million for Q2 2016, up 100.0% sequentially from $1.4 million in Q1 2016, and down 98.77% YoY from $228.4 million in Q3 2015.
Northern Trust (NTRS) Invested Capital (2009 - 2016) Analysis & Trends
Northern Trust has reported Invested Capital for 6 years, with the latest figure at $2.8 million in Q2 2016.
- Quarterly Invested Capital fell 98.77% year-over-year to $2.8 million in Q2 2016, while the trailing twelve-month figure through Mar 2017 was $2.8 million (down 99.39% YoY) and the FY2014 annual result came in at $31.8 million, down 13.82% from the prior year.
- Invested Capital climbed to $2.8 million in Q2 2016 per NTRS's latest filing, from $1.4 million in the prior quarter.
- Over five years, Invested Capital peaked at $638.7 million in Q3 2014 and troughed at $1.4 million in Q1 2016.
- A 4-year average of $175.0 million and a median of $132.6 million in 2013 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2014 and 2016: Invested Capital declined 13.82% in 2014, then plunged 99.39% in 2016.
- Over 4 years, Invested Capital stood at $36.9 million in 2013, then fell by 13.82% to $31.8 million in 2014, then surged by 621.7% to $229.5 million in 2015, then slumped by 98.78% to $2.8 million in 2016.
- According to Business Quant data, Invested Capital over the past three periods registered $2.8 million, $1.4 million, and $229.5 million for Q2 2016, Q1 2016, and Q3 2015 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 7.88 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 98.25 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 1.10 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 829.00 Mn |
| 10 | Northern Trust | 33.87 Bn | 33.87 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2016 | 2.80 Mn |
| Mar 31, 2016 | 1.40 Mn |
| Sep 30, 2015 | 229.50 Mn |
| Jun 30, 2015 | 228.40 Mn |
| Mar 31, 2015 | 230.10 Mn |
| Dec 31, 2014 | 31.80 Mn |
| Sep 30, 2014 | 638.70 Mn |
| Dec 31, 2013 | 36.90 Mn |
| Dec 31, 2010 | 48.10 Mn |
| Dec 31, 2009 | 7.80 Mn |