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Held by 905 of 5,944 reporting institutions (99th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.09B 100.0% | $8.29B 100.0% | $6.77B 100.0% | $6.76B 100.0% | $6.46B 100.0% | $6.10B 100.0% | $6.07B 100.0% | $5.96B 100.0% | $5.38B 100.0% | $4.96B 100.0% |
| Interest Expense | — | — | $5.34B 78.9% | $990.5M 14.6% | $23.8M 0.4% | $200.3M 3.3% | $822.0M 13.5% | $698.7M 11.7% | $340.2M 6.3% | $182.0M 3.7% |
| Pretax Income | $2.34B 28.9% | $2.66B 32.1% | $1.46B 21.6% | $1.77B 26.1% | $2.01B 31.1% | $1.63B 26.7% | $1.94B 32.0% | $1.96B 32.8% | $1.63B 30.4% | $1.52B 30.6% |
| Income Tax Expense | $602.6M 7.5% | $628.4M 7.6% | $357.5M 5.3% | $430.3M 6.4% | $464.8M 7.2% | $418.3M 6.9% | $451.9M 7.4% | $401.4M 6.7% | $434.9M 8.1% | $484.6M 9.8% |
| Net Income | $1.74B 21.5% | $2.03B 24.5% | $1.11B 16.3% | $1.34B 19.8% | $1.55B 23.9% | $1.21B 19.8% | $1.49B 24.6% | $1.56B 26.1% | $1.20B 22.3% | $1.03B 20.8% |
| Per Share | ||||||||||
| EPS (Basic) | $8.78 | $9.80 | $5.09 | $6.16 | $7.16 | $5.48 | $6.66 | $6.68 | $4.95 | $4.35 |
| EPS (Diluted) | $8.74 | $9.77 | $5.08 | $6.14 | $7.14 | $5.46 | $6.63 | $6.64 | $4.92 | $4.32 |
| Weighted Avg Shares (Basic) | 191.4M | 201.3M | 207.2M | 208.3M | 208.1M | 208.3M | 214.5M | 223.1M | 228.3M | 227.6M |
| Weighted Avg Shares (Diluted) | 192.2M | 201.9M | 207.6M | 208.9M | 208.9M | 209.0M | 215.6M | 224.5M | 229.7M | 229.2M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/6 of the 9 checks — 3 couldn't be scored (see above), so the score is out of the 6 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 11% of free cash flow, leaving room to grow it and fund buybacks. Last year: $592M dividends + $1.3B buybacks = $1.9B returned on $5.5B FCF.
2 consecutive years of dividend increases · 9%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: 13%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Interest last disclosed in FY2023 (no longer broken out).
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
No trend data available for this metric.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
No current price collected.
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 14-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Income Tax | 6.7 | 7.4 | 6.9 | 7.2 | 6.4 | 5.3 | 7.6 | 7.5 |
| Net Income | 26.1 | 24.6 | 19.8 | 23.9 | 19.8 | 16.3 | 24.5 | 21.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on NTRS: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.