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The Bank of N.T. Butterfield & Son Limited (NTB)

USD60.62 +0.20 (+0.33%)
BM NYSE Financial Services Banks - Regional
Address 65 Front Street HM 12
Hamilton, HM, BM
CEO Michael Collins
IPO 2016-09-16
CIK 1653242 ISIN BMG0772R2087

Explore sections of this company profile

Description

The Bank of N.T. Butterfield & Son Limited provides a range of community, commercial, and private banking services to individuals and small to medium-sized businesses. The company offers retail and corporate checking, savings, and term deposits. It also provides lending products and services, including residential mortgage lending, automobile lending, credit cards, consumer financing, overdraft facilities to retail customers, commercial real estate lending, and commercial and industrial loans. In addition, the company offers cash and liquidity management, foreign exchange, custody administration, and settlement services. Further, it provides personal and business deposit services, residential and commercial mortgages, small and medium-sized enterprise and corporate loans, credit and debit cards, merchant acquiring, and mobile and internet banking services; and treasury services, wealth management, and fiduciary services. Additionally, the company offers discretionary investment management, managed portfolio services, money market, and mutual fund offerings, as well as advisory and self-directed brokerage options. It operates through offices in the Cayman Islands, Guernsey, Jersey, the United Kingdom, The Bahamas, Hong Kong, Switzerland, Singapore, Mauritius, and Canada, as well as Bermuda. The Bank of N.T. Butterfield & Son Limited was founded in 1784 and is headquartered in Hamilton, Bermuda.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD60.62 +0.20 (+0.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
195.1K
Beta
0.50
Float Shares
39.13M
Free Float %
98.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.88% +0.77% +1.82% +11.25% +21.58% +13.33% +32.54% +125.21% +48.85% +128.12% +128.12%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Hold
Price Targets & DCF
Current price
60.62
Low 57.00 -6.0%
Consensus 57.00 -6.0%
Median 57.00 -6.0%
High 57.00 -6.0%
DCF (Unlevered) 84.59 +39.5%
DCF (Levered) 86.00 +41.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
53.50
-11.7%
All Time 8
42.13
-30.5%
Quality scores
Altman Z-Score
-0.36
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    -2.0% Q1'26: -21.4% (vs Q1'25)
  • EPS growth
    +16.1% Q1'26: +24.4% (vs Q1'25)
  • FCF margin
    Q1'26: +32.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +41.1% (vs Q1'25)
  • ROIC
    Q1'26: -5.9% (vs Q1'25)
  • Share dilution
    -5.9% Q1'26: -6.2% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.43× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.50) × ERP
WACC = 98% × Ke + 2% × Kd (498.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 84.59 Current price: 60.62
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
407.00M
est: 403.03M (+1.0%)
448.80M
est: 444.58M (+0.9%)
510.80M
est: 509.51M (+0.3%)
532.13M
est: 527.17M (+0.9%)
502.07M
est: 500.81M (+0.3%)
521.55M
est: 495.46M (+5.3%)
606.42M
est: 544.24M (+11.4%)
761.89M
est: 572.04M (+33.2%)
816.50M
est: 572.19M (+42.7%)
799.84M
est: 601.63M (+32.9%)
624.10M
541.22M – 667.57M
+3.7% YoY
993.10M
861.21M – 1.06B
+59.1% YoY
669.80M
653.81M – 685.79M
-32.6% YoY
EBITDA
est: 124.37M (-100.0%)
est: 193.69M (-100.0%)
242.94M
est: 267.93M (-9.3%)
est: 303.59M (-100.0%)
est: 217.94M (-100.0%)
235.25M
est: 219.55M (+7.1%)
257.88M
est: 239.76M (+7.6%)
262.47M
est: 214.68M (+22.3%)
263.01M
est: 214.74M (+22.5%)
266.79M
est: 225.79M (+18.2%)
234.22M
203.12M – 250.54M
+3.7% YoY
372.70M
323.21M – 398.67M
+59.1% YoY
251.37M
245.37M – 257.37M
-32.6% YoY
EBIT
-52.26M
est: 90.28M (-157.9%)
-50.40M
est: 99.58M (-150.6%)
195.35M
est: 114.13M (+71.2%)
-48.39M
est: 118.08M (-141.0%)
-62.44M
est: 112.18M (-155.7%)
165.79M
est: 110.98M (+49.4%)
217.70M
est: 121.91M (+78.6%)
226.26M
est: 176.40M (+28.3%)
220.80M
est: 176.44M (+25.1%)
238.00M
est: 185.52M (+28.3%)
192.45M
166.89M – 205.86M
+3.7% YoY
306.24M
265.57M – 327.57M
+59.1% YoY
206.55M
201.61M – 211.48M
-32.6% YoY
Net Income
115.90M
est: 106.50M (+8.8%)
153.30M
est: 154.03M (-0.5%)
195.20M
est: 195.55M (-0.2%)
177.08M
est: 188.38M (-6.0%)
147.22M
est: 129.48M (+13.7%)
162.67M
est: 158.93M (+2.3%)
214.02M
est: 173.16M (+23.6%)
225.49M
est: 178.44M (+26.4%)
216.32M
est: 184.67M (+17.1%)
231.90M
est: 240.80M (-3.7%)
248.85M
217.49M – 286.68M
+3.3% YoY
258.65M
199.76M – 263.31M
+3.9% YoY
311.16M
268.46M – 353.87M
+20.3% YoY
SGA
201.92M
est: 116.96M (+72.6%)
212.97M
est: 214.61M (-0.8%)
226.17M
est: 226.67M (-0.2%)
195.11M
est: 275.10M (-29.1%)
181.81M
est: 216.60M (-16.1%)
169.78M
est: 180.83M (-6.1%)
176.75M
est: 187.43M (-5.7%)
188.10M
est: 152.09M (+23.7%)
183.75M
est: 152.13M (+20.8%)
192.34M
est: 159.96M (+20.2%)
165.93M
143.90M – 177.49M
+3.7% YoY
264.04M
228.98M – 282.44M
+59.1% YoY
178.08M
173.83M – 182.34M
-32.6% YoY
EPS
1.20
est: 2.36 (-49.2%)
2.82
est: 2.81 (+0.4%)
3.55
est: 3.49 (+1.6%)
3.33
est: 3.33 (0.0%)
2.91
est: 2.79 (+4.4%)
3.28
est: 3.24 (+1.3%)
4.32
est: 4.18 (+3.4%)
4.62
est: 4.39 (+5.3%)
4.80
est: 4.54 (+5.7%)
5.61
est: 5.40 (+3.8%)
6.20
5.13 – 6.76
+14.7% YoY
5.69
4.71 – 6.21
-8.2% YoY
7.65
6.33 – 8.34
+34.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-27 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-26 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-22 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-21 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-20 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-19 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-18 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-15 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-14 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-13 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-12 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-11 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-08 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-07 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-06 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-05 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-04 A- 4/5 4/5 5/5 4/5 3/5 3/5 2/5
2026-05-01 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-30 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-29 A 4/5 4/5 5/5 5/5 3/5 4/5 2/5
2026-04-28 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-27 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-24 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-23 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-22 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-21 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-20 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-17 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-15 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
308.78M
OE per share TTM
6.94
Owner's Yield
13.72%
Maintenance CapEx ratio
15.44%
Maint CapEx / Avg PPE
23.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
242
Total invested
1.53B
Insider transactions (90d)
12
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Wellington Group Holdings LLP 5.08M 9.54% 5.04M HC Delaware 2017-02-09
2 Wellington Investment Advisors Holdings LLP 5.08M 9.54% 5.04M HC Delaware 2017-02-09
3 Wellington Management Company LLP 5.08M 9.54% 5.04M IA Delaware 2017-02-09
4 Wellington Management Group LLP 5.08M 9.54% 5.04M HC Massachusetts 2017-02-09
5 ASHER ENTERPRISES, INC. 4.00M 9.99% 2.57M 2.65M CO Delaware 2020-02-10
6 85-0360310 3.22M 5.80% 3.18M 13.00 IA Colorado 2019-02-13
7 Abigail P. Johnson 2.75M 5.52% 2.75M IN Delaware 2022-03-14
8 FMR LLC 2.75M 5.52% 950.7K 2.75M HC Delaware 2022-03-14
9 (1)Names of reporting persons. BlackRock, Inc. 2.45M 4.90% 2.39M 2.45M HC Delaware 2022-05-09
10 Capital World Investors ** 1.56M 2.80% 1.56M 1.56M IA Delaware 2020-02-14
11 95-1411037 13.00 5.80% 2.88M 2.88M IA Delaware 2023-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
242
+19 vs prev Q
New positions
36
Closed positions
17
Increased
138
Reduced
69
Put/Call ratio
0.00
Calls held
3.9K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 1.25M +1.3M (+100.0%) 62.29B +62.3B (+100.0%) 3.00% +3.003 pp 0.09% +0.094 pp USD49.82 +0.0% 1 qtrs NEW
2 FMR LLC 2.69M -520.0 (0.0%) 134.13M +18.6M (+16.1%) 6.47% -0.001 pp 0.01% +0.001 pp USD32.89 +51.5% 38 qtrs
3 BLACKROCK, INC. 2.35M +65.3K (+2.9%) 117.19M +19.0M (+19.4%) 5.65% +0.157 pp 0.00% +0.000 pp USD37.24 +33.8% 6 qtrs
4 ROVIDA INVESTMENT MANAGEMENT LTD 1.79M +— (+0.0%) 89.35M +12.4M (+16.2%) 4.31% +0.000 pp 12.16% +3.441 pp USD37.60 +32.5% 5 qtrs
5 AMERICAN CENTURY COMPANIES INC 1.58M +58.8K (+3.9%) 78.54M +13.4M (+20.6%) 3.79% +0.141 pp 0.04% +0.006 pp USD36.19 +37.7% 11 qtrs
6 DIMENSIONAL FUND ADVISORS LP 1.56M -5.0K (-0.3%) 77.82M +10.6M (+15.7%) 3.75% -0.012 pp 0.02% +0.002 pp USD33.56 +48.5% 34 qtrs
7 DAVIS SELECTED ADVISERS 1.05M -5.1K (-0.5%) 52.50M +7.1M (+15.5%) 2.53% -0.012 pp 0.24% -0.001 pp USD38.52 +29.3% 32 qtrs
8 INVESCO LTD. 1.03M +60.8K (+6.3%) 51.14M +9.7M (+23.4%) 2.47% +0.146 pp 0.01% +0.001 pp USD33.65 +48.1% 36 qtrs
9 NUVEEN, LLC 906.5K +10.9K (+1.2%) 45.16M +6.7M (+17.5%) 2.18% +0.026 pp 0.01% +0.002 pp USD39.05 +27.6% 4 qtrs
10 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 899.1K -46.3K (-4.9%) 44.79M +4.2M (+10.4%) 2.16% -0.111 pp 0.13% +0.008 pp USD31.90 +56.2% 38 qtrs
11 LSV ASSET MANAGEMENT 823.9K +172.7K (+26.5%) 41.05M +13.1M (+46.9%) 1.98% +0.415 pp 0.09% +0.028 pp USD40.32 +23.6% 27 qtrs
12 VANGUARD GROUP INC 818.0K +5.4K (+0.7%) 40.75M +5.9M (+16.9%) 1.96% +0.013 pp 0.00% +0.000 pp USD34.64 +43.8% 37 qtrs
13 JPMORGAN CHASE & CO 704.3K +11.0K (+1.6%) 35.09M +5.3M (+17.9%) 1.69% +0.026 pp 0.00% +0.000 pp USD30.39 +63.9% 37 qtrs
14 STATE STREET CORP 686.5K -47.9K (-6.5%) 34.20M +2.7M (+8.5%) 1.65% -0.115 pp 0.00% +0.000 pp USD34.30 +45.2% 37 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 504.2K -4.7K (-0.9%) 25.12M +3.3M (+15.0%) 1.21% -0.011 pp 0.00% +0.000 pp USD34.01 +46.5% 37 qtrs
16 VICTORY CAPITAL MANAGEMENT INC 469.8K -11.9K (-2.5%) 23.40M +2.7M (+13.2%) 1.13% -0.029 pp 0.01% +0.001 pp USD34.84 +43.0% 26 qtrs
17 ROYCE & ASSOCIATES LP 430.9K +— (+0.0%) 21.47M +3.0M (+16.1%) 1.04% +0.000 pp 0.22% +0.033 pp USD29.59 +68.4% 38 qtrs
18 MORGAN STANLEY 420.3K +105.6K (+33.6%) 20.94M +7.4M (+55.0%) 1.01% +0.254 pp 0.00% +0.000 pp USD38.06 +30.9% 38 qtrs
19 AQR CAPITAL MANAGEMENT LLC 373.4K +79.9K (+27.2%) 18.60M +6.0M (+47.7%) 0.90% +0.192 pp 0.01% +0.002 pp USD42.25 +17.9% 7 qtrs
20 ADAGE CAPITAL PARTNERS GP, L.L.C. 366.8K +9.5K (+2.7%) 18.27M +2.9M (+19.2%) 0.88% +0.023 pp 0.03% +0.003 pp USD29.74 +67.5% 25 qtrs
21 MILLENNIUM MANAGEMENT LLC 356.0K -39.7K (-10.0%) 17.74M +753.5K (+4.4%) 0.86% -0.095 pp 0.01% +0.000 pp USD39.14 +27.3% 38 qtrs
22 AMERIPRISE FINANCIAL INC 342.6K +9.0K (+2.7%) 17.07M +2.8M (+19.2%) 0.82% +0.022 pp 0.00% +0.001 pp USD33.08 +50.6% 13 qtrs
23 GOLDMAN SACHS GROUP INC 299.1K +90.2K (+43.2%) 14.90M +5.9M (+66.2%) 0.72% +0.217 pp 0.00% +0.001 pp USD37.50 +32.9% 38 qtrs
24 QUBE RESEARCH & TECHNOLOGIES LTD 294.0K -18.2K (-5.8%) 14.65M +1.2M (+9.3%) 0.71% -0.044 pp 0.01% +0.001 pp USD39.90 +24.9% 12 qtrs
25 NORTHERN TRUST CORP 292.9K -34.8K (-10.6%) 14.59M +527.6K (+3.8%) 0.70% -0.084 pp 0.00% +0.000 pp USD34.96 +42.5% 38 qtrs
26 JACOBS LEVY EQUITY MANAGEMENT, INC 288.9K -11.6K (-3.9%) 14.39M +1.5M (+11.6%) 0.69% -0.028 pp 0.06% +0.004 pp USD36.56 +36.3% 7 qtrs
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 272.4K +11.2K (+4.3%) 13.57M +2.4M (+21.0%) 0.65% +0.027 pp 0.28% +0.045 pp USD33.94 +46.8% 23 qtrs
28 ACADIAN ASSET MANAGEMENT LLC 238.0K +45.1K (+23.4%) 11.85M +3.6M (+43.2%) 0.57% +0.108 pp 0.02% +0.005 pp USD44.43 +12.1% 6 qtrs
29 STRATEGIC GLOBAL ADVISORS, LLC 232.5K +80.2K (+52.7%) 11.58M +5.0M (+77.2%) 0.56% +0.193 pp 1.79% +0.800 pp USD37.63 +32.4% 35 qtrs
30 CRAWFORD FUND MANAGEMENT, LLC 201.5K +201.5K (+100.0%) 10.04M +10.0M (+100.0%) 0.48% +0.484 pp 1.32% +1.323 pp USD49.82 +0.0% 1 qtrs NEW
31 UBS GROUP AG 196.8K +155.8K (+380.1%) 9.80M +8.0M (+457.3%) 0.47% +0.374 pp 0.00% +0.001 pp USD46.98 +6.0% 38 qtrs
32 LORD, ABBETT & CO. LLC 192.3K +192.3K (+100.0%) 9.58M +9.6M (+100.0%) 0.46% +0.462 pp 0.03% +0.029 pp USD49.82 +0.0% 1 qtrs NEW
33 FEDERATED HERMES, INC. 191.9K +8.2K (+4.4%) 9.56M +1.7M (+21.2%) 0.46% +0.020 pp 0.02% +0.002 pp USD41.80 +19.2% 6 qtrs
34 TWO SIGMA INVESTMENTS, LP 188.0K +55.5K (+41.9%) 9.37M +3.7M (+64.7%) 0.45% +0.133 pp 0.01% +0.005 pp USD43.84 +13.6% 12 qtrs
35 EMPOWERED FUNDS, LLC 171.8K +16.8K (+10.8%) 8.56M +1.9M (+28.6%) 0.41% +0.040 pp 0.07% +0.001 pp USD35.31 +41.1% 11 qtrs
36 HARBOR ADVISORS LLC 155.4K +— (+0.0%) 7.74M +1.1M (+16.1%) 0.37% +0.000 pp 1.16% +0.134 pp USD31.44 +58.5% 37 qtrs
37 DENALI ADVISORS LLC 152.5K -5.6K (-3.5%) 7.60M +811.8K (+12.0%) 0.37% -0.013 pp 0.84% +0.077 pp USD29.61 +68.3% 24 qtrs
38 BANK OF AMERICA CORP /DE/ 145.4K +18.2K (+14.3%) 7.25M +1.8M (+32.7%) 0.35% +0.044 pp 0.00% +0.000 pp USD36.72 +35.7% 38 qtrs
39 CITADEL ADVISORS LLC 144.1K +144.1K (+100.0%) 7.18M +7.2M (+100.0%) 0.35% +0.346 pp 0.00% +0.001 pp USD49.82 +0.0% 28 qtrs
40 POINT72 ASSET MANAGEMENT, L.P. 141.6K +120.9K (+584.3%) 7.06M +6.2M (+694.3%) 0.34% +0.291 pp 0.01% +0.006 pp USD48.66 +2.4% 7 qtrs
41 GLOBEFLEX CAPITAL L P 130.4K +25.3K (+24.1%) 6.50M +2.0M (+44.1%) 0.31% +0.061 pp 0.99% +0.300 pp USD36.48 +36.6% 32 qtrs
42 BANK OF NEW YORK MELLON CORP 128.7K -2.8K (-2.1%) 6.43M +790.6K (+14.0%) 0.31% -0.007 pp 0.00% +0.000 pp USD34.54 +44.2% 38 qtrs
43 TUDOR INVESTMENT CORP ET AL 122.8K -12.1K (-8.9%) 6.12M +329.8K (+5.7%) 0.29% -0.029 pp 0.01% +0.001 pp USD44.09 +13.0% 5 qtrs
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 103.8K -42.0 (0.0%) 5.17M +714.7K (+16.0%) 0.25% 0.000 pp 0.00% +0.000 pp USD32.24 +54.5% 37 qtrs
45 SEGALL BRYANT & HAMILL, LLC 102.2K -1.1K (-1.0%) 5.09M +658.9K (+14.9%) 0.25% -0.003 pp 0.07% +0.010 pp USD34.91 +42.7% 7 qtrs
46 SQUAREPOINT OPS LLC 99.1K +58.1K (+142.0%) 4.94M +3.2M (+180.9%) 0.24% +0.140 pp 0.01% +0.004 pp USD46.97 +6.1% 2 qtrs
47 RUSSELL INVESTMENTS GROUP, LTD. 96.4K -303.0 (-0.3%) 4.80M +652.4K (+15.7%) 0.23% -0.001 pp 0.01% +0.001 pp USD36.82 +35.3% 35 qtrs
48 BNP PARIBAS ARBITRAGE, SNC 87.0K +22.9K (+35.7%) 4.33M +1.6M (+57.5%) 0.21% +0.055 pp 0.00% +0.001 pp USD42.04 +18.5% 37 qtrs
49 PANAGORA ASSET MANAGEMENT INC 85.5K +18.2K (+27.1%) 4.26M +1.4M (+47.5%) 0.21% +0.044 pp 0.02% +0.004 pp USD44.39 +12.2% 2 qtrs
50 TREXQUANT INVESTMENT LP 83.9K +50.0K (+147.6%) 4.18M +2.7M (+187.5%) 0.20% +0.120 pp 0.04% +0.022 pp USD45.06 +10.6% 13 qtrs
51 HAHN CAPITAL MANAGEMENT LLC 80.9K -5.8K (-6.7%) 4.03M +310.3K (+8.3%) 0.19% -0.014 pp 2.17% +0.391 pp USD32.99 +51.0% 26 qtrs
52 JCSD CAPITAL, LLC 78.8K +— (+0.0%) 3.93M +543.7K (+16.1%) 0.19% +0.000 pp 4.64% +1.740 pp USD44.28 +12.5% 3 qtrs
53 MARTINGALE ASSET MANAGEMENT L P 76.5K -9.0K (-10.5%) 3.81M +141.2K (+3.8%) 0.18% -0.022 pp 0.10% +0.005 pp USD36.03 +38.3% 16 qtrs
54 MAN GROUP PLC 74.2K +12.7K (+20.7%) 3.70M +1.1M (+40.1%) 0.18% +0.031 pp 0.01% +0.002 pp USD40.33 +23.5% 32 qtrs
55 IEQ CAPITAL, LLC 74.2K +16.0K (+27.5%) 3.70M +1.2M (+48.0%) 0.18% +0.039 pp 0.01% +0.004 pp USD42.77 +16.5% 5 qtrs
56 LAZARD ASSET MANAGEMENT LLC 72.5K +2.6K (+3.7%) 3.61M +611.5K (+20.4%) 0.17% +0.006 pp 0.01% +0.002 pp USD39.66 +25.6% 20 qtrs
57 FRANKLIN RESOURCES INC 72.0K -2.6K (-3.5%) 3.58M +385.4K (+12.0%) 0.17% -0.006 pp 0.00% +0.000 pp USD37.82 +31.7% 8 qtrs
58 JANE STREET GROUP, LLC 71.1K -114.8K (-61.7%) 3.54M -4.4M (-55.6%) 0.17% -0.276 pp 0.00% -0.001 pp USD40.72 +22.3% 14 qtrs
59 TWO SIGMA ADVISERS, LP 70.1K +39.9K (+132.1%) 3.49M +2.2M (+169.4%) 0.17% +0.096 pp 0.01% +0.004 pp USD46.85 +6.3% 37 qtrs
60 VOLORIDGE INVESTMENT MANAGEMENT, LLC 66.4K +28.8K (+76.4%) 3.31M +1.7M (+104.8%) 0.16% +0.069 pp 0.01% +0.006 pp USD45.91 +8.5% 11 qtrs
61 BARCLAYS PLC 65.0K +4.2K (+6.9%) 3.24M +996.6K (+44.5%) 0.16% +0.010 pp 0.00% +0.000 pp USD39.65 +25.6% 36 qtrs
62 CANOE FINANCIAL LP 64.4K -3.4K (-5.0%) 3.21M +300.0K (+10.3%) 0.15% -0.008 pp 0.04% +0.002 pp USD42.62 +16.9% 6 qtrs
63 RHUMBLINE ADVISERS 63.7K -16.9K (-21.0%) 3.17M -285.8K (-8.3%) 0.15% -0.041 pp 0.00% 0.000 pp USD31.50 +58.2% 36 qtrs
64 D. E. SHAW & CO., INC. 58.7K +4.6K (+8.4%) 2.93M +600.9K (+25.8%) 0.14% +0.011 pp 0.00% +0.000 pp USD37.08 +34.4% 36 qtrs
65 ENVESTNET ASSET MANAGEMENT INC 57.7K -5.9K (-9.2%) 2.87M +146.0K (+5.3%) 0.14% -0.014 pp 0.00% +0.000 pp USD31.84 +56.5% 26 qtrs
66 NEW YORK STATE COMMON RETIREMENT FUND 57.2K -1.6K (-2.7%) 2.85M +326.1K (+12.9%) 0.14% -0.004 pp 0.00% +0.001 pp USD30.61 +62.8% 36 qtrs
67 SEI INVESTMENTS CO 56.0K +14.7K (+35.5%) 2.79M +1.0M (+57.4%) 0.13% +0.035 pp 0.00% +0.001 pp USD40.56 +22.8% 37 qtrs
68 WELLS FARGO & COMPANY/MN 53.9K +14.7K (+37.5%) 2.68M +1.0M (+59.6%) 0.13% +0.035 pp 0.00% +0.000 pp USD37.96 +31.2% 38 qtrs
69 POLARIS CAPITAL MANAGEMENT, LLC 45.6K +1.6K (+3.6%) 2.27M +383.3K (+20.3%) 0.11% +0.004 pp 0.19% +0.064 pp USD37.02 +34.6% 5 qtrs
70 EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT 44.8K +7.0K (+18.5%) 2.23M +608.9K (+37.6%) 0.11% +0.017 pp 0.04% +0.007 pp USD41.80 +19.2% 4 qtrs
71 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 42.4K +42.4K (+100.0%) 2.11M +2.1M (+100.0%) 0.10% +0.102 pp 0.00% +0.004 pp USD49.82 +0.0% 3 qtrs
72 EPACRIA CAPITAL PARTNERS, LLC 42.3K +— (+0.0%) 2.11M +291.8K (+16.1%) 0.10% +0.000 pp 1.67% +0.196 pp USD28.33 +75.9% 12 qtrs
73 ALLIANCEBERNSTEIN L.P. 41.1K -5.4K (-11.6%) 2.05M +51.0K (+2.6%) 0.10% -0.013 pp 0.00% +0.000 pp USD37.66 +32.3% 36 qtrs
74 CREATIVE PLANNING 40.7K +7.6K (+23.0%) 2.03M +607.1K (+42.8%) 0.10% +0.018 pp 0.00% +0.000 pp USD41.72 +19.4% 8 qtrs
75 HARBOR CAPITAL ADVISORS, INC. 35.2K +3.5K (+10.9%) 1.75M +392.0K (+28.8%) 0.08% +0.008 pp 0.14% +0.030 pp USD37.62 +32.4% 8 qtrs
76 PRINCIPAL FINANCIAL GROUP INC 34.7K +10.1K (+41.1%) 1.73M +673.5K (+63.8%) 0.08% +0.024 pp 0.00% +0.000 pp USD36.37 +37.0% 11 qtrs
77 SCHONFELD STRATEGIC ADVISORS LLC 33.8K +540.0 (+1.6%) 1.69M +256.6K (+18.0%) 0.08% +0.001 pp 0.01% -0.001 pp USD38.17 +30.5% 6 qtrs
78 DEUTSCHE BANK AG\ 33.8K -55.2K (-62.0%) 1.68M -2.1M (-55.9%) 0.08% -0.133 pp 0.00% -0.001 pp USD37.69 +32.2% 37 qtrs
79 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 33.0K -32.6K (-49.7%) 1.64M -1.2M (-41.8%) 0.08% -0.078 pp 0.00% -0.002 pp USD36.30 +37.2% 17 qtrs
80 CAMPBELL & CO INVESTMENT ADVISER LLC 32.7K +6.6K (+25.1%) 1.63M +507.6K (+45.2%) 0.08% +0.016 pp 0.08% -0.007 pp USD45.39 +9.8% 10 qtrs
81 CWM, LLC 30.9K +2.1K (+7.3%) 1.54M +303.0K (+24.5%) 0.07% +0.005 pp 0.00% +0.001 pp USD40.46 +23.1% 11 qtrs
82 ULYSSES MANAGEMENT LLC 30.0K -30.4K (-50.3%) 1.49M -1.1M (-42.4%) 0.07% -0.073 pp 0.28% +0.085 pp USD29.58 +68.4% 26 qtrs
83 MARINER, LLC 29.3K +14.5K (+97.7%) 1.46M +825.6K (+129.6%) 0.07% +0.035 pp 0.00% +0.001 pp USD43.70 +14.0% 8 qtrs
84 PRUDENTIAL FINANCIAL INC 28.9K +23.5K (+430.8%) 1.44M +1.2M (+516.2%) 0.07% +0.056 pp 0.00% +0.002 pp USD48.78 +2.1% 3 qtrs
85 SG AMERICAS SECURITIES, LLC 28.0K +2.3K (+9.0%) 1.39M +292.0K (+26.5%) 0.07% +0.006 pp 0.00% -0.002 pp USD43.57 +14.3% 15 qtrs
86 PDT PARTNERS, LLC 27.4K +— (+0.0%) 1.37M +189.3K (+16.1%) 0.07% +0.000 pp 0.09% +0.014 pp USD38.41 +29.7% 5 qtrs
87 ASSENAGON ASSET MANAGEMENT S.A. 25.9K -229.7K (-89.9%) 1.29M -9.7M (-88.2%) 0.06% -0.552 pp 0.00% -0.013 pp USD43.18 +15.4% 12 qtrs
88 ROYAL BANK OF CANADA 25.1K -1.8K (-6.6%) 1.25M +98.0K (+8.5%) 0.06% -0.004 pp 0.00% +0.000 pp USD31.56 +57.9% 37 qtrs
89 CERITY PARTNERS LLC 25.0K +4.5K (+21.8%) 1.25M +364.4K (+41.4%) 0.06% +0.011 pp 0.00% +0.000 pp USD41.18 +21.0% 6 qtrs
90 PRICE T ROWE ASSOCIATES INC /MD/ 24.2K +1.9K (+8.6%) 1.20M +249.0K (+26.1%) 0.06% +0.005 pp 0.00% +0.000 pp USD35.62 +39.9% 14 qtrs
91 COMMONWEALTH EQUITY SERVICES, LLC 24.0K +532.0 (+2.3%) 1.19M +188.3K (+18.7%) 0.06% +0.001 pp 0.00% +0.000 pp USD35.69 +39.6% 7 qtrs
92 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 23.9K +— (+0.0%) 1.19M +164.9K (+16.1%) 0.06% +0.000 pp 0.00% +0.000 pp USD37.42 +33.1% 32 qtrs
93 REDHAWK WEALTH ADVISORS, INC. 23.7K +1.8K (+8.4%) 1.18M +242.8K (+25.8%) 0.06% +0.004 pp 0.13% +0.024 pp USD44.64 +11.6% 3 qtrs
94 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 23.1K -23.9K (-50.9%) 1.15M -867.9K (-43.0%) 0.06% -0.058 pp 0.00% -0.003 pp USD36.88 +35.1% 6 qtrs
95 METLIFE INVESTMENT MANAGEMENT, LLC 23.0K -919.0 (-3.8%) 1.15M +119.5K (+11.6%) 0.06% -0.002 pp 0.01% +0.001 pp USD44.98 +10.8% 30 qtrs
96 ENGINEERS GATE MANAGER LP 22.5K +5.6K (+33.3%) 1.12M +395.6K (+54.7%) 0.05% +0.014 pp 0.01% +0.005 pp USD41.04 +21.4% 12 qtrs
97 WEDGE CAPITAL MANAGEMENT L L P/NC 22.1K -603.0 (-2.7%) 1.10M +126.9K (+13.0%) 0.05% -0.001 pp 0.02% +0.003 pp USD30.02 +66.0% 11 qtrs
98 INTECH INVESTMENT MANAGEMENT LLC 22.1K -2.6K (-10.4%) 1.10M +41.8K (+4.0%) 0.05% -0.006 pp 0.01% +0.000 pp USD36.63 +36.0% 6 qtrs
99 MAGNETAR FINANCIAL LLC 19.8K -1.2K (-5.7%) 988.0K +85.8K (+9.5%) 0.05% -0.003 pp 0.01% +0.004 pp USD42.92 +16.1% 6 qtrs
100 GSA CAPITAL PARTNERS LLP 19.7K -331.0 (-1.7%) 981.0K +122.0K (+14.2%) 0.05% -0.001 pp 0.08% +0.013 pp USD39.17 +27.2% 6 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
24
Sells
0
Shares acquired
13.6K
Shares disposed
Cash buys
Cash sales
Net activity
+13,619
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-27 Schrum Michael Officer A-Award A Restricted Stock Units - ELTIP 1,378 0.00 156,613 D
2026-05-27 Saunders Richard Director / Officer A-Award A Restricted Stock Units - EDIP 52 0.00 5,956 D
2026-05-27 Pearce Jane Director / Officer A-Award A Restricted Stock Units - EDIP 50 0.00 5,645 D
2026-05-27 Neff Michael Walter Officer A-Award A Restricted Stock Units - EDIP 51 0.00 5,781 D
2026-05-27 McWatt Michael Director / Officer A-Award A Restricted Stock Units - EDIP 63 0.00 7,142 D
2026-05-27 Lee Michael Sean Officer A-Award A Restricted Stock Units - ELTIP 47 0.00 5,393 D
2026-05-27 Hidalgo Tara Officer A-Award A Restricted Stock Units - ELTIP 379 0.00 43,083 D
2026-05-27 Feldman Jody Terence Director / Officer A-Award A Restricted Stock Units - EDIP 47 0.00 5,365 D
2026-05-27 Dallas Kevin Officer A-Award A Restricted Stock Units - EDIP 44 0.00 5,050 D
2026-05-27 Collins Michael W Officer A-Award A Restricted Stock Units - EDIP 1,520 0.00 172,706 D
2026-05-27 CUMMINGS STEPHEN E Director A-Award A Restricted Stock Units - EDIP 49 0.00 5,531 D
2026-05-27 Burns Andrew Ronald Officer A-Award A Restricted Stock Units - EDIP 52 0.00 5,933 D
2026-03-31 Wright John R Director Bank of N.T. Butterfield & Son Ltd 0 0.00 10,102 D
2026-03-31 Schrum Michael Director / Officer Restricted Stock Units 155,235 0.00 0 D
2026-03-31 Schreuder Jana R Director Bank of N.T. Butterfield & Son Ltd 0 0.00 13,235 D
2026-03-31 Saunders Richard Director / Officer Restricted Stock Units 37,125 0.00 0 D
2026-03-31 Pierce Ingrid Director Bank of N.T. Butterfield & Son Ltd 0 0.00 6,539 D
2026-03-31 Pearce Jane Director / Officer Restricted Stock Units 38,556 0.00 0 D
2026-03-31 Park Meroe Sunhee Director Bank of N.T. Butterfield & Son Ltd 0 0.00 1,868 D
2026-03-31 Neff Michael Walter Officer Restricted Stock Units 45,636 0.00 0 D
2026-03-31 McWatt Michael Director / Officer Restricted Stock Units 57,526 0.00 0 D
2026-03-31 Lynch Mark T Director Bank of N.T. Butterfield & Son Ltd 0 0.00 800 I
2026-03-31 Lee Michael Sean Officer Bank of N.T. Butterfield & Son Ltd 0 0.00 17,007 D
2026-03-31 Hidalgo Tara Officer Restricted Stock Units 42,704 0.00 0 D
2026-03-31 Henton Andrew Michael Director Bank of N.T. Butterfield & Son Ltd 0 0.00 667 D
2026-03-31 Feldman Jody Terence Director / Officer Bank of N.T. Butterfield & Son Ltd 0 0.00 13,212 D
2026-03-31 Dallas Kevin Officer Restricted Stock Units 37,376 0.00 0 D
2026-03-31 Collins Michael W Director / Officer Restricted Stock Units 273,028 0.00 0 D
2026-03-31 Burns Andrew Ronald Officer Bank of N.T. Butterfield & Son Ltd 0 0.00 18,566 D
2026-03-31 Barbour Alastair William Stewart Director Bank of N.T. Butterfield & Son Ltd 0 0.00 24,927 D
2026-03-30 CUMMINGS STEPHEN E Director Restricted Stock Units 5,149 0.00 0 D

Executive team

Top executives
EBIT / Employee
180.0K
Shares Outstanding
39.95M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4
2026-05-29 4

Executive team

NameTitleCompensationGender
Alexander Roberts Huxley Twerdahl Head of Strategy & Corporate Development male
Kevin Dallas Group Chief Experience Officer and Group Head of Marketing & Communications male
Meredith Steinhaus Interim General Counsel female
Michael A. McWatt Managing Director of Butterfield Bank (Cayman) Limited male
Michael L. Schrum President, Group Chief Financial Officer & Executive Director male
Michael Neff Group Chief Operating Officer male
Michael Weld Collins Chairman & Chief Executive Officer male
Noah Fields Head of Investor Relations male
Richard Saunders Managing Director of Channel Islands & UK male
Sean Lee Group Head of Human Resources male
ESG Rating
B
BANKS - DIVERSIFIED
Rank: 13 out of 55
2026
E (Environmental)
85.0 / 55.7
Company / Sector avg.
S (Social)
84.9 / 63.1
Company / Sector avg.
G (Governance)
78.6 / 56.9
Company / Sector avg.
ESG Total
82.8 / 58.6
Company / Sector avg.
ESG Score History BANKS - DIVERSIFIED
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits