NTB

Financial Services

The Bank of N.T. Butterfield & Son Limited · Banks - Diversified · $2B

UQS Score — Balanced Preset
58.7
Good

The Bank of N.T. Butterfield & Son Limited scores 58.7/100 using the Balanced preset.

UQS vs Financial Services Sector
NTB
58.7
Sector avg
39.7
Quality
Strong
Moat
Weak
Growth
Weak
Risk
Weak
Valuation
Attractive

What is The Bank of N.T. Butterfield & Son Limited?

The Bank of N.T. Butterfield & Son Limited is a long-established financial institution serving individuals and businesses across a network of international offshore and onshore markets. Headquartered in Hamilton, Bermuda, Butterfield operates across multiple jurisdictions including the Cayman Islands, Guernsey, Jersey, Switzerland, and Singapore.

Butterfield generates revenue through community banking, commercial lending, and private banking services. Its lending book spans residential mortgages, auto loans, credit cards, and commercial real estate. Beyond lending, the bank earns fees through trust and fiduciary services, foreign exchange, custody administration, and wealth management — a diversified mix that reflects its offshore-market positioning.

Founded in 1858, Butterfield is one of the oldest banks in Bermuda and is headquartered in Hamilton, Bermuda.

  • Retail and commercial deposit accounts
  • Residential mortgage and consumer lending
  • Trust, fiduciary, and wealth management services
  • Foreign exchange and custody administration

Is NTB a Good Stock to Buy?

UQS Score rates NTB as Good overall, reflecting a mixed profile across its five pillars.

Butterfield's strongest pillar is Quality, suggesting the bank maintains sound fundamentals relative to peers. Valuation is rated Attractive, meaning the stock does not appear expensive relative to its underlying profile — a potentially meaningful signal for value-oriented investors.

The Moat, Growth, and Risk pillars all register as Weak, pointing to limited competitive differentiation, subdued growth prospects, and elevated risk factors worth monitoring.

See the full pillar breakdown and detailed financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does NTB pay dividends?

Yes — The Bank of N.T. Butterfield & Son Limited pays a dividend.

Butterfield pays a regular dividend, consistent with its profile as a mature, cash-generative community and private bank. The dividend reflects the bank's ability to return capital to shareholders rather than pursue aggressive reinvestment. Income-focused investors may find this cadence appealing, though the Risk pillar rating warrants attention alongside any yield consideration.

When does NTB report earnings?

The Bank of N.T. Butterfield & Son reports earnings on a quarterly cadence, typical for US-listed financial institutions.

Butterfield's earnings profile reflects the dynamics of an internationally focused community bank — revenue tied closely to interest rate environments across its operating jurisdictions. The Quality pillar rating suggests the bank has maintained reasonable financial discipline, even as Growth remains a headwind.

For the most recent quarter's results and guidance, visit The Bank of N.T. Butterfield & Son's official investor relations page.

NTB Price History

+86.7% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in The Bank of N.T. Butterfield & Son Limited?

$
Today it would be worth
$19,187
That's a +91.9% total return, or +13.9% annualized.

Based on The Bank of N.T. Butterfield & Son Limited's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

NTB Long-term Outlook

Butterfield's fundamental outlook is shaped by its Weak Growth and Weak Risk pillar ratings. Expansion is likely to remain measured given the bank's niche geographic footprint and the competitive pressures inherent in offshore banking markets. The Attractive Valuation label suggests the market may already be pricing in these headwinds, leaving limited downside surprise if fundamentals hold steady.

Growth drivers

  • Wealth management and trust fee income in high-net-worth offshore markets
  • Cross-border banking demand across Cayman Islands, Guernsey, and Channel Islands
  • Potential for margin improvement in a higher-for-longer interest rate environment

Key risks

  • Regulatory and compliance pressures across multiple international jurisdictions
  • Limited competitive moat in offshore banking relative to larger global institutions
  • Sensitivity to interest rate cycles that directly affect net interest income

NTB vs Peers

Butterfield operates in a distinct niche, but investors often compare it to other internationally active or specialty banks.

EWBCSimilar UQS
East West Bancorp, Inc.

East West Bancorp focuses on bridging US and Greater China markets, offering a different geographic and demographic banking niche compared to Butterfield's offshore island-market focus.

NA-PC.TONTB scores higher
National Bank of Canada

National Bank of Canada is a large domestic Canadian institution with a broad retail and capital markets franchise, operating at a significantly larger scale than Butterfield.

NA-PE.TONTB scores higher
National Bank of Canada

This preferred share series of National Bank of Canada appeals to income-focused investors, representing a different risk and return profile than Butterfield's common equity.

Frequently Asked Questions

What does The Bank of N.T. Butterfield & Son do?

Butterfield is an international bank providing community, commercial, and private banking services. It accepts deposits, extends loans across residential and commercial categories, and offers trust, fiduciary, foreign exchange, and wealth management services — primarily in offshore financial centers including Bermuda, the Cayman Islands, Guernsey, and Jersey.

Does NTB pay dividends?

Yes, Butterfield pays a regular dividend. The bank's mature business model and capital generation support consistent shareholder distributions. Investors should review the company's investor relations page for the current dividend rate and payment schedule, as specific figures are not provided here.

When does NTB report earnings?

Butterfield reports earnings on a quarterly cadence, in line with standard practice for US-listed banks. For exact upcoming report dates, check the company's investor relations page or your brokerage's earnings calendar.

Is NTB a good stock to buy?

UQS Score rates NTB as Good overall. The Quality pillar is Strong and Valuation is Attractive, but Moat, Growth, and Risk are all rated Weak. Whether that profile suits your portfolio depends on your investment goals. The full pillar breakdown is available to UQS Pro members.

Is NTB overvalued?

Based on the UQS Valuation pillar, NTB is rated Attractive — meaning the stock does not appear expensive relative to its fundamental profile. This does not constitute a price target or guarantee of returns, but suggests the market may not be pricing in significant upside expectations.

How does NTB compare to its competitors?

Butterfield occupies a distinct niche in offshore and international community banking. Compared to larger peers like National Bank of Canada, it operates at a much smaller scale. East West Bancorp targets a different cross-border corridor. Butterfield's differentiation lies in its deep presence across island financial centers rather than broad domestic banking.

What is NTB's market cap bracket?

NTB is classified as a mid-cap stock. This places it in a range that typically offers more liquidity than small-cap names while remaining more nimble than large-cap banking institutions.

Who founded The Bank of N.T. Butterfield & Son?

The bank was founded in 1858 by Nathaniel Thomas Butterfield in Bermuda, making it one of the oldest financial institutions in the region. Its long operating history is a notable part of its identity as a community and private banking institution.

Is NTB a long-term quality investment?

As a long-term quality indicator, NTB's profile is mixed. The Strong Quality pillar suggests sound financial fundamentals, but the Weak Moat and Weak Growth ratings raise questions about durable competitive advantage and earnings expansion over time. UQS Pro members can access the complete analysis to inform a long-term view.

What is the main competitive advantage of Butterfield Bank?

Butterfield's primary advantage is its deep-rooted presence in offshore financial centers — particularly Bermuda and the Cayman Islands — where it has operated for over a century. However, the UQS Moat pillar is rated Weak, suggesting this positioning may not translate into a strong structural competitive edge by quantitative measures.

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Pro Analysis

NTB — Score History

50556065Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 4 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 12, 202658.795.433.030.037.1100.0+0.5
May 6, 202658.293.633.030.036.8100.0+0.3
May 2, 202657.993.633.028.536.8100.0+0.4
Apr 2, 202657.593.633.026.636.8100.0

NTB — Pillar Breakdown

Quality

95.4/100 (25%)

The Bank of N.T. Butterfield & Son Limited demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

30.0/100 (20%)

The Bank of N.T. Butterfield & Son Limited faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthModerate

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

37.1/100 (15%)

The Bank of N.T. Butterfield & Son Limited has some risk factors including moderate leverage or solvency concerns.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

100.0/100 (15%)

The Bank of N.T. Butterfield & Son Limited appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorStrong

Enterprise value multiple relative to sector median.

Moat

33/100 (25%)

The Bank of N.T. Butterfield & Son Limited operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for NTB.

Score Composition

Quality
95.4×25%23.9
Growth
30.0×20%6.0
Risk
37.1×15%5.6
Valuation
100.0×15%15.0
Moat
33.0×25%8.3
Total
58.7Good

Financial Data

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How is the NTB UQS Score Calculated?

The UQS (Unified Quality Score) for The Bank of N.T. Butterfield & Son Limited is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses The Bank of N.T. Butterfield & Son Limited's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether The Bank of N.T. Butterfield & Son Limited is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.