NTRS

Northern Trust reported Q3 2026 revenue of $2.3 billion, up 13.4% year-over-year, beating consensus estimates by 1.4%. EPS of $3.20 significantly exceeded the $2.86 estimate by 11.89%.

Key metrics showed mixed results with Tier 1 Leverage Ratio slightly above estimates at 7.8%, while several servicing fee categories came in below analyst expectations. The stock has declined 4.6% over the past month but maintains a Zacks Rank #2 (Buy) rating.

Northern Trust reported Q3 2026 adjusted EPS of $3.20, beating estimates of $2.86 with 48% year-over-year growth. Revenues rose 13% to $2.29 billion driven by net interest income growth and increased servicing fees.

AUC and AUM grew 9% and 11% respectively, supported by client inflows and favorable markets. However, elevated expenses and credit loss provisions remain concerns.

Northern Trust is expected to report Q3 2026 earnings of $2.86 per share, up 24.9% year-over-year, driven by 11.4% growth in net interest income and 12.1% increase in total fee income. However, elevated compensation costs and technology investments may pressure results. The company has a strong earnings surprise history but the Zacks model does not conclusively predict a beat this quarter.