Northern Trust Earnings Preview: What to Expect
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2025
0mins
Should l Buy NTRS?
Source: NASDAQ.COM
Company Overview and Earnings Expectations: Northern Trust Corporation, valued at $16.8 billion, is set to release its fiscal Q1 2025 earnings on April 22, with analysts predicting a non-GAAP profit of $1.86 per share, reflecting a 9.4% growth from the previous year.
Stock Performance and Analyst Ratings: Despite a slight decline in shares over the past year, Northern Trust's stock rose 2% following strong Q4 results. Analysts maintain a neutral stance with a consensus "Hold" rating, indicating mixed opinions on future performance.
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Analyst Views on NTRS
Wall Street analysts forecast NTRS stock price to fall
11 Analyst Rating
2 Buy
8 Hold
1 Sell
Hold
Current: 158.990
Low
97.50
Averages
108.65
High
128.00
Current: 158.990
Low
97.50
Averages
108.65
High
128.00
About NTRS
Northern Trust Corporation is a provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. The Company’s segments include Asset Servicing and Wealth Management. Asset Servicing is a global provider of asset servicing and related services to corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, sovereign wealth funds, and other institutional investors around the globe. Asset servicing and related services encompass a full range of capabilities, including custody, fund administration, investment operations outsourcing, investment management, investment risk and analytical services, securities lending, and others. Wealth Management provides trust, investment management, custody, and philanthropic services; financial consulting; guardianship and estate administration; family business consulting; family financial education; brokerage services; and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Northern Trust Reports Strong Q1 2026 Earnings Growth and Strategic Initiatives
- Significant Earnings Growth: Northern Trust reported a net income of $526 million for Q1 2026, with earnings per share at $2.71, while trust fees increased by 11% and net interest income grew by 15%, showcasing the company's strong performance in trust and investment services, thereby reinforcing its market position.
- Enhanced Shareholder Returns: The company returned $510 million to shareholders this quarter, including $359 million in share repurchases, resulting in a 5% reduction in share count year-over-year, which not only boosts earnings per share but also reflects the company's commitment to shareholder value.
- Accelerated AI Integration: Management noted that AI technology is increasingly embedded in operations, particularly in hyper-personalization and asset management, which is expected to drive future revenue growth and enhance competitive advantage, thereby improving customer experience.
- Optimistic Outlook: The company raised its full-year net interest income growth forecast to mid- to high single digits, emphasizing the expectation to maintain over 100 basis points of positive operating leverage, demonstrating confidence in future market opportunities and a clear strategic direction.
See More
NORTHERN TRUST CORP STOCK RISES 2.2% FOLLOWING INCREASED Q1 PROFITS
Stock Performance: Northern Trust Corp shares increased by 2.2%.
Financial Results: The rise in share price follows the company reporting higher profits for the first quarter.
See More
Northern Trust Reports First Quarter Profit Growth
- Significant Profit Growth: Northern Trust's net income for the first quarter reached $525.5 million, translating to $2.71 per share, marking a 34.7% increase from last year's $392 million and $1.90 per share, reflecting the firm's enhanced profitability in a strong market environment.
- Expanded Asset Management: As of March 31, Northern Trust's total assets under custody and administration rose to $18.55 trillion, a 10% increase year-over-year, while assets under management stood at $1.78 trillion, indicating growing client trust and increased market activity.
- Fee Income Surge: The firm reported an 11% year-over-year increase in fee income, reaching $1.34 billion, primarily driven by heightened trading activity due to market volatility, which further solidified the company's revenue base.
- Increased Net Interest Income: Net interest income surged 15% in the quarter to $662 million, demonstrating significant success in managing the spread between assets and liabilities, thereby enhancing the overall financial health of the firm.
See More
Northern Trust Q1 Earnings Exceed Expectations
- Strong Earnings Performance: Northern Trust reported Q1 GAAP EPS of $2.71, exceeding analyst expectations by $0.38, indicating robust profitability growth for the company.
- Stable Revenue Growth: The company generated $2.21 billion in revenue for Q1, reflecting a 13.3% year-over-year increase, although it fell short of market consensus, demonstrating resilience under current market conditions.
- Improved Credit Quality: The provision for credit losses was recorded at a negative $3.0 million, compared to a positive $1.0 million last year, reflecting significant improvements in credit quality within the commercial and institutional portfolio, thereby reducing potential risks.
- Enhanced Operational Efficiency: Through disciplined expense management, the company achieved over 700 basis points of operating leverage, with a pre-tax margin of 32% and a 43% increase in earnings per share, showcasing a commitment to sustained operational efficiency and shareholder returns.
See More
Northern Trust Q1 Earnings Beat Expectations
- Earnings Beat: Northern Trust (NTRS) reported Q1 GAAP EPS of $2.71, exceeding expectations by $0.38, indicating strong profitability that boosts investor confidence.
- Revenue Growth: The company achieved revenue of $2.21 billion, a 13.3% year-over-year increase, although it fell short of expectations by $60 million, suggesting increased market competition may pressure revenue growth.
- Stock Reaction: Following the earnings announcement, Northern Trust's shares rose by 2.2%, reflecting a positive market response to the earnings beat, which may attract more investor interest.
- Strategic Outlook: Northern Trust's rating was upgraded to Outperform by BMO, indicating that its focus on wealth management is expected to support future earnings growth, further solidifying its market position.
See More
Northern Trust Q1 Earnings Preview
- Earnings Announcement Date: Northern Trust (NTRS) is set to announce its Q1 2023 earnings on April 21 before market open, with a consensus EPS estimate of $2.33, reflecting a 22.6% year-over-year growth, indicating ongoing improvement in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q1 is $2.27 billion, representing a 16.4% year-over-year increase, which highlights the company's strong performance in wealth management and may further bolster investor confidence.
- Performance Forecast Revisions: Over the past year, Northern Trust has beaten EPS and revenue estimates 50% of the time, demonstrating the company's stability and adaptability amid market fluctuations.
- Positive Revision Trends: In the last three months, EPS estimates have seen six upward revisions with no downward adjustments, while revenue estimates have experienced seven upward revisions, indicating analysts' optimistic outlook on the company's future performance, potentially driving stock price increases.
See More
Northern Trust Reports Strong Q1 2026 Earnings Growth and Strategic Initiatives
- Significant Earnings Growth: Northern Trust reported a net income of $526 million for Q1 2026, with earnings per share at $2.71, while trust fees increased by 11% and net interest income grew by 15%, showcasing the company's strong performance in trust and investment services, thereby reinforcing its market position.
- Enhanced Shareholder Returns: The company returned $510 million to shareholders this quarter, including $359 million in share repurchases, resulting in a 5% reduction in share count year-over-year, which not only boosts earnings per share but also reflects the company's commitment to shareholder value.
- Accelerated AI Integration: Management noted that AI technology is increasingly embedded in operations, particularly in hyper-personalization and asset management, which is expected to drive future revenue growth and enhance competitive advantage, thereby improving customer experience.
- Optimistic Outlook: The company raised its full-year net interest income growth forecast to mid- to high single digits, emphasizing the expectation to maintain over 100 basis points of positive operating leverage, demonstrating confidence in future market opportunities and a clear strategic direction.
See More
NORTHERN TRUST CORP STOCK RISES 2.2% FOLLOWING INCREASED Q1 PROFITS
Stock Performance: Northern Trust Corp shares increased by 2.2%.
Financial Results: The rise in share price follows the company reporting higher profits for the first quarter.
See More
Northern Trust Reports First Quarter Profit Growth
- Significant Profit Growth: Northern Trust's net income for the first quarter reached $525.5 million, translating to $2.71 per share, marking a 34.7% increase from last year's $392 million and $1.90 per share, reflecting the firm's enhanced profitability in a strong market environment.
- Expanded Asset Management: As of March 31, Northern Trust's total assets under custody and administration rose to $18.55 trillion, a 10% increase year-over-year, while assets under management stood at $1.78 trillion, indicating growing client trust and increased market activity.
- Fee Income Surge: The firm reported an 11% year-over-year increase in fee income, reaching $1.34 billion, primarily driven by heightened trading activity due to market volatility, which further solidified the company's revenue base.
- Increased Net Interest Income: Net interest income surged 15% in the quarter to $662 million, demonstrating significant success in managing the spread between assets and liabilities, thereby enhancing the overall financial health of the firm.
See More
Northern Trust Q1 Earnings Exceed Expectations
- Strong Earnings Performance: Northern Trust reported Q1 GAAP EPS of $2.71, exceeding analyst expectations by $0.38, indicating robust profitability growth for the company.
- Stable Revenue Growth: The company generated $2.21 billion in revenue for Q1, reflecting a 13.3% year-over-year increase, although it fell short of market consensus, demonstrating resilience under current market conditions.
- Improved Credit Quality: The provision for credit losses was recorded at a negative $3.0 million, compared to a positive $1.0 million last year, reflecting significant improvements in credit quality within the commercial and institutional portfolio, thereby reducing potential risks.
- Enhanced Operational Efficiency: Through disciplined expense management, the company achieved over 700 basis points of operating leverage, with a pre-tax margin of 32% and a 43% increase in earnings per share, showcasing a commitment to sustained operational efficiency and shareholder returns.
See More
Northern Trust Q1 Earnings Beat Expectations
- Earnings Beat: Northern Trust (NTRS) reported Q1 GAAP EPS of $2.71, exceeding expectations by $0.38, indicating strong profitability that boosts investor confidence.
- Revenue Growth: The company achieved revenue of $2.21 billion, a 13.3% year-over-year increase, although it fell short of expectations by $60 million, suggesting increased market competition may pressure revenue growth.
- Stock Reaction: Following the earnings announcement, Northern Trust's shares rose by 2.2%, reflecting a positive market response to the earnings beat, which may attract more investor interest.
- Strategic Outlook: Northern Trust's rating was upgraded to Outperform by BMO, indicating that its focus on wealth management is expected to support future earnings growth, further solidifying its market position.
See More
Northern Trust Q1 Earnings Preview
- Earnings Announcement Date: Northern Trust (NTRS) is set to announce its Q1 2023 earnings on April 21 before market open, with a consensus EPS estimate of $2.33, reflecting a 22.6% year-over-year growth, indicating ongoing improvement in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q1 is $2.27 billion, representing a 16.4% year-over-year increase, which highlights the company's strong performance in wealth management and may further bolster investor confidence.
- Performance Forecast Revisions: Over the past year, Northern Trust has beaten EPS and revenue estimates 50% of the time, demonstrating the company's stability and adaptability amid market fluctuations.
- Positive Revision Trends: In the last three months, EPS estimates have seen six upward revisions with no downward adjustments, while revenue estimates have experienced seven upward revisions, indicating analysts' optimistic outlook on the company's future performance, potentially driving stock price increases.
See More
