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NTRS Earnings

Northern Trust Corp
$
125.650
+0.92(0.738%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Northern Trust Corp(NTRS) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Northern Trust Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
-2025-07-23Pre-Market2.082.13+2.401.97B3.60B+82.75-1.82+2.57
FY2025Q12025-04-22Pre-Market1.851.90+2.701.95B1.95B-0.13+2.97+5.54
FY2024Q42025-01-23Pre-Market2.022.26+11.881.93B1.97B+1.92+2.00+4.85
FY2024Q32024-10-23Pre-Market1.731.96+13.291.91B1.98B+3.40+7.02+6.82
FY2024Q22024-07-17-1.751.78+1.711.83B2.72B+48.16-5.07-4.75
FY2024Q12024-04-16-1.471.70+15.651.78B1.65B-7.16-4.96-0.20
FY2023Q42024-01-18-1.331.46+9.771.69B1.56B-7.30-2.45-2.48
FY2023Q32023-10-18-1.501.49-0.671.74B1.74B-0.21-6.61-10.00
-2023-07-19-1.631.79+9.82---+13.36+9.27
-2023-01-19-1.811.65-8.84----8.60-4.67

NTRS Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Northern Trust Corp reported performance for , announced on 2025-07-23. The company achieved an EPS of 2.13, compared to analyst estimates of 2.08 by 2.40% . Revenue for the quarter reached 3.60B compared to expectations of 1.97B by 82.75% .
The stock price reacted with a -1.82% one-day change and a 2.57% five-day change following the earnings release. These movements reflect market reaction in Northern Trust Corp growth trajectory and strategic initiatives.

NTRS Earnings Forecast

Looking ahead, Northern Trust Corp(NTRS) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q2 project quarter revenue of 1.96B and an EPS of 2.02.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.11%, while EPS estimates have been Revise Upward by 0.35%. For the upcoming Q2 2025, revenue estimates have been adjusted Revise Upward by 0.04% . These revisions correlate with a 18.93% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Northern Trust Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between NTRS's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
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+0.11%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+0.35%
In Past 3 Month
Revenue Estimates for Q2 2025
Revise Upward
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+0.04%
In Past 3 Month
Stock Price
Go Up
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+18.93%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
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Revenue Estimate-Annual FY 2025:7.88B
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EPS Estimate-Annual FY 2025:8.04
Stock Price125.65

NTRS Revenue and EPS Performance: A Historical Perspective

Northern Trust Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
(2025-07-23,Pre-Market):
EPS: 2.13 (Actual) vs.2.08 (Estimate) (2.40%)
Revenue: 3.60B (Actual) vs. 1.97B (Estimate) (82.75%)
Price Reaction: -1.82%(1-Day), 2.57%(5-Day)
FY2025Q1 (2025-04-22,Pre-Market):
EPS: 1.90 (Actual) vs.1.85 (Estimate) (2.70%)
Revenue: 1.95B (Actual) vs. 1.95B (Estimate) (-0.13%)
Price Reaction: 2.97%(1-Day), 5.54%(5-Day)
FY2024Q4 (2025-01-23,Pre-Market):
EPS: 2.26 (Actual) vs.2.02 (Estimate) (11.88%)
Revenue: 1.97B (Actual) vs. 1.93B (Estimate) (1.92%)
Price Reaction: 2.00%(1-Day), 4.85%(5-Day)
Earnings Reaction
The chart below shows how NTRS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NTRS sees a -1.56% change in stock price 10 days leading up to the earnings, and a +3.04% change 10 days following the report. On the earnings day itself, the stock moves by -0.42%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed 3.65% on the day following the earnings release and then changed by 1.16% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Northern Trust Corp (NTRS) Q2 2025 Earnings Call Summary
Positive
2025-07-23
The earnings call summary and Q&A session reveal strong financial performance, with increased EPS, revenue growth, and improved pretax margins. The company is optimistic about digital assets and has raised NII guidance. Despite increased credit loss provisions, the focus on organic growth, shareholder returns, and strategic initiatives like AI integration and new ETFs are positive indicators. The management's cautious but optimistic outlook, alongside increased buybacks and a tightened ROE range, suggests a positive stock price movement over the next two weeks.
Northern Trust Corp (NTRS) Q1 2025 Earnings Call Summary
Positive
2025-04-23
The earnings call reveals strong financial performance, with a 13% YoY EPS increase, robust shareholder returns, and positive net income growth. Despite economic challenges, the guidance remains stable, with a focus on managing expenses and leveraging market volatility. The Q&A highlights strategic initiatives in family office services and market activity, with management expressing confidence in capital flexibility and expense control. Overall, the positive financial metrics and strategic plans outweigh the risks, suggesting a positive stock price movement.
Northern Trust Corp (NTRS) Q1 2025 Earnings Call Summary
Positive
2025-04-22
The earnings call summary reveals strong financial performance, with net income and EPS growing by 13% YoY and substantial shareholder returns through dividends and repurchases. Despite some regulatory and macroeconomic challenges, the company maintains a robust financial position with a high CET1 ratio and effective capital management. The Q&A section provides reassurance on managing expenses and capital returns. The positive financial metrics and optimistic guidance suggest a likely stock price increase, leading to a 'Positive' sentiment rating for the next two weeks.
Northern Trust Corp (NTRS) Q1 2025 Earnings Call Summary
Positive
2025-04-22
The earnings call summary indicates strong financial performance with a 13% increase in net income and EPS. The company has a solid shareholder return plan with a high payout ratio. Despite some concerns about market volatility and expense management, the guidance remains optimistic with expected growth in NII and EPS. The Q&A reveals stable deposit betas and a focus on expense management, which supports the positive sentiment. Overall, the financial metrics and optimistic guidance outweigh the concerns, suggesting a likely positive stock price movement.
Northern Trust Corp (NTRS) Q4 2024 Earnings Call Summary
Positive
2025-02-01
The company reported strong financial performance with record high net interest income and a significant increase in EPS, AUM, and trust fees. Shareholder returns were robust, with substantial share repurchases and dividends. Despite some concerns about expense growth and unclear management responses in the Q&A, the overall sentiment is positive, supported by strong earnings and optimistic guidance. The focus on technology investments and operational efficiency further enhances the positive outlook. Given these factors, a strong positive stock price movement is expected over the next two weeks.
Northern Trust Corporation (NTRS) Q3 2024 Earnings Call Summary
Positive
2024-10-23
The earnings call summary reveals strong financial performance with net income and EPS growth, a significant return on equity, and increased assets under custody and management. Shareholder returns are robust, and the Visa stake monetization supports further share repurchases and technology investments. While some Q&A responses were vague, the overall sentiment remains positive, with strong financial metrics and optimistic guidance on new business growth and market tailwinds. The positive elements outweigh concerns about expense growth and unclear management responses, suggesting a likely stock price increase in the short term.
Northern Trust Corporation (NTRS) Q2 2024 Earnings Call Summary
Positive
2024-07-17
The earnings call summary reflects strong financial performance with record net income, significant gains from Visa, and increased shareholder returns. The Q&A section reveals stable NII expectations and continued strong client activity, despite some client exits. The positive sentiment is further supported by plans for increased share repurchases using Visa proceeds. Although there are concerns about elevated spending and regulatory compliance, these are offset by the company's robust capital position and strategic investments.

FAQ

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What were the key highlights of NTRS’s latest earnings report for ?

NTRS reported its earnings on 2025-07-23, showcasing a revenue of 3.60B against an estimate of 1.97B, resulting in a 82.75% surprise. The EPS was 2.13, surpassing the expected 2.08 by 2.4% . The stock experienced a -1.82% price change on the earnings day and a 2.57% change over the next five days, reflecting market reactions to the results.
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How did NTRS’s stock price react after the earnings release?

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What are the revenue and EPS estimates for NTRS for 2025/Q2?

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How does NTRS’s stock price correlate with earnings forecast revisions?

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What should investors expect from NTRS’s next earnings report?

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What is the sentiment in Northern Trust Corp (NTRS) Q2 2025 Earnings Call Summary?