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Northern (NTRS)
NASDAQ:NTRS
US Market
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Northern (NTRS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 22, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.33
Last Year’s EPS
2.26
Same Quarter Last Year
Based on 12 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth, significant returns to shareholders, and strategic advancements in wealth management and asset servicing. The integration of AI across the organization is leading to notable efficiency gains. However, challenges remain in investment products and deposit levels, as well as fee pressure in asset management.
Company Guidance
During Northern Trust Corporation's Third Quarter 2025 Earnings Conference Call, significant guidance was provided on various performance metrics. The company reported a 6% increase in third-quarter revenue, supported by favorable equity markets and well-managed expense growth. The pretax margin expanded by nearly 200 basis points, while earnings per share grew 14% compared to the previous year, excluding notable items. Return on equity reached 14.8%, and the firm returned 110% of earnings to shareholders, contributing to a 5% decrease in shares outstanding. Assets under management rose 4% sequentially and 9% year over year, while assets under custody and administration increased 1% sequentially and 5% year over year. The company recorded a $17 million release of the credit reserve, and the effective tax rate was 26.1%. Northern Trust is focusing on improving operating leverage, with a reported 110 basis points of positive operating leverage and a 120 basis point year-over-year improvement in its expense to trust fee ratio, which stood at 112% in the third quarter. The firm reiterated its guidance for operating expense growth to remain below 5% for the full year and adjusted its net interest income growth expectation to mid to high single digits for the year.
Record Revenue Growth
Third quarter revenue increased by 6% compared to the prior year, supported by favorable equity markets and well-managed expense growth.
Strong Return on Equity
Return on equity reached 14.8%, and year to date, 110% of earnings have been returned to shareholders, contributing to a 5% decrease in shares outstanding.
Wealth Management Expansion
Assets under management for wealth management clients were $493 billion, up 11% year over year, with strong client retention and high-profile wins in the ultra-high-net-worth segment.
Asset Servicing Growth
Assets under custody and administration for asset servicing clients were $17 trillion, reflecting a 4% year-over-year increase, with notable wins from large asset owners and not-for-profit healthcare systems.
AI Integration and Efficiency Gains
AI is embedded in over 150 use cases, generating measurable efficiency improvements and saving tens of thousands of hours organization-wide.

Northern (NTRS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

NTRS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 22, 2026
2025 (Q4)
2.33 / -
2.26
Oct 22, 2025
2025 (Q3)
2.26 / 2.29
2.223.15% (+0.07)
Jul 23, 2025
2025 (Q2)
2.06 / 2.13
1.7819.66% (+0.35)
Apr 22, 2025
2025 (Q1)
1.85 / 1.90
1.6912.43% (+0.21)
Jan 23, 2025
2024 (Q4)
2.01 / 2.26
1.4654.79% (+0.80)
Oct 23, 2024
2024 (Q3)
1.74 / 2.22
1.4948.99% (+0.73)
Jul 17, 2024
2024 (Q2)
1.75 / 1.78
1.5614.10% (+0.22)
Apr 16, 2024
2024 (Q1)
1.45 / 1.69
1.5111.92% (+0.18)
Jan 18, 2024
2023 (Q4)
1.34 / 1.46
1.73-15.61% (-0.27)
Oct 18, 2023
2023 (Q3)
1.50 / 1.49
1.8-17.22% (-0.31)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

NTRS Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$128.52$125.48-2.37%
Jul 23, 2025
$125.75$123.46-1.82%
Apr 22, 2025
$85.64$88.18+2.97%
Jan 23, 2025
$105.15$107.25+2.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Northern (NTRS) report earnings?
Northern (NTRS) is schdueled to report earning on Jan 22, 2026, Before Open (Confirmed).
    What is Northern (NTRS) earnings time?
    Northern (NTRS) earnings time is at Jan 22, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is NTRS EPS forecast?
          NTRS EPS forecast for the fiscal quarter 2025 (Q4) is 2.33.

            Northern (NTRS) Earnings News

            Northern Trust (NASDAQ:NTRS) Stock Slides on Dismal Q4 Results
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            Northern Trust (NASDAQ:NTRS) Stock Slides on Dismal Q4 Results
            3y ago
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