NTRS
Northern TrustPrevious close
169.16
Change
−3.76 / −2.17%
P/E (TTM) ?
13.8
Market Cap
$30.8B
1M
−0.12%
S&P 500 −0.91% over same period
Volume / Avg Volume
1.2M / 1.3M
0.93× average
Latest earnings analysisFY2026 Q2Reported 2026-07-22
Northern Trust Q2 2026: net income $792.2 million, EPS $4.23
Northern Trust's second quarter looks spectacular — $792.2 million of net income and $4.23 per diluted share — but a $525.4 million Visa gain did much of the lifting. Strip out the notable items and earnings per share still rose 40%, which is why the quarter reads as a genuine beat rather than a one-off trick. The catch: servicing fee revenue grew only 0.6% sequentially.
Read the full analysis →Revenue$1.35BYoY −32.50%
EPS$4.23Beatest. $2.76
Next-day move−0.40%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-22 | $1.3B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-21 | $1.3B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-22 | $5.0B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-22 | $1.3B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-23 | $1.2B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-22 | $1.2B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 36 of its 5-year rangeMid-range
5-year range 10.0 – 19.2 · Median 15.4
Last 4 quarters: $1.4B in buybacks + $605M in dividends, 6.60% of market cap combined
P/E (TTM)
13.8
P/B
2.3
P/S
3.4
Dividend Yield
3.93%
Earnings Reaction
Over the last 6 reports, the stock moved ±1.9% on average on the first trading day after, rising 2 times
Most recent −0.40%
Volatility & Correlation
1-year beta 0.89 · Correlation with S&P 500 0.47Tracks the market
Annualized volatility 24% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 3 · $3.9MNet selling $3.9M
- 10-26Levy Susan CohenEVP and General CounselSell$0.66M3,922 shares · Avg price 168.69
- 10-23Levy Susan CohenEVP and General CounselSell$2.9M16,984 shares · Avg price 168.15
- 08-24South Thomas AExecutive Vice PresidentSell$0.33M1,800 shares · Avg price 184.90
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 1.37 | +8.5% | — | 0.64 | — |
| FY2026 Q2 | 1.35 | +9.6% | — | 0.79 | — |
| FY2026 Q1 | 1.34 | +10.5% | — | 0.53 | 2.71 |
| FY2025 Q4 | 1.31 | +7.0% | — | 0.47 | 2.42 |
| FY2025 Q3 | 1.27 | +5.8% | — | 0.46 | 2.29 |
| FY2025 Q2 | 1.23 | +5.6% | — | 0.42 | 2.13 |
| FY2025 Q1 | 1.21 | +6.2% | — | 0.39 | 1.90 |
| FY2024 Q4 | 1.22 | +12.1% | — | 0.46 | 2.25 |
| FY2024 Q3 | 1.20 | +7.6% | — | 0.46 | 2.22 |
| FY2024 Q2 | 1.17 | +6.4% | — | 0.90 | 4.34 |
| FY2024 Q1 | 1.14 | +7.5% | — | 0.21 | 0.96 |
| FY2023 Q4 | 1.09 | +4.6% | — | 0.11 | 0.52 |