Northern Trust (NTRS) Expected to Announce Earnings on Tuesday

Key Points

• Northern Trust will report Q1 2026 results before the market opens on Tuesday, April 21, 2026 at 9:00 AM ET; analysts expect $2.52 EPS and $2.1284 billion in revenue.
• In the prior quarter the firm beat estimates with $2.42 EPS versus a $2.37 consensus and revenue up 8.4% year-over-year; analysts forecast about $8 EPS for the current fiscal year and $9 EPS for the next, with an average price target of $154.55 (consensus: Hold).
• Northern Trust recently paid a quarterly dividend of $0.80 ($3.20 annualized), implying a yield of 2.1% and a payout ratio of ~36.6%.

Northern Trust (NASDAQ:NTRS - Get Free Report) is projected to release its Q1 2026 results before the market opens on Tuesday, April 21st. Analysts expect Northern Trust to post earnings of $2.52 per share and revenue of $2.1284 billion for the quarter. Parties are encouraged to explore the company's upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Tuesday, April 21, 2026 at 9:00 AM ET.

Northern Trust (NASDAQ:NTRS - Get Free Report) last issued its earnings results on Friday, January 30th. The asset manager reported $2.42 earnings per share for the quarter, topping the consensus estimate of $2.37 by $0.05. Northern Trust had a return on equity of 14.87% and a net margin of 12.15%.The business had revenue of $3.15 billion during the quarter. During the same quarter in the prior year, the company posted $2.26 earnings per share. Northern Trust's quarterly revenue was up 8.4% compared to the same quarter last year. On average, analysts expect Northern Trust to post $8 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Northern Trust Price Performance

Shares of NTRS stock opened at $153.99 on Tuesday. Northern Trust has a twelve month low of $85.72 and a twelve month high of $157.60. The stock has a market capitalization of $28.54 billion, a price-to-earnings ratio of 17.62, a P/E/G ratio of 1.19 and a beta of 1.23. The stock has a fifty day simple moving average of $143.35 and a two-hundred day simple moving average of $138.08. The company has a current ratio of 0.69, a quick ratio of 0.69 and a debt-to-equity ratio of 0.57.

Northern Trust Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Friday, March 6th were issued a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Friday, March 6th. Northern Trust's dividend payout ratio is currently 36.61%.

Insider Activity at Northern Trust

In related news, insider Guy Gibson sold 3,009 shares of the company's stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $142.39, for a total transaction of $428,451.51. Following the transaction, the insider directly owned 29,332 shares of the company's stock, valued at $4,176,583.48. This represents a 9.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, COO Peter Cherecwich sold 25,000 shares of the company's stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $149.62, for a total value of $3,740,500.00. Following the transaction, the chief operating officer directly owned 26,259 shares in the company, valued at $3,928,871.58. This represents a 48.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 34,905 shares of company stock worth $5,166,714 over the last ninety days. Corporate insiders own 0.66% of the company's stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. AQR Capital Management LLC boosted its position in Northern Trust by 69.0% in the 4th quarter. AQR Capital Management LLC now owns 1,723,516 shares of the asset manager's stock worth $235,415,000 after purchasing an additional 703,985 shares in the last quarter. Balyasny Asset Management L.P. purchased a new stake in Northern Trust in the 2nd quarter worth approximately $42,698,000. Marshall Wace LLP boosted its position in Northern Trust by 306.0% in the 4th quarter. Marshall Wace LLP now owns 432,664 shares of the asset manager's stock worth $59,098,000 after purchasing an additional 326,090 shares in the last quarter. Invesco Ltd. boosted its position in Northern Trust by 8.7% in the 4th quarter. Invesco Ltd. now owns 3,747,840 shares of the asset manager's stock worth $511,917,000 after purchasing an additional 301,164 shares in the last quarter. Finally, Bank of America Corp DE boosted its position in Northern Trust by 35.3% in the 3rd quarter. Bank of America Corp DE now owns 833,167 shares of the asset manager's stock worth $112,144,000 after purchasing an additional 217,305 shares in the last quarter. 83.19% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

NTRS has been the subject of several research reports. TD Cowen upped their target price on Northern Trust from $165.00 to $175.00 and gave the stock a "buy" rating in a report on Monday, January 26th. Truist Financial lowered their target price on Northern Trust from $160.00 to $155.00 and set a "hold" rating for the company in a report on Wednesday, April 1st. Royal Bank Of Canada upped their target price on Northern Trust from $139.00 to $159.00 and gave the stock an "outperform" rating in a report on Friday, January 23rd. Wells Fargo & Company upped their target price on Northern Trust from $145.00 to $150.00 and gave the stock an "equal weight" rating in a report on Friday, January 23rd. Finally, Zacks Research upgraded Northern Trust from a "hold" rating to a "strong-buy" rating in a report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Northern Trust has an average rating of "Hold" and an average price target of $154.55.

About Northern Trust

Northern Trust Corporation NASDAQ: NTRS is a global financial services firm headquartered in Chicago that provides asset servicing, asset management and wealth management solutions to institutions, corporations and high-net-worth individuals. The company's core businesses include custody and fund administration, investment operations outsourcing, trust and fiduciary services, private banking, and retirement and defined contribution plan services.

Northern Trust's product and service offerings span custody and fund accounting, portfolio and performance analytics, securities lending, cash management and foreign exchange, as well as discretionary and non-discretionary investment management.

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