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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Northern Trust (NTRS) is 9/10.
Northern Trust extended its positive operating leverage streak to seven consecutive quarters, posting record NII of $662 million, up 15% year-over-year, and EPS of $2.71, up 43%. Trust fees grew 11% with strong organic growth, and asset servicing margin expanded to 28.3%. Capital markets revenue surged 34% on elevated volatility, and ROE reached 17.4%. Management raised FY2026 NII guidance to mid-to-high single digits from low-to-mid. Digital asset client onboarding accelerated, and the wealth management revenue-producer hiring push continued.
Scored from Northern Trust’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.68B | +12.7% | $2.26 | +334.6% | 16.2% | 12.4% |
| FY2025 Q1 | $3.51B | -1.4% | $1.90 | +97.9% | 14.8% | 11.2% |
| FY2025 Q2 | $3.60B | -23.4% | $2.13 | -50.9% | 15.7% | 11.7% |
| FY2025 Q3 | $3.58B | -9.1% | $2.29 | +3.2% | 17.3% | 12.8% |
| FY2025 Q4 | $3.61B | -1.8% | $2.42 | +7.1% | 17.3% | 12.9% |
| FY2026 Q1 | $3.79B | +7.8% | $2.71 | +42.6% | 18.5% | 13.9% |
| FY2026 Q2 | $4.21B | +17.0% | $4.23 | +98.6% | 25.3% | 18.8% |
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