Northern Trust Posts Strong Q1 2026 Profit Growth
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An update from Northern ( (NTRS) ) is now available.
On April 21, 2026, Northern Trust reported first-quarter 2026 net income of $525.5 million, or $2.71 per diluted share, up from $466.0 million and $2.42 in the fourth quarter of 2025 and $392.0 million and $1.90 in the first quarter of 2025. Total revenue on a fully taxable equivalent basis rose 14% year-on-year to $2.21 billion, with trust and investment fees, other noninterest income and net interest income all higher, while assets under custody/administration reached $18.55 trillion, up 10% from a year earlier.
Chief executive Michael O’Grady said the bank entered 2026 with “strong financial momentum,” citing improved organic growth, elevated client activity and favorable market and rate conditions that produced over 700 basis points of operating leverage, a 32% pre-tax margin and a 43% jump in earnings per share. Return on average common equity improved to 17.4% and the company returned 100% of earnings to shareholders, underscoring enhanced profitability and capital return even as management acknowledged ongoing global and economic uncertainty and emphasized continued support for clients and strengthening of its global franchise.
The most recent analyst rating on (NTRS) stock is a Sell with a $149.00 price target. To see the full list of analyst forecasts on Northern stock, see the NTRS Stock Forecast page.
Spark’s Take on NTRS Stock
According to Spark, TipRanks’ AI Analyst, NTRS is a Neutral.
The score is held back primarily by mixed financial performance (sharp 2025 revenue decline, elevated leverage, and cash-flow volatility) and weak near-term technical momentum. These are partly offset by a constructive earnings-call outlook with improved medium-term targets and solid capital returns, plus a reasonable P/E and moderate dividend yield.
To see Spark’s full report on NTRS stock, click here.
More about Northern
Northern Trust Corporation is a Chicago-based financial services firm specializing in asset servicing, wealth management and related trust, investment and custody services for institutional and high-net-worth clients. Its largest revenue component is trust, investment and other servicing fees, which are driven by the scale of assets under custody, administration and management across its global franchise.
Average Trading Volume: 1,106,069
Technical Sentiment Signal: Buy
Current Market Cap: $28.92B
For detailed information about NTRS stock, go to TipRanks’ Stock Analysis page.
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