FN2 Earnings Intelligence

NTRS earnings history

Northern Trust Corporation (NTRS) quarterly earnings scorecards, market reactions, transcript intelligence, and historical context.

Earnings History

Estimate Beat Miss Match
NTRS EPS earnings history estimate and actual scatter chart 9 reported fiscal quarters and 4 future estimate-only quarters. Q1 '24 estimate $1.45 Q1 '24 actual $1.70, beat Q2 '24 estimate $1.75 Q2 '24 actual $1.78, beat Q3 '24 estimate $1.74 Q3 '24 actual $2.01, beat Q2 '25 estimate $2.06 Q2 '25 actual $2.13, beat Q3 '25 estimate $2.26 Q3 '25 actual $2.29, beat Q4 '25 estimate $2.37 Q4 '25 actual $2.69, beat Q1 '26 estimate $2.32 Q1 '26 actual $2.71, beat Q2 '26 estimate $2.71 Q2 '26 actual $2.97, beat Q3 '26 estimate $2.83 Q4 '26 estimate $2.93 Q1 '27 estimate $2.92 Q2 '27 estimate $3.19
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NTRS FY2026 Q2 · Calendar Q3 2026

Northern Trust Corporation

Northern Trust delivered a strong Q2 with EPS beating consensus by 9.6% and revenue modestly ahead, fueled by a one-time $525M pre-tax Visa exchange gain and 13% organic revenue growth. Management raised full-year guidance to 9-10% revenue and NII growth. Despite the beat, shares fell 3.3% on the session at nearly 3x baseline volume, suggesting investors are looking past the Visa gain and questioning whether the large institutional deposits driving NII are sustainable into Q3.

EPS surprise+9.6%
Market move-3.5%