Here's What to Expect From Northern Trust's Next Earnings Report

Northern Trust Corporation (NTRS), headquartered in Chicago, Illinois, offers wealth management, asset servicing, asset management, and banking solutions. Valued at $26.4 billion by market cap, the company manages approximately $1 trillion in assets under management offering investment strategies that appropriately compensate investors for risk. Its services include mutual funds, ETFs, multi-asset solutions, retirement plan solutions, and outsourced investment solutions. The market leader in wealth management services is expected to announce its fiscal first-quarter earnings for 2026 before the market opens on Tuesday, Apr. 21. 

Ahead of the event, analysts expect NTRS to report a profit of $2.27 per share on a diluted basis, up 19.5% from $1.90 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in its last four quarterly reports. 

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For the full year, analysts expect NTRS to report EPS of $10.09, up 12% from $9.01 in fiscal 2025. Its EPS is expected to rise 10.1% year over year to $11.11 in fiscal 2027.

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NTRS stock has outperformed the S&P 500 Index’s ($SPX) 22% gains over the past 52 weeks, with shares up 44.1% during this period. Similarly, it outperformed the State Street Financial Select Sector SPDR ETF’s (XLF) 1.3% dip over the same time frame.

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NTRS' outperformance is driven by strong trust fee growth, higher net interest income, and disciplined cost management. The company's focus on deepened client relationships, AI-driven automation, and private markets expansion also contributed to its success.

Analysts’ consensus opinion on NTRS stock is cautious, with a “Hold” rating overall. Out of 17 analysts covering the stock, three advise a “Strong Buy” rating, one suggests a “Moderate Buy,” three give a “Hold,” two recommend a “Moderate Sell,” and two advocate a “Strong Sell.” NTRS’ average analyst price target is $157.39, indicating a potential upside of 10.6% from the current levels.