Northern Trust (NTRS) delivered mixed results in Q2 FY2026 on revenue of $2.7B versus the $2.7B estimate (+17.0% YoY) and EPS of $2.97. The next Northern Trust (NTRS) earnings date is Oct 21, 2026. Below is the full Northern Trust earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$2.7B (vs $2.7B est · +0.5% surprise · +17.0% YoY)
EPS
$2.97 (vs $2.71 est · +9.6% surprise · +98.6% YoY)
Share price
$186.66 (+1.5%)
Market cap
$34.2B
Northern Trust (NTRS) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$2.7B vs $2.7B est
$2.97 vs $2.71 est
+9.6%
-3.8%
Mixed
Q2 FY2026
$2.2B vs $2.1B est
$2.71 vs $2.32 est
+16.8%
+5.6%
Beat
Q1 FY2026
$2.1B vs $2.1B est
$2.69 vs $2.37 est
+13.5%
+2.9%
Beat
Q4 FY2025
$3.6B vs $2.0B est
$2.29 vs $2.26 est
+1.3%
-2.9%
Mixed
Q3 FY2025
$3.6B vs $2.0B est
$2.13 vs $2.06 est
+3.4%
+1.8%
Beat
Q2 FY2025
$3.5B vs $2.0B est
$1.90 vs $1.85 est
+2.7%
+4.4%
Beat
Q1 FY2025
$2.0B vs $1.9B est
$2.26 vs $1.96 est
+15.3%
+3.3%
Mixed
Q4 FY2024
$1.4B vs $1.9B est
$2.01 vs $1.74 est
+15.5%
+7.3%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.8%
14.5M
$2.5B
+1.0%
Vanguard Capital Management LLC
6.4%
11.8M
$2.0B
-0.0%
State Street Corp
4.9%
9.1M
$1.6B
+0.1%
Fmr LLC
4.7%
8.7M
$1.5B
-19.7%
Vanguard Portfolio Management LLC
4.5%
8.4M
$1.5B
-0.1%
Primecap Management CO/Ca/
3.3%
6.1M
$1.1B
-6.8%
Massachusetts Financial Services CO /Ma/
3.1%
5.7M
$1.0B
-1.8%
Northern Trust Corp
3.0%
5.6M
$965.6M
-5.5%
Geode Capital Management, LLC
2.8%
5.2M
$892.9M
-0.2%
State Farm Mutual Automobile Insurance CO
2.2%
4.1M
$720.6M
+0.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
SMITH DAVID BYRON JR
director
2026-07-31
Buy
1K
—
Moritz Robert Edward Jr.
director
2026-07-29
Buy
255
$45790
Tribbett Charles A
director
2026-07-01
Buy
70
$12274
Thompson Donald
director
2026-07-01
Buy
126
$22082
Thompson Donald
director
2026-06-30
Buy
216
$37501
SLARK MARTIN P
director
2026-07-01
Buy
62
$10817
Petrino Richard
director
2026-07-01
Buy
5
$946
Mehta Siddharth N
director
2026-07-01
Buy
27
$4720
What you'll find
Next Northern Trust (NTRS) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Northern Trust reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Northern Trust (NTRS)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Northern Trust's next earnings date?
Northern Trust's (NTRS) next scheduled earnings date is Oct 21, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Northern Trust (NTRS) beat or miss earnings?
In Q2 FY2026, Northern Trust (NTRS) posted mixed results — revenue of $2.7B versus the $2.7B estimate (+0.5% surprise) and EPS of $2.97 versus $2.71 expected (+9.6% surprise). Magnisto decodes every Northern Trust (NTRS) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Northern Trust beat earnings estimates?
Over its last 8 reported quarters, Northern Trust (NTRS) beat Wall Street EPS estimates 7 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Northern Trust (NTRS) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Northern Trust stock move after earnings?
Over its last 8 quarterly reports, Northern Trust (NTRS) moved an average of ±4.0% the day after earnings — ranging from -3.8% (Q3 FY2026) to +7.3% (Q4 FY2024). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Oct 21, 2026, options-implied volatility is pricing in a move of roughly ±8.5% (derived). Magnisto tracks the realized post-earnings move for every Northern Trust (NTRS) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Northern Trust?
Institutions hold about 111.4% of Northern Trust's (NTRS) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.8%), Vanguard Capital Management LLC (6.4%), State Street Corp (4.9%). Magnisto lists Northern Trust's (NTRS) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Northern Trust (NTRS)?
In the most recent Form 4 filings Magnisto tracks, Northern Trust (NTRS) insiders recorded 12 purchases and 0 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Northern Trust (NTRS) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Northern Trust (NTRS), anchored to the current $186.66 share price, so you can weigh the bull, base and bear cases for Northern Trust side by side.
Is Northern Trust (NTRS) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Northern Trust fits your own thesis and risk profile. This is research, not investment advice.