Northern Trust Corporation (NTRS) Q3 Earnings Top Estimates

Core Viewpoint - Northern Trust Corporation reported quarterly earnings of $2.29 per share, exceeding the Zacks Consensus Estimate of $2.26 per share, and showing an increase from $1.96 per share a year ago, indicating a positive earnings surprise of +1.33% [1] Financial Performance - The company posted revenues of $2.03 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.76%, but an increase from $1.97 billion year-over-year [2] - Over the last four quarters, Northern Trust has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Performance - Northern Trust shares have increased approximately 25.4% since the beginning of the year, outperforming the S&P 500's gain of 14.5% [3] - The current Zacks Rank for Northern Trust is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.40 on revenues of $2.08 billion, and for the current fiscal year, it is $8.63 on revenues of $8.05 billion [7] - The estimate revisions trend for Northern Trust was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Banks - Major Regional industry, to which Northern Trust belongs, is currently in the top 22% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]