Northern Trust(US:NTRS) ZACKS·2026-01-22 15:31Core Insights - Northern Trust Corporation (NTRS) reported a revenue of $2.12 billion for the quarter ended December 2025, marking an 8.3% year-over-year increase and exceeding the Zacks Consensus Estimate of $2.07 billion by 2.41% [1] - The company's earnings per share (EPS) for the same period was $2.69, up from $2.26 a year ago, representing a surprise of 13.44% compared to the consensus estimate of $2.37 [1] Financial Performance Metrics - Tier 1 Leverage Ratio stood at 7.8%, surpassing the four-analyst average estimate of 7.6% [4] - Net interest margin (FTE) was reported at 1.8%, higher than the estimated 1.7% by four analysts [4] - Average balance of total earning assets was $143.04 billion, exceeding the three-analyst average estimate of $142.52 billion [4] - Nonaccrual loans and leases amounted to $76.7 million, compared to the average estimate of $64.77 million based on two analysts [4] Wealth Management and Servicing Fees - Wealth Management Trust, Investment and Other Servicing Fees for Global Family Office reached $107.3 million, slightly below the estimated $107.62 million but reflecting a 6.6% year-over-year increase [4] - Total Wealth Management Trust, Investment and Other Servicing Fees were $577.8 million, compared to the estimated $580.74 million, showing a 5.7% year-over-year increase [4] - Asset Servicing Trust, Investment and Other Servicing Fees for Custody and Fund Administration were $496.4 million, exceeding the average estimate of $488.71 million, with an 8.7% year-over-year change [4] - Total Asset Servicing Trust, Investment and Other Servicing Fees reached $729.6 million, slightly above the estimated $720.83 million, representing an 8% year-over-year increase [4] - Securities Lending fees were reported at $23.1 million, surpassing the average estimate of $21.54 million, with a year-over-year increase of 13.2% [4] - Other Asset Servicing Trust fees were $44.3 million, compared to the estimated $43.18 million, reflecting a 7.3% year-over-year increase [4] - Investment Management fees were $165.8 million, slightly below the estimated $167.41 million, with a year-over-year increase of 5.7% [4] - Net Interest Income (FTE Adjusted) was reported at $654.3 million, exceeding the average estimate of $604.24 million based on four analysts [4] Stock Performance - Shares of Northern Trust have returned +2.6% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]