Northern Trust Corporation (NTRS) reported $2.12 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.3%. EPS of $2.69 for the same period compares to $2.26 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.07 billion, representing a surprise of +2.41%. The company delivered an EPS surprise of +13.44%, with the consensus EPS estimate being $2.37.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Northern Trust performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Tier 1 Leverage Ratio: 7.8% versus the four-analyst average estimate of 7.6%.
- Net interest margin (FTE): 1.8% versus 1.7% estimated by four analysts on average.
- Average Balance-Total earning assets: $143.04 billion versus the three-analyst average estimate of $142.52 billion.
- Nonaccrual Loans and Leases: $76.7 million compared to the $64.77 million average estimate based on two analysts.
- Wealth Management Trust, Investment and Other Servicing Fees- Global Family Office: $107.3 million versus $107.62 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
- Wealth Management Trust, Investment and Other Servicing Fees- Total: $577.8 million versus $580.74 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change.
- Asset Servicing Trust, Investment and Other Servicing Fees- Custody and Fund Administration: $496.4 million versus the two-analyst average estimate of $488.71 million. The reported number represents a year-over-year change of +8.7%.
- Asset Servicing Trust, Investment and Other Servicing Fees- Total: $729.6 million compared to the $720.83 million average estimate based on two analysts. The reported number represents a change of +8% year over year.
- Asset Servicing Trust, Investment and Other Servicing Fees- Securities Lending: $23.1 million compared to the $21.54 million average estimate based on two analysts. The reported number represents a change of +13.2% year over year.
- Asset Servicing Trust, Investment and Other Servicing Fees- Other: $44.3 million compared to the $43.18 million average estimate based on two analysts. The reported number represents a change of +7.3% year over year.
- Asset Servicing Trust, Investment and Other Servicing Fees- Investment Management: $165.8 million versus $167.41 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change.
- Net Interest Income - FTE Adjusted: $654.3 million compared to the $604.24 million average estimate based on four analysts.
View all Key Company Metrics for Northern Trust here>>>
Shares of Northern Trust have returned +2.6% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Northern Trust Corporation (NTRS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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