NORTHERN TRUST CORP — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Northern Trust reported Q3 2026 net income of $642.9M (EPS $3.40 diluted), up 40% vs. Q3 2025 ($457.6M, EPS $2.29). Excluding $48.7M in favorable notable items ($34.0M guardianship sale gain, $14.7M Visa Exchange Offer gain), core EPS grew 40% YoY. Trust fees rose 8% YoY to $1,373.0M; net interest income (FTE) increased 14% YoY to $679.1M. The company repurchased 1.9M shares ($352.3M) and raised its quarterly dividend from $0.80 to $0.88 per share. Total shareholders returned year-to-date: $1.5B. Assets under custody/administration: $19.9T (flat QoQ, +9% YoY); assets under management: $2.0T (+11% YoY).
Why this rating
Solid earnings growth and capital deployment positive, but Q3 sequential decline (-19% NI, -20% EPS) tempers impact. Meaningful for $24.1B company but routine execution, not transformational.
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