Northern Trust Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.6%projected annual EPS growth
Analyst Coverage
13analysts covering
FY EPS (est.)
$12.74next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q4 2026 Earnings Release | 21 Jan 2027 |
Monitoring Framework
Key Performance Indicators
Assets Under Custody/Administration (AUC/A) Quarterly20TTarget: Continued organic growth and market appreciation
Assets Under Management (AUM) Quarterly2TTarget: Sustained client inflows and market appreciation
Return on Average Common Equity (ROACE) Quarterly25.9Target: Maintain double-digit returns across market cycles
Common Equity Tier 1 (CET1) Ratio Quarterly1,220.0%Target: Comfortably above the 7.0% regulatory minimum
Watch Items
- Expense Normalization and Notable ItemsTrigger: Noninterest expenses rising faster than core trust fee growthAction: Evaluate the sustainability of positive operating leverage and assess the impact of one-time charges (e.g., severance, software dispositions).
- Net Interest Income (NII) SensitivityTrigger: NII compression due to interest rate adjustments or deposit beta shiftsAction: Monitor balance sheet repositioning benefits and interest rate hedging strategies.
Research as of 2 Sep 2026