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AI brief of an SEC Form 8-K · Northern Trust (NTRS)

Northern Trust Q4 net income rises to $466.0 million, EPS $2.42

Positive Impact 3 of 5 earnings Written later

Northern Trust reported fourth-quarter 2025 net income of $466.0 million, or $2.42 per diluted share, up from $455.4 million and $2.26 a year earlier, and total revenue on a fully taxable equivalent basis rose 8% to $2,135.8 million. Full-year 2025 net income fell 14% to $1,736.9 million, and diluted EPS fell to $8.74 from $9.77, as the company's 2024 results included a large Other Operating Income figure. The quarter included $58.8 million of pre-tax severance charges, and the filing gives no financial guidance for 2026.

Key points

  • Q4 2025 diluted EPS was $2.42, compared with $2.29 in Q3 2025 and $2.26 in Q4 2024.
  • Q4 2025 Noninterest Expense rose 9% year over year to $1,497.3 million, including $58.8 million of pre-tax severance-related charges.
  • Full-year 2025 net income was $1,736.9 million, down 14% from $2,031.1 million in 2024.
  • The company returned $521.6 million to common shareholders in Q4 2025 through dividends and share repurchases, and its quarterly common dividend was $0.80 per share.

The filing

CompanyNorthern Trust (NTRS)
Form8-K, current report
Filed with the SECJan 22, 2026, 7:03 AM ET
Accession number0000073124-26-000005

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:10 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 22, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.