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

Northern Trust Q1 net income rises 34% to $525.5 million; EPS $2.71

Positive Impact 3 of 5 earnings Written later

Northern Trust reported first-quarter 2026 net income of $525.5 million, or $2.71 per diluted share, up from $392.0 million and $1.90 a year earlier. Total revenue on a fully taxable equivalent basis rose 14% to $2,213.2 million, and the company returned $509.7 million to common shareholders through dividends and buybacks, which matters to shareholders because it shows both earnings growth and capital returns.

Key points

  • Net income of $525.5 million, up 34% from $392.0 million in Q1 2025 and up from $466.0 million in Q4 2025
  • Diluted EPS of $2.71, up 43% from $1.90 a year earlier; return on average common equity of 17.4%
  • Total revenue (FTE) of $2,213.2 million, up 14% year over year; pre-tax margin (FTE) of 32.0%
  • Returned $509.7 million to common shareholders; repurchased 2,488,148 shares at a total cost of $358.9 million

The filing

CompanyNorthern Trust (NTRS)
Form8-K, current report
Filed with the SECApr 21, 2026, 6:56 AM ET
Accession number0000073124-26-000028

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 April 21, 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.