Every material Form 8-K Northern Trust filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Northern Trust reported third-quarter 2026 net income of $642.9 million, or $3.40 per diluted share, up from $457.6 million and $2.29 a year earlier. Results fell from the second quarter, which included a $525.4 million Visa Exchange Offer gain, and the company also reported $48.7 million in pre-tax notable items this quarter. Shareholders also received a higher quarterly dividend of $0.88 per share, up from $0.80.
Diluted EPS was $3.40, up 48% from $2.29 a year earlier but down 20% from $4.23 in the second quarter of 2026.
Total revenue (FTE) was $2.3 billion, up 13% from a year earlier and down 15% from the prior quarter.
Quarterly notable items were $48.7 million pre-tax, including a $34.0 million gain on the sale of the guardianship services business.
The quarterly dividend rose to $0.88 per share from $0.80, and the company returned $514.2 million to common shareholders in the quarter.
Northern Trust appointed Rima Qureshi as a director of the company and of its principal subsidiary, The Northern Trust Company, effective October 20, 2026. She joins the Risk Committee and the Technology and Operations Committee, and will receive prorated director equity awards through the 2027 Annual Meeting of Stockholders. The filing describes a board change with no reported financial figures.
Appointed to the Northern Trust Corporation board and The Northern Trust Company board on October 20, 2026
Named to the Risk Committee and the Technology and Operations Committee, effective October 20, 2026
Former executive vice president and chief strategy officer of Verizon Communications, which she joined in 2017; previously spent 23 years at Ericsson
Will receive prorated equity awards under the Non-Employee Director Compensation Plan through the 2027 Annual Meeting
Northern Trust Chief Financial Officer David W. Fox, Jr. told the company on September 28, 2026 that he plans to retire on or around March 31, 2027. The company said it will conduct a comprehensive internal and external search for his successor, and Fox is expected to keep leading Finance during the transition.
Fox informed the company on September 28, 2026 of his plan to retire, effective on or around March 31, 2027.
Fox intends to remain in his role through the end of the first quarter of 2027 to support an orderly transition.
The company plans a comprehensive internal and external search for its next Chief Financial Officer.
Fox joined Northern Trust in 2012 and previously spent more than 25 years at JPMorgan.
Northern Trust reported second-quarter 2026 net income of $792.2 million, or $4.23 per diluted share, up from $421.3 million and $2.13 a year earlier, and up from $525.5 million and $2.71 in the first quarter. Results include a $525.4 million pre-tax gain from the Visa Exchange Offer, partly offset by $145.6 million in pre-tax notable expense items, and the board approved a 10% increase to the quarterly dividend on July 21, 2026.
Q2 2026 net income of $792.2 million and diluted EPS of $4.23, versus $421.3 million and $2.13 in Q2 2025.
Total revenue on a fully taxable equivalent basis rose 35% year over year to $2,705.6 million.
Pre-tax notable items included a $525.4 million Visa gain, a $73.9 million securities loss and $145.6 million of expense items.
The board approved an $0.08, or 10%, increase to the quarterly dividend at its July 21, 2026 meeting.
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.
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
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.
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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Northern Trust filing is on SEC EDGAR ↗. 8-K briefs of other companies →