Monitor the next quarterly report for guidance on whether the company can achieve its medium-term targets despite the current year-over-year decline in headline financials.
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Executive Summary
Northern Trust disclosed its 2025 financial results during its annual meeting, showing a 2% decline in revenue and 11% drop in earnings per share compared to 2024, though these figures improved when excluding notable items. The company maintained its medium-term financial targets of mid-teens ROE and >33% pre-tax margin.
Key Facts
- 2025 revenue: $8.086 billion, down 2% YoY
- 2025 diluted EPS: $8.74, down 11% YoY
- 2025 pre-tax income: $2.34 billion, down 12% YoY
- Excluding notable items, revenue grew 7% and EPS grew 17% YoY
- Pre-tax margin: 28.9%
- Return on average common equity: 14.4%
- Medium-term targets: mid-teens ROE, >33% pre-tax margin, 105-110% expense to trust fee ratio
Financial Impact
Revenue declined 2% to $8.086 billion, EPS declined 11% to $8.74
Risk Factors
- Declining revenue and earnings could pressure stock performance
- Failure to meet medium-term financial targets could disappoint investors
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000073124-26-000029 |
| Document: shareholdermeetingslides.htm | 0000073124-26-000029 |
| Document: 0000073124-26-000029-index-headers.html | 0000073124-26-000029 |
| Document: 0000073124-26-000029-index.html | 0000073124-26-000029 |
| Document: 0000073124-26-000029.txt | 0000073124-26-000029 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 14, 2026 23w ago | 13F-HR | $19.22 $18.38 | ▼ −4.37% | ▼ −7.96% | $18.05 (−6.09%) |
Apr 21, 2026 27w ago | 8-K | $19.16 $18.60 | ▲ +2.92% | ▲ +9.82% | $18.05 (+5.79%) |
Apr 21, 2026 27w ago | 8-K | $19.16 $18.60 | ▼ −2.92% | ▼ −9.82% | $18.05 (−5.79%) |
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