Northern Trust's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-21. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $2,294 million (+13.3% vs a year earlier) |
| Diluted EPS (GAAP) | $3.40 |
| Full-year guidance | Next quarter only |
Guidance
Northern Trust's presentation guides Q4 2026 net interest income up 8–9% and total revenue up 6–7% versus 4Q 2025; no full-year revenue or EPS guide.
Why this label: Core guidance (NII growth 8-9%, total revenue growth 6-7%) is 4Q26 only; the only FY2026 item is operating leverage >500 bps (non-core). EX-99.2 slide.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| operating leverage | FY2026 | 500 bps | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| net interest income growth vs 4Q 2025 | Q4 2026 | 8–9% |
| total revenue growth vs 4Q 2025 | Q4 2026 | 6–7% |
| operating leverage | Q4 2026 | positive |
From the release
Revenue: "Total Revenue · 2,294.4 · 2,698.0 · 2,025.4 · (15) · 13"
Earnings per share: "Diluted Earnings per Common Share · $ · 3.40 · $ · 4.23 · $ · 2.29"
operating leverage: "> 500 bps 4Q 2026 GUIDANCE · GROWTH vs 4Q 2025 Net Interest Income Growth 8-9% Positive Total Revenue Growth 6-7% 4Q 2026 GUIDANCE · OPERATING LEVERAGE FULL YEAR 2026 GUIDANCE · OPERATING LEVERAGE"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 diluted EPS rose 48% to $3.40; total revenue up 13% year over year.
Source
Northern Trust earnings release (SEC filing), accession 0000073124-26-000063, filed 2026-10-21.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.