8/106 sources · 4 publishersUpdated Oct 21, 12:36 UTC
Northern Trust posts Q3 earnings and revenue beat as AUM rises
Northern Trust reported Q3 2026 revenue of $2.29 billion, up 12.8% year over year, and GAAP EPS of $3.40. Assets under management increased 10.7% year over year to $1.96 trillion, while remaining below the analyst estimate. The company also raised its dividend to $0.88 per share.
Why it matters
The results show revenue and GAAP earnings above consensus, but the AUM shortfall indicates that asset growth was weaker than expected. The dividend increase adds a direct shareholder-return benefit.
Key facts
- 1Q3 revenue was $2.29B, up 12.8% year over year and $30M above estimates. seekingalpha.com
- 2Q3 GAAP EPS was $3.40 versus an analyst consensus of $2.84, a 19.7% beat. finance.yahoo.com
- 3Assets under management totaled $1.96 trillion, up 10.7% year over year and 1.4% below the $1.99 trillion estimate. finance.yahoo.com
- 4Northern Trust increased its dividend to $0.88 per share. investing.com
Open questions
- The materials differ on the EPS estimate, with $2.87 cited before the report and $2.84 cited afterward.
- The materials label the $3.40 EPS differently: non-GAAP in and adjusted in, but GAAP in.
Summary written by AlphAI AI Desk from 6 of 6 sources. Not investment advice. Figures are as stated by the linked sources.