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NTRS NORTHERN TRUST CORP

Trailing twelve months to 2026-06-30 · as filed 2026-07-30, not restated
Financials

Scale

Market cap
$34.2bn
Revenue TTM
$5.3bn
Net income TTM
$2.2bn
Free cash flow
$445m
Composite score
55.7
Sector rank
#307

Valuation

P / E
15.2
EV / EBITDA
EV / sales
6.5
FCF yield
1.30%
Earnings yield vs 10-yr
1.83pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
42.6%
EBITDA margin
ROE
16.7%
ROIC
Revenue growth
8.2%

Insider activity, last 90 days

Net open-market
$-0.90m
Buyers
1
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Six Months Ended June 30, 2026 highlights: • Revenue for the six months ended June 30, 2026 increased from the prior-year period to $4.9 billion, reflecting: ◦ Trust, Investment and Other Servicing Fees increased to $2.7 billion in the current year primarily due to favorable markets, net new business, and favorable currency movement. ◦ Other Noninterest Income increased to $883.3 million in the current year primarily due to higher Other Operating Income, mainly driven by a $525.4 million gain related to Northern Trust’s participation in the second Visa, Inc. Custody and Fund Administration fees increased from the prior-year quarter primarily driven by favorable markets and net new business. …NORTHERN TRUST CORP, 10-Q, period ended 2026-06-30, filed 2026-07-30

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