For the quarter ended March 2026, Northern Trust Corporation (NTRS Quick QuoteNTRS - Free Report) reported revenue of $2.21 billion, up 13.7% over the same period last year. EPS came in at $2.71, compared to $1.90 in the year-ago quarter.

The reported revenue represents a surprise of +3.52% over the Zacks Consensus Estimate of $2.13 billion. With the consensus EPS estimate being $2.37, the EPS surprise was +14.15%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Northern Trust performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Tier 1 Leverage Ratio: 7.3% versus 7.4% estimated by three analysts on average.
• Net interest margin (FTE): 1.8% versus the three-analyst average estimate of 1.8%.
• Average Balance - Total earning assets: $153.68 billion compared to the $145.85 billion average estimate based on three analysts.
• Nonaccrual Loans and Leases: $55 million versus $61.21 million estimated by two analysts on average.
• Wealth Management Trust, Investment and Other Servicing Fees- Global Family Office: $114.9 million versus the two-analyst average estimate of $107.8 million. The reported number represents a year-over-year change of +10.7%.
• Wealth Management Trust, Investment and Other Servicing Fees- Total: $600.9 million compared to the $574.92 million average estimate based on two analysts. The reported number represents a change of +10.9% year over year.
• Asset Servicing Trust, Investment and Other Servicing Fees- Custody and Fund Administration: $497.6 million versus the two-analyst average estimate of $495.08 million. The reported number represents a year-over-year change of +9.8%.
• Asset Servicing Trust, Investment and Other Servicing Fees- Total: $740.5 million versus $730.33 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.2% change.
• Asset Servicing Trust, Investment and Other Servicing Fees- Securities Lending: $23.3 million versus $22.51 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +30.2% change.
• Asset Servicing Trust, Investment and Other Servicing Fees- Other: $50.4 million versus the two-analyst average estimate of $48.74 million. The reported number represents a year-over-year change of +4.6%.
• Asset Servicing Trust, Investment and Other Servicing Fees- Investment Management: $169.2 million versus $164.01 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11% change.
• Net Interest Income: $654 million versus the three-analyst average estimate of $625.01 million.

View all Key Company Metrics for Northern Trust here>>>

Shares of Northern Trust have returned +15.9% over the past month versus the Zacks S&P 500 composite's +9.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.