Northern Trust Corporation (NTRS Quick QuoteNTRS - Free Report) reported $2.62 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 31.3%. EPS of $2.97 for the same period compares to $2.13 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.2 billion, representing a surprise of +19.27%. The company delivered an EPS surprise of +10.82%, with the consensus EPS estimate being $2.68.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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:

• Net interest margin (FTE): 1.8% versus the three-analyst average estimate of 1.8%.
• Average Balance - Total earning assets: $151.29 billion compared to the $150.19 billion average estimate based on three analysts.
• Tier 1 Leverage Ratio: 7.6% versus 7.5% estimated by three analysts on average.
• Nonaccrual Loans and Leases: $71.3 million versus $55.77 million estimated by two analysts on average.
• Asset Servicing Trust, Investment and Other Servicing Fees- Custody and Fund Administration: $512.3 million versus $505.57 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.2% change.
• Asset Servicing Trust, Investment and Other Servicing Fees- Investment Management: $172.2 million compared to the $173.45 million average estimate based on two analysts. The reported number represents a change of +9.5% year over year.
• Asset Servicing Trust, Investment and Other Servicing Fees- Securities Lending: $29.4 million versus $24.59 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +45.5% change.
• Wealth Management Trust, Investment and Other Servicing Fees- Total: $592.1 million versus the two-analyst average estimate of $598.9 million. The reported number represents a year-over-year change of +9.8%.
• Asset Servicing Trust, Investment and Other Servicing Fees- Total: $757.4 million versus $750.22 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.5% change.
• Wealth Management Trust, Investment and Other Servicing Fees- Global Family Office: $109.1 million compared to the $113.81 million average estimate based on two analysts. The reported number represents a change of +4.4% year over year.
• Asset Servicing Trust, Investment and Other Servicing Fees- Other: $43.5 million versus the two-analyst average estimate of $46.62 million. The reported number represents a year-over-year change of -3.6%.
• Net Interest Income - FTE Adjusted: $683.1 million compared to the $656.54 million average estimate based on three analysts.

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

Shares of Northern Trust have returned +5% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.