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Dec 31, 2025
Northern Trust Q4 2025 Earnings Report
Northern Trust reported strong fourth quarter results, with net income increasing by 2% and diluted EPS rising by 6% compared to the previous quarter.
Key Takeaways
Northern Trust Corporation announced a net income of $466.0 million for the fourth quarter of 2025, translating to diluted earnings per common share of $2.42. This represents a 2% increase in net income and a 6% increase in diluted EPS compared to the third quarter of 2025. Total revenue reached $2,135.8 million, up 5% sequentially, driven by higher deposits and lower funding costs.
Net income for Q4 2025 was $466.0 million, a 2% increase from Q3 2025 and a 2% increase from Q4 2024.
Diluted earnings per common share were $2.42, up 6% sequentially and 7% year-over-year.
Total revenue (FTE*) increased by 5% sequentially and 8% year-over-year, reaching $2,135.8 million.
Assets under custody/administration grew to $18,716.1 billion, a 3% increase from Q3 2025 and an 11% increase from Q4 2024.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Northern Trust anticipates continued strong performance in 2026, focusing on accelerating growth, sustaining positive operating leverage, and creating enduring value for stakeholders.
Positive Outlook
- Strong momentum across all businesses is expected to continue into the new year.
- Focus on accelerating growth in all business segments.
- Commitment to sustaining positive operating leverage.
- Strategic priorities are well-positioned for continued performance.
- Aim to create enduring value for all stakeholders.
Challenges Ahead
- The release does not explicitly state negative forward guidance points.
- Potential market volatility could impact asset values and fee income.
- Changes in interest rates could affect net interest income.
- Regulatory changes or increased compliance costs could impact profitability.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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