Earnings To Watch: Northern Trust (NTRS) Will Announce Q4 Results Tomorrow

Northern Trust Set to Release Earnings Report

Northern Trust (NASDAQ:NTRS), a leading financial services provider, is scheduled to announce its latest earnings results this Thursday before the market opens. Here’s a look at what analysts and investors can anticipate.

In the previous quarter, Northern Trust matched Wall Street’s revenue projections, posting $2.03 billion in revenue—a 5.8% increase compared to the same period last year. The quarter delivered mixed results for the company overall.

Analyst Expectations for This Quarter

For the upcoming quarter, analysts predict that Northern Trust’s revenue will reach $2.06 billion, representing a 4.7% year-over-year increase. This growth rate is slower than the 13.2% jump seen in the same quarter last year. Adjusted earnings per share are forecasted at $2.37.

Total Revenue Overview

Analysts have largely maintained their forecasts over the past month, indicating steady expectations for the company’s performance. Over the last two years, Northern Trust has fallen short of revenue estimates on two occasions.

Peer Performance in the Capital Markets Sector

Several of Northern Trust’s competitors in the capital markets space have already released their fourth-quarter results, providing some context for what to expect. State Street reported a 7.5% increase in revenue year over year, surpassing analyst estimates by 1.5%. BNY also posted a 6.8% revenue rise, beating expectations by 0.7%. Despite these positive results, State Street’s stock declined by 8.1% after the announcement, while BNY’s shares dropped 49.4%.

Market Sentiment and Share Price Trends

Investor sentiment in the capital markets sector has remained stable ahead of earnings, with most share prices holding steady over the past month. Northern Trust’s stock has edged up by 2.2% during this period. The average analyst price target stands at $143.39, closely aligned with the current share price of $143.32.

Spotlight: Share Buybacks and Value Opportunities

When a company has surplus cash, repurchasing its own shares can be a smart move—provided the valuation is attractive. We’ve identified a promising, undervalued stock that is generating significant free cash flow and actively buying back shares.