{"schema_version":"secwatch.filing_event.v1","accession":"0000073124-26-000043","form_type":"8-K","ticker":"NTRS","cik":"0000073124","company_name":"NORTHERN TRUST CORP","filed_at":"2026-07-22T10:52:37+00:00","discovered_at":"2026-07-22T10:55:00.266299+00:00","generated_at":"2026-07-22T10:55:07.618582+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Northern Trust Q2 net income $792M, EPS $4.23 vs $2.13 YoY; dividend raised 10%","bullets":["Net income $792.2M, diluted EPS $4.23 vs $2.71 Q1 and $2.13 Q2 2025; revenue (FTE) $2.7B, up 35% YoY.","Notable items: $525.4M pre-tax gain from Visa exchange offer, $73.9M loss on AFS debt securities sale, $61.5M software charge, $51M severance.","Trust fees $1.35B, up 10% YoY; net interest income $683M, up 11% YoY; net interest margin 1.81% vs 1.69% YoY.","Board approved 10% dividend increase to $0.88/share; returned over $1B to shareholders in H1 2026.","Assets under custody/administration $20.0T, up 11% YoY; AUM $1.97T, up 16% YoY; ROACE 25.9%."],"urls":{"canonical":"https://secwatch.observer/filing/0000073124-26-000043","json":"https://secwatch.observer/filing/0000073124-26-000043.json","markdown":"https://secwatch.observer/filing/0000073124-26-000043.md","text":"https://secwatch.observer/filing/0000073124-26-000043.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/73124/000007312426000043/0000073124-26-000043-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/73124/000007312426000043/ntrs-20260722.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-22T10:55:07.618582+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}