secwatch.observer — SEC 8-K summary
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Issuer:     NORTHERN TRUST CORP (NTRS)
CIK:        0000073124
Form:       8-K
Filed at:   2026-07-22T10:52:37+00:00
Accession:  0000073124-26-000043
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Northern Trust Q2 net income $792M, EPS $4.23 vs $2.13 YoY; dividend raised 10%
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/73124/000007312426000043/0000073124-26-000043-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/73124/000007312426000043/ntrs-20260722.htm
  HTML page:      https://secwatch.observer/filing/0000073124-26-000043

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