Northern Trust: 3 key takeaways for long-term investors. AI-driven efficiency gains and scaled institutional relationships are translating into operating leverage that compounds earnings growth. Key points. * Northern Trust increased third quarter revenue 11% excluding notable items. * The company returned over $1.5 billion to shareholders year to date. * UBS expanded its fund administration mandate with Northern Trust by over 50%. * Motley Fool Issues First-Ever 9X Buy Alert" On its third-quarter 2026 earnings call, held on Oct. 21, 2026, Northern Trust (NTRS +0.91%) reported an 11% revenue increase excluding one-time notable items. Pre-tax income rose 21% year over year as fee growth and net interest income-the profit earned on loans and securities minus funding costs-both expanded. This operating momentum shows how the firm expands profitability without adding proportional overhead. Three key takeaways from management's comments highlight how this strategy creates shareholder value. 1. Artificial intelligence cuts Advisor administrative work to boost productivity. Artificial intelligence (AI), which refers to software automation that handles complex tasks, is shifting into a core driver of employee efficiency. By deploying automated workflow agents, Northern Trust allows its wealth advisors to spend less time on routine client memos and more time delivering advisory services. Its client action plan agents now save relationship managers 2 to 3 hours on every client memo, time they can redirect to clients. - Mike O'Grady, Chairman and Chief Executive Officer 2. Institutional relationship expansion delivers scalable asset servicing growth. Asset servicing involves managing fund administration, custody, and trade processing for institutional clients. Northern Trust expands its relationships with global asset managers to capture higher-margin servicing mandates, including an expanded deal with UBS that increases the assets it services for the manager by over 50%. Subject to regulatory approvals, UBS's Swiss and Luxembourg management companies will extend its mandate to additional funds over the next two-plus years, including administering the former Credit Suisse funds in those markets, increasing UBS assets The Motley Fool, LLC service by more than 50%. - Mike O'Grady, Chairman and Chief Executive Officer 3. Disciplined capital allocation drives substantial shareholder returns. Northern Trust generates capital that supports internal business growth and direct distributions to shareholders. The company maintains capital levels above regulatory minimums, enabling it to fund dividends and share buybacks while preserving balance sheet flexibility. The Motley Fool, LLC returned more than $500 million in the third quarter and more than $1.5 billion year to date. - Mike O'Grady, Chairman and Chief Executive Officer Looking ahead. Revenue expansion across fee businesses and interest spreads drives positive operating leverage, the rate at which revenue growth exceeds expenses. Northern Trust leverages its wealth platform and international custody scale to maintain margin expansion through disciplined pricing. Excluding notable items, The Motley Fool, LLC expect to deliver positive operating leverage in the fourth quarter and 500 basis points or more of operating leverage for the full year. - Dave Fox, Chief Financial Officer Unifying wealth management, asset servicing, and asset management positions the firm to capture complex institutional mandates and compound long-term earnings. There's a number of opportunities where The Motley Fool, LLC see longer term to utilize this strategic framework that The Motley Fool, LLC has in place to both grow but also grow in a scalable, profitable way. - Mike O'Grady, Chairman and Chief Executive Officer Is Northern Trust a smart long-term play? Before you buy stock in Northern Trust, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Northern Trust wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of its recommendation, you'd have $337,166!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of its recommendation, you'd have $1,339,143!* Now, it's worth noting Stock Advisor's total average return is 904% - a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of October 29, 2026.

Northern Trust appoints Andy Ponsford as Head of Insurance, EMEA. Newly Created Role Supports the Continued Expansion of Northern Trust's Insurance Servicing Capabilities Across EMEA LONDON - Northern Trust (Nasdaq: NTRS) today announced that Andy Ponsford has joined the company as Head of Insurance, Europe, Middle East and Africa (EMEA). In this newly created role, Ponsford will lead the continued expansion of Northern Trust's insurance servicing capabilities across the region, helping to deliver an integrated operating model designed to support the operational, accounting, investment and regulatory needs of insurance companies. Northern Trust currently serves more than 200 insurance clients globally, representing approximately $1.3 trillion in assets under administration and custody. It extends its proven insurance servicing expertise across the region, providing insurance companies with an integrated solution designed to support multi-asset class portfolios across markets and jurisdictions. This and the creation of this new role reflect the firm's broader strategy to deliver a comprehensive servicing ecosystem tailored to the unique needs of insurers. In his role, Ponsford will be responsible for driving the strategic growth of Northern Trust's insurance business across EMEA, strengthening client relationships, advancing the firm's insurance servicing capabilities and helping clients navigate evolving market, regulatory and operational demands. Ponsford brings more than 25 years of experience in financial services, with deep experience leading insurance coverage and scaling businesses. Most recently, he served as Managing Director, Global Head of Insurance & Funds and Head of Corporate Strategic Solutions at Barclays Bank PLC. Prior to Barclays, Ponsford held several senior leadership positions at J.P. Morgan. "Andy brings extensive experience serving insurance clients and a deep understanding of the challenges and opportunities facing the industry," said Ian Hamilton, Head of Asset Owners, EMEA at Northern Trust. "As we continue to enhance our insurance capabilities across EMEA, his leadership will be key in helping us deliver solutions that meet insurers' evolving needs. We are delighted to welcome him to Northern Trust and look forward to the impact he will make for our clients and our business." Northern Trust offers solutions to nearly 3,000 institutional clients in 53 countries. From alternative asset services to banking and liquidity, capital markets, regulatory, securities, fund services and retirement solutions, Northern Trust is differentiated by a commitment to client service, integrity and technology innovation. About Northern Trust Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking services to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 24 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2026, Northern Trust had assets under custody/administration of US$19.0 trillion, and assets under management of US$2.0 trillion. For more than 135 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit Northern Trust Corp on northerntrust.com. Follow Northern Trust Corp on Instagram @northerntrustcompany or Northern Trust on LinkedIn. Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/terms-and-conditions.

Northern Trust (NASDAQ:NTRS) EVP Susan Cohen Levy sells 3,922 shares of company stock. Northern Trust Corporation (NASDAQ:NTRS - Get Free Report) EVP Susan Levy sold 3,922 shares of Northern Trust stock in a transaction dated Monday, October 26th. The shares were sold at an average price of $168.69, for a total value of $661,602.18. Following the completion of the sale, the executive vice president directly owned 59,378 shares in the company, valued at $10,016,474.82. This represents a 6.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Susan Cohen Levy also recently made the following trade(s): * On Friday, October 23rd, Susan Levy sold 16,984 shares of Northern Trust stock. The shares were sold at an average price of $168.15, for a total value of $2,855,859.60. Northern Trust stock up 0.5%. Shares of NTRS stock traded up $0.80 on Tuesday, hitting $170.35. 984,256 shares of the stock were exchanged, compared to its average volume of 1,103,491. The company has a current ratio of 0.61, a quick ratio of 0.65 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $31.17 billion, a P/E ratio of 13.35, a price-to-earnings-growth ratio of 0.93 and a beta of 1.24. Northern Trust Corporation has a fifty-two week low of $121.53 and a fifty-two week high of $195.78. The business has a 50-day moving average of $177.27 and a 200 day moving average of $164.63. Northern Trust (NASDAQ:NTRS - Get Free Report) last announced its earnings results on Wednesday, October 21st. The asset manager reported $3.40 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.87 by $0.53. The business had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.26 billion. Northern Trust had a return on equity of 17.97% and a net margin of 15.86%. Northern Trust's revenue for the quarter was up 13.4% compared to the same quarter last year. During the same quarter last year, the firm earned $2.29 EPS. Equities analysts anticipate that Northern Trust Corporation will post 11.95 EPS for the current year. Northern Trust announces dividend. The firm also recently declared a quarterly dividend, which will be paid on Friday, January 1st. Stockholders of record on Friday, December 4th will be paid a dividend of $0.88 per share. This represents a $3.52 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, December 4th. Northern Trust's dividend payout ratio (DPR) is currently 27.59%. Institutional inflows and outflows. A number of hedge funds have recently bought and sold shares of the stock. Continuum Advisory LLC bought a new stake in shares of Northern Trust during the 2nd quarter worth approximately $26,000. Basecamp Wealth Advisors LLC grew its stake in shares of Northern Trust by 99.0% in the first quarter. Basecamp Wealth Advisors LLC now owns 203 shares of the asset manager's stock valued at $28,000 after buying an additional 101 shares in the last quarter. NBH Bank bought a new position in shares of Northern Trust in the second quarter valued at $30,000. Keating Financial Advisory Services Inc. acquired a new position in Northern Trust during the second quarter worth $31,000. Finally, Clearstead Trust LLC acquired a new position in Northern Trust during the second quarter worth $37,000. 83.19% of the stock is currently owned by institutional investors. Analyst ratings changes. A number of analysts have recently issued reports on NTRS shares. Royal Bank Of Canada downgraded shares of Northern Trust from an "outperform" rating to a "sector perform" rating and set a $178.00 price objective on the stock. in a report on Wednesday, July 22nd. TD Cowen started coverage on shares of Northern Trust in a report on Thursday, October 8th. They set a "hold" rating and a $175.00 target price for the company. Evercore set a $183.00 target price on shares of Northern Trust in a research report on Thursday, October 1st. Wells Fargo & Company lifted their price target on shares of Northern Trust from $189.00 to $194.00 and gave the company an "equal weight" rating in a research note on Thursday, July 23rd. Finally, Barclays lifted their price target on shares of Northern Trust from $189.00 to $194.00 and gave the company an "equal weight" rating in a research note on Thursday, October 22nd. Three research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $183.47. About Northern Trust. Northern Trust Corporation (NASDAQ:NTRS) is a financial services company that provides wealth management, asset servicing, asset management and banking services. The company serves institutional investors, corporations, financial institutions, high-net-worth individuals and families. Its offerings include custody and administration of investment assets, fund accounting, securities lending, foreign exchange, treasury services, investment management, trust and estate services, private banking and wealth planning. Receive News & Ratings for Northern Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Northern Trust and related companies with MarketBeat.com's FREE daily email newsletter.