| NTRS |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.76 vs. cons $2.68 |
MEDIUM |
| NTRS |
Report |
Trust, investment and other servicing fees (Q2 2026) |
BEAT |
pred ~$1.374B vs. cons $1.345B |
MEDIUM |
| NTRS |
Report |
FTE net interest income (Q2 2026) |
BEAT |
pred ~$656M vs. cons $648.7M |
MEDIUM |
| NTRS |
Guide |
FTE net interest income growth |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (FY2026) |
MEDIUM |
| NTRS |
Guide |
Positive operating leverage |
LOWER |
guide ~100 bps vs. cons 300 bps (FY2026) |
LOW |
| NTRS |
Guide |
Noninterest expense |
BETTER |
guide ~$1.49B vs. cons $1.50B (Q3 2026) |
LOW |
| NTRS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| NTRS |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest core beat should lift the stock initially, but unchanged NII guidance and an operating-leverage floor below modeled expectations limit out-period revisions; Q3-Q4 EPS estimates rise only slightly, causing most of the day-1 residual gain to fade. |
MEDIUM |