| NTRS |
Report |
Diluted EPS |
BEAT |
pred ~$2.66 vs. cons $2.60 |
MEDIUM |
| NTRS |
Report |
Net interest income (FTE) |
BEAT |
pred ~$655M vs. cons $646M |
MEDIUM |
| NTRS |
Report |
Trust, investment and other servicing fees |
BEAT |
pred ~$1.37B vs. cons $1.35B |
MEDIUM |
| NTRS |
Guide |
Full-year net interest income growth |
LOWER |
guide ~7.5% vs. cons 8.0% (FY2026) |
MEDIUM |
| NTRS |
Guide |
Full-year positive operating leverage |
LOWER |
guide ~100 bps vs. cons 175 bps (FY2026) |
MEDIUM |
| NTRS |
Guide |
Common-shareholder payout ratio |
UNCHANGED |
guide ~100% vs. cons 100% (FY2026) |
HIGH |
| NTRS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| NTRS |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A modest ~$0.06 EPS beat versus consensus is likely offset by FY2026 guide math of ~7.5% NII growth versus ~8.0% consensus and ~100 bps operating leverage versus ~175 bps expected; those ~50 bps to ~75 bps out-period profitability gaps imply forward EPS revisions lower after a stock that rose ~16.4% from $158.99 on April 20, 2026 to $185.09 on July 21, 2026. |
MEDIUM |