| NTRS |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$2.82 vs cons $2.70 |
MEDIUM |
| NTRS |
Report |
Net Interest Income (Q2 2026) |
BEAT |
pred ~$668M vs cons $652.8M |
MEDIUM |
| NTRS |
Report |
Trust & Servicing Fees (Q2 2026) |
BEAT |
pred ~$1,370M vs cons $1,351.4M |
MEDIUM |
| NTRS |
Guide |
FY 2026 NII growth (FY26) |
BETTER |
guide ~'high single digits' vs cons $2,641.7M |
MEDIUM |
| NTRS |
Guide |
FY 2026 Operating Leverage (FY26) |
BETTER |
guide ~'>300bps' vs prior '>100bps' floor |
MEDIUM |
| NTRS |
Guide |
FY 2026 Expense trajectory (FY26) |
UNCHANGED |
reaffirm 'direction down for remainder of year' |
HIGH |
| NTRS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| NTRS |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revises Q3/Q4 NII estimates up on FY raise; guide math is coherent and implies H2 run rate of ~$659M/quarter vs $616M in prior year H2 |
MEDIUM |