NTRS Earnings Predictions — 2026-07-22

Ticker Report or Guide KPI Prediction Answer Confidence
NTRS Report Operating diluted EPS BEAT pred ~$2.78 vs. cons $2.70 MEDIUM
NTRS Report NII BEAT pred ~$670M vs. cons $653M MEDIUM
NTRS Report Asset Servicing fees BEAT pred ~$755M vs. cons $746M MEDIUM
NTRS Guide FY26 NII growth UNKNOWN guide reiterates mid- to high single digits vs. FY26 NII cons $2.642B LOW
NTRS Guide FY26 operating leverage UNKNOWN guide reiterates more than 100bp positive vs. no reliable consensus LOW
NTRS Return Day-1 residual (stock − beta × S&P 500) -2.0% LOW
NTRS Return 5-day cumulative residual -3.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — guide reiteration implies an implicit out-period restraint LOW