Zacks Investment Research
09 Oct 2026, 16:45 UTC · 1h ago
Impact · against what's priced in
The article provides no new catalyst for Northern Trust, as the reported dividend growth and earnings projections are already reflected in the current valuation. The data serves as a confirmation of existing trends rather than a driver for price appreciation.
No priced-in read yet
What the story claims
3 claims · scored −1 bearish … +1 bullish · 0 new · 3 priced in
The Zacks Consensus Estimate for Northern Trust's 2026 earnings is $11.65 per share, representing a projected increase of 29.30% from the previous year.
Priced inanalysis of consensus estimates
So whatWith a current payout ratio of 30%, this EPS growth allows for a dividend increase to ~$4.48 without raising the payout ratio.
More positive than 93% of claims this week
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The 13.5% dividend increase and projected 2026 EPS of $11.65 are positive metrics, but they are already considered priced-in by previous analysis and do not offer new upside.
Read from the article alone
Scored by the NIS engine · methodology.
Northern Trust's current annualized dividend of $3.52 is an increase of 13.5% compared to last year.
Priced inanalysis of historical dividend data
So whatThis represents a significant acceleration over the company's 5-year average annual increase of 2.01%.
More positive than 66% of claims this week
Northern Trust currently pays a dividend of $0.88 per share, resulting in a dividend yield of 2.09%.
Priced incurrent market data
So whatThe yield sits 95bps below the Banks - Major Regional industry average of 3.04%.
More positive than 45% of claims this week
Which stocks this story touches
More positive than 88% of ticker scores this week
The company shows strong price growth, an increasing dividend, and expects solid earnings growth of 29.30% for 2026.
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Zacks Investment Research
1h ago
+0.6%
$169.57 vs $168.50 close before publication (Oct 8) · not market-adjusted
NTRS chart →
