Northern Trust provided a business update and strategic outlook during its Annual Meeting of Stockholders on April 21, 2026. The company reviewed its full-year 2025 financial performance and announced increased medium-term financial targets for pre-tax margin and return on equity.
Key Details
- Updated Medium-Term Financial Targets: The company raised its target for Pre-Tax Margin to 33% (from >30%) and its target for Return on Equity to the mid-teens (from 13-15%).
- Full-Year 2025 Financials: Reported GAAP revenue of $8.09 billion, diluted earnings per share of $8.74, and a return on average common equity of 14.4%.
- Capital Position (as of Dec 31, 2025): The company reported a Common Equity Tier 1 (CET1) capital ratio of 12.6% and returned a total of $1.87 billion to shareholders during 2025.