Northern Trust vs Huntington
This page compares Northern Trust and Huntington Bancshares Incorporated, examining their business models, financial performance, and market context in a neutral, accessible manner. Educational content, not financial advice.
This page compares Northern Trust and Huntington Bancshares Incorporated, examining their business models, financial performance, and market context in a neutral, accessible manner. Educational conten...
Why It's Moving
Northern Trust's FY 2025 Wrap Shows Revenue Growth but Margin Squeeze Sparks Investor Debate
- AUM surged to $1,772.7 billion by Q3 end, fueled by net inflows peaking at $11.6 billion in Q1, underscoring sticky institutional and wealth management clients.
- Basic EPS edged up quarterly to $2.41 but trailed 12-month prior at $8.78 versus $9.80, painting a mixed earnings picture.
- Trailing net income excluding extras fell to $1,679.2 million from $1,972.4 million, as margin pressures challenge profitability despite top-line gains.
Huntington Bancshares eyes record 2026 interest income amid merger momentum and solid Q4 results.
- Q4 interest income surged 14% to $1.6 billion, driven by higher margins and 14% YoY loan growth to $146.6 billion, signaling strong borrowing demand post-Fed rate cuts.
- Forecasts record 2026 interest income with loans up 11-12% and deposits growing 8-9%, boosted by $1.85-$1.90 billion from the impending Cadence merger.
- Maintained quarterly dividend at $0.155 per share and completed Veritex integration smoothly, enhancing Texas and Southern footprint for organic growth.
Northern Trust's FY 2025 Wrap Shows Revenue Growth but Margin Squeeze Sparks Investor Debate
- AUM surged to $1,772.7 billion by Q3 end, fueled by net inflows peaking at $11.6 billion in Q1, underscoring sticky institutional and wealth management clients.
- Basic EPS edged up quarterly to $2.41 but trailed 12-month prior at $8.78 versus $9.80, painting a mixed earnings picture.
- Trailing net income excluding extras fell to $1,679.2 million from $1,972.4 million, as margin pressures challenge profitability despite top-line gains.
Huntington Bancshares eyes record 2026 interest income amid merger momentum and solid Q4 results.
- Q4 interest income surged 14% to $1.6 billion, driven by higher margins and 14% YoY loan growth to $146.6 billion, signaling strong borrowing demand post-Fed rate cuts.
- Forecasts record 2026 interest income with loans up 11-12% and deposits growing 8-9%, boosted by $1.85-$1.90 billion from the impending Cadence merger.
- Maintained quarterly dividend at $0.155 per share and completed Veritex integration smoothly, enhancing Texas and Southern footprint for organic growth.
Investment Analysis
Northern Trust
NTRS
Pros
- Northern Trust has delivered consistent revenue growth across trust fees, capital markets, and net interest income in recent quarters.
- The company maintains a strong balance sheet with sound lending and balance sheet measures, supporting its financial stability.
- Northern Trust offers a reliable dividend with a long history of uninterrupted payments, appealing to income-focused investors.
Considerations
- Northern Trust's stock has a relatively high beta, indicating greater volatility compared to the broader market.
- Analyst price targets suggest limited upside potential, with some forecasts below the current share price.
- The company's return on assets is lower than many peers, reflecting less efficient asset utilisation.
Huntington
HBAN
Pros
- Huntington Bancshares has demonstrated solid loan growth and improved net interest margins in the current rate environment.
- The company maintains a strong capital position, with robust regulatory capital ratios supporting resilience.
- Huntington has a diversified revenue base, reducing reliance on any single business line or market segment.
Considerations
- Huntington's exposure to regional economic conditions makes it vulnerable to local downturns and credit risks.
- The bank faces competitive pressures from larger national banks, which may limit pricing power and market share gains.
- Recent regulatory scrutiny and compliance costs have increased operational expenses, affecting profitability.
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Northern Trust (NTRS) Next Earnings Date
Northern Trust will announce its Q1 2026 earnings on Tuesday, April 21, 2026 at 8:00 a.m. CT. This earnings report will cover the first quarter of 2026 and follows the company's standard quarterly reporting schedule. The Q4 2025 earnings were most recently reported on January 22, 2026, where the company exceeded expectations with an EPS of $2.69 against a consensus estimate of $2.37.
Huntington (HBAN) Next Earnings Date
Huntington Bancshares (HBAN) reported its Q4 2025 earnings on Thursday, January 22, 2026, prior to market open. The next earnings release, covering the first quarter of 2026, is scheduled for Thursday, April 23, 2026, at 9 a.m. ET. This aligns with the company's pre-announced schedule through 2026.
Northern Trust (NTRS) Next Earnings Date
Northern Trust will announce its Q1 2026 earnings on Tuesday, April 21, 2026 at 8:00 a.m. CT. This earnings report will cover the first quarter of 2026 and follows the company's standard quarterly reporting schedule. The Q4 2025 earnings were most recently reported on January 22, 2026, where the company exceeded expectations with an EPS of $2.69 against a consensus estimate of $2.37.
Huntington (HBAN) Next Earnings Date
Huntington Bancshares (HBAN) reported its Q4 2025 earnings on Thursday, January 22, 2026, prior to market open. The next earnings release, covering the first quarter of 2026, is scheduled for Thursday, April 23, 2026, at 9 a.m. ET. This aligns with the company's pre-announced schedule through 2026.
Which Baskets Do They Appear In?
S&P Stock Access: Could Infrastructure Stocks Hedge Risk?
As Nigerians increasingly seek to diversify their investments, gaining exposure to the world's largest economy offers a potential hedge against local market volatility. This basket focuses on the global companies that create, track, and provide access to benchmark indices like the S&P 500.
Published: September 26, 2025
Explore BasketWhich Baskets Do They Appear In?
S&P Stock Access: Could Infrastructure Stocks Hedge Risk?
As Nigerians increasingly seek to diversify their investments, gaining exposure to the world's largest economy offers a potential hedge against local market volatility. This basket focuses on the global companies that create, track, and provide access to benchmark indices like the S&P 500.
Published: September 26, 2025
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