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SLM CorporationNasdaqGS:SLM 株式レポート

時価総額 US$4.2b
株価
US$21.95
US$28.18
22.1% 割安 内在価値ディスカウント
1Y-34.8%
7D1.7%
1D
ポートフォリオ価値
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SLM Corporation

NasdaqGS:SLM 株式レポート

時価総額:US$4.2b

SLM(SLM)株式概要

SLMコーポレーションはその子会社を通じて、学生やその家族に対し、米国での教育費を賄うための民間教育ローンを組成し、サービスを提供している。 詳細

SLM ファンダメンタル分析
スノーフレーク・スコア
評価6/6
将来の成長1/6
過去の実績2/6
財務の健全性3/6
配当金2/6

SLM Community Fair Values

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SLM Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要SLM
過去の株価
現在の株価US$21.95
52週高値US$34.97
52週安値US$17.77
ベータ1.02
1ヶ月の変化-3.69%
3ヶ月変化-2.88%
1年変化-34.77%
3年間の変化41.25%
5年間の変化8.83%
IPOからの変化143.35%

最新ニュース

ナラティブの更新 Apr 24

SLM: Credit Stability And Medical Graduate Lending Expansion Will Support Future Re Rating

Analysts have adjusted the blended price target on SLM slightly lower by about $1, reflecting recent cuts from several firms partly offset by a $2 increase. They are factoring in a more uncertain macro backdrop, modestly lower profit margin assumptions, and a slightly higher future P/E multiple.

Recent updates

ナラティブの更新 Apr 24

SLM: Credit Stability And Medical Graduate Lending Expansion Will Support Future Re Rating

Analysts have adjusted the blended price target on SLM slightly lower by about $1, reflecting recent cuts from several firms partly offset by a $2 increase. They are factoring in a more uncertain macro backdrop, modestly lower profit margin assumptions, and a slightly higher future P/E multiple.
ナラティブの更新 Apr 10

SLM: Share Repurchases And Credit Stability Will Offset Persistent AI Risk Overhang

Analysts have trimmed the blended price target on SLM to about $29 as they factor in updated fair value assumptions, slightly lower profit margins and a modestly softer revenue outlook, while still keeping a relatively low future P/E in focus. Analyst Commentary Recent Street research on SLM clusters around a tighter valuation range, with most firms trimming price targets while reassessing growth, credit risk and the impact of AI on graduate outcomes.
ナラティブの更新 Mar 27

SLM: Share Repurchases And Credit Stability Will Counter Persistent AI Risk Overhang

Narrative Update on SLM Analysts have trimmed SLM's average price target by a few dollars to around the high $20s, reflecting sector wide cuts tied to a more uncertain macro backdrop and ongoing debate around credit risk and AI driven pressure on graduate outcomes. Analyst Commentary Recent research on SLM centers on how macro uncertainty, potential AI disruption and credit risk feed into valuation and growth expectations.
ナラティブの更新 Mar 12

SLM: Share Repurchases Will Counter AI And Credit Risk Overhang

Analysts have trimmed their average price target on SLM by about $0.90. This reflects a series of modest target cuts into the high $20s and low $30s as they factor in a more uncertain macro backdrop, credit risk concerns, and the ongoing AI related overhang.
ナラティブの更新 Feb 26

SLM: Share Repurchases Will Offset Credit Risk And Support Future Returns

Analysts have trimmed their average price target for SLM by a small amount to reflect slightly higher perceived risk and modestly softer margin and fair value assumptions, citing mixed recent research where some firms raised targets while others lowered them, and one downgraded the stock on concerns about cyclical credit risk and structural pressures on the student lending model. Analyst Commentary Recent Street research on SLM highlights a split view, with some firms trimming price targets and others lifting them, while JPMorgan has turned more cautious on the shares.
ナラティブの更新 Feb 09

SLM: Share Repurchases And Credit Discipline Will Drive Future Returns

Analysts have raised their price targets on SLM by about $2 to $3. This reflects a slightly lower assumed discount rate and mixed views on credit risk and the long term resilience of the company's business model.
分析記事 Feb 03

SLM (NASDAQ:SLM) Is Due To Pay A Dividend Of $0.13

SLM Corporation ( NASDAQ:SLM ) will pay a dividend of $0.13 on the 16th of March. This means that the annual payment...
ナラティブの更新 Jan 25

SLM: Higher Buybacks And Credit Discipline Will Support Future Returns

Analyst Price Target Narrative Update Analysts have nudged their SLM price targets higher by roughly $2 to $3, reflecting updated views on credit risk, college graduate job markets, and the long term resilience of the company’s business model in the face of AI related disruptions. Analyst Commentary Recent research on SLM reflects mixed sentiment, with some analysts revising price targets higher and others taking a more cautious stance on credit quality and the long term outlook for private student lending.
ナラティブの更新 Jan 11

SLM: Reaffirmed Credit Guidance And Tighter Underwriting Will Support Future Returns

Analysts have trimmed their price target on SLM to about $31.82 from $31.91, reflecting concerns around asset-backed securities performance. At the same time, they point to management's reaffirmed credit guidance, tighter underwriting, and an increased profit margin outlook, alongside a slightly lower assumed P/E multiple.
ナラティブの更新 Dec 15

SLM: Future Earnings Will Benefit From Resilient Credit Trends Amid Sector Volatility

Analysts have reduced their price target on SLM to approximately $31.90 from about $34.73, reflecting increased concerns about potential credit and ABS headwinds, despite still supportive long term earnings and consumer credit views. Analyst Commentary Recent Street research reflects a more balanced stance on SLM, with price targets moving lower on average but ratings largely remaining constructive, as analysts recalibrate expectations around credit performance, funding conditions, and the macro backdrop for student borrowers.
ナラティブの更新 Nov 30

SLM: Future Earnings Will Benefit From Improving Credit Performance And Evolving Market Conditions

Analysts have modestly lowered their average price target for SLM to a range of $29 to $40. This shift reflects heightened concerns around credit quality, consumer health, and the resumption of student loan repayments, even as management maintains its credit guidance amid tighter market conditions.
ナラティブの更新 Nov 16

SLM: Future Earnings Will Reflect Improved Credit Performance Amid Sector Uncertainty

Analysts have lowered their average price target for SLM by a notable margin. The shift from around $40 to $31 is due to rising concerns over credit trends, ABS performance, and macroeconomic headwinds, even as long-term guidance remains cautiously optimistic.
ナラティブの更新 Nov 01

SLM: Lower Federal Student Loan Supply Will Boost Private Lending Demand

The analyst price target for SLM has decreased from around $35.18 to $34.73, reflecting concerns about credit quality, weaker revenue growth projections, and market headwinds as highlighted by recent analyst commentary. Analyst Commentary Recent analyst reports on SLM present a mix of optimism and caution.
分析記事 Oct 28

SLM Corporation Just Missed Earnings - But Analysts Have Updated Their Models

SLM Corporation ( NASDAQ:SLM ) just released its latest third-quarter report and things are not looking great. Results...
ナラティブの更新 Oct 18

Federal Loan Reforms Will Widen The Private Lending Market

Analysts have lowered SLM's average price target from approximately $38 to $35 per share, citing recent concerns over credit performance and cautious consumer trends, even though management has reaffirmed its guidance. Analyst Commentary Recent analyst updates reflect a divided outlook on SLM, with some expressing optimism about long-term earnings and credit management, while others raise concerns about short-term credit trends and macroeconomic headwinds.
ナラティブの更新 Oct 04

Federal Loan Reforms Will Widen The Private Lending Market

Analysts have raised their price target for SLM to $40, up from previous estimates of $37. They cite continued strength in loan growth, improved credit performance, and new market opportunities for the company.
分析記事 Jul 15

SLM Corporation's (NASDAQ:SLM) Shares Not Telling The Full Story

SLM Corporation's ( NASDAQ:SLM ) price-to-earnings (or "P/E") ratio of 11.6x might make it look like a buy right now...
Seeking Alpha Jul 03

SLM Corporation: Moderating Expectations, But Valuation Remains Hot; Uncertain Policy Optionality

Summary SLM Corporation has delivered strong results, but performance is likely to normalize due to higher funding costs and tougher year-over-year comparisons. Loan origination benefited from Discover's exit, but this sets a high bar for future growth as origination momentum slows. Net interest margins should stabilize in the low-to-mid 5% range, while asset quality remains solid but requires ongoing monitoring. Valuation appears stretched, and while policy changes could be a catalyst, uncertainty leads me to maintain a neutral (hold) rating. Read the full article on Seeking Alpha
分析記事 Mar 31

SLM Corporation (NASDAQ:SLM) Doing What It Can To Lift Shares

With a price-to-earnings (or "P/E") ratio of 10.3x SLM Corporation ( NASDAQ:SLM ) may be sending bullish signals at the...
Seeking Alpha Mar 22

SLM Corporation: With Student Loan Policy Shifting, Sallie Mae Quietly Gains Ground

Summary SLM Corporation, a leader in private student loans, is poised to benefit from potential regulatory changes but faces short-term volatility due to economic uncertainties. Despite strong fundamentals and steady growth, recession fears and high valuation warrant a HOLD rating, aligning with the current quant rating. Investors should monitor economic conditions closely, as better entry points may emerge if uncertainties persist, despite long-term bullish prospects for SLM. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

SLM Corporation: Lending Strength To Your Portfolio

Summary SLM Corporation has shown strong performance with a 50% one-year return, driven by increased private education loan originations and improved credit quality. SLM’s 2024 highlights include record loan originations, improved credit quality, and a robust capital return strategy, indicating management’s confidence in long-term growth. Despite regulatory risks and operational cash flow challenges, SLM’s appealing valuation and growth prospects make it a potential buy for investors comfortable with some uncertainty. The optimistic 2025 forecast, with expected EPS growth and lower forward P/E ratios, supports the case for potential upside in SLM’s stock. Read the full article on Seeking Alpha
分析記事 Nov 26

Improved Earnings Required Before SLM Corporation (NASDAQ:SLM) Stock's 27% Jump Looks Justified

SLM Corporation ( NASDAQ:SLM ) shareholders have had their patience rewarded with a 27% share price jump in the last...
分析記事 Oct 27

SLM (NASDAQ:SLM) Has Announced That It Will Be Increasing Its Dividend To $0.13

SLM Corporation ( NASDAQ:SLM ) will increase its dividend on the 16th of December to $0.13, which is 18% higher than...
User avatar
新しいナラティブ Aug 30

Boost In Credit Quality And Tactical Capital Returns Clashing With Revenue Declines And Analyst Concerns

Enhanced credit and loan performance metrics hint at potential for higher net margins and stronger net income through improved credit quality and loss mitigation programs.
分析記事 Jul 12

SLM Corporation's (NASDAQ:SLM) Business And Shares Still Trailing The Market

With a price-to-earnings (or "P/E") ratio of 6.5x SLM Corporation ( NASDAQ:SLM ) may be sending very bullish signals at...
分析記事 Apr 26

SLM (NASDAQ:SLM) Has Announced A Dividend Of $0.11

SLM Corporation ( NASDAQ:SLM ) will pay a dividend of $0.11 on the 17th of June. Based on this payment, the dividend...
分析記事 Apr 11

Take Care Before Diving Into The Deep End On SLM Corporation (NASDAQ:SLM)

With a price-to-earnings (or "P/E") ratio of 8.2x SLM Corporation ( NASDAQ:SLM ) may be sending very bullish signals at...

株主還元

SLMUS Consumer FinanceUS 市場
7D1.7%-0.8%-0.8%
1Y-34.8%6.3%27.1%

業界別リターン: SLM過去 1 年間で6.3 % の収益を上げたUS Consumer Finance業界を下回りました。

リターン対市場: SLMは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。

価格変動

Is SLM's price volatile compared to industry and market?
SLM volatility
SLM Average Weekly Movement6.6%
Consumer Finance Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

安定した株価: SLM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: SLMの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19721,788Jon Witterwww.salliemae.com

SLMコーポレーションは子会社を通じ、米国の学生やその家 族に教育資金を調達するための民間教育ローンを組成し、サービ スを提供している。高利回りの普通預金口座、マネーマーケット口座、譲渡性預金などのリテール預金口座、利付オムニバス口座を提供している。以前はNew BLC Corporationとして知られ、2013年12月にSLM Corporationに社名変更した。SLMコーポレーションは1972年に設立され、デラウェア州ニューアークに本社を置いている。

SLM Corporation 基礎のまとめ

SLM の収益と売上を時価総額と比較するとどうか。
SLM 基礎統計学
時価総額US$4.15b
収益(TTM)US$732.94m
売上高(TTM)US$1.67b
5.6x
PER(株価収益率
2.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SLM 損益計算書(TTM)
収益US$1.67b
売上原価US$0
売上総利益US$1.67b
その他の費用US$932.50m
収益US$732.94m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)3.89
グロス・マージン100.00%
純利益率44.01%
有利子負債/自己資本比率253.1%

SLM の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.4%
現在の配当利回り
14%
配当性向

SLM 配当は確実ですか?

SLM 配当履歴とベンチマークを見る
SLM 、いつまでに購入すれば配当金を受け取れますか?
SLM 配当日
配当落ち日Jun 04 2026
配当支払日Jun 15 2026
配当落ちまでの日数12 days
配当支払日までの日数23 days

SLM 配当は確実ですか?

SLM 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 19:41
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SLM Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
Terry MaBarclays
Bruce HartingBarclays
James FotheringhamBMO Capital Markets Equity Research