View ValuationNelnet 将来の成長Future 基準チェック /06Nelnetの収益は成長。EPSは減少すると8.6%年率で予測されます。主要情報n/a収益成長率-8.62%EPS成長率Consumer Finance 収益成長18.8%収益成長率5.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報Price Target Changed • Nov 10Price target increased by 8.0% to US$135Up from US$125, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$130. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$6.53 for next year compared to US$5.02 last year.Price Target Changed • May 14Price target increased by 8.7% to US$125Up from US$115, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of US$118. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of US$7.65 for next year compared to US$5.02 last year.Price Target Changed • Mar 04Price target increased by 13% to US$120Up from US$106, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$119. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$6.50 for next year compared to US$5.02 last year.Price Target Changed • Oct 02Price target increased by 15% to US$110Up from US$96.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$112. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$5.82 for next year compared to US$2.45 last year.Price Target Changed • Aug 12Price target increased by 8.9% to US$98.00Up from US$90.00, the current price target is provided by 1 analyst. New target price is 7.7% below last closing price of US$106. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$5.90 for next year compared to US$2.45 last year.Price Target Changed • May 14Price target increased by 10% to US$96.00Up from US$87.00, the current price target is provided by 1 analyst. New target price is 13% below last closing price of US$110. Stock is up 17% over the past year. The company posted earnings per share of US$2.45 last year.すべての更新を表示Recent updatesUpcoming Dividend • May 26Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.9%).Declared Dividend • May 11First quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 8.6% over the next year. However, it would need to fall by 88% to increase the payout ratio to a potentially unsustainable range.ライブニュース • May 09Nelnet Misses Q1 Revenue Targets and Integrates Canadian AcquisitionNelnet reported Q1 2026 revenue that was up 10.3% year over year but below market expectations, with non-GAAP earnings per share also below analyst estimates. GAAP net income for Q1 2026 was US$71.1 million, or US$1.97 per share, compared with US$82.6 million, or US$2.26 per share, in the same quarter a year earlier. The company completed the acquisition of a Canadian firm in February 2026, now integrated into its Loan Servicing and Systems segment, and declared a second-quarter dividend of US$0.33 per share payable on June 15, 2026. For you as an investor, the latest quarter shows a mix of top-line growth and weaker earnings relative to analyst expectations. Revenue rose 10.3% compared with Q1 2025, yet both revenue and non-GAAP earnings per share came in below market estimates, and GAAP net income and earnings per share were lower than a year earlier. Management, led by CEO Jeff Noordhoek, described the start of 2026 as strong across all business segments. The Canadian acquisition adds to Nelnet’s Loan Servicing and Systems footprint and broadens its reach into a new geography. This may affect the mix of business within that segment over time. The decision to declare a US$0.33 per share dividend for the second quarter indicates that the board is continuing a regular cash return to shareholders despite the earnings shortfall. Investors may want to monitor future quarters to see how the new acquisition is reflected in segment results and whether earnings trends align more closely with market expectations.お知らせ • Apr 15Nelnet, Inc. to Report Q1, 2026 Results on May 07, 2026Nelnet, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Apr 03Nelnet, Inc., Annual General Meeting, May 14, 2026Nelnet, Inc., Annual General Meeting, May 14, 2026. Location: at the nelnet center fountain suites event studio, 121 south 13th street, nebraska, lincoln, United StatesReported Earnings • Feb 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$11.79 (up from US$5.02 in FY 2024). Revenue: US$1.68b (up 24% from FY 2024). Net income: US$428.5m (up 133% from FY 2024). Profit margin: 26% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 70%. Revenue is forecast to stay flat during the next 2 years compared to a 13% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 13 March 2026. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.4%).Declared Dividend • Feb 02Third quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 27th February 2026 Payment date: 13th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 5.7% over the next 2 years. However, it would need to fall by 89% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jan 30+ 1 more updateNelnet, Inc. to Report Q4, 2025 Results on Feb 26, 2026Nelnet, Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026Upcoming Dividend • Nov 24Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.4%).分析記事 • Nov 21Nelnet (NYSE:NNI) Is Increasing Its Dividend To $0.33Nelnet, Inc. ( NYSE:NNI ) has announced that it will be increasing its dividend from last year's comparable payment on...お知らせ • Nov 21Mars Energy LLC acquired Nelnet Renewable Energy from Nelnet, Inc. (NYSE:NNI).Mars Energy LLC acquired Nelnet Renewable Energy from Nelnet, Inc. (NYSE:NNI) on November 20, 2025. Following the acquisition, Nelnet Renewable Energy will operate as MARS Energy Solutions. Additionally, Eric Peterman, founder of Nelnet Renewable Energy, will be the chief executive officer of MARS Energy Solutions, alongside Jess Baker, a current senior leader at MARS Energy Solutions. Mars Energy LLC completed the acquisition of Nelnet Renewable Energy from Nelnet, Inc. (NYSE:NNI) on November 20, 2025.Price Target Changed • Nov 10Price target increased by 8.0% to US$135Up from US$125, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$130. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$6.53 for next year compared to US$5.02 last year.Declared Dividend • Nov 10Third quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 1st December 2025 Payment date: 15th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 14% over the next year. However, it would need to fall by 89% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$2.94 (up from US$0.066 in 3Q 2024). Revenue: US$431.3m (up 49% from 3Q 2024). Net income: US$106.7m (up US$104.3m from 3Q 2024). Profit margin: 25% (up from 0.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 93%. Revenue is expected to decline by 3.1% p.a. on average during the next 2 years, while revenues in the Consumer Finance industry in the US are expected to grow by 14%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Nov 07Nelnet, Inc. Declares Fourth Quarter Cash Dividend on Class A Common Stock and Class B Common Stock, Payable on December 15, 2025The Nelnet, Inc. Board of Directors declared a fourth-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.33 per share. The dividend will be paid on December 15, 2025, to shareholders of record at the close of business on December 1, 2025.お知らせ • Oct 16Nelnet, Inc. to Report Q3, 2025 Results on Nov 06, 2025Nelnet, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025Recent Insider Transactions Derivative • Sep 08Independent Lead Director notifies of intention to sell stockThomas Henning intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$129, it would amount to US$1.1m. Since March 2025, Thomas has owned 19.25k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Upcoming Dividend • Aug 26Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 16 September 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.3%).Declared Dividend • Aug 10Second quarter dividend increased to US$0.30Dividend of US$0.30 is 7.1% higher than last year. Ex-date: 2nd September 2025 Payment date: 16th September 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$4.97 (up from US$1.24 in 2Q 2024). Revenue: US$522.7m (up 63% from 2Q 2024). Net income: US$181.5m (up 302% from 2Q 2024). Profit margin: 35% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 43%. Earnings per share (EPS) also surpassed analyst estimates by 160%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Aug 07Nelnet, Inc. Declares Third Quarter Cash Dividend on Class A Common Stock and Class B Common Stock, Payable on September 16, 2025The Nelnet Board of Directors declared a third-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.30 per share. The dividend will be paid on September 16, 2025, to shareholders of record at the close of business on September 2, 2025.お知らせ • Jul 15Nelnet, Inc. to Report Q2, 2025 Results on Aug 06, 2025Nelnet, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025Seeking Alpha • Jul 10Nelnet: Key Drivers Pushing Shares To New HighsSummary Nelnet has sold the majority of its ownership in ALLO for cash proceeds of $410 million, realizing a gain of $175 million. Its student loan servicing business is set to benefit from an increase in borrowers and loan volumes. Earnings from its software business, NBS, were flat year over year, but management is making investments in AI to improve efficiency and potentially lift margins. My estimate for intrinsic value stands at $182 per share, implying an upside of nearly 50% with limited downside to the book value of $94 per share. I am maintaining my Buy rating on the stock. Read the full article on Seeking AlphaUpcoming Dividend • May 27Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 02 June 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.6%).Price Target Changed • May 14Price target increased by 8.7% to US$125Up from US$115, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of US$118. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of US$7.65 for next year compared to US$5.02 last year.New Risk • May 13New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). Earnings have declined by 13% per year over the past 5 years.分析記事 • May 12Nelnet (NYSE:NNI) Has Announced A Dividend Of $0.28The board of Nelnet, Inc. ( NYSE:NNI ) has announced that it will pay a dividend on the 16th of June, with investors...Declared Dividend • May 12First quarter dividend of US$0.28 announcedDividend of US$0.28 is the same as last year. Ex-date: 2nd June 2025 Payment date: 16th June 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.26 (up from US$1.97 in 1Q 2024). Revenue: US$383.2m (up 3.2% from 1Q 2024). Net income: US$82.6m (up 13% from 1Q 2024). Profit margin: 22% (up from 20% in 1Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • May 09It May Be Possible That Nelnet, Inc.'s (NYSE:NNI) CEO Compensation Could Get Bumped UpKey Insights Nelnet to hold its Annual General Meeting on 15th of May Total pay for CEO Jeff Noordhoek includes...お知らせ • May 09Nelnet Declares Second-Quarter Cash Dividend, Payable on June 16, 2025The Nelnet Board of Directors declared a second-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on June 16, 2025, to shareholders of record at the close of business on June 2, 2025.お知らせ • Apr 16Nelnet, Inc. to Report Q1, 2025 Results on May 08, 2025Nelnet, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Adam Peterson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • Mar 16Nelnet: Consistent Value Creation Not Being Rewarded By The MarketSummary Nelnet continues to generate solid cash flows, which management is strategically deploying where it identifies the greatest opportunities for return. Nelnet’s software and payments business, NBS, continues to show impressive growth and profitability and is worth more than half the current market cap. I estimate intrinsic value at $175 per share, which represents an attractive upside and limited downside with book value at $92.3. I am therefore maintaining my Buy rating on the stock. Read the full article on Seeking AlphaPrice Target Changed • Mar 04Price target increased by 13% to US$120Up from US$106, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$119. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$6.50 for next year compared to US$5.02 last year.New Risk • Mar 04New major risk - Revenue and earnings growthEarnings have declined by 8.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.0% operating cash flow to total debt). Earnings have declined by 8.3% per year over the past 5 years.Reported Earnings • Feb 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$5.02 (up from US$2.45 in FY 2023). Revenue: US$1.40b (up 19% from FY 2023). Net income: US$184.0m (up 101% from FY 2023). Profit margin: 13% (up from 7.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Feb 28Nelnet, Inc., Annual General Meeting, May 15, 2025Nelnet, Inc., Annual General Meeting, May 15, 2025.Upcoming Dividend • Feb 21Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 14 March 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.6%).分析記事 • Feb 03Nelnet (NYSE:NNI) Is Paying Out A Dividend Of $0.28Nelnet, Inc. ( NYSE:NNI ) has announced that it will pay a dividend of $0.28 per share on the 14th of March. This means...Declared Dividend • Feb 03Third quarter dividend of US$0.28 announcedDividend of US$0.28 is the same as last year. Ex-date: 28th February 2025 Payment date: 14th March 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 61% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 31+ 1 more updateNelnet, Inc. to Report Q4, 2024 Results on Feb 27, 2025Nelnet, Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025分析記事 • Jan 23Getting In Cheap On Nelnet, Inc. (NYSE:NNI) Might Be DifficultWith a price-to-earnings (or "P/E") ratio of 34.8x Nelnet, Inc. ( NYSE:NNI ) may be sending very bearish signals at the...New Risk • Nov 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). Earnings have declined by 3.4% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Upcoming Dividend • Nov 25Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 02 December 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.6%).分析記事 • Nov 11Nelnet's (NYSE:NNI) Dividend Will Be $0.28The board of Nelnet, Inc. ( NYSE:NNI ) has announced that it will pay a dividend of $0.28 per share on the 16th of...Declared Dividend • Nov 11Third quarter dividend of US$0.28 announcedDividend of US$0.28 is the same as last year. Ex-date: 2nd December 2024 Payment date: 16th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 09Nelnet, Inc. Declares Fourth-Quarter Cash Dividend, Payable on December 16, 2024The Nelnet Board of Directors declared a fourth-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on December 16, 2024, to shareholders of record at the close of business on December 2, 2024.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.066 (down from US$1.21 in 3Q 2023). Revenue: US$320.4m (flat on 3Q 2023). Net income: US$2.39m (down 95% from 3Q 2023). Profit margin: 0.7% (down from 14% in 3Q 2023). Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) also missed analyst estimates by 95%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Nov 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to US$125. The fair value is estimated to be US$98.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 9.2% in a year. Earnings are forecast to grow by 42% in the next year.分析記事 • Oct 17Investors Appear Satisfied With Nelnet, Inc.'s (NYSE:NNI) ProspectsNelnet, Inc.'s ( NYSE:NNI ) price-to-earnings (or "P/E") ratio of 26.7x might make it look like a sell right now...お知らせ • Oct 15Nelnet, Inc. to Report Q3, 2024 Results on Nov 07, 2024Nelnet, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Price Target Changed • Oct 02Price target increased by 15% to US$110Up from US$96.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$112. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$5.82 for next year compared to US$2.45 last year.Seeking Alpha • Sep 19Nelnet: Attractive Valuation At A Large Discount To Intrinsic ValueSummary Shares have risen 20% since my previous recommendation where I estimated intrinsic value per share of $145. Owing to strong performance within Nelnet Business Services, where income grew 42% year over year in Q2, I have raised my estimate for intrinsic value to $162 per share. Meanwhile management continues to return capital to shareholders through dividends and buybacks. Shares trade at only a slight premium to book value, which minimizes downside risk and offers an appealing risk/reward profile for investors. Read the full article on Seeking AlphaUpcoming Dividend • Aug 26Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.9%).Price Target Changed • Aug 12Price target increased by 8.9% to US$98.00Up from US$90.00, the current price target is provided by 1 analyst. New target price is 7.7% below last closing price of US$106. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$5.90 for next year compared to US$2.45 last year.Declared Dividend • Aug 12Second quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 09Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$1.24 (up from US$0.75 in 2Q 2023). Revenue: US$329.1m (up 15% from 2Q 2023). Net income: US$45.1m (up 60% from 2Q 2023). Profit margin: 14% (up from 9.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 7.5%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Aug 09Nelnet, Inc. Declares Third-Quarter Cash Dividend, Payable on September 13, 2024The Nelnet Board of Directors declared a third-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on September 13, 2024, to shareholders of record at the close of business on August 30, 2024.Buy Or Sell Opportunity • Jul 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to US$113. The fair value is estimated to be US$94.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 18% in a year. Earnings are forecast to grow by 61% in the next year.お知らせ • Jul 12Nelnet, Inc. to Report Q2, 2024 Results on Aug 08, 2024Nelnet, Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024分析記事 • Jul 03Why Investors Shouldn't Be Surprised By Nelnet, Inc.'s (NYSE:NNI) P/EWith a price-to-earnings (or "P/E") ratio of 27x Nelnet, Inc. ( NYSE:NNI ) may be sending very bearish signals at the...Upcoming Dividend • May 27Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.1%).Price Target Changed • May 14Price target increased by 10% to US$96.00Up from US$87.00, the current price target is provided by 1 analyst. New target price is 13% below last closing price of US$110. Stock is up 17% over the past year. The company posted earnings per share of US$2.45 last year.Declared Dividend • May 13First quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • May 11Nelnet, Inc. Declares Second-Quarter Cash Dividend, Payable on June 14, 2024The Board of Directors of Nelnet, Inc. declared a second-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on June 14, 2024, to shareholders of record at the close of business on May 31, 2024.Reported Earnings • May 10First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$1.97 (up from US$0.71 in 1Q 2023). Revenue: US$374.5m (up 27% from 1Q 2023). Net income: US$73.2m (up 176% from 1Q 2023). Profit margin: 20% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • May 10Here's Why Nelnet, Inc.'s (NYSE:NNI) CEO Compensation Is The Least Of Shareholders ConcernsKey Insights Nelnet's Annual General Meeting to take place on 16th of May Salary of US$854.5k is part of CEO Jeff...Seeking Alpha • May 04Nelnet: An Appealing Valuation Emerges After A Challenging 2023Summary Nelnet is a conglomerate with ownership in high-quality businesses, trading at a large discount to its intrinsic value. Management has a long history of consistently increasing shareholder returns through smart capital allocation. Today the business trades at only a slight premium to book value, which limits downside, presenting a very attractive risk/reward profile for investors. Read the full article on Seeking Alphaお知らせ • Apr 19Nelnet, Inc. to Report Q1, 2024 Results on May 09, 2024Nelnet, Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024お知らせ • Apr 05Nelnet, Inc., Annual General Meeting, May 16, 2024Nelnet, Inc., Annual General Meeting, May 16, 2024, at 08:30 Central Standard Time. Location: Hudl Building 600 P Street, Suite 100 Lincoln Nebraska United States Agenda: To elect three Class I directors nominated by the Board of Directors to serve for three-year terms until the 2027 Annual Meeting of Shareholders; to ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2024; to conduct an advisory vote to approve the Company's executive compensation; and to consider the other matters.Price Target Changed • Feb 29Price target decreased by 8.4% to US$87.00Down from US$95.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$85.87. Stock is down 5.0% over the past year. The company posted earnings per share of US$2.45 last year.New Risk • Feb 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (3.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.7% net profit margin).Reported Earnings • Feb 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$2.45 (down from US$10.83 in FY 2022). Revenue: US$1.19b (down 22% from FY 2022). Net income: US$91.5m (down 78% from FY 2022). Profit margin: 7.7% (down from 27% in FY 2022). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Feb 22Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 29 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.9%).Declared Dividend • Feb 05Third quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 02Nelnet, Inc. Approves First Quarter Cash Dividend, Payable on March 15, 2024Nelnet, Inc. announced the Nelnet Board of Directors declared a first quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on March 15, 2024, to shareholders of record at the close of business on March 1, 2024.分析記事 • Jan 04Some Confidence Is Lacking In Nelnet, Inc.'s (NYSE:NNI) P/ENelnet, Inc.'s ( NYSE:NNI ) price-to-earnings (or "P/E") ratio of 24.4x might make it look like a sell right now...Seeking Alpha • Dec 22Nelnet: The Compounding ConglomerateSummary Nelnet is a small-cap company with the potential to become a "mini" Berkshire Hathaway due to its diverse business segments. The company operates in financial services, education technology, and communications, providing stability and long-term growth potential. Despite challenges in Q3 2023 earnings, Nelnet's conglomerate structure and strategic investments make it a compelling investment opportunity. Read the full article on Seeking AlphaUpcoming Dividend • Nov 24Upcoming dividend of US$0.28 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (5.0%). Lower than average of industry peers (2.3%).お知らせ • Nov 09Nelnet Declares Fourth-Quarter Cash Dividend, Payable on December 15, 2023The Nelnet Board of Directors declared a fourth-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on December 15, 2023, to shareholders of record at the close of business on December 1, 2023.Reported Earnings • Nov 09Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: US$1.21 (down from US$2.80 in 3Q 2022). Revenue: US$323.8m (down 15% from 3Q 2022). Net income: US$45.3m (down 57% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Oct 18Nelnet, Inc. to Report Q3, 2023 Results on Nov 07, 2023Nelnet, Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023Seeking Alpha • Aug 25Nelnet: Broad Exposure Leaves Unappealing ValuationSummary Nelnet Inc is trading at a high P/E ratio of over 16, raising concerns about the viability of its assets and potential for earnings. The company's structure is divided into segments focused on loan servicing, education technology, financial management services, and asset generation and management. NNI's heavy reliance on education and student loans as assets poses risks, especially with the potential for increased defaults and a drop-off in cash flows after 2025. Read the full article on Seeking AlphaUpcoming Dividend • Aug 24Upcoming dividend of US$0.26 per share at 1.1% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (2.5%).Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$0.75 (vs US$2.26 in 2Q 2022)Second quarter 2023 results: EPS: US$0.75 (down from US$2.26 in 2Q 2022). Revenue: US$286.3m (down 16% from 2Q 2022). Net income: US$28.3m (down 67% from 2Q 2022). Profit margin: 9.9% (down from 25% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 14Nelnet, Inc. to Report Q2, 2023 Results on Aug 07, 2023Nelnet, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2023Upcoming Dividend • May 24Upcoming dividend of US$0.26 per share at 1.1% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (5.1%). Lower than average of industry peers (2.5%).お知らせ • May 10Nelnet, Inc. Declares Cash Dividend for Second Quarter of 2023, Payable on June 15, 2023The Nelnet, Inc. Board of Directors declared a second quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.26 per share. The dividend will be paid on June 15, 2023, to shareholders of record at the close of business on June 1, 2023.Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.71 (vs US$4.91 in 1Q 2022)First quarter 2023 results: EPS: US$0.71 (down from US$4.91 in 1Q 2022). Revenue: US$297.4m (down 38% from 1Q 2022). Net income: US$26.5m (down 86% from 1Q 2022). Profit margin: 8.9% (down from 39% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year.お知らせ • Feb 02+ 1 more updateNelnet, Inc. to Report Q4, 2022 Results on Feb 28, 2023Nelnet, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 28, 2023Seeking Alpha • Feb 02Nelnet declares $0.26 dividendNelnet (NYSE:NNI) declares $0.26/share quarterly dividend, in line with previous. Forward yield 1.09% Payable March 15; for shareholders of record March 1; ex-div Feb. 28. See NNI Dividend Scorecard, Yield Chart, & Dividend Growth.業績と収益の成長予測NYSE:NNI - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20271,794N/AN/AN/A112/31/20261,690N/AN/AN/A13/31/20261,646417371405N/A12/31/20251,673428397423N/A9/30/20251,705434465466N/A6/30/20251,559330496491N/A3/31/20251,364193541543N/A12/31/20241,355184642663N/A9/30/20241,255113502562N/A6/30/20241,285155508579N/A3/31/20241,247137448521N/A12/31/20231,17190358432N/A9/30/20231,217129312380N/A6/30/20231,281189336399N/A3/31/20231,331247463532N/A12/31/20221,508407624683N/A9/30/20221,601509740801N/A6/30/20221,513458714778N/A3/31/20221,482456650707N/A12/31/20211,359393421480N/A9/30/20211,233496301376N/A6/30/20211,250514409504N/A3/31/20211,262517300406N/A12/31/20201,105352236349N/A9/30/20201,098160224329N/A6/30/20201,059122115211N/A3/31/202097560201294N/A12/31/20191,029142N/A299N/A9/30/2019978121N/A220N/A6/30/2019969131N/A181N/A3/31/2019990156N/A73N/A12/31/20181,051228N/A271N/A9/30/2018973254N/A279N/A6/30/2018930258N/A219N/A3/31/2018870237N/A332N/A12/31/2017801173N/A322N/A9/30/2017855223N/A304N/A6/30/2017874261N/A325N/A3/31/2017818259N/A269N/A12/31/2016862257N/A300N/A9/30/2016846244N/A343N/A6/30/2016802208N/A375N/A3/31/2016905252N/A367N/A12/31/2015871268N/A391N/A9/30/2015789255N/A402N/A6/30/2015802291N/A393N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NNIの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: NNIの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: NNIの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: NNIの収益 ( 5% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: NNIの収益 ( 5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NNIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YDiversified-financials 業界の高成長企業。View Past Performance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2026/06/12 05:36終値2026/06/12 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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Nelnet, Inc. 1 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。7 アナリスト機関Mary KaneCitigroup IncAndrew WesselJ.P. MorganSameer GokhaleKeefe, Bruyette, & Woods4 その他のアナリストを表示
Price Target Changed • Nov 10Price target increased by 8.0% to US$135Up from US$125, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$130. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$6.53 for next year compared to US$5.02 last year.
Price Target Changed • May 14Price target increased by 8.7% to US$125Up from US$115, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of US$118. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of US$7.65 for next year compared to US$5.02 last year.
Price Target Changed • Mar 04Price target increased by 13% to US$120Up from US$106, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$119. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$6.50 for next year compared to US$5.02 last year.
Price Target Changed • Oct 02Price target increased by 15% to US$110Up from US$96.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$112. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$5.82 for next year compared to US$2.45 last year.
Price Target Changed • Aug 12Price target increased by 8.9% to US$98.00Up from US$90.00, the current price target is provided by 1 analyst. New target price is 7.7% below last closing price of US$106. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$5.90 for next year compared to US$2.45 last year.
Price Target Changed • May 14Price target increased by 10% to US$96.00Up from US$87.00, the current price target is provided by 1 analyst. New target price is 13% below last closing price of US$110. Stock is up 17% over the past year. The company posted earnings per share of US$2.45 last year.
Upcoming Dividend • May 26Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.9%).
Declared Dividend • May 11First quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 1st June 2026 Payment date: 15th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 8.6% over the next year. However, it would need to fall by 88% to increase the payout ratio to a potentially unsustainable range.
ライブニュース • May 09Nelnet Misses Q1 Revenue Targets and Integrates Canadian AcquisitionNelnet reported Q1 2026 revenue that was up 10.3% year over year but below market expectations, with non-GAAP earnings per share also below analyst estimates. GAAP net income for Q1 2026 was US$71.1 million, or US$1.97 per share, compared with US$82.6 million, or US$2.26 per share, in the same quarter a year earlier. The company completed the acquisition of a Canadian firm in February 2026, now integrated into its Loan Servicing and Systems segment, and declared a second-quarter dividend of US$0.33 per share payable on June 15, 2026. For you as an investor, the latest quarter shows a mix of top-line growth and weaker earnings relative to analyst expectations. Revenue rose 10.3% compared with Q1 2025, yet both revenue and non-GAAP earnings per share came in below market estimates, and GAAP net income and earnings per share were lower than a year earlier. Management, led by CEO Jeff Noordhoek, described the start of 2026 as strong across all business segments. The Canadian acquisition adds to Nelnet’s Loan Servicing and Systems footprint and broadens its reach into a new geography. This may affect the mix of business within that segment over time. The decision to declare a US$0.33 per share dividend for the second quarter indicates that the board is continuing a regular cash return to shareholders despite the earnings shortfall. Investors may want to monitor future quarters to see how the new acquisition is reflected in segment results and whether earnings trends align more closely with market expectations.
お知らせ • Apr 15Nelnet, Inc. to Report Q1, 2026 Results on May 07, 2026Nelnet, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Apr 03Nelnet, Inc., Annual General Meeting, May 14, 2026Nelnet, Inc., Annual General Meeting, May 14, 2026. Location: at the nelnet center fountain suites event studio, 121 south 13th street, nebraska, lincoln, United States
Reported Earnings • Feb 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$11.79 (up from US$5.02 in FY 2024). Revenue: US$1.68b (up 24% from FY 2024). Net income: US$428.5m (up 133% from FY 2024). Profit margin: 26% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 70%. Revenue is forecast to stay flat during the next 2 years compared to a 13% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 13 March 2026. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.4%).
Declared Dividend • Feb 02Third quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 27th February 2026 Payment date: 13th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 5.7% over the next 2 years. However, it would need to fall by 89% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jan 30+ 1 more updateNelnet, Inc. to Report Q4, 2025 Results on Feb 26, 2026Nelnet, Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
Upcoming Dividend • Nov 24Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.4%).
分析記事 • Nov 21Nelnet (NYSE:NNI) Is Increasing Its Dividend To $0.33Nelnet, Inc. ( NYSE:NNI ) has announced that it will be increasing its dividend from last year's comparable payment on...
お知らせ • Nov 21Mars Energy LLC acquired Nelnet Renewable Energy from Nelnet, Inc. (NYSE:NNI).Mars Energy LLC acquired Nelnet Renewable Energy from Nelnet, Inc. (NYSE:NNI) on November 20, 2025. Following the acquisition, Nelnet Renewable Energy will operate as MARS Energy Solutions. Additionally, Eric Peterman, founder of Nelnet Renewable Energy, will be the chief executive officer of MARS Energy Solutions, alongside Jess Baker, a current senior leader at MARS Energy Solutions. Mars Energy LLC completed the acquisition of Nelnet Renewable Energy from Nelnet, Inc. (NYSE:NNI) on November 20, 2025.
Price Target Changed • Nov 10Price target increased by 8.0% to US$135Up from US$125, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$130. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$6.53 for next year compared to US$5.02 last year.
Declared Dividend • Nov 10Third quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 1st December 2025 Payment date: 15th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 14% over the next year. However, it would need to fall by 89% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$2.94 (up from US$0.066 in 3Q 2024). Revenue: US$431.3m (up 49% from 3Q 2024). Net income: US$106.7m (up US$104.3m from 3Q 2024). Profit margin: 25% (up from 0.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 93%. Revenue is expected to decline by 3.1% p.a. on average during the next 2 years, while revenues in the Consumer Finance industry in the US are expected to grow by 14%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Nov 07Nelnet, Inc. Declares Fourth Quarter Cash Dividend on Class A Common Stock and Class B Common Stock, Payable on December 15, 2025The Nelnet, Inc. Board of Directors declared a fourth-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.33 per share. The dividend will be paid on December 15, 2025, to shareholders of record at the close of business on December 1, 2025.
お知らせ • Oct 16Nelnet, Inc. to Report Q3, 2025 Results on Nov 06, 2025Nelnet, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
Recent Insider Transactions Derivative • Sep 08Independent Lead Director notifies of intention to sell stockThomas Henning intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$129, it would amount to US$1.1m. Since March 2025, Thomas has owned 19.25k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Upcoming Dividend • Aug 26Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 16 September 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.3%).
Declared Dividend • Aug 10Second quarter dividend increased to US$0.30Dividend of US$0.30 is 7.1% higher than last year. Ex-date: 2nd September 2025 Payment date: 16th September 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$4.97 (up from US$1.24 in 2Q 2024). Revenue: US$522.7m (up 63% from 2Q 2024). Net income: US$181.5m (up 302% from 2Q 2024). Profit margin: 35% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 43%. Earnings per share (EPS) also surpassed analyst estimates by 160%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Aug 07Nelnet, Inc. Declares Third Quarter Cash Dividend on Class A Common Stock and Class B Common Stock, Payable on September 16, 2025The Nelnet Board of Directors declared a third-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.30 per share. The dividend will be paid on September 16, 2025, to shareholders of record at the close of business on September 2, 2025.
お知らせ • Jul 15Nelnet, Inc. to Report Q2, 2025 Results on Aug 06, 2025Nelnet, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
Seeking Alpha • Jul 10Nelnet: Key Drivers Pushing Shares To New HighsSummary Nelnet has sold the majority of its ownership in ALLO for cash proceeds of $410 million, realizing a gain of $175 million. Its student loan servicing business is set to benefit from an increase in borrowers and loan volumes. Earnings from its software business, NBS, were flat year over year, but management is making investments in AI to improve efficiency and potentially lift margins. My estimate for intrinsic value stands at $182 per share, implying an upside of nearly 50% with limited downside to the book value of $94 per share. I am maintaining my Buy rating on the stock. Read the full article on Seeking Alpha
Upcoming Dividend • May 27Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 02 June 2025. Payment date: 16 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.6%).
Price Target Changed • May 14Price target increased by 8.7% to US$125Up from US$115, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of US$118. Stock is up 6.3% over the past year. The company is forecast to post earnings per share of US$7.65 for next year compared to US$5.02 last year.
New Risk • May 13New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). Earnings have declined by 13% per year over the past 5 years.
分析記事 • May 12Nelnet (NYSE:NNI) Has Announced A Dividend Of $0.28The board of Nelnet, Inc. ( NYSE:NNI ) has announced that it will pay a dividend on the 16th of June, with investors...
Declared Dividend • May 12First quarter dividend of US$0.28 announcedDividend of US$0.28 is the same as last year. Ex-date: 2nd June 2025 Payment date: 16th June 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.26 (up from US$1.97 in 1Q 2024). Revenue: US$383.2m (up 3.2% from 1Q 2024). Net income: US$82.6m (up 13% from 1Q 2024). Profit margin: 22% (up from 20% in 1Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • May 09It May Be Possible That Nelnet, Inc.'s (NYSE:NNI) CEO Compensation Could Get Bumped UpKey Insights Nelnet to hold its Annual General Meeting on 15th of May Total pay for CEO Jeff Noordhoek includes...
お知らせ • May 09Nelnet Declares Second-Quarter Cash Dividend, Payable on June 16, 2025The Nelnet Board of Directors declared a second-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on June 16, 2025, to shareholders of record at the close of business on June 2, 2025.
お知らせ • Apr 16Nelnet, Inc. to Report Q1, 2025 Results on May 08, 2025Nelnet, Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Adam Peterson was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • Mar 16Nelnet: Consistent Value Creation Not Being Rewarded By The MarketSummary Nelnet continues to generate solid cash flows, which management is strategically deploying where it identifies the greatest opportunities for return. Nelnet’s software and payments business, NBS, continues to show impressive growth and profitability and is worth more than half the current market cap. I estimate intrinsic value at $175 per share, which represents an attractive upside and limited downside with book value at $92.3. I am therefore maintaining my Buy rating on the stock. Read the full article on Seeking Alpha
Price Target Changed • Mar 04Price target increased by 13% to US$120Up from US$106, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$119. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$6.50 for next year compared to US$5.02 last year.
New Risk • Mar 04New major risk - Revenue and earnings growthEarnings have declined by 8.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.0% operating cash flow to total debt). Earnings have declined by 8.3% per year over the past 5 years.
Reported Earnings • Feb 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$5.02 (up from US$2.45 in FY 2023). Revenue: US$1.40b (up 19% from FY 2023). Net income: US$184.0m (up 101% from FY 2023). Profit margin: 13% (up from 7.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Feb 28Nelnet, Inc., Annual General Meeting, May 15, 2025Nelnet, Inc., Annual General Meeting, May 15, 2025.
Upcoming Dividend • Feb 21Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 14 March 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.6%).
分析記事 • Feb 03Nelnet (NYSE:NNI) Is Paying Out A Dividend Of $0.28Nelnet, Inc. ( NYSE:NNI ) has announced that it will pay a dividend of $0.28 per share on the 14th of March. This means...
Declared Dividend • Feb 03Third quarter dividend of US$0.28 announcedDividend of US$0.28 is the same as last year. Ex-date: 28th February 2025 Payment date: 14th March 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 61% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 31+ 1 more updateNelnet, Inc. to Report Q4, 2024 Results on Feb 27, 2025Nelnet, Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
分析記事 • Jan 23Getting In Cheap On Nelnet, Inc. (NYSE:NNI) Might Be DifficultWith a price-to-earnings (or "P/E") ratio of 34.8x Nelnet, Inc. ( NYSE:NNI ) may be sending very bearish signals at the...
New Risk • Nov 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). Earnings have declined by 3.4% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Upcoming Dividend • Nov 25Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 02 December 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.6%).
分析記事 • Nov 11Nelnet's (NYSE:NNI) Dividend Will Be $0.28The board of Nelnet, Inc. ( NYSE:NNI ) has announced that it will pay a dividend of $0.28 per share on the 16th of...
Declared Dividend • Nov 11Third quarter dividend of US$0.28 announcedDividend of US$0.28 is the same as last year. Ex-date: 2nd December 2024 Payment date: 16th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 09Nelnet, Inc. Declares Fourth-Quarter Cash Dividend, Payable on December 16, 2024The Nelnet Board of Directors declared a fourth-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on December 16, 2024, to shareholders of record at the close of business on December 2, 2024.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.066 (down from US$1.21 in 3Q 2023). Revenue: US$320.4m (flat on 3Q 2023). Net income: US$2.39m (down 95% from 3Q 2023). Profit margin: 0.7% (down from 14% in 3Q 2023). Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) also missed analyst estimates by 95%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Nov 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to US$125. The fair value is estimated to be US$98.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 9.2% in a year. Earnings are forecast to grow by 42% in the next year.
分析記事 • Oct 17Investors Appear Satisfied With Nelnet, Inc.'s (NYSE:NNI) ProspectsNelnet, Inc.'s ( NYSE:NNI ) price-to-earnings (or "P/E") ratio of 26.7x might make it look like a sell right now...
お知らせ • Oct 15Nelnet, Inc. to Report Q3, 2024 Results on Nov 07, 2024Nelnet, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Price Target Changed • Oct 02Price target increased by 15% to US$110Up from US$96.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$112. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$5.82 for next year compared to US$2.45 last year.
Seeking Alpha • Sep 19Nelnet: Attractive Valuation At A Large Discount To Intrinsic ValueSummary Shares have risen 20% since my previous recommendation where I estimated intrinsic value per share of $145. Owing to strong performance within Nelnet Business Services, where income grew 42% year over year in Q2, I have raised my estimate for intrinsic value to $162 per share. Meanwhile management continues to return capital to shareholders through dividends and buybacks. Shares trade at only a slight premium to book value, which minimizes downside risk and offers an appealing risk/reward profile for investors. Read the full article on Seeking Alpha
Upcoming Dividend • Aug 26Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.9%).
Price Target Changed • Aug 12Price target increased by 8.9% to US$98.00Up from US$90.00, the current price target is provided by 1 analyst. New target price is 7.7% below last closing price of US$106. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$5.90 for next year compared to US$2.45 last year.
Declared Dividend • Aug 12Second quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$1.24 (up from US$0.75 in 2Q 2023). Revenue: US$329.1m (up 15% from 2Q 2023). Net income: US$45.1m (up 60% from 2Q 2023). Profit margin: 14% (up from 9.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 7.5%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Aug 09Nelnet, Inc. Declares Third-Quarter Cash Dividend, Payable on September 13, 2024The Nelnet Board of Directors declared a third-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on September 13, 2024, to shareholders of record at the close of business on August 30, 2024.
Buy Or Sell Opportunity • Jul 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to US$113. The fair value is estimated to be US$94.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 18% in a year. Earnings are forecast to grow by 61% in the next year.
お知らせ • Jul 12Nelnet, Inc. to Report Q2, 2024 Results on Aug 08, 2024Nelnet, Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
分析記事 • Jul 03Why Investors Shouldn't Be Surprised By Nelnet, Inc.'s (NYSE:NNI) P/EWith a price-to-earnings (or "P/E") ratio of 27x Nelnet, Inc. ( NYSE:NNI ) may be sending very bearish signals at the...
Upcoming Dividend • May 27Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (2.1%).
Price Target Changed • May 14Price target increased by 10% to US$96.00Up from US$87.00, the current price target is provided by 1 analyst. New target price is 13% below last closing price of US$110. Stock is up 17% over the past year. The company posted earnings per share of US$2.45 last year.
Declared Dividend • May 13First quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Nelnet, Inc. Declares Second-Quarter Cash Dividend, Payable on June 14, 2024The Board of Directors of Nelnet, Inc. declared a second-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on June 14, 2024, to shareholders of record at the close of business on May 31, 2024.
Reported Earnings • May 10First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$1.97 (up from US$0.71 in 1Q 2023). Revenue: US$374.5m (up 27% from 1Q 2023). Net income: US$73.2m (up 176% from 1Q 2023). Profit margin: 20% (up from 9.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • May 10Here's Why Nelnet, Inc.'s (NYSE:NNI) CEO Compensation Is The Least Of Shareholders ConcernsKey Insights Nelnet's Annual General Meeting to take place on 16th of May Salary of US$854.5k is part of CEO Jeff...
Seeking Alpha • May 04Nelnet: An Appealing Valuation Emerges After A Challenging 2023Summary Nelnet is a conglomerate with ownership in high-quality businesses, trading at a large discount to its intrinsic value. Management has a long history of consistently increasing shareholder returns through smart capital allocation. Today the business trades at only a slight premium to book value, which limits downside, presenting a very attractive risk/reward profile for investors. Read the full article on Seeking Alpha
お知らせ • Apr 19Nelnet, Inc. to Report Q1, 2024 Results on May 09, 2024Nelnet, Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024
お知らせ • Apr 05Nelnet, Inc., Annual General Meeting, May 16, 2024Nelnet, Inc., Annual General Meeting, May 16, 2024, at 08:30 Central Standard Time. Location: Hudl Building 600 P Street, Suite 100 Lincoln Nebraska United States Agenda: To elect three Class I directors nominated by the Board of Directors to serve for three-year terms until the 2027 Annual Meeting of Shareholders; to ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2024; to conduct an advisory vote to approve the Company's executive compensation; and to consider the other matters.
Price Target Changed • Feb 29Price target decreased by 8.4% to US$87.00Down from US$95.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$85.87. Stock is down 5.0% over the past year. The company posted earnings per share of US$2.45 last year.
New Risk • Feb 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (3.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.7% net profit margin).
Reported Earnings • Feb 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$2.45 (down from US$10.83 in FY 2022). Revenue: US$1.19b (down 22% from FY 2022). Net income: US$91.5m (down 78% from FY 2022). Profit margin: 7.7% (down from 27% in FY 2022). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) also missed analyst estimates by 44%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Feb 22Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 29 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.9%).
Declared Dividend • Feb 05Third quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 29th February 2024 Payment date: 15th March 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 02Nelnet, Inc. Approves First Quarter Cash Dividend, Payable on March 15, 2024Nelnet, Inc. announced the Nelnet Board of Directors declared a first quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on March 15, 2024, to shareholders of record at the close of business on March 1, 2024.
分析記事 • Jan 04Some Confidence Is Lacking In Nelnet, Inc.'s (NYSE:NNI) P/ENelnet, Inc.'s ( NYSE:NNI ) price-to-earnings (or "P/E") ratio of 24.4x might make it look like a sell right now...
Seeking Alpha • Dec 22Nelnet: The Compounding ConglomerateSummary Nelnet is a small-cap company with the potential to become a "mini" Berkshire Hathaway due to its diverse business segments. The company operates in financial services, education technology, and communications, providing stability and long-term growth potential. Despite challenges in Q3 2023 earnings, Nelnet's conglomerate structure and strategic investments make it a compelling investment opportunity. Read the full article on Seeking Alpha
Upcoming Dividend • Nov 24Upcoming dividend of US$0.28 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (5.0%). Lower than average of industry peers (2.3%).
お知らせ • Nov 09Nelnet Declares Fourth-Quarter Cash Dividend, Payable on December 15, 2023The Nelnet Board of Directors declared a fourth-quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.28 per share. The dividend will be paid on December 15, 2023, to shareholders of record at the close of business on December 1, 2023.
Reported Earnings • Nov 09Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: US$1.21 (down from US$2.80 in 3Q 2022). Revenue: US$323.8m (down 15% from 3Q 2022). Net income: US$45.3m (down 57% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Oct 18Nelnet, Inc. to Report Q3, 2023 Results on Nov 07, 2023Nelnet, Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023
Seeking Alpha • Aug 25Nelnet: Broad Exposure Leaves Unappealing ValuationSummary Nelnet Inc is trading at a high P/E ratio of over 16, raising concerns about the viability of its assets and potential for earnings. The company's structure is divided into segments focused on loan servicing, education technology, financial management services, and asset generation and management. NNI's heavy reliance on education and student loans as assets poses risks, especially with the potential for increased defaults and a drop-off in cash flows after 2025. Read the full article on Seeking Alpha
Upcoming Dividend • Aug 24Upcoming dividend of US$0.26 per share at 1.1% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (2.5%).
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$0.75 (vs US$2.26 in 2Q 2022)Second quarter 2023 results: EPS: US$0.75 (down from US$2.26 in 2Q 2022). Revenue: US$286.3m (down 16% from 2Q 2022). Net income: US$28.3m (down 67% from 2Q 2022). Profit margin: 9.9% (down from 25% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 14Nelnet, Inc. to Report Q2, 2023 Results on Aug 07, 2023Nelnet, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2023
Upcoming Dividend • May 24Upcoming dividend of US$0.26 per share at 1.1% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (5.1%). Lower than average of industry peers (2.5%).
お知らせ • May 10Nelnet, Inc. Declares Cash Dividend for Second Quarter of 2023, Payable on June 15, 2023The Nelnet, Inc. Board of Directors declared a second quarter cash dividend on the company's outstanding shares of Class A common stock and Class B common stock of $0.26 per share. The dividend will be paid on June 15, 2023, to shareholders of record at the close of business on June 1, 2023.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.71 (vs US$4.91 in 1Q 2022)First quarter 2023 results: EPS: US$0.71 (down from US$4.91 in 1Q 2022). Revenue: US$297.4m (down 38% from 1Q 2022). Net income: US$26.5m (down 86% from 1Q 2022). Profit margin: 8.9% (down from 39% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Consumer Finance industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Feb 02+ 1 more updateNelnet, Inc. to Report Q4, 2022 Results on Feb 28, 2023Nelnet, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 28, 2023
Seeking Alpha • Feb 02Nelnet declares $0.26 dividendNelnet (NYSE:NNI) declares $0.26/share quarterly dividend, in line with previous. Forward yield 1.09% Payable March 15; for shareholders of record March 1; ex-div Feb. 28. See NNI Dividend Scorecard, Yield Chart, & Dividend Growth.