How Nelnet’s Dividend Hike and Buybacks At Nelnet (NNI) Has Changed Its Investment Story
Nelnet, Inc. (NNI) recently declared a quarterly dividend of US$0.33 per share, alongside 18% annual revenue growth and ongoing share buybacks, emphasizing its commitment to shareholder returns. The company's investment narrative focuses on disciplined capital allocation rather than rapid top-line expansion, with income and capital return being key catalysts. While management is committed to payouts, investors should be aware of potential cash flow risks and varying fair value estimates for the stock.
Nelnet declares $0.33 quarterly dividend, sets earnings release date By Investing.com
Nelnet, Inc. declared a quarterly cash dividend of $0.33 per share for its Class A and Class B common stock, payable on March 13, 2026, to shareholders of record as of February 27, 2026. The company, which has a 19-year dividend payment history, also announced it will release its Q4 and full-year 2025 earnings after the NYSE closes on February 26, 2026. Nelnet maintains a "GOOD" financial health score and saw 35.79% revenue growth recently, while also announcing the retirement of President and CEO of Nelnet Business Services, Tim Tewes, in June 2026.
Nelnet declares $0.33 quarterly dividend, sets earnings release date
Nelnet, Inc. announced a first-quarter cash dividend of $0.33 per share for both Class A and Class B common stock, payable on March 13, 2026. The financial services company, which has a history of 19 consecutive years of dividend payments, is also set to release its fourth-quarter and full-year 2025 earnings results on February 26, 2026. This announcement follows recent news of leadership transitions within Nelnet, including the upcoming retirement of Tim Tewes, President and CEO of Nelnet Business Services.
Lobbying Update: $240,000 of NELNET INC lobbying was just disclosed
NELNET INC (NNI) recently disclosed $240,000 in lobbying expenses for Q4 2025, focusing on various issues related to the Higher Education Act, student loan programs, and financial services regulations. Insider trading activity showed four sales by NNI insiders in the past six months, with no purchases. Additionally, hedge fund activity revealed mixed sentiment, with 100 institutional investors increasing and 81 decreasing their positions in NNI stock during Q3 2025.
Nelnet student loan servicer settles data breach class action for $10 million: Claim your share
Nelnet Student Loan Servicing has agreed to a $10 million settlement in a class action lawsuit stemming from an August 2022 data breach that compromised the personal information of over 2.5 million account holders. Affected individuals can claim up to $5,100, credit monitoring, and identity theft protection. The deadline to file a claim is March 5, 2026, and payouts will be issued approximately 60 days after claim processing or final court approval.
$10M Nelnet data breach class action settlement
Nelnet, Edfinancial Services, and the Oklahoma Student Loan Authority have agreed to a $10 million class action settlement for a data breach announced in August 2022 that compromised personal information. Class members affected by the breach can receive cash payments for lost time and out-of-pocket expenses, along with two years of free credit monitoring services. The deadline to file a claim for benefits is March 5, 2026.
Nelnet (NNI): Reassessing Valuation After a Strong Multi‑Year Share Price Run
Nelnet (NNI) has seen a strong multi-year share price run, with the stock up approximately 28% year to date. While its current price-to-earnings ratio of 11.2x suggests it's good value compared to the broader US market, it appears more expensive than the US Consumer Finance industry average. A Discounted Cash Flow (DCF) model, however, flags a rich valuation, suggesting the stock might be significantly overvalued if long-term cash flows do not exceed expectations.
Should Nelnet’s (NNI) Revenue Momentum and Capital Discipline Prompt a Fresh Look From Investors?
This article examines Nelnet's (NNI) investment profile, highlighting its consistent 18% annual revenue growth, earnings expansion, and a capital allocation strategy that has yielded a 10.7% return on equity over five years. While recent performance has been strong, the company faces expectations of future revenue contraction and a balance sheet concern regarding debt coverage by operating cash flow. Investors are encouraged to consider diverse fair value estimates and potential risks alongside the positive momentum.
Nelnet (NYSE:NNI) Is Increasing Its Dividend To $0.33
Nelnet (NYSE: NNI) announced an increase in its dividend to $0.33, effective December 15th, resulting in a modest 1.0% yield. The company has a strong history of stable dividend growth, with distributions increasing at about 12% annually since 2015, and its payouts are well-covered by earnings and cash flow despite a projected 12.5% fall in EPS next year. This suggests that Nelnet remains a solid dividend stock with good potential for future growth.
Did Nelnet's (NNI) Big Earnings Surge and Dividend Declaration Just Shift Its Investment Narrative?
Nelnet (NNI) recently reported a significant surge in Q3 earnings and a nine-month net income of US$370.7 million, coupled with a US$0.33 per share dividend declaration. This financial performance, highlighting increased profitability, suggests a potential turning point for the company and its stock, easing concerns about earnings volatility. However, investors should remain cautious as historical revenue has fluctuated, and future projections indicate a possible decline, which could offset current gains.
Is Nelnet’s Strong Q3 Earnings and Dividend Boost Shifting the Investment Thesis for NNI?
Nelnet (NNI) reported strong Q3 2025 earnings with net income of US$106.68 million and basic EPS of US$2.94, leading to a fourth-quarter dividend increase to US$0.33 per share. While this performance was significantly boosted by one-time gains alongside core business strength, a sustainable shift in investment thesis will require more consistent growth beyond these temporary tailwinds. Investors remain divided on future prospects, with some optimistic about the recent rally and others cautious due to forecasted declines in profit and revenue.
Nelnet, Inc. $NNI is Magnolia Group LLC's Largest Position - MarketBeat
Magnolia Group LLC maintains Nelnet, Inc. (NYSE:NNI) as its largest holding, despite trimming its position by 12.2% in the second quarter. Nelnet reported strong financial results, exceeding analysts' EPS and revenue expectations, and increased its quarterly dividend to $0.30 per share. Institutional investors show varying levels of activity in Nelnet stock, with a significant 33.51% institutional ownership.
Lobbying Update: $160,000 of NELNET INC lobbying was just disclosed - Quiver Quantitative
NELNET INC recently disclosed $160,000 in lobbying expenditures for Q3 2025, focusing on various legislative efforts concerning the Higher Education Act and student loan programs. Insider trading activity for NNI shows three sales in the past six months, totaling over $6 million, while institutional investors have made significant adjustments to their holdings.
My student loan servicer changed without my knowing. It may happen to you, too — here's what to do
The author's federal student loans were transferred to a new servicer, CRI, without direct prior notification, leading to an unexpected administrative forbearance. This article outlines what other borrowers should do if their student loan servicer changes, including saving account records, understanding administrative forbearance, and reenrolling in automatic payments. Experts advise borrowers to keep meticulous records and verify all new account details to avoid errors and potential interest accrual issues.
Nelnet/Great Lakes
This article details the ongoing efforts to hold Nelnet accountable for alleged mismanagement and abuse in its role as a student loan servicer. It highlights Nelnet's acquisition of Great Lakes and subsequent servicing of federal and private student loans. The content includes a timeline of news clips, blogs, letters, and lawsuits against Nelnet/Great Lakes, emphasizing issues like credit score inaccuracies, IDR mismanagement, and mishandling of pandemic relief.
Does Fed Rate Cut Hints Reinforce the Bull Case for Nelnet (NNI)?
Shares of Nelnet (NNI), an education finance company, rose after Federal Reserve Chair Jerome Powell hinted at potential interest rate cuts. While lower rates could boost loan demand and investor sentiment, the article cautions that the news might not significantly alter short-term catalysts unless rate cuts materialize and benefit Nelnet's margins. Key risks like low return on equity and high valuation for NNI are still relevant.
2022 Nelnet Data Breach Exposes 2.5M Student Loan Borrowers’ SSNs
In 2022, a Nelnet Servicing data breach exposed the Social Security numbers and other personal information of over 2.5 million student loan borrowers associated with EdFinancial and OSLA due to a software vulnerability. The incident led to class-action lawsuits, requests for credit monitoring, and catalyzed industry-wide reforms concerning cybersecurity in the educational finance sector. This event serves as a cautionary tale, underscoring the ongoing vulnerabilities in centralized student loan servicing models and prompting calls for enhanced data protection measures.
Nelnet Data Breach Exposes 2.5M Student Loan Borrowers, Sparks Reforms
In 2022, a data breach at Nelnet Servicing exposed sensitive personal information, including Social Security numbers, of 2.5 million student loan borrowers. This incident led to identity theft risks, a class-action lawsuit, and regulatory scrutiny. By 2025, the breach had spurred industry-wide cybersecurity reforms and increased calls for stricter data protections within the financial services and student loan sectors.
Nelnet Hit With Privacy Suit Over Info Disclosures to Google
Nelnet is facing a proposed class-action lawsuit alleging that it allows Google to track users on its student loan servicer website, potentially revealing sensitive financial information to the search giant. The plaintiff argues that student loan debt information is highly personal and that this tracking constitutes an invasion of privacy. The suit was filed in the US District Court for the Northern District of California.
Student Borrowers Win Another Victory in Sweet v. Cardona as Supreme Court Denies Intervenors’ SCOTUS Petition Attempting to Stop Settlement
The Supreme Court denied a petition from three intervenors (Lincoln Educational Services Corporation, American National University, and Everglades College, Inc.) aimed at stopping the Sweet v. Cardona borrower defense settlement. This decision allows the Department of Education to continue implementing the settlement, which involves canceling over $6 billion in federal student loans for 290,000 class members. This marks the third time attempts to delay the settlement have been denied, affirming the rights of student borrowers.
Government Contract Update: $27M payment to NELNET SERVICING LLC
Nelnet Servicing LLC (NNI) recently received a $27 million payment from the Department of Education for student loan servicing, according to data from USASpending.gov. The company has received over $329 million in government award payments in the past year. Insider trading activity for NNI shows two sales and no purchases in the last six months, while institutional investors have actively adjusted their positions in the stock.
Trump is dismantling the Department of Education. What does it mean for student loans?
The Department of Education announced a 50% workforce reduction, cutting over 1,300 career employees, aligning with President Trump's goal to potentially eliminate the agency. While the department states it will continue statutory programs like student loans and Pell Grants, the long-term impact on student debt, federal financial aid, civil rights enforcement, and college accreditation remains uncertain, especially considering Trump's critical stance on current policies and his plans for reorganizing federal education functions.
With 52% ownership, Nelnet, Inc. (NYSE:NNI) insiders have a lot at stake
Nelnet, Inc. (NYSE:NNI) insiders collectively own 52% of the company, indicating a strong vested interest in its performance. The largest individual insider shareholder is Michael Dunlap, holding 24% of shares, highlighting that key executives and other top shareholders significantly influence the company's direction. Institutional investors also hold a substantial 25% stake, while the general public owns 11%.
Student Loan Servicer to Pay $3.65M in Class-Action
A Pennsylvania federal judge has approved a $3.65 million class-action settlement against Educational Computer Systems Inc. (ECSI) for improperly charging convenience fees on student loan payments. The settlement will refund over 40,000 class members a portion of the fees collected between December 2018 and October 2023. The lawsuit alleged that ECSI unlawfully assessed processing fees for Perkins loan payments made via phone or online.
Massachusetts AG Settles With Major Student Loan Servicer for $1.8M Over Faulty Notices
Massachusetts Attorney General Andrea Joy Campbell announced a $1.8 million settlement with Nelnet, a major federal student loan servicer, for allegedly sending faulty or missing notices to borrowers regarding income-driven repayment (IDR) plans between 2013 and 2017. The settlement requires Nelnet to pay $1.8 million and implement business practice changes for Massachusetts borrowers, signaling continued state AG focus on student loan servicing and consumer protection.
With 39% ownership, Nelnet, Inc. (NYSE:NNI) insiders have a lot riding on the company's future
Insiders of Nelnet, Inc. (NYSE:NNI) collectively own 39% of the company, indicating a strong vested interest in its performance. The top 7 shareholders, including CEO Michael Dunlap and Jeffrey Noordhoek, hold over 50% of the shares. While institutional investors and private companies also have stakes, the significant insider ownership suggests a strong alignment between management and shareholder interests.
U.S. Department of Education Axes Arbitration Provisions in Final Student Loan Rules
The U.S. Department of Education has finalized regulations, effective July 1, 2023, that prohibit institutions participating in the Federal Direct Loan program from requiring mandatory pre-dispute arbitration agreements or class-action waivers for Direct Loan disputes. The article argues that the Department's ban on arbitration lacks clear congressional authority to override the Federal Arbitration Act (FAA), citing a Supreme Court decision requiring a clear intention to displace the FAA. It also contrasts this action with the CFPB's arbitration rulemaking, which was explicitly authorized by Congress in the Dodd-Frank Act.
Class Action Says Data From More Than 2.5 Million Student Loan Borrowers Stolen
A class action lawsuit has been filed against Nelnet Servicing, Inc., alleging that the company failed to adequately secure and safeguard the personal data of over 2.5 million student loan borrowers. The lawsuit claims that unencrypted personal information, including Social Security numbers, was exposed due to an "unauthorized actor" accessing Nelnet's servers from June 2021 through mid-July 2022. Plaintiffs allege negligence, unjust enrichment, breach of contract, and invasion of privacy, seeking equitable relief and damages for the heightened risk of identity theft and fraud.
Timing Is Everything: Student Loan Servicer Avoids FDCPA Liability in Sixth Circuit
The Sixth Circuit ruled that a student loan servicer, Nelnet, Inc., was not liable under the FDCPA because it became the servicer of the loans after they had been rehabilitated and were no longer in default. This decision highlights a "debt collector exception" in the FDCPA, where a person is not considered a debt collector if they obtain a loan that was not in default at that time. The court emphasized that the timing of Nelnet's involvement, after the loans were in repayment status, was key in avoiding liability.
Nelnet Class Action Lawsuit Says Student Loan Borrowers Are Misled
Nelnet is facing a class action lawsuit alleging that it falsely represented an affiliation with the U.S. Department of Education, misleading student loan borrowers into believing their loans were federally backed. The lead plaintiff, Kimberly Isner-Monticello, discovered her Nelnet student loans were not eligible for CARES Act deferment because they were privately owned, despite receiving communications from Nelnet implying a federal connection. The lawsuit claims Nelnet violated federal and state debt collection laws and seeks to form a class of affected borrowers in the Middle District of the U.S. District Court in Florida.
Nelnet And Great Lakes Will No Longer Service Your Federal Student Loans
Nelnet and Great Lakes, which service federal student loans for approximately 13 million borrowers, may no longer service federal student loans after December 2020. This decision by the U.S. Department of Education, led by Betsy DeVos, aims to improve student loan servicing through new contracts with five other servicers. Borrowers are advised to continue making payments to Nelnet or Great Lakes until a new servicer is assigned and to update auto-payments accordingly.
College is indentured servitude
The author argues that American higher education functions as a form of indentured servitude due to the immense student debt burden, particularly for those not from wealthy backgrounds or with exceptional abilities. The article highlights the severe consequences of defaulting on student loans, such as license revocation, and critiques the system for prioritizing financial gain over genuine education and societal well-being. It questions the wisdom of allowing young, impressionable individuals to accrue such significant debt and suggests that only elite institutions have truly addressed the affordability issue.
