Nelnet (NYSE: NNI) officer Popevis reports 25,986 Class A shares and restricted stock
Joseph Ernest Popevis, President of NDS, has filed an initial ownership report (Form 3) for Nelnet (NYSE: NNI). This filing indicates his direct ownership of 25,986 shares of Class A Common Stock, which includes 7,154 restricted shares that will vest in stages through March 10, 2031. The report clarifies existing equity rather than new transactions, highlighting the officer's current stake in the company.
Nelnet (NYSE: NNI) shareholders back directors, KPMG and executive pay at 2026 meeting
Nelnet, Inc. shareholders held their 2026 annual meeting on May 14, 2026, where they re-elected three Class III directors (Kathleen A. Farrell, David S. Graff, and Thomas E. Henning) to serve until the 2029 annual meeting. Shareholders also ratified KPMG LLP as the independent registered public accounting firm for the 2026 fiscal year and approved amendments to the Directors Stock Compensation Plan. Additionally, they supported the compensation of named executive officers in an advisory vote.
How Investors May Respond To Nelnet (NNI) Earnings Decline Paired With Steady Dividend Commitment
Nelnet, Inc. reported a decline in Q1 2026 net income and EPS but reaffirmed its quarterly dividend, signaling a commitment to shareholder returns despite uneven earnings. This situation reinforces Nelnet's investment narrative of coupling fluctuating profits with consistent dividends. Investors are advised to consider the company's profit volatility, higher earnings multiple compared to peers, and the range of fair value estimates, emphasizing the importance of understanding personal risk tolerance and conducting thorough research.
Whitetail Rock reports 21.6% Nelnet holding (NNI) via trusts and UFS
Whitetail Rock Capital Management, LLC has reported a beneficial ownership of 6,881,976 shares of Nelnet, Inc. Class A common stock, which accounts for 21.6% of the class. These shares are held through various grantor retained annuity trusts (GRATs) and other related trusts, as well as indirectly through Union Financial Services, Inc. The filing specifies shared voting and dispositive power over these shares, with a significant portion being convertible Class B shares.
Nelnet (NNI) Margin Recovery To 25.6% Challenges Longstanding Bearish Profitability Narratives
Nelnet (NNI) reported strong financial results for FY 2025, with a significant rebound in earnings and a net profit margin increase to 25.6% from 13.6% a year earlier. This recovery challenges previous bearish narratives focused on a five-year decline in earnings. While the stock trades above its DCF fair value, its P/E ratio is below the broader US market, presenting mixed signals for investors to consider alongside debt concerns.
Nelnet Down Nearly 15%, On Track for Largest Percent Decrease Since March 2009 -- Data Talk
Nelnet (NLI) stock is down nearly 15% and is on track for its largest percentage decrease since March 2009. The stock has seen a trading volume of 468,764 shares, significantly higher than its average daily volume of 188,719 shares. This decline puts Nelnet shares on track for their steepest drop in over 17 years.
Nelnet (NYSE: NNI) Q1 profit dips as loan and fee units grow
Nelnet reported a GAAP net income of $71.1 million, or $1.97 per share, for Q1 2026, a decrease from $82.6 million in the prior year, primarily due to higher loss provisioning related to portfolio growth. Despite the dip in profit, the company's Asset Generation and Management (AGM) segment and fee-based businesses, including Loan Servicing and Systems and Education Technology Services and Payments, showed growth. Nelnet acquired $3.34 billion in loans, largely Pay Later receivables, and declared a second-quarter cash dividend of $0.33 per share.
Nelnet (NYSE:NNI) - Stock Analysis
This Simply Wall St analysis provides a detailed overview of Nelnet (NYSE:NNI), covering its financial health, performance, upcoming dividends, and recent news. The article highlights the company's valuation, recent earnings reports which sometimes missed analyst expectations despite revenue growth, and its consistent dividend payout strategy. It also discusses Nelnet's competitive landscape and identifies key risks and opportunities for investors.
Nelnet (NNI) CFO gifts 5,000 shares via family trust filing
Nelnet Inc.'s CFO, James D. Kruger, reported a non-market gift of 5,000 Class A Common Stock shares on April 30, 2026, transferred through a trust for his adult son. After this transaction, Kruger directly holds 69,569 shares, with additional indirect holdings through various trusts and his spouse. The filing also details his beneficial ownership of trust-held shares while disclaiming pecuniary interest beyond a certain extent.
Nelnet (NYSE: NNI) highlights Nelnet Bank FDIC Call Report submission
Nelnet, Inc. (NYSE: NNI) announced that its subsidiary, Nelnet Bank, filed its quarterly Consolidated Reports of Condition and Income (FFIEC 051 Call Report) for the quarter ended March 31, 2026, with the FDIC. This disclosure was made under Regulation FD, meaning it is not considered "filed" for liability purposes under the Exchange Act unless explicitly referenced in other securities filings. Public portions of the Call Report are available on the FDIC's website for investor review.
Adam Peterson (NNI) exit Form 4 details 1.68M Nelnet Class A shares
Nelnet insider Adam Peterson has filed an exit Form 4, clarifying his remaining beneficial ownership of 1.68 million Nelnet Class A shares following his resignation from the board of directors on March 23, 2026. This filing details that 1,668,976 shares are indirectly owned through Magnolia Capital Fund, LP, while Peterson directly holds 9,544 shares. The Form 4 is informational, confirming his no longer being subject to Section 16 reporting and does not indicate any new transactions.
Total debt per share of Nelnet, Inc. Class A – LSX:911438
This article provides financial data for Nelnet, Inc. Class A (LSX:911438), specifically focusing on its total debt per share. It appears to be a financial snapshot from TradingView, indicating the period, value, and change percentages related to this metric, sourced from ICE Data Services and FactSet.
Nelnet Campus Commerce to Be Featured on Now We Know! with Steve Guttenberg - Airing April 18 on CNBC
Nelnet Campus Commerce, a Nelnet company (NYSE: NNI), will be featured on the upcoming episode of "Now We Know! with Steve Guttenberg," airing April 18 at 11am ET on CNBC. The segment will highlight how Nelnet Campus Commerce simplifies financial processes for higher education and helps make education affordable, particularly through its partnership with the University of Notre Dame. The feature emphasizes the company's role in making financial services more accessible and efficient for students.
Nelnet (NNI) legal chief reports bona fide gifts of 2,104 shares
William J. Munn, Secretary, Chief Legal Officer, and General Counsel of Nelnet (NNI), reported gifting 2,104 shares of Class A Common Stock on April 15, 2026. These transactions, reported as bona fide gifts at $0.00 per share, included 1,052 shares from his direct holdings and 1,052 shares involving his indirect holdings via a living trust. After the gifts, Munn directly holds 6,872 shares, and the living trust holds 12,155 shares.
Does Nelnet’s New Long-Dated Credit Line Reveal a Shift in Funding Strategy for NNI?
Nelnet, Inc. recently secured a new US$435 million unsecured credit line maturing in 2031, replacing a prior US$495 million facility. This move enhances the company's financial flexibility for general corporate purposes, though it's currently undrawn and slightly smaller than the previous facility. While it primarily offers optionality for growth, investors should consider potential implications of tighter covenants and existing leverage.
Nelnet (NYSE: NNI) details 2026 meeting, director slate, auditor and pay votes
Nelnet, Inc. has announced the agenda for its May 14, 2026 annual meeting, which includes the election of three Class III directors, ratification of KPMG LLP as auditor, approval of amendments to the Directors Stock Compensation Plan, and an advisory vote on executive compensation. The company reported strong 2025 net income, excluding derivative market value adjustments, of $435.4 million, or $11.98 per share, attributing its executive compensation structure to its pay-for-performance philosophy. Executive Chairman Michael S. Dunlap holds significant voting power, effectively controlling board elections, while the board maintains an independent majority and specialized committees for governance and risk management.
Adam Peterson (NNI) converts 9,544 Nelnet phantom shares to Class A stock
Adam K. Peterson, an insider at Nelnet Inc. (NNI), converted 9,544 phantom stock units into an equal number of Class A Common Stock shares. This conversion occurred because the phantom shares, granted under a Directors Stock Compensation Plan, became payable upon his resignation from the Board of Directors on March 23, 2026. Following this transaction, Peterson's reported holdings amount to 1,678,520 shares of Class A Common Stock, including shares owned by Magnolia Capital Fund, LP, where he is the managing member.
Vanguard discloses 0% Nelnet stake after realignment (NNI)
The Vanguard Group has filed an amended Schedule 13G/A, reporting a 0% beneficial ownership in Nelnet Inc. following an internal realignment. This change is an administrative disclosure, as certain Vanguard subsidiaries will now report beneficial ownership separately as per SEC Release No. 34-39538. This realignment clarifies reporting responsibilities among Vanguard entities and does not indicate a sale of Nelnet shares or a change in Nelnet's operational status.
Nelnet, Inc. 8-K SEC Filing March 23, 2026: Company Details, Stock Information, and Compliance Disclosure
Nelnet, Inc. (NYSE: NNI) announced on March 23, 2026, the resignation of Adam Peterson from its Board of Directors, as disclosed in an 8-K SEC filing. The company confirmed its compliance with regulatory requirements, and no other price-sensitive changes or replacement directors were announced at this time. Investors are advised to monitor for further updates regarding this development and its potential implications for the company's governance and strategy.
[8-K] NELNET INC Reports Material Event
Nelnet, Inc. (NYSE: NNI) announced that director Adam Peterson resigned from its Board of Directors, effective March 23, 2026, for business and personal reasons. The company stated that his resignation was not due to any disagreement regarding operations, policies, or practices. Both the Board and management expressed their gratitude for Peterson's dedicated service and significant contributions during his tenure.
How Nelnet’s (NNI) Revenue Miss and Record 2025 Earnings Will Impact Investors
Nelnet (NNI) reported a revenue miss and lower-than-expected EPS, with revenue down 8.6% year-on-year, despite the CEO highlighting record earnings in 2025 and a stronger long-term foundation. This performance challenges the company's investment narrative, emphasizing the importance of capital allocation and the resilience of its high-margin segments in the near term. Investors are advised to consider various perspectives, including fair value estimates and potential risks such as low return on equity and debt coverage.
Nelnet (NYSE: NNI) grants stock to CLO, with 1,204 shares withheld for tax
Nelnet's Secretary and Chief Legal Officer, William J. Munn, received stock awards totaling 5,608 Class A shares on March 10, 2026. These awards included 3,011 restricted shares vesting over five years and 2,597 shares as a performance-based bonus. To cover tax obligations, 1,204 shares were withheld by the issuer, leaving Munn with a direct holding of 7,924 Class A shares and an indirect holding of 11,103 shares through a living trust.
Nelnet (NNI) executive granted stock awards with tax-withheld shares
Nelnet executive DeeAnn Wenger received 3,764 restricted shares and 2,164 performance-based bonus shares of Class A Common Stock on March 10, 2026. To cover tax obligations, 1,278 shares were withheld by the issuer, leaving her with a direct holding of 31,025 shares. These transactions were routine non-open-market activities related to stock-based compensation and tax withholding.
[Form 4] NELNET INC Insider Trading Activity
Nelnet Inc.'s CFO, James D. Kruger, reported stock-based compensation and tax withholding incidents involving Class A Common Stock. On March 10, 2026, he received 16,183 shares through awards and subsequently had 5,310 shares withheld by the company to cover tax obligations. Kruger maintains significant direct and indirect holdings in Nelnet stock.
Nelnet (NNI) HR chief granted 3,990 shares; 670 withheld for taxes
Nelnet Inc.'s Chief People Services Officer, Emily Olinger, received 3,990 shares of Class A Common Stock as restricted and performance-based awards on March 10, 2026. Concurrently, 670 shares were withheld by the company to cover tax obligations related to these awards. Following these transactions, Olinger directly holds 7,859 shares, with the new restricted shares vesting equally over a five-year period.
Nelnet (NNI) director granted 3,764 shares; 97 withheld to cover taxes
Nelnet (NNI) director Matthew W. Dunlap received a grant of 3,764 restricted Class A shares and had 97 Class A shares withheld by the issuer to cover tax obligations related to a previously vested grant. These transactions increased his direct Class A holdings to 17,069 shares and Class B holdings remain at 226,197 shares. The shares withheld for tax were valued at $131.23 per share and are not considered open-market sales.
Nelnet (NYSE: NNI) president gets stock awards as shares withheld for tax
Nelnet's president, Timothy Tewes, received equity compensation including 7,527 restricted shares and 8,656 performance-based bonus shares. To cover tax obligations, 5,307 shares were withheld by the issuer at per-share values of $131.23 and $132.87. Following these transactions, Tewes directly holds 94,048 shares of Class A Common Stock, indicating routine compensation activity rather than open-market trading.
Nelnet (NYSE: NNI) CEO awarded 7,527 restricted shares; 2,422 withheld for taxes
Nelnet CEO Jeffrey R. Noordhoek was awarded 7,527 restricted shares of Class A Common Stock on March 10, 2026, which vest in five equal installments annually. Concurrently, 2,422 shares were withheld by Nelnet for tax obligations arising from a previous grant's vesting, at a per-share value of $131.23. Following these transactions, Noordhoek directly holds 109,583 shares, and also maintains indirect holdings through two trusts.
Will Nelnet's (NNI) Strong 2025 Earnings and Project Horizon Leadership Shift Its Narrative?
Nelnet reported a decrease in fourth-quarter 2025 net income but a significant rise in full-year 2025 net income and EPS. The company also appointed Evan Claudeanos to lead Project Horizon, aimed at enhancing its higher education technology. While these developments reinforce Nelnet's investment narrative, challenges like debt coverage and modest revenue growth remain watchpoints, and fair value estimates for the stock vary widely.
Deadline to claim part of Nelnet's $10M data security settlement is tomorrow. Here's how to claim
The deadline to claim a portion of Nelnet's $10 million data security settlement is March 5, 2026. This settlement stems from a 2022 data breach that compromised personal information of U.S. customers. Eligible individuals can file claims online or via mail, though the exact payment amount and distribution timeline remain TBD.
Deadline to claim part of Nelnet's $10M data security settlement is tomorrow. Here's how to claim
The deadline to claim a portion of Nelnet's $10 million data security settlement is March 5, 2026. This settlement stems from a 2022 data breach that compromised personal information of U.S. customers. Eligible individuals can file a claim online or via mail, but the exact payment amount and distribution timeline are still unknown, pending court approval and potential appeals.
Evan Claudeanos Named Managing Director of Product and Engineering at Nelnet Campus Commerce
Nelnet Campus Commerce, a division of Nelnet, Inc., has appointed Evan Claudeanos as its new managing director of Product and Engineering. Claudeanos will lead product innovation and technical strategy, including the significant Project Horizon platform transformation set to launch in 2026. His expertise in Applied AI and scaling emerging technologies is expected to enhance Nelnet Campus Commerce's mission of improving financial wellness and operational efficiency for higher education institutions.
Nelnet (NNI) Margin Strength In FY 2025 Challenges Cautious Community Narratives
Nelnet (NNI) reported strong FY 2025 results with a net margin of 25.5%, up from 13.6% in the prior year, and a 132.8% increase in one-year earnings. However, this recent profitability contradicts a five-year average earnings decline of 15.6% per year, and the company faces challenges with slow revenue growth forecasts of 0.3% and debt not well covered by operating cash flow. The stock's current P/E of 10.9x is below the US market average but above its industry, and its share price significantly exceeds its DCF fair value, prompting a cautious view despite strong recent margins.
Earnings Flash (NNI) Nelnet, Inc. Posts Q4 Adjusted EPS $1.56 per Share, vs. FactSet Est of $1.63
Nelnet, Inc. (NNI) announced its Q4 adjusted EPS of $1.56 per share, falling short of FactSet's estimated $1.63 per share. The company provides loan servicing and education technology services, payments, and asset management, also operating Nelnet Bank.
Nelnet Inc - Class A (NYSE:NNI) Reports Q4 2025 Revenue Beat and EPS Miss
Nelnet Inc - Class A (NYSE:NNI) reported mixed financial results for Q4 2025, with revenue of $392 million surpassing analyst estimates by 5%, but non-GAAP EPS of $1.56 falling short of the $1.65 consensus. Despite the revenue beat, the immediate market reaction was neutral, and after-hours trading showed no significant movement. Future forecasts project continued growth, with Q1 2026 revenue estimated at $419.2 million and non-GAAP EPS at $2.59.
Ex-Dividend Reminder: Qnity Electronics, Nelnet and Virtu Financial
On February 27, 2026, Qnity Electronics Inc (Q), Nelnet Inc (NNI), and Virtu Financial Inc Class A (VIRT) will trade ex-dividend for their upcoming quarterly dividends. Qnity Electronics will pay $0.08, Nelnet $0.33, and Virtu Financial $0.24 per share. Based on recent stock prices, shares of Q are expected to trade 0.07% lower, NNI 0.26% lower, and VIRT 0.59% lower, all else being equal, when trading opens on the ex-dividend date.
Press Release: Nelnet to Announce Fourth Quarter Results; Board Approves Dividend
Nelnet is set to announce its fourth-quarter financial results, and its board of directors has approved a dividend. The article also briefly mentions Unity Software's fourth-quarter revenue increased by 35% year-over-year to $609 million, surpassing analyst estimates, though the company reported a quarterly loss.
Nelnet (NNI) closes CAD $130.5M Canadian student loan servicing acquisition
Nelnet, Inc. (NNI) has completed its previously announced acquisition of Finastra Holdings Limited’s Canadian student loan servicing business through its wholly-owned subsidiary, Nelnet Canada, Inc. The CAD $130.5 million all-cash deal, approximatey USD $95 million, significantly expands Nelnet’s presence in the Canadian student loan servicing market. This transaction, finalized on February 2, 2026, was initially outlined in a binding purchase agreement dated October 22, 2025.
Nelnet to Announce Fourth Quarter Results; Board Approves Dividend
Nelnet, Inc. announced that its Board of Directors has declared a first-quarter cash dividend of $0.33 per share for both Class A and Class B common stock. This dividend will be paid on March 13, 2026, to shareholders recorded by February 27, 2026. The company also plans to release its financial results for the fourth quarter and full year ended December 31, 2025, after the New York Stock Exchange closes on February 26, 2026.
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.
Nelnet schedules Feb. 26 earnings release, $0.33 cash payout in March
Nelnet (NYSE: NNI) has announced a $0.33 per share cash dividend for both Class A and Class B common stock, payable on March 13, 2026, to shareholders of record as of February 27, 2026. The company also stated it will release its fourth-quarter and full-year 2025 financial results after the market closes on February 26, 2026, with supplemental materials available on its investor website. This announcement follows a pattern of consistent dividends and strategic initiatives, with historical market reactions often being muted or slightly negative despite positive news.
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.
