NN
NNI
NELNET INC
$130.47
+1.22%
$4.6B
No data for this timeframe.
Vol
Market Cap$4.6B
Cap SizeMid Cap
Inst. Holders8 funds
Inst. Value$215.7M
Inst. Activity4 buys / 1 sells
SEC Reports2
Recent Activity
May 7, 2026
SEC
Nelnet reported Q1 2026 GAAP EPS of $1.97 ($1.94 non-GAAP), missing consensus of $2.66 by 27%, and revenue of $419M miss
8-K — Impact 7/10
May 7, 2026
earnings_calendar
NNI Q1 2026 Earnings Scheduled — 2026-05-07
Apr 30, 2026
Insider
Kruger James D sold 5,000 shares
Chief Financial Officer @ $0.00 ($0.00)
Apr 15, 2026
Insider
Munn William J sold 1,052 shares
Secy/Chief Legal Off/Gen Coun @ $0.00 ($0.00)
Apr 2, 2026
SEC
Nelnet Servicing LLC, a subsidiary of Nelnet (NNI), was awarded a $200.25M task order by the Department of Education for
GOVT-CONTRACT — Impact 5/10
Mar 30, 2026
Insider
Peterson Adam K sold 9,544 shares
$0.00 ($0.00)
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
30,200 shares ($4.0M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
25,575 shares ($3.4M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$135.00 (Jan 2026)
Current $130.47
Low $135.00
Median $135.00
High $135.00
1 analysts
$135.00
$135.00
Analyst Ratings
0Strong Buy
0Buy
3Hold
4Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 8, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.31 | $2.31 — $2.31 | -54% YoY | 1 |
| Next Q | $2.23 ▲ +4.7% | $2.23 — $2.23 | -24% YoY | 1 |
| Current FY | $8.60 ▼ -6.5% | $8.60 — $8.60 | -27% YoY | 1 |
| Next FY | $9.80 ▼ -2.0% | $9.80 — $9.80 | 14% YoY | 1 |
Latest Reports
BEARISH
8-K
7/10
Nelnet reported Q1 2026 GAAP EPS of $1.97 ($1.94 non-GAAP), missing consensus of $2.66 by 27%, and revenue of $419M miss
May 7, 2026
NEUTRAL
GOVT-CONTRACT
5/10
Nelnet Servicing LLC, a subsidiary of Nelnet (NNI), was awarded a $200.25M task order by the Department of Education for
Apr 2, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $175.2M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $20.6M | NEW |
| MORGAN STANLEY | $8.9M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $4.0M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $3.4M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 30, 2026 | Kruger James | G | $0.00 |
| Apr 15, 2026 | Munn William | G | $0.00 |
| Mar 30, 2026 | Peterson Adam | M | $0.00 |
| Mar 30, 2026 | Peterson Adam | C | $0.00 |
| Mar 10, 2026 | Dunlap Matthew | A | $0.00 |
8 institutional holders with $215.7M total value (1,622,298 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,317,538 | $175.2M | 81.2% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 154,775 | $20.6M | 9.5% | NEW |
| 3 | MORGAN STANLEY | 66,795 | $8.9M | 4.1% | ADD +26.3% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 30,200 | $4.0M | 1.9% | DOUBLED +134.1% |
| 5 | TWO SIGMA INVESTMENTS, LP | 25,575 | $3.4M | 1.6% | DOUBLED +250.3% |
| 6 | WELLS FARGO & COMPANY/MN | 13,188 | $1.8M | 0.8% | ADD +25.2% |
| 7 | BANK OF AMERICA CORP /DE/ | 11,911 | $1.6M | 0.7% | TRIM -47.6% |
| 8 | FMR LLC | 2,316 | $307.9K | 0.1% | DOUBLED +135.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 12,900 | 30,200 | +134.1% | $4.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 7,300 | 25,575 | +250.3% | $3.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 10,534 | 13,188 | +25.2% | $1.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 22,725 | 11,911 | -47.6% | $1.6M | 2025-Q4 |
| FMR LLC | DOUBLED | 984 | 2,316 | +135.4% | $307.9K | 2025-Q4 |
| UBS Group AG | ADD | 115,292 | 191,826 | +66.4% | $24.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 7,300 | — | $915.3K | 2025-Q3 |
| MORGAN STANLEY | ADD | 65,700 | 82,999 | +26.3% | $10.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 4,700 | 10,800 | +129.8% | $1.3M | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 17,694 | 24,855 | +40.5% | $2.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 3,900 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 18,687 | 86,297 | +361.8% | $9.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEW | — | 17,694 | — | $1.9M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 12,900 | 4,300 | -66.7% | $459.3K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 199,191 | — | $22.6M | 2024-Q3 |
| MORGAN STANLEY | ADD | 61,947 | 85,041 | +37.3% | $9.6M | 2024-Q3 |
9 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 30, 2026 | Kruger James D | Chief Financial Officer | G | 5,000 | $0.00 | $0.00 |
| Apr 15, 2026 | Munn William J | Secy/Chief Legal Off/Gen Coun | G | 1,052 | $0.00 | $0.00 |
| Mar 30, 2026 | Peterson Adam K | M | 9,544 | $0.00 | $0.00 | |
| Mar 30, 2026 | Peterson Adam K | C | 9,544 | $0.00 | $0.00 | |
| Mar 10, 2026 | Dunlap Matthew W | President, NFS | A | 3,764 | $0.00 | $0.00 |
| Mar 10, 2026 | Dunlap Matthew W | President, NFS | F | 30 | $131.23 | $3.9K |
| Mar 10, 2026 | Tewes Timothy | President | A | 7,527 | $0.00 | $0.00 |
| Mar 10, 2026 | Tewes Timothy | President | F | 794 | $131.23 | $104.2K |
| Mar 10, 2026 | HEIMES TERRY J | Chief Operating Officer | A | 7,527 | $0.00 | $0.00 |
| Mar 10, 2026 | HEIMES TERRY J | Chief Operating Officer | F | 791 | $131.23 | $103.8K |
| Mar 10, 2026 | Olinger Emily | Chief People Services Officer | A | 2,258 | $0.00 | $0.00 |
| Mar 10, 2026 | Olinger Emily | Chief People Services Officer | F | 111 | $131.23 | $14.6K |
| Mar 10, 2026 | Wenger DeeAnn | Pres, Nelnet Business Services | F | 99 | $131.23 | $13.0K |
| Mar 10, 2026 | Wenger DeeAnn | Pres, Nelnet Business Services | A | 3,764 | $0.00 | $0.00 |
| Mar 10, 2026 | Munn William J | Secy/Chief Legal Off/Gen Coun | F | 119 | $131.23 | $15.6K |
| Mar 10, 2026 | Munn William J | Secy/Chief Legal Off/Gen Coun | A | 3,011 | $0.00 | $0.00 |
| Mar 10, 2026 | Kruger James D | Chief Financial Officer | F | 795 | $131.23 | $104.3K |
| Mar 10, 2026 | Kruger James D | Chief Financial Officer | A | 7,527 | $0.00 | $0.00 |
| Mar 10, 2026 | NOORDHOEK JEFFREY R | Chief Executive Officer | F | 1,195 | $131.23 | $156.8K |
| Mar 10, 2026 | NOORDHOEK JEFFREY R | Chief Executive Officer | A | 7,527 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 0% buy across 8 analysts — 0 strong buy, 0 buy, 3 hold, 4 sell, 1 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$135.00 mean target (Jan 2026)
$135.00 Low
$135.00 High
| Metric | Value |
|---|---|
| Current Price | $130.47 |
| Target Low | $135.00 |
| Target Mean | $135.00 |
| Target Median | $135.00 |
| Target High | $135.00 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.31 | $2.31 | $2.31 | -53.5% | +0.0% | 1↑ 0↓ | $0.4B | -21.9% | 1 |
| Next Q 2026-09-30 |
$2.23 | $2.23 | $2.23 | -24.1% | +4.7% | 1↑ 0↓ | $0.4B | 1.4% | 1 |
| Current FY 2026-12-31 |
$8.60 | $8.60 | $8.60 | -27.1% | -6.5% | 1↑ 0↓ | $1.7B | -3.9% | 1 |
| Next FY 2027-12-31 |
$9.80 | $9.80 | $9.80 | 13.9% | -2.0% | 1↑ 0↓ | $1.8B | 6.1% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.310 | |
| 7d ago | $2.310 | |
| 30d ago | $2.310 | |
| 60d ago | $2.310 | |
| 90d ago | $2.150 | +0.160 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 8, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Jan 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
NNI Q1 2026 Earnings Scheduled — 2026-05-07
Apr 1, 2026
government_contract
$200M govt contract: NELNET SERVICING LLC
Agency: Department of Education. OPERATIONS AND MAINTENANCE (O&M) TASK ORDER FOR STUDENT LOAN SERVICING IN ACCORDANCE WITH THE REQUIREMENTS OF THE USD
Feb 26, 2026
earnings_calendar
NNI Q4 2025 Earnings After Market Close — 2026-02-26
Jul 1, 2024
government_contract
$399M govt contract: NELNET SERVICING LLC
Agency: Department of Education. OPERATIONS AND MAINTENANCE (O&M) TASK ORDER FOR STUDENT LOAN SERVICING IN ACCORDANCE WITH THE REQUIREMENTS OF THE USD