Nelnet (NNI) Reports Q4: Everything You Need To Know Ahead Of Earnings

Nelnet (NNI) Reports Q4: Everything You Need To Know Ahead Of Earnings

Radek Strnad

Thu, February 26, 2026 at 12:31 AM GMT+9 2 min read

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  NNI

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Education finance company Nelnet (NYSE:NNI) will be reporting results this Thursday after market close. Here’s what to expect.

Nelnet beat analysts’ revenue expectations last quarter, reporting revenues of $435.7 million, up 50.4% year on year. It was an incredible quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ revenue estimates.

Is Nelnet a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Nelnet’s revenue to grow 2.3% year on year, slowing from the 36.3% increase it recorded in the same quarter last year.

Nelnet Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Nelnet has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Nelnet’s peers in the consumer finance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Sallie Mae delivered year-on-year revenue growth of 16.4%, beating analysts’ expectations by 1%, and Bread Financial reported revenues up 5.3%, topping estimates by 2.2%. Sallie Mae traded up 3.4% following the results while Bread Financial was also up 6.4%.

Read our full analysis of Sallie Mae’s results here and Bread Financial’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer finance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.9% on average over the last month. Nelnet is down 2.9% during the same time and is heading into earnings with an average analyst price target of $140 (compared to the current share price of $128.73).

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