Nelnet (NNI) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.77
- Estimate
- $2.13
- Surprise
- -16.9%
- Revenue (period 2026-06-30)
- $204.9M
- Score at report (before → after)
- 5.4 → 5.4/10
Revenue source: xbrl.
How the report landed
Nelnet (NNI) missed the $2.13 estimate with adjusted EPS of $1.77 — a large 16.9% shortfall. TrendMatrix's engine moved from Buy (Wait) (5.4/10) to Sell at 5.4/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates NNI Sell at 4.4/10.
1 of the last 4 quarters beat the estimate; this quarter's -16.9% surprise compares with a +11.5% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Sector modifier (Financial Services): +1.0
What argues against it
- Analyst target reached - limited upside remaining
- Leverage penalty (D/E 1.9): -1.0
- Earnings in 7 days (event risk)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $122.82
- Stop
- $117.78
At 14.6× trailing and 14.3× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
NNI at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Credit Services
- Market cap
- $4.36B
- P/E (fwd)
- 14.3
- P/E (ttm)
- 14.6
- 52-week range
- $116.62–$144.38
- Off 52-week high
- 14.9%
- RSI (14)
- 42
- Volume vs avg
- 0.01×
- Score today
- 4.4/10