NNI
NELNET INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- E Apr 1 Gov. contract: $200M govt contract: NELNET SERVICING LLC
- R May 7 Nelnet reported Q1 2026 GAAP EPS of $1.97 ($1.94 non-GAAP), missing…
- R Aug 6 Nelnet (NNI) reported Q2 2026 non-GAAP EPS of $1.77, a 16.9% miss vs…
- E Oct 5 M&A: Nelnet Business Services Acquires International School Man…
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Mar 10. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 23 added (0 new), 11 trimmed or exited.
- AnalystsBEARISH
0 of 8 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $2.090 → $1.830 over 90 days. 0 up, 1 down in 30 days.
- Short sellersSTEADY
Short interest +9.0% to 655.9K shares. 4.6 days to cover, ≈1.8% of shares.
- TrendDOWNTREND
2% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | $56.1M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | $10.0M |
| Qube Research & Technologies Ltd | TRIM | $9.7M |
| GOLDMAN SACHS GROUP INC | ADD | $9.2M |
| MARSHALL WACE, LLP | ADD | $8.4M |
| CITADEL ADVISORS LLC | DOUBLED | $7.6M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | $4.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +2%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 6, 2026 | TD Cowen MAINTAIN | Hold |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 5, 2026 | Kruger James D Chief Financial Officer | GIFT | 1,360 sh |
| Oct 5, 2026 | Kruger James D Chief Financial Officer | GIFT | 4,080 sh |
| Sep 15, 2026 | KLEIN ANGIE J Director | AWARD | $120.1K |
| Sep 15, 2026 | Pallesen Edward Sysel Director | AWARD | $113.4K |
| Sep 15, 2026 | Graff David S Director | AWARD | $10.1K |
| Sep 15, 2026 | Farrell Kathleen Anne Director | AWARD | $20.0K |
| Sep 15, 2026 | Rath Kimberly Kay Director | AWARD | $10.1K |
| Jul 9, 2026 | Kruger James D Chief Financial Officer | GIFT | 2,500 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $1.83 | $1.83–$1.83 | — | $427.0M |
| Next Q | $1.78 | $1.78–$1.78 | — | $413.0M |
| Current FY | $7.42 | $7.42–$7.42 | — | $1.7B |
| Next FY | $8.50 | $8.50–$8.50 | — | $1.8B |
Short side
FINRA· Sep 30, 2026SecBot reports
6 filings · 1 press release · 1 bullish · 2 bearish · 3 neutral- NEUTRAL PRESS RELEASEOct 5, 2026
Nelnet Business Services, a division of Nelnet Inc. (NYSE: NNI), acquired Entab Infotech, a K-12…
The acquisition is a strategic international expansion into India's K-12 edtech market, but without disclosed financial terms, the immediate financial impact on NNI is unclear. Monitor future…
- BEARISH PRESS-RELEASEAug 6, 2026
Nelnet (NNI) reported Q2 2026 non-GAAP EPS of $1.77, a 16.9% miss vs. the $2.13 consensus, and…
The significant EPS miss and rising credit provisions from rapid consumer loan growth are the primary negatives. Monitor the next quarter's provision for loan losses and credit quality metrics on…
- NEUTRAL 8-KJul 30, 2026
Nelnet disclosed that its wholly-owned bank subsidiary filed its quarterly Call Report (FFIEC 051)…
This filing has no immediate trading implications. Traders seeking bank-level financials should access the Call Report directly on the FDIC website. Monitor Nelnet's next quarterly earnings release…
- NEUTRAL PRESS-RELEASEJul 17, 2026
Nelnet, Inc. announced it will report its Q2 results on August 6, 2026.
All NNI filing & press-release reports (7)
- PRESS-RELEASE reportOct 5, 2026
- PRESS-RELEASE reportAug 6, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 17, 2026
- COURT-RULING reportApr 22, 2026
- 8-K reportMay 7, 2026
- GOVT-CONTRACT reportApr 1, 2026