N NNI

Nelnet Inc - Class A

$131.67

+1.71% (+$2.22)

Volume 186,918

52W High $142.87

52W Low $98.15

Market Cap $4.73B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.57

Whisper EPS

$2.96

15.0% above consensus

Last Quarter

$1.56

Current Streak

1 Beat

Avg Surprise (4Q)

+12.32%

Next Earnings Report

Reports in 34 days

Report Date May 11, 2026

Whisper Spread +15.00%

Consensus Estimate

$2.57

Official analyst average

Whisper Number

$2.96

What traders expect

Bullish Sentiment: The whisper number is 15.0% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Mar 3, 2026

1-Day: +0.44%

Q4 2025 Feb 26, 2026

1-Day: -1.17%

5-Day: +3.36%

Q3 2025 Nov 6, 2025

1-Day: +2.22%

5-Day: -0.71%

Q2 2025 Aug 6, 2025

1-Day: -0.23%

5-Day: -1.95%

Revenue & Financial Performance

Revenue Whisper

$504.0M

TWN Proprietary Estimate

Last Quarter Revenue

$503.9M

+16.1% YoY

Gross Margin

85.8%

Net Margin: 11.5%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$503.9M	+16.1%	85.8%	38.6%	$57.8M
Q3'25	$494.6M	+13.8%	76.3%	27.6%	$106.7M
Q2'25	$612.8M	+34.8%	75.4%	38.7%	$181.5M
Q1'25	$466.1M	-9.8%	69.9%	22.8%	$82.6M
Q4'24	$434.2M	+1.1%	62.4%	18.1%	$63.2M
Q3'24	$434.8M	-9.6%	57.1%	-0.5%	$2.4M
Q2'24	$454.7M	-0.8%	60.4%	12.9%	$45.1M
Q1'24	$516.9M	+8.8%	60.3%	18.2%	$73.4M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Mar 3, 2026	$1.21	$1.39	$1.56	+28.93%	Beat
Q4 2025	Feb 26, 2026	$1.63	$1.87	$1.56	-4.29%	Missed
Q3 2025	Nov 6, 2025	$1.52	$1.74	$2.95	+94.08%	Beat
Q2 2025	Aug 6, 2025	$1.91	$1.83	$5.05	--	Beat
Q1 2025	May 7, 2025	$1.92	$1.88	$2.39	+24.48%	Beat
Q4 2024	Feb 25, 2025	$1.23	$1.05	$1.44	+17.07%	Beat
Q3 2024	Nov 7, 2024	$1.36	$1.23	$0.34	-75.00%	Missed
Q2 2024	Aug 8, 2024	$1.33	$1.15	$1.23	-7.52%	Beat
Q1 2024	May 9, 2024	$1.38	$1.17	$1.81	+31.16%	Beat
Q4 2023	Feb 27, 2024	$1.03	$0.88	-$0.04	--	Missed
Q3 2023	Nov 7, 2023	$1.40	$1.31	$1.15	-17.86%	Missed
Q2 2023	Aug 7, 2023	$1.08	$1.12	$0.71	-34.26%	Missed