NNI Stock Analysis: Nelnet | NYSE

Credit Services | NYSE, USA | Market Cap: 4.736m USD | 12M Return: 7.1% | Charts, Fundamentals & Technical Analysis

Loan Servicing, Education Technology, Payment Processing, Asset Management
Total Rating 30
Safety 34
Buy Signal -0.17
Credit Services
Industry Rotation: +7.5
Market Cap: 4.74B
Avg Turnover: 17.1M
Risk 3d forecast
Volatility22.1%
VaR 5th Pctl3.57%
VaR vs Median-1.67%
Reward TTM
Sharpe Ratio0.23
Rel. Str. IBD29.5
Rel. Str. Peer Group40.4
Character TTM
Beta0.496
Beta Downside0.410
Hurst Exponent0.466
Drawdowns 3y
Max DD18.52%
CAGR/Max DD0.66
CAGR/Mean DD1.71
EPS (Earnings per Share) EPS (Earnings per Share) of NNI over the last years for every Quarter: "2021-06": 2.2, "2021-09": 1.23, "2021-12": 2.5, "2022-03": 1.99, "2022-06": 1.44, "2022-09": 1.73, "2022-12": 1.07, "2023-03": 1.47, "2023-06": 0.71, "2023-09": 1.15, "2023-12": -0.04, "2024-03": 1.81, "2024-06": 1.2, "2024-09": 0.34, "2024-12": 1.44, "2025-03": 2.39, "2025-06": 5.05, "2025-09": 2.95, "2025-12": 1.56, "2026-03": 1.94,
EPS CAGR: 58.61%
EPS Trend: 82.0%
Last SUE: -0.58
Qual. Beats: 0
Revenue Revenue of NNI over the last years for every Quarter: 2021-06: 331.906, 2021-09: 319.656, 2021-12: 421.136, 2022-03: 494.096, 2022-06: 394.31, 2022-09: 473.052, 2022-12: 473.311, 2023-03: 475.113, 2023-06: 458.553, 2023-09: 480.936, 2023-12: 429.378, 2024-03: 516.871, 2024-06: 454.735, 2024-09: 434.763, 2024-12: 434.187, 2025-03: 466.098, 2025-06: 612.75, 2025-09: 494.633, 2025-12: 503.947, 2026-03: 525.508,
Rev. CAGR: 4.11%
Rev. Trend: 67.7%
Last SUE: 0.31
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -3.4% 14
Feb -1.5% 2
Mar -1.8% 15
Apr +1.6% 14
May +2.1% 14
Jun -0.5% 11
Jul +5.2% 41
Aug +1.8% 9
Sep -3.5% 56
Oct -0.0% 8
Nov +1.1% 9
Dec +0.1% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: NNI Nelnet

Nelnet, Inc. (NYSE: NNI) is a U.S.-based diversified financial and services company headquartered in Lincoln, Nebraska, and founded in 1977. Listed on the NYSE since 2003, the company operates in the Financials sector (Consumer Finance sub-industry) and is classified as a mid-cap stock with a market capitalization of approximately $4.6 billion. Nelnet organizes its operations into four reporting segments: Loan Servicing and Systems, Education Technology Services and Payments, Asset Generation and Management, and Nelnet Bank.

The Loan Servicing and Systems segment is the companys historical core, providing loan conversion, application processing, payment processing, and business process outsourcing (including contact center management) for student loan portfolios, along with proprietary servicing software. Nelnet is widely recognized as one of the largest third-party student loan servicers in the United States, a position reinforced by long-standing federal contracts to service government-held education loans.

The Education Technology Services and Payments segment offers a broad EdTech platform serving K-12 and higher education institutions, including school information systems, tuition payment plans, donation platforms, learning management systems, and campus payment processing. The Asset Generation and Management segment invests in and manages education loan assets, while Nelnet Bank operates as an internet-based industrial bank chartered in Nebraska. The company also diversifies into investment advisory, reinsurance, real estate investment, and a solar engineering, procurement, and construction (EPC) business, reflecting a strategy of extending its education-focused financial infrastructure into adjacent services.

Headlines to Watch Out For
  • Education Technology growth offsets legacy student loan servicing declines
  • Nelnet Bank net interest margin tracks Fed rate path
  • Department of Education contracts anchor recurring servicing revenue
Piotroski VR-10 (Strict) 2.5
Net Income: 417.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.03 > 0.02 and ΔFCF/TA -1.20 > 1.0
NWC/Revenue: 74.62% < 20% (prev -43.43%; Δ 118.0% < -1%)
CFO/TA 0.03 > 3% & CFO 404.9m > Net Income 417.0m
Net Debt (7.60b) to EBITDA (787.4m): 9.65 < 3
Current Ratio: 337.1 > 1.5 & < 3
Outstanding Shares: last quarter (36.1m) vs 12m ago -1.10% < -2%
Gross Margin: 80.81% > 18% (prev 62.55%; Δ 18.25% > 0.5%)
Asset Turnover: 15.06% > 50% (prev 12.61%; Δ 2.45% > 0%)
Interest Coverage Ratio: 1.50 > 6 (EBIT TTM 723.7m / Interest Expense TTM 481.4m)
Altman Z'' 2.31
A: 0.11 (Total Current Assets 1.60b - Total Current Liabilities 4.74m) / Total Assets 14.2b
B: 0.26 (Retained Earnings 3.73b / Total Assets 14.2b)
C: 0.05 (EBIT TTM 723.7m / Avg Total Assets 14.2b)
D: 0.35 (Book Value of Equity 3.73b / Total Liabilities 10.6b)
Altman-Z'' = 2.31 = BBB
Beneish M -1.45
DSRI: 3.0 (Receivables 18.7b/194.1m, Revenue 2.14b/1.79b)
GMI: 0.77 (GM 62.55% / 80.81%)
AQI: 0.99 (AQ_t 0.88 / AQ_t-1 0.89)
SGI: 1.19 (Revenue 2.14b / 1.79b)
TATA: 0.00 (NI 417.0m - CFO 404.9m) / TA 14.2b)
Beneish M = -1.45 (Cap -4..+1) = D
What is the price of NNI shares?

As of July 10, 2026, the stock is trading at USD 132.51 with a total of 86,081 shares traded. Over the past week, the price has changed by -1.61%, over one month by +2.80%, over three months by +0.03% and over the past year by +7.12%.

Current recommended Stop Loss: 125.50 (which is 5.3% or 2.5 ATR below the current price).

Is NNI a buy, sell or hold?

Nelnet has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold NNI.

  • StrongBuy: 0
  • Buy: 0
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the NNI price?
Analysts Target Price 135 1.9%
Nelnet (NNI) - Fundamental Data Overview as of 10 July 2026
Market Cap USD = 4.74b (4.74b USD * 1.0 USD.USD)
P/E Trailing = 11.5521
P/E Forward = 16.2866
P/S = 2.8775
P/B = 1.2935
P/EG = 0.4642
Revenue TTM = 2.14b USD
EBIT TTM = 723.7m USD
EBITDA TTM = 787.4m USD
Long Term Debt = 6.46b USD (from longTermDebt, last quarter)
Short Term Debt = 1.24b USD (from shortLongTermDebt, last quarter)
Debt = 7.72b USD (from shortLongTermDebtTotal, last quarter) + Leases 15.9m
Net Debt = 7.60b USD (calculated: Debt 7.72b - CCE 118.7m)
Enterprise Value = 12.3b USD (4.74b + Debt 7.72b - CCE 118.7m)
Interest Coverage Ratio = 1.50 (Ebit TTM 723.7m / Interest Expense TTM 481.4m)
EV/FCF = 33.29x (Enterprise Value 12.3b / FCF TTM 370.5m)
FCF Yield = 3.00% (FCF TTM 370.5m / Enterprise Value 12.3b)
FCF Margin = 17.34% (FCF TTM 370.5m / Revenue TTM 2.14b)
Net Margin = 19.52% (Net Income TTM 417.0m / Revenue TTM 2.14b)
Gross Margin = 80.81% ((Revenue TTM 2.14b - Cost of Revenue TTM 410.1m) / Revenue TTM)
Gross Margin QoQ = 86.61% (prev 85.76%)
Tobins Q-Ratio = 0.87 (Enterprise Value 12.3b / Total Assets 14.2b)
Interest Expense / Debt = 6.24% (Interest Expense 481.4m / Debt 7.72b)
Taxrate = 24.81% (123.0m / 495.9m)
NOPAT = 544.1m (EBIT 723.7m * (1 - 24.81%))
 Current Ratio = 337.1 (out of range, set to none) (Total Current Assets 1.60b / Total Current Liabilities 4.74m)
 Debt / Equity = 2.07 (Debt 7.72b / totalStockholderEquity, last quarter 3.73b)
Debt / EBITDA = 9.65 (Net Debt 7.60b / EBITDA 787.4m)
Debt / FCF = 20.50 (Net Debt 7.60b / FCF TTM 370.5m)
Total Stockholder Equity = 3.66b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.94% (Net Income 417.0m / Total Assets 14.2b)
RoE = 11.39% (Net Income TTM 417.0m / Total Stockholder Equity 3.66b)
RoCE = 7.15% (EBIT 723.7m / Capital Employed (Equity 3.66b + L.T.Debt 6.46b))
RoIC = 3.87% (NOPAT 544.1m / Invested Capital 14.1b)
WACC = 5.85% (E(4.74b)/V(12.5b) * Re(7.73%) + D(7.72b)/V(12.5b) * Rd(6.24%) * (1-Tc(0.25)))
Discount Rate = 7.73% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -68.89 | Cagr: -1.53%
[DCF] Terminal Value 73.10% ; FCFF base≈438.7m ; Y1≈384.8m ; Y5≈310.9m
 [DCF] Fair Price = N/A (negative equity: EV 4.99b - Net Debt 7.60b = -2.61b; debt exceeds intrinsic value)
 EPS Correlation: 82.00 | EPS CAGR: 58.61% | SUE: -0.58 | # QB: 0
Revenue Correlation: 67.70 | Revenue CAGR: 4.11% | SUE: 0.31 | # QB: 0
EPS current Quarter (2026-06-30): EPS=2.13 | Chg30d=N/A | Revisions=+25% | Analysts=1
EPS next Quarter (2026-09-30): EPS=2.09 | Chg30d=N/A | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=8.18 | Chg30d=N/A | Revisions=+25% | GrowthEPS=-31.7% | GrowthRev=-3.9%
EPS next Year (2027-12-31): EPS=9.58 | Chg30d=N/A | Revisions=+25% | GrowthEPS=+17.1% | GrowthRev=+6.2%