Aug. 7 at 3:07 PM
$NNI What’s Driving NNI’s Recent Rise?
1. Strong Q2 2025 Earnings
Nelnet delivered a significant earnings beat:
Non-GAAP EPS came in at
$5.05, exceeding the consensus of
$1.91 and representing a 320% year-over-year jump. This was largely fueled by a
$175 million pre-tax gain from the partial redemption of its ALLO Holdings investment.
GAAP net income stood at
$181.5 million (or
$4.97 per share), compared to
$45.1 million (or
$1.23 per share) in Q2 2024.
Loan Servicing & Systems revenue rose to
$120.7 million (from
$109.1M), with segment net income soaring to
$15.2 million (from just
$1.7M).
Education Technology Services & Payments remained stable, delivering consistent revenue and margins.
The company declared a
$0.30 per share dividend for Q3 and repurchased
$21.4 million in shares in Q2.
2. Policy Shifts Fuel Optimism
The recently passed “Big, Beautiful Bill” limits federal student loan caps, likely pushing more students toward private lenders
