Nelnet to Announce Fourth Quarter Results; Board Approves Dividend
Rhea-AI Summary
Nelnet (NYSE: NNI) announced a $0.33 per share cash dividend on Class A and Class B common stock, payable March 13, 2026, to shareholders of record at the close of business February 27, 2026.
The company also said it will release fourth-quarter and full-year 2025 results after the market close on February 26, 2026; supplemental earnings materials will be posted on the investor website.
Positive
- Dividend declared of $0.33 per share
- Payment date set for March 13, 2026
- Record date specified as February 27, 2026
- Quarterly earnings release scheduled for February 26, 2026
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
NNI was down 1.47% pre-news while peers were mixed: CACC (+3.03%), FCFS (+2.60%), SLM (+1.66%), and QFIN (-2.27%), UPST (-1.94%). This pattern points to stock-specific dynamics rather than a unified sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 13 | Campus refunds update | Positive | -0.9% | Campus Commerce processed large Title IV refund volumes under Project Horizon. |
| Nov 06 | Q3 2025 results | Positive | -0.2% | Strong Q3 net income with multiple one-time revenue and gain items disclosed. |
| Oct 23 | Project Horizon progress | Positive | +0.9% | Virtual summit showcasing roadmap, payment flexibility, and support enhancements. |
| Oct 23 | Canadian acquisition | Positive | -0.3% | Agreement for Nelnet Canada to acquire Finastra’s student loan servicing unit. |
| Oct 15 | Q3 results date | Neutral | -1.4% | Notification of timing and access details for Q3 2025 earnings release. |
Recent news with seemingly positive fundamentals or strategic updates often coincided with flat-to-negative next-day moves, indicating a tendency for muted or adverse reactions even on favorable headlines.
Over the last few months, Nelnet has highlighted campus payments growth, strategic acquisitions, and strong Q3 2025 earnings with $106.7M GAAP net income and a recurring $0.33 dividend. Yet, next-day moves after these announcements frequently skewed flat to slightly negative, with only one clearly positive reaction. Today’s dividend declaration and Q4 earnings date fit into a pattern of operational progress where share-price responses have not consistently mirrored headline tone.
Market Pulse Summary
This announcement combined a first-quarter cash dividend of $0.33 per share on both Class A and Class B stock with confirmation of the Q4 and full-year 2025 earnings release date. In recent history, Nelnet has paired consistent dividends with strategic initiatives and acquisitions. Investors may focus on how upcoming results contextualize prior strong Q3 performance and whether the board maintains or adjusts dividend levels as new financial information becomes available.
Key Terms
class a common stock financial
class b common stock financial
AI-generated analysis. Not financial advice.
The company also announced it will release earnings for the fourth quarter and year ended December 31, 2025, after the close of the New York Stock Exchange on Thursday, February 26, 2026. Upon release, additional earnings information will be available at www.nelnetinvestors.com.
Learn more about Nelnet at www.nelnetinc.com.
View original content:https://www.prnewswire.com/news-releases/nelnet-to-announce-fourth-quarter-results-board-approves-dividend-302674518.html
SOURCE Nelnet, Inc.