$NNI

Nelnet (NYSE:NNI) reported Q2 revenue of $358.7M, down 30.5% YoY, missing estimates. FirstCash (NASDAQ:FCFS) reported $1.07B revenue, up 29.4% YoY, beating estimates. Visa (NYSE:V) reported $11.63B revenue, up 14.4% YoY, also beating estimates. Stocks reacted accordingly post-earnings.

TD Cowen maintained a Hold rating on Nelnet (NNI) but lowered its price target from $130.00 to $125.00, citing a cautious outlook. NNI is trading at $124.90, 21.6% above its GF Value™ of $102.68, suggesting overvaluation. The company has a GF Score™ of 72/100, indicating solid performance but moderate financial strength.

Nelnet Business Services acquired Entab, a global school management tech provider. The deal signals Nelnet's expansion in education technology through acquisitions. Financial details and integration plans were not disclosed.

Nelnet (NNI) added Angie Klein and Ed Pallesen to its board, expanding it to 10 members. Klein, from Apple, has 25 years in marketing; Pallesen has 25 years in financial services. The company says their expertise will support long-term success.

NELNET INC (NNI) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Nelnet Board of Directors Appoints Two New Members LINCOLN, Neb., Sept. 16, 2026 — Nelnet, Inc. (NYSE: NNI) today announced the appointment of Angie Klein and Ed Pallesen to its board of directors, expanding the board to 10 members. Klein, who recently joined Apple, brings nearly

Ally Financial (NYSE:ALLY) reported Q2 revenue of $2.28B, up 10.3% YoY, exceeding estimates. Peers like Bread Financial (NYSE:BFH) and FirstCash (NASDAQ:FCFS) also saw growth, while Nelnet (NYSE:NNI) and Happen Bank (NYSE:HAPN) underperformed. Stocks reacted mixedly to results, with Ally down 6.3% and FirstCash up 11.1%.

Nelnet Campus Commerce, a division of Nelnet (NNI), announced a new integration with PayPal (PYPL) to offer PayPal and Venmo as tuition payment options. The rollout begins August 19, 2026, and will be implemented in phases. This integration aims to modernize student financial experiences by providing digital wallet payment options.

Nelnet (NNI) and PayPal (PYPL) have partnered to enable PayPal and Venmo as tuition payment options for colleges using Nelnet's platform, rolling out from August 19, 2026. This aims to meet student demand for digital wallet payments, with phased implementation based on institutional readiness. Nelnet serves over 1,000 institutions and 8 million students, while PayPal operates in over 200 markets.

PayPal (PYPL) and Venmo now allow tuition payments through integrations with Illumia (ROP), Nelnet Campus Commerce, and TouchNet. The service is live at several U.S. universities, with more expected to join. This follows PayPal's previous expansions into college campuses, including partnerships with the Big Ten and Big 12 conferences. The move aims to provide students and families with familiar payment options for tuition.

Nelnet (NYSE:NNI) reported Q2 CY2026 revenue of $410 million, down 20.5% year on year, missing analysts’ estimates. Non-GAAP EPS was $1.77, 16.9% below consensus. The company attributed performance to its diversified education finance strategy, according to management. Shares were flat at $135.20 after the report.