$SLM

Analysts from Barclays and Compass Point maintained or initiated ratings on Charles Schwab (SCHW), SLM, and Blackstone Secured Lending Fund (BXSL). SCHW received a Buy rating with a $125 price target from Barclays and a $135 target from Compass Point. SLM was rated Hold with a $26 target, while BXSL also received a Hold rating with a $23 target. Consensus ratings and price targets were provided for each company.

A federal appeals court kept automatic relief in Sweet v. McMahon on track, extending relief to over 450,000 borrowers and more than $23 billion, or about $51,000 per affected borrower. The settlement covers federal debt and leaves private education loans unchanged. The July 1 federal graduate-lending caps may shift funding toward private lenders, with investors watching SLM, SoFi, and Nelnet ahead of Nelnet’s earnings.

Simply Wall St highlights SLM’s Q2 2026 earnings and its affirmed quarterly dividend of $0.13 per share, payable Sept. 15, 2026. It cites SLM shares at $24.29, with declines over 7 and 30 days and a 1-year total return down 24.33% but 3-year up 60.27%. The article discusses a fair value of $28.82 and student-loan reforms shifting $4.5 to $5 billion annually to private lenders.

SLM Corporation’s Q2 2026 earnings call said federal PLUS reform could expand its annual addressable market by $4.5B to $5B. Management reported NIM at 4.75% and expects it to rise toward a 5% target in H2 2026. Net charge-offs guidance was narrowed to $365M–$385M, and it completed a $200M accelerated buyback.

Analysts cited by TipRanks are bullish on Nasdaq (NDAQ) and SLM (SLM). TD Cowen reiterated Buy ratings, setting $108 for NDAQ (vs $90.42 close) and $32 for SLM (vs $24.18). TipRanks consensus shows Strong Buy on NDAQ with $112.23 target, and Moderate Buy on SLM with $28.14 target. Popular (BPOP) also has a Truist Buy target of $197.

Sallie Mae (SLM) reported Q2 results on an earnings call. Net interest income fell to $333M, while other income rose to $45M. Net interest margin was 4.75%. Net charge-offs were $113M. 2026 net charge-off guidance narrowed to $365M-$385M, and the firm completed a $200M accelerated buyback at $21.95 average price.

Sallie Mae (SLM) reported Q2 profit fell to $54.9 million, or $0.29 per share, from $67.3 million, or $0.32 a year earlier, citing higher credit costs and operating expenses. Net interest income declined to $332.8 million. Net charge-offs rose to $113 million and delinquencies to 3.72%. The company reaffirmed FY2026 EPS guidance of $3.10 to $3.20.

Sallie Mae (NASDAQ:SLM) reported Q2 CY2026 revenue of $401.1 million, flat year on year, missing analysts’ sales expectations. GAAP EPS was $0.29, 34.2% below consensus. The article also notes trailing 12-month revenue of $1.96 billion and says the stock fell 3.5% to $23.34 after results.

SLM Corp (SLM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 slm072326ex991.htm EX-99.1 Document Exhibit 99.1 News Release For Immediate Release Sallie Mae Reports Second Quarter 2026 Financial Results NEWARK, Del., July 23, 2026 — Sallie Mae (Nasdaq: SLM), formally SLM Corporation, today released second quarter 2026 financial re

Sallie Mae (NASDAQ: SLM) will report Q2 earnings Thursday after market close. Last quarter it posted $560M revenue, down 3.6% YoY, and beat analysts on EPS and full-year guidance. For Q2, analysts expect revenue up 1.2% YoY. The article cites peer results from Capital One and Synchrony and notes SLM is up 10.3% with an average price target of $28.73.