{"filings":[{"id":94165,"accession_number":"0001625278-26-000045","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q1 revenue $222.2M (+6% YoY); GAAP net income $20.4M, EPS $0.29","event_type":"earnings","confidence":"high","bullets":["Revenue $222.2M (+6% YoY); GAAP net income $20.4M vs $0.2M prior year, diluted EPS $0.29.","Non-GAAP operating income $33.7M; Adjusted EBITDA $45.2M.","Consumer revenue $197.6M (+10% YoY) driven by deposit accounts and personal loans; SMB revenue $24.6M (-15%) on organic search pressures.","Strength in banking and personal loans offset auto insurance headwinds; management cites operational efficiency and strong balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":222200000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106349,"accession_number":"0001625278-26-000019","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["5.05","9.01"],"status":"ready","headline":"NerdWallet board amends Code of Business Conduct, adds AI policy","event_type":"other","confidence":"high","bullets":["Amendments approved March 19, 2026, apply to directors, officers, and employees.","Revisions enhance clarity, organization, and scope; add defined terms and roles.","Code expanded to address emerging areas including artificial intelligence.","Full text of revised Code available on company's investor website.","No waivers were granted in connection with the amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106348,"accession_number":"0001625278-26-000012","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q4 revenue $225.4M (+23% YoY); GAAP net income $14.0M, down 64%","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $225.4M (+23% YoY); full-year 2025 revenue $836.6M (+22% YoY).","GAAP net income $14.0M ($0.19 diluted EPS) vs $38.6M ($0.51) in Q4 2024.","Adjusted EBITDA $36.7M in Q4, $145.0M for full year 2025.","Loans revenue $42.3M (+141% YoY); Emerging Verticals $52.9M (+57%); Credit Cards $26.5M (-24%); SMB $22.5M (-12%).","CEO cites organic search headwinds offset by strength in performance marketing, direct, and non-search channels."],"consensus_eps_estimate":null,"consensus_eps_actual":0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":836600000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122679,"accession_number":"0001625278-25-000134","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"NerdWallet board approves $50M increase in share repurchase authorization to $125M","event_type":"other_material","confidence":"high","bullets":["Authorization raised from $75M to $125M, approved December 16, 2025.","Repurchases may occur in open market or private transactions at management's discretion.","No fixed expiration date; program may be amended, suspended, or discontinued at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122678,"accession_number":"0001625278-25-000129","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q3 revenue $215.1M (+12% YoY); GAAP EPS $0.34, non-GAAP op income $41.3M","event_type":"earnings","confidence":"high","bullets":["Revenue $215.1M, up 12% YoY; GAAP net income $26.3M ($0.34 diluted EPS) vs near-zero prior year.","Non-GAAP operating income $41.3M; Adjusted EBITDA $53.6M.","Loans revenue $39.6M (+66% YoY) driven by personal and mortgage loans; emerging verticals $46.9M (+83%).","Credit cards revenue $34.1M (-25% YoY) and SMB products $23.6M (-15%) due to organic search headwinds.","Intentional underspend on brand marketing by $8M; expect to normalize in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":611200000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139368,"accession_number":"0001625278-25-000119","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NerdWallet increases share repurchase authorization from $25M to $75M","event_type":"other_material","confidence":"high","bullets":["Board approved an increase in share repurchase authorization to $75 million, up from $25 million.","Repurchases may be executed in open market or private transactions at management's discretion.","Authorization has no fixed expiration date; may be amended, suspended, or discontinued at any time.","Amount and timing depend on business, economic, and market conditions, stock prices, and regulatory requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139367,"accession_number":"0001625278-25-000111","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"NerdWallet Q2 revenue $186.9M (+24% YoY); GAAP net income $8.2M vs year-ago loss","event_type":"earnings","confidence":"high","bullets":["Revenue $186.9M, up 24% YoY; GAAP diluted EPS $0.11, up from ($0.12).","Insurance revenue $54.7M (+86%); Credit cards $34.8M (-25%).","Non-GAAP operating income $20.7M; Adjusted EBITDA $33.6M.","Loans revenue $27.5M (+27%) on personal loans and Next Door Lending acquisition integration.","Emerging verticals $44.9M (+64%) driven by banking product growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":396100000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156950,"accession_number":"0001193125-25-142703","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"NerdWallet amends credit agreement to allow subsidiary investments and acquisitions","event_type":"other_material","confidence":"high","bullets":["Third Amendment to Credit Agreement dated June 13, 2025 with JPMorgan Chase.","Permits NerdWallet to invest up to $20M annually in unrestricted subsidiaries.","Unrestricted subsidiaries now allowed to make acquisitions under amendment.","Certain post-closing deliverables from original closing waived.","Other material terms of Credit Agreement remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156949,"accession_number":"0001193125-25-137156","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NerdWallet grants 62,790 RSUs and 125,581 options to Chief Business Officer Yount","event_type":"other_material","confidence":"high","bullets":["Grant effective June 3, 2025; exercise price of options is $10.80 per share.","RSUs vest quarterly: 1/16 per quarter starting Sept 1, 2025, subject to continued service.","Options vest monthly: 1/48 starting July 3, 2025, subject to continued service.","Sam Yount also approved to participate in NerdWallet's Change of Control and Severance Policy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156948,"accession_number":"0001625278-25-000073","cik":1625278,"company_name":"NERDWALLET, INC.","ticker":"NRDS","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"NerdWallet adds director Anthony Ling, names Lead Independent Director, reports board election results","event_type":"leadership","confidence":"high","bullets":["Anthony Ling appointed to board effective May 22, 2025, filling vacancy from Maurice Taylor's non re-election.","Ling receives $50k annual cash retainer, $10k for audit committee, and $185k RSU grant vesting over three years.","Kenneth McBride appointed Lead Independent Director effective May 22, 2025; board member since 2022.","Stockholders elected all four director nominees (Tim Chen, Jennifer Ceran, Lynne Laube, Kenneth McBride) at May 21 annual meeting.","Board approved amendments to Non-Employee Director Compensation Policy effective May 21, 2025; details in next proxy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}