Nelnet Q2 GAAP EPS $4.97 vs $1.23; ALLO gain $3.65/sh; loan servicing profit surges

NELNET INC

2025-Q2 EPS reported $7.24

GAAP net income $181.5M ($4.97/sh) vs $45.1M ($1.23/sh) YoY; adjusted (ex-derivatives) $184.4M ($5.05/sh).
Recognized $175M pre-tax gain from partial ALLO redemption; ownership reduced from 45% to 27%.
AGM net interest income $49.9M (+39% YoY); provision for loan losses $11.1M vs negative $4.2M; acquired $143M consumer loans.
Loan Servicing revenue $120.7M (+11%); net income $15.2M vs $1.7M; servicing $516B loans for 14.5M borrowers.
Education Technology revenue $118.2M (+1%); net income $17.9M vs $19.5M; solar EPC loss $13.4M with $12.9M contract reserves.

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