Recent 8-K filings for NNI

• May 18, 2026, 4:12 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Nelnet shareholders approve all four proposals at 2026 annual meeting

  All three Class III director nominees elected with over 119M shares For each.

• May 7, 2026, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01 ◈ Earnings Releases

  Nelnet Q1 GAAP EPS $1.97 vs $2.26 YoY; revenue rises in loan servicing, education tech

  GAAP net income $71.1M ($1.97/diluted share) vs $82.6M ($2.26) year ago; adjusted net income $69.9M ($1.94).

• April 30, 2026, 7:59 PM ET other materiality 0.00 neutral item 7.01

  Nelnet Bank Q1 2026 Call Report filed with FDIC; no financial details disclosed

  Nelnet Bank filed its FFIEC 051 Call Report for quarter ended March 31, 2026, with the FDIC.

• April 2, 2026, 7:59 PM ET debt materiality 0.40 neutral item 1.01item 1.02item 2.03item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  Nelnet enters $435M unsecured credit line, terminates prior $495M facility

  New $435M unsecured revolving credit facility dated March 31, 2026, maturing March 31, 2031.

• March 23, 2026, 7:59 PM ET leadership materiality 0.30 neutral item 5.02

  Director Adam Peterson resigns from Nelnet board effective March 23, 2026

  Resignation for business and personal reasons; not due to disagreement with company.

• February 26, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Nelnet Q4 GAAP EPS $1.60 vs $1.73 YoY; record annual net income of $428.5M

  Q4 GAAP net income $57.8M ($1.60/diluted share) vs $63.2M ($1.73); adjusted EPS $1.56.

• February 2, 2026, 6:59 PM ET M&A materiality 0.60 neutral item 8.01

  Nelnet completes CAD $130.5M acquisition of Finastra's Canadian student loan business

  Total cash consideration CAD $130.5M (~USD $95M) for Finastra's Canadian student loan servicing business.

• January 30, 2026, 6:59 PM ET regulatory materiality 0.05 neutral item 7.01

  Nelnet Bank files Q4 2025 Call Report; no financial details in 8-K

  Nelnet Bank filed its Call Report for quarter ended Dec 31, 2025 with FDIC.

• January 15, 2026, 6:59 PM ET leadership materiality 0.65 neutral item 5.02item 9.01

  Nelnet President and NBS CEO Tim Tewes to retire effective June 30, 2026

  Tim Tewes notified retirement on January 15, 2026; effective June 30, 2026, ending over 25 years of service.

• November 6, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Nelnet Q3 GAAP EPS $2.94 vs $0.07 YoY; adjusted $2.95; one-time items boost

  GAAP net income $106.7M ($2.94/sh) vs $2.4M ($0.07/share) YoY; adjusted net income $107.3M ($2.95/sh) vs $12.4M ($0.34/sh).

• October 30, 2025, 7:59 PM ET other materiality 0.10 neutral item 7.01

  Nelnet Bank subsidiary files Q3 2025 Call Report with FDIC; no financial details disclosed

  Nelnet Bank filed its FFIEC 051 Call Report for the quarter ended September 30, 2025 with the FDIC.

• October 23, 2025, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  Nelnet Canada to acquire Finastra's Canadian student loan servicing business for CAD $130M cash

  Purchase price of CAD $130 million (approximately USD $93 million) in cash.

• August 18, 2025, 7:59 PM ET other material materiality 0.70 positive item 8.01

  Nelnet expects ~$30M total pre-tax gains from tech investee equity raise

  Received $10M cash from partial redemption of investment; expects ~$8M pre-tax gain.

• August 6, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

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

  GAAP net income $181.5M ($4.97/sh) vs $45.1M ($1.23/sh) YoY; adjusted (ex-derivatives) $184.4M ($5.05/sh).

• July 30, 2025, 7:59 PM ET regulatory materiality 0.10 neutral item 7.01

  Nelnet Bank Q2 2025 call report filed with FDIC; no financial results disclosed

  Nelnet Bank filed its FFIEC 051 Call Report for period ended June 30, 2025 with FDIC.

• June 4, 2025, 7:59 PM ET other material materiality 0.75 positive item 8.01

  Nelnet receives $411M in ALLO unit redemption, records $175M pre-tax gain

  Cash proceeds of $411M from redeeming ALLO voting and all preferred membership interests.

• May 20, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Nelnet shareholders elect three Class II directors, ratify KPMG, approve say-on-pay at 2025 annual meeting

  Three Class II directors elected: Matthew Dunlap (126.5M for, 456K against), Adam Peterson (125.6M for, 1.4M against), Kimberly Rath (122.8M for, 4.2M against).

• May 8, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Nelnet Q1 GAAP net income $82.6M ($2.26/sh); announces ALLO redemption for ~$410M, new buyback

  GAAP net income of $82.6M ($2.26 EPS) vs $73.4M ($1.98) YoY; adjusted net income $87.4M ($2.39 EPS).

• April 30, 2025, 7:59 PM ET other materiality 0.10 neutral item 7.01

  Nelnet Bank files Q1 2025 Call Report with FDIC; no financial details in 8-K

  Nelnet Bank filed FFIEC 051 Call Report for quarter ended March 31, 2025 with FDIC on April 29.

• April 21, 2025, 7:59 PM ET other material materiality 0.80 positive item 1.01item 9.01

  Nelnet to receive ~$410M in ALLO redemption, pre-tax gain of ~$175M; ownership drops to 26%

  Nelnet expects aggregate cash proceeds of approximately $410 million from ALLO membership unit redemption.

• February 27, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Nelnet reports Q4 GAAP net income $63.2M ($1.73/sh) vs loss of $7.9M; full-year doubles

  GAAP net income Q4 $63.2M ($1.73/sh) vs net loss $7.9M ($0.21) YoY; adjusted net income $52.7M ($1.44).

• January 31, 2025, 6:59 PM ET other materiality 0.10 neutral item 7.01

  Nelnet Bank files Q4 2024 Call Report with FDIC; no specific financial details in 8-K

  Nelnet Bank, wholly-owned subsidiary of Nelnet Inc., filed FFIEC 051 Call Report for quarter ended Dec 31, 2024.

• November 7, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Nelnet Q3 GAAP net income falls to $2.4M ($0.07/sh) from $44.4M; adjusted EPS $0.34 vs $1.12

  Non-cash provision expense of $29.0M on loan securitizations; $5.6M debt redemption charge; $11.2M solar losses; $8.8M legacy solar project losses.

• October 30, 2024, 7:59 PM ET regulatory materiality 0.10 neutral item 7.01

  Nelnet Bank files quarterly Call Report with FDIC for Q3 2024

  Nelnet Bank filed its FFIEC 051 Call Report for the quarter ended September 30, 2024 with the FDIC.

• August 8, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Nelnet Q2 GAAP net income $45.1M ($1.23/sh) up from $27.4M; loan servicing revenue down

  GAAP net income $45.1M ($1.23/sh) vs $27.4M ($0.73/sh) YoY; adjusted $43.9M ($1.20/sh).

• July 31, 2024, 7:59 PM ET regulatory materiality 0.10 neutral item 7.01

  Nelnet Bank files Q2 2024 Call Report with FDIC

  Nelnet Bank (wholly-owned subsidiary) filed its FFIEC 051 Call Report with the FDIC for Q2 2024.

• May 21, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Nelnet shareholders re-elect directors, approve increase in restricted stock plan shares to 6M

  Preeta D. Bansal, Michael S. Dunlap, Jona M. Van Deun re-elected as Class I directors with ~96-98% for votes.

• May 9, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Nelnet Q1 GAAP EPS $1.97 vs $0.71 YoY; adj EPS $1.81; repurchases $75.3M

  GAAP net income $73.2M ($1.97/share) vs $26.5M ($0.71) in Q1 2023.

• April 30, 2024, 7:59 PM ET regulatory materiality 0.10 neutral item 7.01

  Nelnet Bank files Q1 2024 Call Report with FDIC; no financials disclosed in 8-K

  Nelnet Bank filed FFIEC 051 Call Report for quarter ended March 31, 2024 with FDIC on April 29, 2024.

• February 27, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  Nelnet Q4 GAAP net loss $8.6M ($0.23/share) on renewable charges

  GAAP net loss $8.6M vs net income $30.8M YoY; non-GAAP net loss $1.3M ($0.04/share).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

10 positive 2 negative 18 neutral

source · NNI on sec.gov