Recent 8-K filings for NNI

• 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).

• 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 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 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).

• 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 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 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).

• 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.

• 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).

• 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.

• 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