William Blair Has Negative Outlook of NerdWallet Q4 Earnings

NerdWallet, Inc. (NASDAQ:NRDS - Free Report) - Equities research analysts at William Blair reduced their Q4 2025 earnings per share (EPS) estimates for shares of NerdWallet in a report issued on Tuesday, October 29th. William Blair analyst R. Schackart now forecasts that the company will post earnings per share of $0.13 for the quarter, down from their prior forecast of $0.18. The consensus estimate for NerdWallet's current full-year earnings is ($0.01) per share. William Blair also issued estimates for NerdWallet's FY2026 earnings at $0.24 EPS.

NerdWallet (NASDAQ:NRDS - Get Free Report) last released its earnings results on Wednesday, July 31st. The company reported ($0.12) EPS for the quarter, missing analysts' consensus estimates of ($0.06) by ($0.06). The firm had revenue of $150.60 million during the quarter, compared to analysts' expectations of $149.93 million. NerdWallet had a negative net margin of 1.85% and a negative return on equity of 2.98%. The company's revenue for the quarter was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.14) EPS.

Other research analysts have also recently issued research reports about the company. Barclays lifted their price objective on NerdWallet from $16.00 to $17.00 and gave the company an "overweight" rating in a research note on Wednesday. Morgan Stanley lifted their price objective on NerdWallet from $14.00 to $15.00 and gave the company an "equal weight" rating in a research note on Wednesday. Oppenheimer lowered their price objective on NerdWallet from $20.00 to $18.00 and set an "outperform" rating for the company in a research note on Thursday, August 1st. KeyCorp lifted their price objective on NerdWallet from $18.00 to $20.00 and gave the company an "overweight" rating in a research note on Wednesday. Finally, Truist Financial lowered their price objective on NerdWallet from $19.00 to $16.00 and set a "buy" rating for the company in a research note on Monday, August 5th. Two equities research analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to MarketBeat, NerdWallet presently has a consensus rating of "Moderate Buy" and a consensus price target of $17.00.

NerdWallet Trading Down 2.5 %

NASDAQ:NRDS traded down $0.37 during trading hours on Thursday, reaching $14.69. 1,687,073 shares of the company traded hands, compared to its average volume of 440,390. The business's 50-day moving average price is $12.41 and its two-hundred day moving average price is $13.23. The stock has a market capitalization of $1.16 billion, a P/E ratio of -104.93 and a beta of 1.42. NerdWallet has a 1 year low of $10.10 and a 1 year high of $17.30.

Institutional Trading of NerdWallet

Several large investors have recently modified their holdings of the company. Quarry LP bought a new stake in NerdWallet during the second quarter valued at about $31,000. nVerses Capital LLC bought a new stake in NerdWallet during the third quarter valued at about $62,000. US Bancorp DE bought a new stake in NerdWallet during the third quarter valued at about $86,000. Algert Global LLC bought a new stake in NerdWallet during the second quarter valued at about $196,000. Finally, TNF LLC bought a new stake in NerdWallet during the third quarter valued at about $178,000. Institutional investors own 38.81% of the company's stock.

Insider Transactions at NerdWallet

In other news, major shareholder Topline Capital Partners, Lp acquired 412,055 shares of the business's stock in a transaction that occurred on Tuesday, October 22nd. The stock was bought at an average price of $11.35 per share, with a total value of $4,676,824.25. Following the completion of the acquisition, the insider now directly owns 5,251,145 shares of the company's stock, valued at approximately $59,600,495.75. The trade was a 0.00 % increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. In other news, major shareholder Topline Capital Partners, Lp acquired 412,055 shares of the business's stock in a transaction that occurred on Tuesday, October 22nd. The stock was bought at an average price of $11.35 per share, with a total value of $4,676,824.25. Following the completion of the acquisition, the insider now directly owns 5,251,145 shares of the company's stock, valued at approximately $59,600,495.75. The trade was a 0.00 % increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Samuel Yount sold 5,000 shares of NerdWallet stock in a transaction on Monday, August 19th. The stock was sold at an average price of $12.01, for a total value of $60,050.00. Following the completion of the sale, the vice president now directly owns 2,329,471 shares of the company's stock, valued at $27,976,946.71. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 45.93% of the company's stock.

About NerdWallet

NerdWallet, Inc operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers in the United States, the United Kingdom, Australia, and Canada. Its platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as through NerdWallet app for various financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing, and student loans.