NerdWallet Expands Share Repurchase Program to $125 Million
NerdWallet announced that its Board of Directors has authorized an additional $50M for the Company's share repurchase program to repurchase its Class A common stock. With this increase, the Company's total repurchase authorization now amounts to up to $125M of Class A common stock, which may be repurchased from time to time as market conditions warrant.
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- Earnings Release Schedule: NerdWallet has announced that it will release its fourth quarter and full-year 2025 financial results on February 25, 2026, followed by a conference call at 1:30 p.m. Pacific Time to discuss the financial outcomes in detail.
- Investor Participation: Investors and interested parties can listen to the call via a registration link on NerdWallet's Investor Relations site, with a replay available for 12 months post-event, ensuring broad dissemination of information.
- Company Mission and Services: NerdWallet is committed to providing clarity for financial decisions, offering trustworthy financial information through its website and app to help consumers and SMBs make informed money choices.
- Market Coverage: NerdWallet's services are available in the U.S., UK, Canada, and Australia, allowing users free access to expert content and comparison shopping marketplaces, enhancing financial management efficiency while saving time and money.
- Earnings Release Schedule: NerdWallet (NASDAQ: NRDS) announced it will release its Q4 and full-year 2025 financial results on February 25, 2026, followed by a conference call at 1:30 PM Pacific Time, aimed at enhancing financial transparency for investors and stakeholders.
- Investor Participation: Investors and interested parties can listen to the call via a registration link on NerdWallet's Investor Relations site, with a replay available for 12 months post-event, ensuring timely access to financial information for all stakeholders.
- Company Mission and Services: NerdWallet is committed to providing trustworthy financial guidance to consumers and small to mid-sized businesses, assisting users in making informed financial decisions regarding credit cards, home purchases, and more, showcasing its expertise and market influence in personal finance.
- Global Availability: NerdWallet's services are available in the U.S., UK, Canada, and Australia, allowing users free access to expert content and comparison shopping marketplaces, leveraging a data-driven app to manage finances, thereby enhancing users' financial decision-making capabilities and quality of life.
- Required Minimum Distributions: Investors must take required minimum distributions from retirement accounts after turning 73 to avoid penalties.
- Tax Penalties: Failure to comply with these requirements can lead to national tax penalties totaling up to $1.7 billion annually, as reported by Vanguard.
- Repurchase Program Expansion: NerdWallet's Board of Directors has authorized an additional $50 million for its share repurchase program, increasing total authorization to $125 million, aimed at enhancing shareholder value and boosting market confidence.
- Flexible Repurchase Strategy: Repurchases may occur in the open market or through privately negotiated transactions, with management determining timing and amounts based on market conditions and company performance, thereby optimizing capital allocation.
- Unlimited Timeframe for Repurchases: The share repurchase program has no time limit, allowing the company to repurchase shares at opportune moments, which enhances its flexibility and responsiveness in uncertain market environments.
- Long-term Strategic Commitment: Through this repurchase initiative, NerdWallet demonstrates confidence in future growth, aiming to attract more investors by enhancing shareholder returns and further solidifying its market position.
Stock Repurchase Authorization: NerdWallet has authorized an additional $50 million for repurchasing its Class A common stock, bringing the total repurchase authorization to $125 million.
Earnings Performance: In its Q3 2025 earnings call, NerdWallet reported a GAAP EPS of $0.34, exceeding expectations by $0.13, and revenue of $215.1 million, which surpassed estimates by $22.12 million.
Financial Targets: The company has set a full-year NGOI target of $91 million to $95 million while focusing on expanding its below-prime offerings and LLM channel.
Stock Market Reaction: Following the announcement, NerdWallet's shares increased by 2.42%.
Federal Reserve Rate Cuts: The Federal Reserve has cut the benchmark federal funds rate by 25 basis points to a range of 3.5-3.75%, marking a significant shift from the previous high of 5.25-5.5% aimed at combating inflation, which is positively impacting the financial sector.
LendingTree's Growth: LendingTree is experiencing strong performance due to increased mortgage and loan activity, with projected annual sales growth of 20% in FY25 and a significant EPS growth expected, reflecting its successful business model in the online lending marketplace.
PJT Partners' Advisory Success: PJT Partners is benefiting from lower borrowing costs that stimulate M&A activity, with expectations of double-digit revenue growth in FY25 and FY26, alongside a strong operational efficiency and profitability outlook.
NerdWallet's Revenue Increase: NerdWallet is capitalizing on rising consumer activity in personal finance, with projected sales nearing $1 billion and a significant turnaround in EPS expected, showcasing its effectiveness as a financial guidance platform.









