What is William Blair’s Estimate for NerdWallet Q4 Earnings?

NerdWallet, Inc. (NASDAQ:NRDS) – Research analysts at William Blair reduced their Q4 2025 earnings per share estimates for shares of NerdWallet in a report released on Tuesday, October 29th. William Blair analyst R. Schackart now anticipates 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.

Other research analysts also recently issued reports about the company. Oppenheimer cut 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. Truist Financial decreased their price objective on shares of NerdWallet from $19.00 to $16.00 and set a “buy” rating on the stock in a research report on Monday, August 5th. Barclays upped their target price on shares of NerdWallet from $16.00 to $17.00 and gave the stock an “overweight” rating in a report on Wednesday. Morgan Stanley raised their price target on NerdWallet from $14.00 to $15.00 and gave the company an “equal weight” rating in a report on Wednesday. Finally, KeyCorp upped their price objective on NerdWallet from $18.00 to $20.00 and gave the stock an “overweight” rating in a research note on Wednesday. Two analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $17.00.

NerdWallet Trading Down 1.2 %

NRDS opened at $14.51 on Thursday. NerdWallet has a 12-month low of $10.10 and a 12-month high of $17.30. The company has a market cap of $1.14 billion, a price-to-earnings ratio of -103.64 and a beta of 1.42. The company’s 50 day moving average is $12.46 and its 200 day moving average is $13.24.

NerdWallet (NASDAQ:NRDS) last released its quarterly earnings results on Wednesday, July 31st. The company reported ($0.12) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.06). NerdWallet had a negative net margin of 1.65% and a negative return on equity of 2.90%. The firm had revenue of $150.60 million for the quarter, compared to the consensus estimate of $149.93 million. During the same quarter in the prior year, the firm earned ($0.14) earnings per share. The company’s revenue for the quarter was up 5.1% compared to the same quarter last year.

Insider Activity

In other news, insider Topline Capital Management, Ll purchased 49,722 shares of the company’s stock in a transaction that occurred on Monday, October 21st. The stock was bought at an average cost of $12.05 per share, with a total value of $599,150.10. Following the completion of the purchase, the insider now owns 4,839,090 shares in the company, valued at approximately $58,311,034.50. This represents a 0.00 % increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. In other NerdWallet news, major shareholder Topline Capital Partners, Lp bought 412,055 shares of the firm’s stock in a transaction dated Tuesday, October 22nd. The shares were purchased at an average cost of $11.35 per share, for a total transaction of $4,676,824.25. Following the transaction, the insider now owns 5,251,145 shares of the company’s stock, valued at $59,600,495.75. This represents a 0.00 % increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Topline Capital Management, Ll purchased 49,722 shares of the stock in a transaction that occurred on Monday, October 21st. The stock was acquired at an average cost of $12.05 per share, with a total value of $599,150.10. Following the acquisition, the insider now owns 4,839,090 shares in the company, valued at $58,311,034.50. The trade was a 0.00 % increase in their position. The disclosure for this purchase can be found here. Company insiders own 45.93% of the company’s stock.

Institutional Investors Weigh In On NerdWallet

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in NRDS. Olympiad Research LP boosted its holdings in shares of NerdWallet by 42.3% in the 3rd quarter. Olympiad Research LP now owns 16,711 shares of the company’s stock worth $212,000 after purchasing an additional 4,967 shares during the period. US Bancorp DE bought a new stake in NerdWallet in the third quarter worth $86,000. TNF LLC purchased a new position in NerdWallet during the third quarter worth $178,000. nVerses Capital LLC bought a new position in NerdWallet during the third quarter valued at $62,000. Finally, Cubist Systematic Strategies LLC raised its stake in shares of NerdWallet by 11.1% in the second quarter. Cubist Systematic Strategies LLC now owns 15,671 shares of the company’s stock valued at $229,000 after acquiring an additional 1,561 shares during the period. 38.81% of the stock is currently owned by hedge funds and other institutional investors.

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.