Q4 Earnings Forecast for NerdWallet Issued By William Blair

NerdWallet, Inc. (NASDAQ:NRDS) – Investment analysts at William Blair boosted their Q4 2025 earnings per share (EPS) estimates for NerdWallet in a research note issued on Tuesday, May 6th. William Blair analyst R. Schackart now expects that the company will earn $0.15 per share for the quarter, up from their previous forecast of $0.13. The consensus estimate for NerdWallet’s current full-year earnings is $0.36 per share. William Blair also issued estimates for NerdWallet’s Q3 2026 earnings at $0.23 EPS and Q4 2026 earnings at $0.21 EPS.

NerdWallet (NASDAQ:NRDS) last issued its quarterly earnings results on Wednesday, February 19th. The company reported $0.01 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.01. The company had revenue of $183.80 million during the quarter, compared to the consensus estimate of $168.33 million. NerdWallet had a net margin of 4.42% and a negative return on equity of 2.08%.

Several other research firms have also weighed in on NRDS. Morgan Stanley reduced their price objective on NerdWallet from $15.00 to $12.00 and set an “equal weight” rating for the company in a research note on Monday, February 24th. Barclays lifted their price target on NerdWallet from $17.00 to $19.00 and gave the stock an “overweight” rating in a research note on Thursday, February 20th. Citigroup reduced their price objective on shares of NerdWallet from $14.00 to $11.00 and set a “neutral” rating for the company in a research note on Tuesday, April 29th. Finally, KeyCorp dropped their target price on shares of NerdWallet from $18.00 to $14.00 and set an “overweight” rating on the stock in a research report on Monday, May 5th. Two equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company’s stock. According to data from MarketBeat, NerdWallet has an average rating of “Moderate Buy” and a consensus target price of $15.00.

NerdWallet Price Performance

NRDS stock opened at $11.09 on Thursday. The firm has a market cap of $821.86 million, a PE ratio of 27.73 and a beta of 1.41. NerdWallet has a 12 month low of $7.55 and a 12 month high of $16.45. The firm has a 50 day simple moving average of $8.95 and a 200 day simple moving average of $11.97.

Institutional Trading of NerdWallet

A number of hedge funds have recently made changes to their positions in the stock. Topline Capital Management LLC acquired a new position in NerdWallet in the 4th quarter valued at approximately $69,840,000. Vanguard Group Inc. increased its stake in shares of NerdWallet by 1.8% in the first quarter. Vanguard Group Inc. now owns 3,899,417 shares of the company’s stock worth $35,290,000 after acquiring an additional 69,499 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. raised its holdings in shares of NerdWallet by 157.3% during the fourth quarter. Connor Clark & Lunn Investment Management Ltd. now owns 908,468 shares of the company’s stock worth $12,083,000 after acquiring an additional 555,329 shares in the last quarter. Quinn Opportunity Partners LLC boosted its position in NerdWallet by 3,324.4% during the fourth quarter. Quinn Opportunity Partners LLC now owns 893,781 shares of the company’s stock valued at $11,887,000 after purchasing an additional 867,681 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in NerdWallet by 8.0% during the fourth quarter. Dimensional Fund Advisors LP now owns 867,500 shares of the company’s stock valued at $11,537,000 after purchasing an additional 64,366 shares during the last quarter. 38.81% of the stock is owned by hedge funds and other institutional investors.

NerdWallet Company Profile

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.