William Blair Has Bearish Outlook for NerdWallet Q4 Earnings

NerdWallet, Inc. (NASDAQ:NRDS) – Investment analysts at William Blair decreased their Q4 2025 earnings per share (EPS) estimates for shares of NerdWallet in a research report issued on Tuesday, October 29th. William Blair analyst R. Schackart now anticipates that the company will post earnings of $0.13 per share 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.

NRDS has been the subject of a number of other research reports. Morgan Stanley upped their target price on NerdWallet from $14.00 to $15.00 and gave the company an “equal weight” rating in a report on Wednesday. Barclays upped their price objective on shares of NerdWallet from $16.00 to $17.00 and gave the stock an “overweight” rating in a report on Wednesday. Oppenheimer lowered their target price on shares of NerdWallet from $20.00 to $18.00 and set an “outperform” rating for the company in a report on Thursday, August 1st. Truist Financial cut their price target on NerdWallet from $19.00 to $16.00 and set a “buy” rating on the stock in a research note on Monday, August 5th. Finally, 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. Two analysts have rated the stock with a hold rating and four have given a buy rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $17.00.

NerdWallet Stock Performance

NASDAQ NRDS opened at $15.06 on Thursday. The stock has a market cap of $1.19 billion, a P/E ratio of -107.57 and a beta of 1.42. NerdWallet has a fifty-two week low of $10.10 and a fifty-two week high of $17.30. The stock has a 50 day simple moving average of $12.35 and a two-hundred day simple moving average of $13.22.

NerdWallet (NASDAQ:NRDS) last posted its earnings results on Wednesday, July 31st. The company reported ($0.12) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.06). The firm had revenue of $150.60 million for the quarter, compared to analysts’ expectations of $149.93 million. NerdWallet had a negative return on equity of 2.98% and a negative net margin of 1.85%. The business’s revenue for the quarter was up 5.1% on a year-over-year basis. During the same quarter in the prior year, the company posted ($0.14) earnings per share.

Insider Transactions at NerdWallet

In other news, major shareholder Topline Capital Partners, Lp purchased 412,055 shares of NerdWallet 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 transaction, 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 ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. In other NerdWallet news, major shareholder Topline Capital Partners, Lp purchased 412,055 shares of the stock in a transaction dated Tuesday, October 22nd. The shares were purchased at an average cost 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 in the company, valued at $59,600,495.75. This trade represents a 0.00 % increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Samuel Yount sold 5,000 shares of the stock in a transaction on Monday, August 19th. The shares were sold at an average price of $12.01, for a total value of $60,050.00. Following the sale, the vice president now directly owns 2,329,471 shares in the company, valued at $27,976,946.71. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 45.93% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in NRDS. Lord Abbett & CO. LLC grew its position in NerdWallet by 108.4% in the 1st quarter. Lord Abbett & CO. LLC now owns 926,596 shares of the company’s stock worth $13,621,000 after purchasing an additional 481,958 shares during the period. Vanguard Group Inc. grew its holdings in shares of NerdWallet by 12.1% in the first quarter. Vanguard Group Inc. now owns 4,005,447 shares of the company’s stock worth $58,880,000 after acquiring an additional 432,262 shares during the period. Dimensional Fund Advisors LP increased its position in NerdWallet by 12.6% during the second quarter. Dimensional Fund Advisors LP now owns 769,831 shares of the company’s stock valued at $11,239,000 after acquiring an additional 86,376 shares during the last quarter. Renaissance Technologies LLC lifted its holdings in NerdWallet by 18.8% in the second quarter. Renaissance Technologies LLC now owns 251,000 shares of the company’s stock valued at $3,665,000 after acquiring an additional 39,800 shares during the period. Finally, Legato Capital Management LLC purchased a new position in NerdWallet in the second quarter worth about $555,000. Institutional investors own 38.81% 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.